Travel client scope and approval record

Travel Advisor and Travel Agency Business | PublicProof Academy working document

Capture what the traveler asked for, what you will and will not do, and their written approval of the quote and terms.

Business

State or jurisdiction

Prepared on

Owner

Official source saved

Next review

Trip request

Travelers (names as on passports)
Dates and flexibility
Budget range
Passport and entry requirements checked
Mobility, medical, or dietary needs

Service scope

Services included
Planning fee (if any) and when it is earned
What is not included or guaranteed
Support hours and after-hours contact

Approval

Quote version approved
Supplier cancellation terms acknowledged
Travel insurance offered and client decision recorded
State disclosures given (HI 468L-7, CA CST number)
Client signature and date

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.