Trip AgencyForms

Travel inquiry form for groups: the shape of the trip before the names

A group travel inquiry gives your agency the shape of a trip before anyone's personal details are collected: how many people, which dates are possible, how many rooms and how much transport the group needs. Quotes can start from that outline, but no traveler should be treated as booked until that person has agreed to the plan. Keep individual records for a separate step so the inquiry stays readable for the leader.

Field blueprint

Fields for the group leader and the shape of the trip

FieldTypeRequiredWhy you ask it

Group leader name

Short textRequired

The person your agency works with for every decision about the group.

Organization or group name

Short textOptional

Used on the booking and the rooming list. Leave blank for a private group.

Number of travelers

NumberRequired

Group terms can depend on the number of travelers, so the count matters before any quote.

Earliest possible departure

DateRequired

Starts the travel window. Groups usually have a window of dates before they have one day.

Latest possible return

DateRequired

Ends the window. A window lets the agency search several workable combinations of dates.

Trip length in nights

NumberRequired

Sets the nights to plan for accommodation and transport.

Destinations under consideration

Enter one destination per line, in the order the group prefers.

Long textOptional

Places the group has already discussed. The agency can compare them in one outline.

Rooms needed

NumberRequired

Rooms are counted apart from travelers, so the room count is what the agency plans accommodation around.

Transport needed

FlightsCoach or busLocal transfers
Multiple choiceOptional

Lets the agency plan only the parts the group needs in one request.

How much planning the group wants

Full day-by-day planTransport and rooms onlyOpen to suggestionsNot sure yet
Single choiceRequired

Sets the level of work: a full day-by-day plan, only transport and rooms, or open suggestions.

Access needs for the group

Describe the access needed, not individual medical details.

Long textOptional

Describes access the route or hotels must provide, such as step-free paths. It affects which venues can be used.

Traveler list status

Names are readyPartly readyNot yet
Single choiceRequired

Shows whether names are ready. A quote can start before names are final, but a booking needs them.

Contact email

EmailRequired

Where the agency sends the outline, the quote and any questions about the group's plans.

Contact phone

Begin with the country code.

PhoneOptional

Used for a call about dates or access needs.

Try it

Preview the inquiry as the group leader sees it

Preview · not a real form

Enter one destination per line, in the order the group prefers.

Transport needed
How much planning the group wants Required

Describe the access needed, not individual medical details.

Traveler list status Required

Begin with the country code.

After a response arrives

Turn a group inquiry into a plan

  1. Confirm the count and the window

    Check the traveler count and the date window before you quote. If the count changes after a quote, issue a new quote instead of adjusting the old one.

  2. Collect each traveler's details separately

    Names, document details and personal needs belong in a traveler-by-traveler process. This inquiry gives you the group's outline, not individual records.

  3. Read the grid, and phone the leader for close deadlines

    A request is stored when it arrives, and the hourly production run processes it before the creator is notified. When a supplier deadline is close, phone the leader instead of waiting on that run.

Mistakes to avoid

Group inquiries that stall or cause rework

Asking for one date

Groups usually have a window, not a single day. One fixed date rules out options before the agency has seen them.

Quoting before the count is firm

State the count the quote assumes, and say what changes if travelers join or drop out. A quote for twelve travelers does not cover fourteen.

Putting every traveler into the leader's form

One inquiry for the leader and one record per traveler keeps the leader's form readable. A single form with a section for each traveler invites collecting more than the trip needs.

Treating the leader's dates as everyone's dates

Some travelers can join only for part of the trip. Ask each person whether they can join for the full window before you finalize room numbers.

Frequently asked questions

What should a group travel inquiry include?

Include the group leader's contact, the number of travelers, an earliest departure and latest return, the trip length, the rooms and transport needed, and how much planning the group wants. Collect individual details in a separate step.

Is there a group travel form template I can download?

Start from the outline fields above and keep the leader's section apart from the traveler list. A template that mixes the two puts personal details in the wrong place, which the traveler-by-traveler step exists to prevent.

Can a group inquiry cover more than one destination?

Yes. List each destination in the destinations field, in the order the group would like to visit them, and note any place where the group wants to stay for several nights.

How far ahead should a group inquiry be sent?

Send it as soon as the group has a rough date window, because rooms and transport for large groups can run short. Give the leader a reply window you can keep, and say when the group needs to decide.

Can a leader submit before every traveler has confirmed?

Yes, when the leader marks the traveler list as not ready. A quote can start from an estimated count, but no traveler should be treated as booked until that person has agreed to the plan.

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