Some amazing travel advisors in the Travefy community shared these forms as great examples to help you get started.
Form
Created By:
Shivon Mitchell - VonVoy Travels
Form
Created By:
Melanie Granados - Fuga Travel
Form
Created By:
Tiffany Tarter - Fairy Tale Concierge
Form
Created by:
Robert Brecker - So Much To See Travel
Form
Created by:
Jennifer Day - Carlisle Travel Management
Form
Copy and customize this form to fit your clients!
Form
Created by:
Robert Brecker - So Much To See Travel
Form
Created By:
Liz Davis - Luxury Travel Advisor, CTA
Form
Travefy strongly encourages users to consult with your host agency and legal counsel to ensure you are using the correct language and specifics in your forms to protect your business.
Form
A simple waiver to use when a client declines trip insurance.
Travefy strongly encourages you to consult with your host agency and legal counsel to ensure you are using the correct language and specifics in your forms to protect your business.
Form
Travefy strongly encourages you to consult with your host agency and legal counsel to ensure you are using the correct language and specifics in your forms to protect your business.
Form
This is a great form to get started with when creating a new client intake form! This form includes custom smart fields that will automatically import into your Contacts to begin using right away.
Send them to us!
Do you have great examples of client forms and task lists that you want to share with other travel advisors? Send them to Professional@Travefy.com and we'll feature them here.
Tasks and Task Lists help you stay organized and create a bullet proof process when working with clients.
Task List
Use this sales workflow template to help you organize your process. You can also customize and edit it after you copy it.
Task List
This task list includes forms and saved messages to use for your clients! Once you copy this task list to your library, you'll also receive the forms and saved messages that are built into it.
Use saved messages for trip email invites, sending forms, and more!
Saved Message
Use this simple chat message before a client leaves for their trip!
Saved Message
This message explains how your client can use and download the Trip Plans mobile app to view their trip on-the-go.
Saved Message
Use this "know-before-you-go" message in a trip invite email before your client leaves for their trip. Customize further with your own expertise!
Library Sharing makes it easy to share content with others or copy items share with you in just one click.