Most travel agents love the selling part of their job – not to mention the fam trips and the ability to travel on agent rates.
But not too many travel agents enjoy the detailed paperwork that is part of on-boarding clients and securing all the pertinent information agents need to complete a booking.
This work can be time consuming, tedious and prone to errors.
The Travel Agent Next Door has just set a new industry benchmark with the launch of its all-in-one Digital Information Form – a revolutionary tool that simplifies how travel agents onboard clients, gather travel information, and maintain professional standards.
This new system empowers travel advisors to collect everything they need to book confidently, all through a single secure link sent via email. All an advisor needs is the client’s first name and email address – the rest happens automatically.
Designed for efficiency and elegance, TTAND’s Digital Form can gather:
- Complete personal and contact information
- Passport details with expiry checks.
- Emergency Contact Details
- Travel preferences, special needs, and custom notes
- Information for families and group travellers
- Optional credit card authorizations, stored securely via PCI DSS-compliant practices
- And coming soon — Custom questions, tailored to each trip or advisor’s style.
It’s a very efficient and professional solution for travel advisors, avoiding back-and-forth emails, and eliminating manual data entry and the likelihood of errors.
The system is designed to protect sensitive data with encryption and best practices that meet modern compliance standards. Even credit card information- if collected – is handled through secure, PCI DSS-compliant channels, ensuring that client trust is earned and preserved from the first interaction.
Built for the Modern Travel Advisor
Whether it’s a bucket-list solo journey or a multi-generational vacation, the new form adapts to the advisor’s needs and the complexity of each booking. It’s mobile-friendly, intuitive, and branded – making every client touchpoint feel like a premium experience.
For agents who feel limited by outdated tools – or agencies still juggling paper forms and scattered emails, TTAND’s Digital Form Collection system is a clear leap forward. It’s not just a feature; it’s the future of how modern travel professionals engage with their clients.
Learn more about TTAND’s smart tools and agent-first technology here.
thetravelagentnextdoor.ca/our-services/trailblazing-technology/smart-forms
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