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.
Client Agreement & Terms and Conditions
Once the client is set to pay for their booking:
Send the Client Agreement for signature and payment authorization, ensuring it's linked to the full Terms and Conditions on your website.
If the Client Agreement 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 Client Agreement 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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