This travel agent template bundle is perfect if you are a travel agent looking to get organized. You can track the number of trips planned and completed. There's a questionnaire for collecting client information and trip details. You can track every step of a client trip from quote to completion in the travel agent checklist. You can track your supplier information, payment details and commission earned. Also, track your income and expenses in the bookkeeping tracker.
★ What's included? ★
Travel Agent Dashboard
Planning Questionnaire
Travel Agent Planner
Monthly Calendar
CRM Dashboard
Travel Agent CRM
Travel Agent Checklist
Supplier Tracker
Bookkeeping Overview
Bookkeeping Log
Marketing Tracker
★ What's included? ★
PLEASE NOTE THIS IS A DOWNLOADABLE FILE AND NO PHYSICAL ITEMS ARE INCLUDED.
You will receive 2 Sheets with this listing:
- Google Sheets
- Excel Spreadsheet
(Please note: This printable is for personal use only and cannot be resold or given away as a freebie)
Why should I order your spreadsheets?
~ Instant Download
~ Easy to Use
~ Includes Video Instructions
~ They are Pretty!
~ You can edit, customize, and use your sheet to make it your own!
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Remember - this is an instant download. Nothing will be mailed to you. Please note that you’ll be receiving just downloads to use on your computer.
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Refunds and Exchanges
Hey there - so I understand sometimes we buy things and they don’t look the way we planned. I don’t like to do refunds, cause hey - how do I know you didn’t already use it? But listen - I’m an easygoing chick, so if you have a serious concern about your order, holler at me in the messages and we can work something out.
Please understand these items are for personal use only. You can print and use, but please don’t resell, reproduce, or anything else uncool.
This template is provided for informational and organizational purposes only. It is not intended to serve as medical, legal, or professional advice. Users are responsible for verifying the accuracy and appropriateness of the information recorded and for consulting with qualified professionals regarding any health or legal matters.
The creator of this template makes no guarantees regarding the accuracy, completeness, or suitability of this tool for any specific situation and disclaims any liability for damages or losses that may arise from its use.
By using this template, you acknowledge and agree to these terms.
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Enough about the serious stuff….
Let me know how your journey is going! I’d love to hear about your success!
Good luck to you! One little step at a time!
