Purpose
Tracks the core client-facing forms Passionate Vacations needs to manage client travel planning clearly and professionally.
Current Standard
Client forms should support clear communication, accurate information gathering, payment documentation, and smooth client experience. Core forms may include travel inquiry forms, qualification forms, reservation forms, credit card authorization forms, payment and cancellation policy documents, and pre-departure checklists.
Procedure / Steps
Nothing recorded yet.
Key Decisions
Final client forms should use Passionate Vacations branding, corrected margins, clean spacing, clear section labels, and the title Travel Experience Guide where appropriate. Cruise forms should be standardized by cruise line when needed.
Related Assets
- • Final client document set
- • Passionate Vacations logo
Related SOPs
- • Document Review SOP
- • Final File Storage SOP
- • Client Intake & Qualification Process
Related Forms / Templates / Checklists
- • Travel Inquiry Form
- • Client Qualification Form
- • Reservation Forms
- • Credit Card Authorization Form
- • Payment and Cancellation Policy
- • Pre-Departure Checklist
Related Prompts
- • Client form review prompt
- • fillable PDF prompt
- • document formatting prompt
Tags
client-formschecklistreservationpolicycredit-card-authorizationpre-departure
Notes
This entry should be updated as new client forms are finalized.