Client Intake Form

Traveler 1

First Name

Preferred Name(Optional)

Middle Name(Optional)

Last Name

Phone

Address line 1

Address line 2(Optional)

Country

City

State / Province

Postal Code

Do you have a destination in mind? No worries if not.... think of a climate/country/instagram pic you're dreaming of.

What are you looking to invest in your trip?

$8,000-10,000

$10,000-15,000

$15,000-$20,000 (Recommended start for international custom itinerary)

$20,000-$25,000

Option 5

$25,000+

Which statement describes your trip?

I have my hotel/resort picked out; I want the VIP perks

I just need assistance picking out hotel/resort(s)

Please do everything (accommodations, transportation, experiences, logistics)

Other

What travel components would you like us to assist you with? Please check all that apply.

Accomodation

Transportation (non-air)

Excursions & Tours

Insurance

Other

Do you and everyone in your travel party have UP-TO-DATE passports? Please Note: Many countries require 6 months past the date of expiration to enter their country.

We can go in detail on the call, but thinking ahead...What is your accommodation style and needs? Will you be traveling with small children, do you prefer a suite with a sofa bed or two connecting rooms, do you prefer King or Queen beds etc. Ex: 1) We prefer a suite with a King bed and a sofa bed for our two children 2.) We prefer an all inclusive luxury property with a plunge pool and a king bed. 3.) We prefer a villa with 3 bedrooms (at least one King) and a private pool. *

How do you plan on purchasing flights?

Through z.luxe (z.luxe will assist with business and first class bookings)

On my own

Option 3

I'm interested in working with z.luxe partner, The Flight Guys

I have no idea

Option 6

Other

z.luxe luxury travel charges a non-refundable planning fee. I understand work for my trip will not commence until planning fee is paid and terms & conditions are accepted*Question 23

I understand and accept

Please note that some of our proposals come from suppliers who provide bundled rates without breaking down individual components. This practice protects our valued partners who may have confidential, contracted rates from local vendors, and creates a seamless and holistic approach to your travel plans. Do you agree and understand that your proposal will come as one packaged rate and itemized pricing will not be available?

I understand and accept

z.luxe luxury travel highly encourages and recommends travel insurance and requires clients to accept or decline travel insurance. I understand if I do not purchase travel insurance I am assuming all risk associated

I understand and accept

z.luxe luxury travel is unable to assist with bookings that involve hotel points, Air BnB or VRBO

I understand and accept

Your Advisor