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All CollectionsGetting Started with TIS: A Step-by-Step Guide
Best Practices for Executing Core Legal Agreements
Best Practices for Executing Core Legal Agreements

Discover essential guidelines and strategies for effectively executing core legal agreements.

Updated over 8 months ago

Planning Fee Agreement

  • Send this to your clients for authorization and signature if you charge planning fees.

  • Ensure it links to your full terms and conditions, detailing your cancellation and change fee policies.

Travel Services Agreement (TSA) & Terms and Conditions

Once the client is set to pay for their booking:

  • Send the TSA for signature and payment authorization, ensuring it's linked to the full Terms and Conditions on your website.

  • If the TSA isn't linked, bypass this step and directly send the full Terms and Conditions for signature and payment authorization.

Adopt a routine of sending the TSA or Terms each time your client makes a payment, to ensure all transactions are well-documented.

Travel Insurance Waiver

  • When presenting a travel insurance quote, accompany it with relevant travel insurance agreement.

  • Require your client to accept or waive coverage, acknowledging their responsibility in policy selection and comprehension of coverages.

Cancellation Form

  • If a booking cancellation is on the horizon, ensure your client signs the Cancellation Form before you proceed with canceling any travel components.


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