Describe your planning service. Makeform turns it into a travel agent intake form for dates, destinations, budget, traveler details, lodging, transportation, activities, and follow-up.
Route new trip inquiries to email, Slack, Google Sheets, and Zapier.
Sample prompts for the builder
Choose a prompt, tailor it to your agency, or send it to the Makeform builder. Each example is a starting structure, not a live result.
Audience
Couples and families requesting a tailored leisure trip
Format
Detailed inquiry with conditional destination questions
Prompt size
288 chars
Example form structure
Detailed inquiry with conditional destination questions
Destination ideas and interests
Fixed or flexible dates
What is your total trip budget and currency?
Travelers and children's ages
Experiences and lodging styles
Suggested routing tags
New inquiry
Dates flexible
Consultation ready
Ask whether dates are fixed or flexible before requesting an exact departure date. That answer changes which fares and itineraries are worth researching.
Step 1
Qualify
trip fit, dates, party, and budget
Step 2
Discover
pace, stays, transport, and experiences
Step 3
Research
agent reviews a complete planning brief
Step 4
Consult
traveler and agent align on next steps
Why intake comes first
A useful intake separates firm constraints from wish-list preferences, giving the first consultation a practical starting point.
Collect dates, origins, party size, trip type, and budget before spending time on research.
Ask what can move: destination, dates, flights, hotel level, or spend.
Use answers about pace, past trips, accommodations, and deal breakers for focused follow-up.
Adapt the brief
Choose the closest trip type, then match its questions and routing to your service.
Combine destinations, dates, budget, pace, stays, activities, and transportation.
Add the occasion, atmosphere, resort, room, privacy, and travel window.
Capture organizer, headcount, origins, rooms, accommodations, payments, and deadline.
Ask about sailing, cabins, loyalty, packages, excursions, flights, and hotels.
Build the intake workflow
Use a clear sequence so travelers provide consistent details without facing every possible question.
Name the trips you plan and the details you need before accepting an inquiry.
Require dates and budget, then show trip-specific follow-ups only when relevant.
Share the form and route its structured answers to the appropriate advisor.
Check constraints and prepare follow-ups. Confirm details before research or booking.
Form vs email vs call notes
The form handles repeatable facts first, leaving calls for priorities and tradeoffs.
Field guide
These six sections create a useful brief without treating early estimates as confirmed booking details.
Client and contact
Collect the lead traveler's contact, time zone, and preferred channel. For groups, identify the decision-maker.
Dates and destination
Ask for destinations, origin airports, date windows, trip length, and what can change. Include an alternate window.
Budget and scope
Ask for currency, total versus per-person basis, and whether flights, stays, transfers, activities, or fees are included.
Traveler details
Capture adults, children's ages, room groups, origins, and international travel readiness. Save sensitive document numbers for a later process.
Travel style
Ask about pace, stays, transport, activities, food, downtime, and past trips. Request ranked priorities and deal breakers.
Readiness and follow-up
Ask when and with whom the client will decide, how to meet, and what happens next without promising availability or price.
Related tools
Pair intake with client discovery, booking, group, hotel, and checklist tools.
Coordinate group requirements through one organizer.
Open toolFAQ
Practical answers for advisors designing a smoother first step for new trip inquiries.
A travel agent intake form is a pre-research questionnaire. It gathers dates, destinations, origins, budget, travelers, stays, transport, activities, constraints, and contact details. It is a planning brief, not a booking confirmation.
Ask about destination, fixed dates, origins, travelers, budget scope, and priorities. Follow with lodging, flight, pace, activity, accommodations, past favorites, deal breakers, passport readiness when relevant, decision timing, and contact preference.
Request a range, currency, and total or per-person basis. Define whether airfare, lodging, transfers, activities, or advisor fees are included. Ask which preference could change if the wish list exceeds the budget.
For early discovery, ask about passport readiness and budget rather than document or card numbers. If the trip progresses, use your agency's designated process for sensitive identity, payment, and booking information.
Yes. Use conditional paths for cruise inquiries, children, or international travel. This keeps the main intake shorter while collecting relevant details. Review every path before publishing.
Cover dates, budget, party, origin, destination, and contact first. Group optional preferences, use conditional follow-ups, and save detailed traveler documents for a later stage.
Yes. Makeform is unlimited free: generate, edit, publish, and use the form without a response cap. The paid tier removes the Makeform badge.
Route the response, check required constraints, and review priorities. Confirm dates, budget scope, travelers, expectations, and next steps during consultation. Do not treat an inquiry as a reservation or promise unconfirmed price or availability.
Start every trip with a clearer brief.
