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Client Document System

Last updated July 5, 2026

Purpose

Organizes the official client-facing documents used by Passionate Vacations.

Current Standard

Client documents should be polished, branded, easy to understand, and consistent across the business. Final versions should use Passionate Vacations branding, corrected margins, clean spacing, and the title Travel Experience Guide unless another title is specifically required.

Procedure / Steps

Nothing recorded yet.

Key Decisions

Client-facing documents should be stored, named clearly, and connected to PV HQ so they can be found later. Documents should not remain scattered across downloads, chats, Google Drive, or temporary folders without being added to the Asset Index.

Related Assets

  • • Final client document set
  • • Passionate Vacations logo
  • • Payment and Cancellation Policy
  • • client forms

Related SOPs

  • • Document review process
  • • Final document storage process

Related Forms / Templates / Checklists

  • • Payment and Cancellation Policy
  • • Credit Card Authorization Form
  • • Reservation Forms

Related Prompts

  • • Document cleanup prompt
  • • Margin correction prompt
  • • Brand formatting prompt

Tags

documentsclientformstemplatespoliciesasset-index

Notes

This entry will later connect to the Asset Index once all final files are uploaded or linked.