Guides & checklists

Reference support for repeatable advisor work.

Guides and checklists are useful where advisors need consistency, reminders or a standard way to handle repeated booking tasks.

GDS quick references

Short, practical entries and workflow reminders.

  • Availability and long sell references.
  • Profile/PAR/MAR/BAR notes.
  • Common entry breakdowns.

Travel terminology

Internal reference for teams and new starters.

  • Supplier and airfare terms.
  • Cruise/group terminology.
  • Advisor-facing explanations.

Client pack standards

Define what belongs in final documents.

  • Minimum client-ready inclusions.
  • Supplier reference standards.
  • Pre-departure checks.

Booking process checklists

Reduce missed steps.

  • Before quote.
  • After deposit.
  • Before final payment.

Document standards

Keep outputs consistent across advisors.

  • Formatting rules.
  • Required disclaimers.
  • Branding and footer detail.

Request a guide

Ask for a guide around a recurring pain point.

  • Supplier process.
  • GDS task.
  • Agency admin standard.

Need a guide for your team?

Tell us the process that keeps causing inconsistency and we can shape it into a reusable guide.

Request a guide →