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<aside> <img src="/icons/bookmark-outline_purple.svg" alt="/icons/bookmark-outline_purple.svg" width="40px" /> Table of Contents

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<aside> <img src="/icons/bookmark-outline_purple.svg" alt="/icons/bookmark-outline_purple.svg" width="40px" /> Client Preferences Template for Travel

Travel Management Sample

👉 Travel Management Template (Duplicate This)

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🌎 Overview

It is common for clients to travel for both personal and business reasons, and as an EA, you have to make sure their travels run as smoothly and hassle-free as possible.


✈️  Travel Profile

<aside> <img src="/icons/bookmark-outline_purple.svg" alt="/icons/bookmark-outline_purple.svg" width="40px" /> Starting with your client's traveler's profile or preferences is the best way to avoid stress in travel management. Having your leader's travel itinerary and login credentials readily available will streamline the planning process, enable you to make prompt decisions, and prevent you from wasting time asking the same questions over and over again or worse, speculating.

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The Basic Travel Profile


The Basic Travel Profile (1)

The Advanced Travel Profile