🧭 Archer Evolution Travel Agent Booking Checklist

From First Contact → Repeat Client

1️⃣ Qualify Your Client

• Destination(s)

• Travel dates & flexibility

• Number of travelers + ages

• Budget

• Travel style (luxury, family, adults-only, etc.)

• Special occasions

• Passport status & expiration

• Any special needs

💡 The better you qualify, the easier the sale.

2️⃣ Build & Send Quotes

• Send 2–3 options (good / better / best)

• Include:

  • What’s included

  • Pricing

  • Payment terms

👉 Always offer travel protection

3️⃣ Schedule a Follow-Up

• Set a time to:

  • Review options

  • Answer questions

  • Adjust

💡 Never leave a quote open-ended.

4️⃣ Confirm Selection

• Verify:

  • Names (as on passport)

  • Dates

  • Room type

  • Add-ons

5️⃣ Secure Payment

• Download the Credit Card Authorization Form from the Travel Café website

• Have the client complete and sign the form

• Store the form securely for your records

6️⃣ Book the Trip

• Book through supplier

• Apply promotions & notes

• Collect deposit or full payment

7️⃣ 🧾 Submit Commission Tracking Form

• Go to the Commissions Hub

• Submit the Commission Tracking Form within 30 days of booking

💡 This step connects the booking to YOU — don’t skip it!

8️⃣ Payment & Deadline Reminders

• Confirm:

  • Deposit received

  • Final payment date

  • Cancellation policy

👉 Set reminders to follow up

9️⃣ Send Confirmation & Documents

• Send:

  • Full itinerary

  • Booking confirmation

  • Travel documents

🔟 Pre-Trip Engagement

• Send helpful reminders:

  • Packing tips

  • Check-in information

  • Travel tips

1️⃣1️⃣ Travel Check-In

• Send a quick message:

  • “Safe travels!”

  • Offer support if needed

1️⃣2️⃣ Post-Trip Follow-Up

• Ask:

  • What did you love?

  • What could be better?

💡 This is valuable insight for future bookings.

1️⃣3️⃣ Create Repeat Business

• Use client feedback to:

  • Suggest future trips

  • Send personalized deals

  • Recommend new destinations

👉 “Since you loved ___, I have a great idea for your next trip…”

🎯 Final Tip

👉 The booking is just the beginning.
The follow-up is what builds long-term clients and a successful travel business.