Travel booking handoff and confirmation checklist

Travel Advisor and Travel Agency Business | PublicProof Academy working document

Make sure every booking is paid to the right party, confirmed in the supplier system, and documented before you tell the client it is done.

Business

State or jurisdiction

Prepared on

Owner

Official source saved

Next review

Before booking

Written approval received
Names match passports exactly
Payment goes to supplier or host (or my registered trust account)
Merchant of record identified for airfare

After booking

Confirmation number verified in supplier system
Confirmation sent to client with full price and terms
Final payment and document reminders set
Expected commission logged

Use rule: Education and organization only. Record the agency, official source, checked date, cost, proof saved and responsible person for every consequential requirement. Unknown means stop and confirm. Example rows are labeled EXAMPLE and are not your data.