Contact

07904 497343

Follow

©2018 by Travel-Buddies/Concierge Services. Proudly created with Wix.com

QuestionaIre

CLIENT QUESTIONAIRY                                                         (To be Completed by Travel-Buddy)

Travel -Buddies/Concierge Services.                                                  Date _________________


Travel-Buddy……………………………………………..


Client Information:


Name (1) ……………………………………………………………….. D.O.B……………………


Name (2) ………………………………………………………………...D.O.B……………………



Address ………………………………………………………………….


 ……………………………………………………………………………….


 ……………………………………………………………………………....


Post Code…………………………….


Tel………………………………………


Mbl……………………………………


Email…………………………………


DESTINATION                               UK.    Europe.  Rest of the World.


Type of Break             Day-Out.    Mini Break U.K.    European Break.    Rest of World Break


Specific Location …………………………………………………………………………………….


2ndOption …………………………………………………………………………………………….. 


Dates (1)………………………………………………..Dates (2)……………………………………


Budget …………………………………………………………………………………………………….


Suggested Booking Option’s.


                                Travel Agent           Internet Provider        Provider Direct


Mode of Transport

                                     Car        Train       Plane         Ferry          Ship        Coach


Information Left           Yes/No                 Contact in ……………………………Days/Weeks/Months


DETAILS OF PARTY 


Total Number in Party ……………

Names of Other Members of Party


(1)……………………………………………………………….D.O.B……………………..Contact No…………………


(2)……………………………………………………………….D.O.B……………………..Contact No…………………


(3)……………………………………………………………….D.O.B……………………..Contact No…………………


(4)……………………………………………………………….D.O.B……………………..Contact No…………………


(Please complete separate Client Questionnaire for each client if appropriate)


PASSPORTS

Check all passports for Names / D.O.B/Expiry Date.


Name, Date of Expire …………………………………………………….. 

   

Name, Date of Expire ……………………………………………………..


Name, Date of Expire …………………………………………………….


Name,  Date of Expire …………………………………………………...


Visa’s Required        Yes    No 


RESEARCH/BOOKING

  

Research (list sites visited)


……………………………………………………………………………………………………………………………………………….


Referral to Travel Agent.


………………………………………………………………………………………………………………………………………………


……………………………………………………………………………………………………Date………………………………..


QUOTATION DETAILS


£……………………………….

(Please provide client with full detailed Quotation and attach copy to Client Questionnaire)


Bookings Commenced                                 YES             NO

(If YES complete below as applicable)

HEALTH


Please indicate which client’s and health issues, medication, mobility issues continue on separate sheet and attach if appropriate.


………………………………………………………………………………………………………………………………………………


………………………………………………………………………………………………………………………………………………


………………………………………………………………………………………………………………………………………………


………………………………………………………………………………………………………………………………………………


………………………………………………………………………………………………………………………………………………


………………………………………………………………………………………………………………………………………………


…………………………………………………………………………………………………………………………………………......


Will any of the above impact or prevent proposed break?              YES     NO   N/A

(If YES please obtain Next of Kin & Contact Number in case of Emergency)


………………………………………………………………………………………………………………………………………………


………………………………………………………………………………………………………………………………………………


……………………………………………………………………………………………………………………………………………..


……………………………………………………………………………………………………………………………………………..



Doctors Approval Recommended                       YES.      NO.


G.P. Name & Surgery if applicable.


………………………………………………………………………………………………………………………………………………


………………………………………………………………………………………………………………………………………………


………………………………………………………………………………………………………………………………………………


……………………………………………………………………………………………………………………………………………….


Has G.P. given approval?                           YES         NO        N/A

(Attach Evidence of give explanation below)


………………………………………………………………………………………………………………………………………………

BOOKING PROGRESS 


Bookings Made           YES / NO

(Details of Travel Agent/Journey/Location/Dates, etc


Travel Agent                 Yes/No……………………………………………………………………………………………….


……………………………………………………………………………………………………………………………………………..


Car Journey                 Yes/No…………………………………………………………………………………………………


Train/Coach                Yes/No………………………………………………………………………………………………………………………………….


…………………………………………………………………………………………………………………………………………….


Plane/Airport              Yes/No…………………………………………………………………………………………………………………………………..


……………………………………………………………………………………………………………………………………………...



Please indicate what arrangement are required or have been made for Travel-Buddy


………………………………………………………………………………………………………………………………………………


………………………………………………………………………………………………………………………………………………


PAYMENTS


CONFIRM DATES………………………………………………….


CONFIRM AMOUNTS ……………………………………………


                                                 

Payment Direct to Travel Agent YES   NO  £…………………………………..


                                                

Payments to Travel-Buddy


Deposit Taken                   YES    NO                 £……………………..    Cash/Cheque/Pay-Pal

Receipt Given                    YES    NO


Balance Due Date………………………. Amount £…………………………. Cash/Cheque/Pay-Pal

Receipt Given                    YES    NO



Additional Information……………………………………………………………………………………………………………………………


………………………………………………………………………………………………………………………………………………


………………………………………………………………………………………………………………………………………………


………………………………………………………………………………………………………………………………………………


……………………………………………………………………………………………………………………………………………….



                                           __________________________________


HOW DID CLIENT HEAR ABOUT TRAVEL-BUDDIES?


Referral From …………………………………………………………………………………..


Other Source ……………………………………………………………………………………


Leaflet Drop …………………………………………………………………………………….



                                        _____________________________________


Please now confirm with your client they are happy to share this information with the nominated Travel Agent and hand a COPY  to the Travel Agent at 1stmeeting.


DECLARATION.


I confirm the above information is True and I/We are happy for that information to shared with your recommended Travel Agent.


Signed ……………………………………….Date…………………………


Signed………………………………………..Date………………………...


Signed………………………………………..Date………………………...


Signed………………………………………..Date………………………...