Ultimate Travefy Forms Bundle

A Complete Client Information System for Travel Advisors

Collecting accurate client information is one of the most important steps in planning a successful trip, but it’s also one of the most time-consuming parts of the process.

• Missing passport details.
• Incomplete traveler information.
• Authorization forms buried in email threads.

The Ultimate Travefy Forms Bundle brings all of your most important client information tools together in one organized system designed specifically for use inside Travefy.

Instead of building forms from scratch or recreating them for every booking, this bundle provides a complete collection of professionally structured forms that help you gather the details you need while maintaining a polished client experience.

Once added to your Travefy library, these forms can be reused across every trip you plan.

What’s Included

This bundle includes all four of the current Travefy form collections:

Core Client Form Bundle

Essential traveler information forms used at the beginning of the planning process, helping you collect the details needed to build accurate itineraries and reservations.

Payments & Authorization Form Bundle

Secure authorization forms designed to streamline payment processing while maintaining proper documentation for travel bookings.

Group Travel Form Bundle

Forms specifically structured for managing multiple travelers within a single trip, making it easier to organize guest details and preferences.

Client Media & Marketing Form Bundle

Consent and permission forms that allow advisors to properly document media use, testimonials, and marketing permissions.

Why Advisors Love These Forms

Well-designed forms reduce back-and-forth emails, prevent missing information, and create a smoother onboarding experience for clients.

These templates help advisors:

• collect accurate traveler information quickly
• keep payment authorizations organized
• manage group travel details efficiently
• document marketing permissions properly
• maintain consistent client intake across every trip

Designed Specifically for Travefy

Each form is structured for easy implementation inside Travefy so you can simply add them to your library and begin using them with your clients.

They are fully customizable, allowing you to adjust questions and formatting to match your workflow and business policies.

What You Receive

• All four Travefy form bundles in one package
• Clearly structured forms ready to implement
• Copy-and-paste friendly formatting for quick setup
• Reusable form templates you can apply to every booking

Perfect For Advisors Who

• want a more organized client intake process
• are tired of recreating forms for every trip
• want consistent documentation for payments and permissions
• use Travefy as their primary client management platform