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Travel Questionnaire Form Template

Unlock Personalized Travel Plans with This Easy Questionnaire

Are you struggling to capture important details from your clients efficiently? This travel questionnaire template helps travel agents and agencies streamline the gathering of client preferences and requirements for unforgettable trips. By using this form, you can easily collect information about destinations, budget, special needs, and travel styles, ensuring personalized experiences for every traveler. Plus, the WCAG-aligned labels ensure accessibility for all users. Explore the live template now and enhance your client interactions.

Full name
Email address
Phone number
Preferred contact method
Email
Phone
Text message
Any
Departure city or airport
Primary destination(s)
Earliest departure date
Latest return date
Trip purpose
Leisure
Business
Family visit
Honeymoon/Romance
Adventure
Cultural
Prefer not to say
Other
Please Specify:
Number of travelers
How flexible are your dates?
Fixed dates
Flexible by a few days
Flexible by 1-2 weeks
Undecided
Approximate budget per person (include currency)
Preferred accommodation type
Transportation preferences
Flight
Train
Car rental
Private driver/transfer
Public transit
Cruise
No preference
Activities and interests
Dietary requirements
None
Vegetarian
Vegan
Gluten-free
Halal
Kosher
Food allergies
Prefer not to say
Other
Please Specify:
Accessibility or mobility needs
Is this trip for a special occasion?
None
Birthday
Anniversary
Honeymoon
Graduation
Other
Please Specify:
Airline or hotel preferences and any loyalty memberships (e.g., frequent flyer, rewards numbers)
Do all travelers have valid passports for international travel?
Yes
No
Not applicable
Additional notes or preferences
Would you like to receive travel deals and updates?
Yes
No
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Paper art illustration featuring a travel questionnaire form on a desk with travel-related items and stationery

When to use this form

Use this questionnaire when you need trip details gathered fast and in one place. It helps travel agents onboard new clients, office admins arrange team travel, and group leaders plan school or club trips. Ask it before quoting so you can match dates, budget, and comfort level. If someone is still exploring ideas, start with the Travel inquiry form to capture early preferences. When details are set and you need approvals or bookings, hand off to the Trip request form. With clear inputs, you reduce back-and-forth, avoid preventable issues, and send a targeted proposal that gets a quick yes.

Must Ask Travel Questionnaire Questions

  1. What are your ideal travel dates, trip length, and destination(s)?

    Specific dates and stay length set availability and pricing, so you can quote what is actually bookable. If dates are flexible, you can compare options to find better fares or fewer connections.

  2. What is your total budget and per-person price range?

    Clear numbers prevent mismatched quotes and help you choose flights, hotels, and activities that fit. Knowing a ceiling also shows where upgrades or off-peak savings make sense.

  3. What accommodation, flight, and seat preferences or accessibility needs do you have?

    Details like bed type, cabin class, seat location, and mobility or dietary needs shape the itinerary and avoid last-minute changes. Capturing them upfront improves comfort and reduces service issues.

  4. Do you need passports, visas, or vaccinations for this trip?

    Document and health requirements affect timing and route choice, especially for complex itineraries. If you must collect IDs and expiration dates from each traveler, use the Travel information form to store them securely.

  5. Who approves the trip and what is your decision timeline?

    Knowing the decision-maker and deadline lets you place holds and send proposals that will be reviewed on time. When you are ready to proceed, submit the Travel request form so approvals and bookings move without delays.

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