Travel Agent Planner, Travel Agent Spreadsheet Template, Digital Trip Tracker, Travel Agency Client Organizer, Travel Agent Dashboard
Streamline your travel agent business with this Google Sheets travel agent planner! This spreadsheet is the perfect travel agent organizer, trip tracker, client organizer, and travel dashboard. If you are a travel agent, then this planner may be perfect for you. This travel agent template contains 12 tabs to help you organize and track important information like basic client and trip details, keep track of tasks, log your commissions, and more. If you need help staying organized in your travel agency, this travel agent planner template may be perfect for you! THIS SPREADSHEET IS FOR GOOGLE SHEETS ONLY – NOT EXCEL. – – – – – – – – – – – WHAT YOU CAN DO + Organize your clients, trips, tasks, commissions, and more in one organized spreadsheet. + See automated detailed analytics on the Dashboard tab, including breakdowns of the types of trips you book, where your clients found you, average trip length, upcoming departures and arrivals, which clients are currently traveling, all-time commission info, and more! + Keep track of client information (ex. discovery, onboard date, contact information, preferences, and more) and basic trip information (ex. start and end dates, destinations, days and nights, who is traveling, kids and adults, and more) + Easily track your commissions and your expenses. In the Commission Breakdown tab, view automated detailed summaries of your commissions by month or year! + Use the Travel Calendar to see when clients are leaving for vacation and when clients are traveling home. Includes clickable links to jump to clients’ trip information. + The Places Traveled tab shows you which states and countries your clients have traveled to the most! + Access the spreadsheet anywhere via Google Drive / Google Sheets. – – – – – – – – – – – CURRENCY CUSTOMIZATION This spreadsheet can be used with ANY currency. All you need to do is add in your currency symbol and then the spreadsheet is good to go! – – – – – – – – – – – WHAT YOU GET + Delivery PDF with link to your spreadsheet + Detailed video tutorial (20+ minutes) on how to use the spreadsheet Colors may vary slightly in person to online. – – – – – – – – – – – PAGES INCLUDED (14) + ‘How To Use’ page + ‘Start’ page + ‘Dashboard’ page + ‘Clients’ page + ‘Trips’ page + ‘To Do List’ page + ‘Resorts’ page + ‘Communication Log’ page + ‘Travel Calendar’ page + ‘Places Traveled’ page + ‘Reviews’ page + ‘Commission Log’ page + ‘Expenses Log’ page + ‘Commission Breakdown’ page – – – – – – – – – – – REUSABLE This spreadsheet is reusable! There are detailed instructions inside on how to reuse this spreadsheet. You do NOT have to repurchase the spreadsheet to use it again. – – – – – – – – – – – DIGITAL PRODUCT This is a digital product. No physical item will be shipped. You will receive access to the product immediately after purchase. – – – – – – – – – – – USING ON TABLETS AND PHONES While these spreadsheets were primarily designed for desktops and laptops, you can still access and use all of them on tablets and mobile devices! Please note that if you plan to use your spreadsheet on a tablet, you should open up the spreadsheet in the free Google Sheets app in order to avoid formatting issues. If you have any questions, please message me! – – – – – – – – – – – WHO CAN USE IT Anyone with a Google account (free!) can use this product. This spreadsheet is ONLY compatible with Google Sheets, not with Excel. – – – – – – – – – – – HOW TO ACCESS After your purchase, you will receive a PDF with a link to the spreadsheet. Further instructions on accessing the product will be on the PDF. Your purchase can also be found in the ‘Purchases and Reviews’ section of your Etsy account. – – – – – – – – – – – USAGE A purchase of this spreadsheet is for personal use only. Commercial/public use of any kind of this product is prohibited. You may NOT resell, share, reproduce, or distribute this product at all – either in part or full, or with or without modifications. – – – – – – – – – – – REFUND POLICY Due to the digital nature of this product, there are no refunds and all sales are final. – – – – – – – – – – – As always, if you have any questions about the products, please don’t hesitate to message me so I can make sure this product is right for you!
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Streamline your travel agent business with this Google Sheets travel agent planner! This spreadsheet is the perfect travel agent organizer, trip tracker, client organizer, and travel dashboard. If you are a travel agent, then this planner may be perfect for you. This travel agent template contains 12 tabs to help you organize and track important…