Business Forms and Documents for Travel Agents

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Business Forms and Documents for Travel Agents Over the years, I realized a growing need and demand for standardized travel agency business forms.

My Wiser Travel Agents Business Forms and Documents were created by me for travel agents only. This venture came about after I shared a few of my forms and then began receiving so my requests from other travel agents that I couldn't keep up nor had the time to send out emails constantly. Over the years, I saw a growing need and demand for standardized travel agency business forms. Since I had crea

ted so many forms and documents over 20 years for my travel business, I decided to offer mine to other agents via a website which I launched in July 2017. My wisertravelagents website provides easier access for downloading my business forms and documents for a minimal cost. The five separate business forms packages offered includes client profiles, insurance waiver, credit card authorization, letters, questionnaires, check lists, surveys, FIT and group forms, financial and administrative forms both PDF fillable and static formats, a few complimentary bonus documents; and also coming soon contracts. These forms are generic so agents can add their branding and modify the static forms as they wish. Along with my forms products, I also offer a custom design service to create tailor-made forms for travel agents. Professional travel agents can register on the site for free to have total access to it. There is no obligation to purchase anything, so I invite all travel agents to sign up and have a look at my website.

16/08/2024

I’ve completed the updates to my website. It is fully operational. You will see one change to the membership when joining. If you have any questions, please contact me. Much success to you as a travel agent navigating this remarkable industry. Traveling and helping people who travel is my passion.

More importantly, helping travel agents to improve their paperwork flow by providing the forms needed to be more efficient in your business dealings everyday is my goal.

Remember to take some time out for yourself. Travel to somewhere you’ve never been. Enjoy every moment and laugh a lot.

16/08/2024

Early in my travel agent career I realized the need for agent related business forms. I began creating documents to help keep me organized and my business running smoothly. Wiser Travel Agents Business Forms and Documents will help you to maintain a more organized and efficient business.

For more information about these forms, please visit my website,
https://wisertravelagents.com

If you have questions about my forms or documents, you can contact me here. Wishing you much success in your travel agent endeavors.

Celeste Cooley

05/02/2024

Well, my site is still up and will be through mid-2026. I'll be doing some updates to the site in the coming months.

I had to make a decision about keeping this site or not due to an issue I am having with many people who are signing up as members that are not travel agents, and are mostly from foreign countries supplying bogus emails. They are just causing me a lot of unnecessary work by having to delete them on a regular basis. This site was created for North Americans (USA and Canada) travel agents only! It is not open to non travel agents or foreigners for many reasons.

So, in order to try to curtail these folks who have no real reason to come to my site besides being a nuisance, I will be instilling a $5.00 (US Dollars via PayPal) lifetime membership fee for new registrants going forward. For this membership fee, after paying, you'll be able to download my new glossary directory of travel industry terms. It will be a handy addition to your agency office tools.

This directory will help you understand some common terms used in the travel industry. For example, like knowing the difference between a connecting room and an adjoining room in a hotel. Filled with fun facts like that and more like, what's a European Meal Plan? I think you'll appreciate this directory.

Please know that I want to serve your business document needs for as long as I can. So, look for this change coming very soon. Also, registration will be closed temporarily beginning tomorrow. I'll announce the new membership registration debut on my News page. There have been a lot going on in my world since I retired in 2021 as a travel agent. Updates soon! Thanks for your support and understanding.

All my best,

Celeste Cooley

See my update post above. My site is still up.I will be shutting down my website this week. Anyone interested in buying ...
29/01/2024

See my update post above. My site is still up.

I will be shutting down my website this week. Anyone interested in buying my forms can contact me through DM. Just send me a message or comment here and l'll get back to you. Thanks!

Best regards,

Celeste Cooley

01/01/2023

HAPPY NEW YEAR TRAVEL AGENTS!
MAY YOU HAVE MUCH SUCCESS AND PROSPERITY IN 2023!

With the Holiday season approaching don't forget to take the time to send out "Thank You" notes and cards to your client...
12/10/2022

With the Holiday season approaching don't forget to take the time to send out "Thank You" notes and cards to your clients. Let them know how much you appreciate them and enjoy arranging their travel.

Without them, you'd have no viable travel agency business. Each time you plan a trip, your clients help to make you a better agent/advisor and a better business person.
It's a win-win.
So, thank them often!

Also, I thank you all deeply for your support and patronage of my Wiser Travel Agents Business Forms and Documents. My business is not possible without you too. Happy Holidays!

