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Beautiful Travel Agent Forms Bundle — For Tern
Forms
Tern
Client Communications
Created by
Megan C
5.0
About
Elevate your client experience with this visually stunning, professionally designed set of five editable forms — created exclusively for travel advisors using the Tern platform.
What sets these forms apart? Beautiful, eye-catching headers and thoughtful layouts that make every section approachable and easy to complete for your clients. Combined with clear, client-friendly language, these forms help you create a polished, stress-free onboarding and booking process that your clients will love.
Included Forms:
- Client Intake Form (Trip Request)
- Client Profile Form (CRM Form)
- Booking Form (Custom Form)
- Post-Trip Feedback Form (Custom Form)
- Travel Wishlist Form (Custom Form)
Each form is fully editable in Tern and includes a Canva template so you can effortlessly customize colors, fonts, and branding. Created by a travel advisor who understands what works, these forms save you time while elevating your brand.
What You’ll Get:
- Five beautifully designed forms with visually engaging headers and layouts
- Shared through Tern, so no manual re-entry.
- Canva template for the headers, if you want to make changes to match your branding
- Personal business use license (no sharing or reselling - if you are an agency owner, please contact me for an agency quote)
Why This Package Works:
- Stunning visuals make forms less intimidating and increase client completion rates
- Saves you hours of formatting and design work
- Professional copy crafted from real travel advisor workflows
- Helps build trust and professionalism from the first client interaction + makes the process more fun!
How It Works:
- Purchase your package, and message me to send me your Tern email address.
- I'll "Share" the templates with you, directly through Tern, and I'll also send a "Read Me" document through Lucia, in case you have any questions! (Please allow 1-2 business days.)
- You can customize the forms to suit your workflow and process + customize the branding in Canva, if you'd like.
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Delivery Time:
Please allow 1-2 business days after purchase, in case I am traveling or unavailable.
Optional Add-Ons:
- Custom form creation or workflow design services, billed hourly in Lucia
- Additional form templates tailored to your unique process
- Enhancing your current forms with headers and client-friendly wording, billed hourly in Lucia
What sets these forms apart? Beautiful, eye-catching headers and thoughtful layouts that make every section approachable and easy to complete for your clients. Combined with clear, client-friendly language, these forms help you create a polished, stress-free onboarding and booking process that your clients will love.
Included Forms:
- Client Intake Form (Trip Request)
- Client Profile Form (CRM Form)
- Booking Form (Custom Form)
- Post-Trip Feedback Form (Custom Form)
- Travel Wishlist Form (Custom Form)
Each form is fully editable in Tern and includes a Canva template so you can effortlessly customize colors, fonts, and branding. Created by a travel advisor who understands what works, these forms save you time while elevating your brand.
What You’ll Get:
- Five beautifully designed forms with visually engaging headers and layouts
- Shared through Tern, so no manual re-entry.
- Canva template for the headers, if you want to make changes to match your branding
- Personal business use license (no sharing or reselling - if you are an agency owner, please contact me for an agency quote)
Why This Package Works:
- Stunning visuals make forms less intimidating and increase client completion rates
- Saves you hours of formatting and design work
- Professional copy crafted from real travel advisor workflows
- Helps build trust and professionalism from the first client interaction + makes the process more fun!
How It Works:
- Purchase your package, and message me to send me your Tern email address.
- I'll "Share" the templates with you, directly through Tern, and I'll also send a "Read Me" document through Lucia, in case you have any questions! (Please allow 1-2 business days.)
- You can customize the forms to suit your workflow and process + customize the branding in Canva, if you'd like.
=
Delivery Time:
Please allow 1-2 business days after purchase, in case I am traveling or unavailable.
Optional Add-Ons:
- Custom form creation or workflow design services, billed hourly in Lucia
- Additional form templates tailored to your unique process
- Enhancing your current forms with headers and client-friendly wording, billed hourly in Lucia
Pricing & Inclusions
$75Basic
|
$75Standard
|
$75Premium
|
|
|---|---|---|---|
| Client Intake Form (Initial Inquiry) | |||
| Client Profile Form (Traveler Details & Preferences) | |||
| Booking Form (Final Confirmation & Details) | |||
| Post-Trip Feedback Form (Simple Client Feedback & Testimonials) | |||
| Travel Wishlist Form (Engage clients for their next adventure) | |||
| Buy now | Buy now | Buy now |
While this package provides guidance to the user and CoPilot on how to work together,
users will retain full control and responsibility over how the work is executed by their CoPilot.
Lucia does not actively monitor or regulate the work involved in each package and
will not be held liable for any final outcomes or results achieved through a package.
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