Form templates for travel agencies & tour operators

Selling a trip is mostly asking questions — dates that can flex, embarkation port, cabin grade, who is travelling on whose passport. This page collects the formformform templates travel agencies and tour operators work from: trip enquiries, group rooming, honeymoon briefs, refunds and post-trip feedback.

20 use cases16 templates5 categories

A proposal is only as good as the intake behind it. A river cruise enquiry needs the route, the cabin class and dietary needs; a whale watching trip needs departure time, vessel type and whether anyone in the party gets seasick. Conditional logic keeps both in one form.

Either side of the trip, the paperwork changes shape — bed configurations and luggage storage for an inbound group, mobility aids and emergency contacts for a retirement community outing, cancellation reasons when a booking falls through, shore excursion ratings once everyone is home.

17 forms travel agencies & tour operators actually build

Each one starts from a template you can open and edit. Grouped by the kind of form it is.

Travel & Hospitality form templates

Wedding form templates

What travel agencies & tour operators usually collect

Sailing dates and cabin grade

Embarkation port, departure window, cruise line tier and balcony versus suite. On a Rhine, Danube or Mekong sailing the river comes first, because the route decides the itinerary and the shore excursions clients ask about.

Passport and traveller detail

Names exactly as printed, passport numbers and expiry, dates of birth, preferred flight dates. A destination wedding party sends all of it at once, which is why that form belongs on an encrypted link rather than in a mailbox.

Rooming and access needs

Bed configuration, adjoining rooms, guide accommodation and luggage storage for an inbound group. Community and school outings add mobility aid requirements, bus seat preference and an emergency contact for every traveller on the list.

Cancellations and trip ratings

Booking reference, travel dates and the reason a trip was cancelled, which is what a tiered policy is worked out from. Afterwards: guide punctuality, whether the stated difficulty matched the walk, and value against the ship-sold price.

16 templates to start from

How to set one up

  1. 1

    Open the Travel Inquiry Form and strip it back to the trips you actually sell. The editor is a document — you type the question and the field appears inline where you typed it.

  2. 2

    Branch on trip type. A cruise reveals embarkation port and cabin grade; a river sailing reveals route and shore excursions; a group booking opens rooming, dietary needs and mobility questions.

  3. 3

    Keep passport and date-of-birth questions on a separate end-to-end encrypted form, sent only once a booking is confirmed. Visa scans and insurance certificates go on that same form as file uploads — attachments on an encrypted form stay encrypted and decrypt in your browser.

  4. 4

    Put the enquiry where trips are browsed: embedded on the destination page with two lines of HTML, as a slide-in on a late-availability post, or a QR code on the stand at a cruise night.

  5. 5

    Send each submission on by webhook or Zapier so an enquiry lands in your booking system, then mail the Post-Trip Feedback Form when clients are home and export a season at a time.

Frequently asked questions

What should a trip enquiry form ask before I can quote?

Enough to price it and no more: travel dates with a flexibility window, party size and ages, departure airport or embarkation port, budget tier, and cabin or room grade. Everything cruise-specific stays hidden behind logic until someone says they want a cruise, so a walking-tour client never scrolls past it.

How should I collect passport details for a destination wedding party?

On an end-to-end encrypted form, sent as a link to each traveller rather than gathered in a shared spreadsheet. Passport numbers, expiry dates and dates of birth are exactly what encrypted forms are for. EU hosting is available, data is encrypted at rest and in transit, and formformform is fully GDPR compliant.

Can clients send their visa or travel insurance certificate through the form?

Yes. Add a file upload field and the client attaches the scan to the booking itself — visa, insurance certificate, the photo page of a passport — and you download or preview it from the submission beside their answers. On an end-to-end encrypted form the attachments are encrypted with everything else and decrypt in your browser when you open the response.

Can I take the deposit or final balance through the booking form?

Yes. Add products and priced options to the form, then collect payment through secure hosted checkout with Stripe, PayPal, or Square. Payment status is tracked alongside the response.

How do I handle refund requests against a tiered cancellation policy?

Collect the booking reference, the travel dates and the cancellation reason on one form, with logic opening the medical or bereavement questions only when they apply. There are no calculated fields, so your tier is still worked out your side — but the request arrives complete, searchable by booking reference, instead of as a phone call.

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