Merci beaucoup! ❤️⚘️

17/02/2022

Due to Meta's digital download policies, I cannot post, promote or sell my travel agent forms on Facebook. So much for having a business page, when my business is to provide my business documents to travel agents via digital download.

Obviously, they don't get the legitimacy of my business or why my forms need to be digital. I'm not sure what type of digital downloaded products created this denial. But I've complied and therefore have removed the links to my forms and document products.

So, for more information you will have to go directly to my website. A place the Meta crew should have visited to research my business model and learn more about my business and the reason why I sell products digitally.

I'll be eliminating many of my social media accounts soon due to my lifestyle changes. I don't need any useless platform to promote my business. Again, I thank the travel agent community for your support and patronage.

Celeste

Although I've retired from the travel industry as a travel advisor, I will keep this page active for sharing my personal...
20/01/2022

Although I've retired from the travel industry as a travel advisor, I will keep this page active for sharing my personal travel tips and trips, and as a way to link you to my future travel and vintage lifestyle Blog and Vlog. Of course, my current travel plans for early 2022 have been put on hold until we get a handle on this newest Covid-19 variant, Omnicron.

I had considered shutting down my Wiser Travel Agents website at the end of this month, but I may leave it up and active for a while longer. For information about my forms and how to obtain them in the future, please contact me at [email protected].

I hope to share my unique global journeys and other plans I have in store. So, stay tuned for more interesting information about what I have been planning to do in the near future, my new venture and adventures and more. Excited!

20/01/2022
31/12/2021

HAPPY NEW YEAR 2022!

25/12/2021

MERRY CHRISTMAS!

10/12/2021

Although I will no longer be selling travel to consumers in the new year and beyond, I will still be selling my travel business forms and documents to travel agents.

I can be reached by text, messenger, or email.
Travel is my passion so I plan to do a lot more of traveling in the future. Of course, I'll be writing too and snapping photos along the way which I will share on my blog and vlog.

Thanks for stopping by and reading my posts.

Cheers!

Celesté

10/12/2021

Thinking about how I started this little online business from a simple idea. If you can find something that people need and demand, all you have to do is supply that demand. When I started as a travel agent in 1996, we had a limited amount of forms and documents to use in our daily business. We had a PNR form, a credit card authorization form, credit card slips, paper tickets, and printed invoices. Mostly, we had to take notes on paper and try to keep track of our own commissions so we could compare accounting's reports. Most of us worked at a retail agency until the airlines decreased then cutoff our commissions.

Working from home possed its own challenges because we had to work harder and smarter. I started developing forms back then to make the client planning process more seamless. So over the course of several decades, I created the forms that are listed on my website. They worked so well and I was able to keep my office and clients organized with those hard copies. Paper will never go away because it is reliable.

Often in relying on technology and our mobile devices we disregard paper print outs or hard copy files. It's a good idea to use both methods, digital and static. Having a backup may save you in a crunch. For instance, on a trip to Ethiopia a few years ago I experienced the inability to communicate with anyone by phone, computer, or tablet because the government shut down the internet during the 14-day duration of that educational trip.

Another time, an airport lost computer connections and had to check everyone in using their printed out boarding passes. Usually, as a practice, I print out and carry paper backup of all my travel docs and have encouraged my clients to do so as well. You never know when that paper will save you from having a few headaches because you may not have access to the files and documents on your phone.

Staying organized is key. Downloadable travel forms and documents can be stored on your devices and printed out for hard copy backups.
Don't rely completely on technology, eventually it will let you down like a bad friend and possibly at a time when you need access to your files and documents the most.

Thanks for visiting my page and website. If you ever have any questions about my forms and docs just send me a comment, message, email or text. I am happy to communicate and answer any questions you may have about my business travel forms or the travel business in general.

Best regards,

Celeste

08/11/2021

I love creating documents. I'm a content creator. Writing is my thing.

08/11/2021

Off on a new adventure. Traveling is still my passion, but being an advisor is no more. Stay tuned!

02/09/2021

TRAVEL NEWS EUROPE - The EU decision that FULLY VACCINATED individuals are free to travel without restrictions by showing proof of vaccination and a negative Covid test done at least 72 hours prior to departure. Travelers with children that are too young to be inoculated are still free to travel as long as a negative test is provided.

For unvaccinated travelers some European countries are requesting entrance with a negative test and 5 days quarantine in isolation which will be monitored by the local health department. This rule applies to USA and Canada and it may continue to change.

FYI: Approximately 70% of the adult European population is full vaccinated.

16/08/2021

How do you manage travel for your clients? Do they sign a travel management & services contract?

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