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Client Intake Form

Hi,

Thanks for reaching out. We are super excited to help plan your next trip. We have a few questions to get started:

1. Where would you like to go? (If you have somewhere specific in mind)

2. What type of experience are you looking for? (Check all that apply)

Beach

City

Nature

Mountains

Skiing

Adventure

Cultural

Kid Friendly

Multi-city

Wellness

All-Inclusive

Other

3. Is there a special reason for this trip?

4. How long do you have for this trip?

5. To help me better understand your budget, what would you want to spend in total?

6. What trips have really worked for you/your group previously? (The more details the better!)

7. What hotels have you stayed in before that you have loved?

8. Are you a loyalty member, i.e. airlines, hotels, cruises? If yes, please put your loyalty id number for each.

9. How much of this trip would you like us to plan? (Check all that apply)

Hotels

Flights

Activities/Tours

Restaurant Reservations/Special Events

Other

10. What are your top three priorities for this trip?

11. Dates for travel (M/DD/YY) - Please attach a copy of your travel itinerary (flights, trains, etc.) (if applicable)

Upload Files Here

Additionally, please provide the below information:

12. Name of all travelers & ages (if children are involved), Dietary Restrictions, Accessibility Requirements, Other Allergies

US Toll Free: 1 (254) 280-8793

San Antonio, TX 78249

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