Travel Agency Service Checklist

Review all sections and verify all components to ensure alignment with service standards. Mark each item as completed to ensure a smooth and efficient service for travel clients.

Client Interaction

• Confirm client travel preferences and special requirements

• Review and confirm booking details and itinerary with client

• Ensure all client documents and visas are in order

• Provide clients with contact numbers and emergency information

• Follow up with clients post-travel to gather feedback

Booking and Reservations

• Verify accommodation availability and book as per client needs

• Confirm flight bookings and seat assignments

• Arrange transportation to and from the airport

• Book special tours and activities requested by the client

• Check for travel warnings or restrictions in client's destination

Documentation

• Ensure all clients' passports have enough validity

• Arrange necessary visas or travel authorizations

• Collect and organize all travel insurance documents

• Provide detailed travel itineraries to each client

• Secure all personal information under data protection regulations

Financial Management

• Process all payments and issue invoices timely

• Verify all costings and budgets are adhered to

• Offer multiple payment options to clients

• Keep a detailed record of all financial transactions

• Ensure refunds and cancellations are handled promptly

Emergency Preparedness

• Develop a response plan for travel emergencies

• Train staff on handling different types of emergencies

• Maintain updated local contacts for emergency services in all destinations

• Ensure communication lines are open and accessible 24/7

• Keep a first aid kit and other emergency supplies easily accessible

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