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Customer Information Form

This form collects a traveler's contact details, trip preferences, and specific needs so a travel advisor can put together a tailored proposal.

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Date Completed

Client Name

Nombre

Apellido

Phone Number

Address

Dirección

Ciudad

Estado / Provincia

Código postal

Vacation Budget

Number of Adults

Number of Children

Children Ages

Vacation Start Date

Vacation End Date

Destination of Interest

Departure City

Airline Preference (Frequent Flyer Programs)

Seat Preference

Window Aisle No Preference

Cruise Preferences (Frequent Cruiser Programs)

Cruise Itinerary

Cruise Length

Pre and Post Cruise Nights

Yes No

Cabin Class

Beverage Plan

Yes No

Beverage Plan Type

Number of Nights

Hotel Preferences (Frequent Guest Programs)

# of Rooms/Arrangement

Features

Pool Gym Spa Kitchenette Ocean View Other

Car Preferences (Frequent Renter Programs)

Add-Ons

Car Category

Economy Compact SUV Luxury

Country or Countries of Interest

Region of Interest

Europe Caribbean Asia Other

What hotels have you stayed in and enjoyed?

What cruise lines and resorts have you enjoyed before, if any?

What activities do you enjoy when travelling?

Sightseeing Adventure Relaxation Culture Shopping Other

What activities do you enjoy when traveling?

Sightseeing Adventure Relaxation Culture Shopping Other

Additional Notes

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