• Who is entering into the agreement and the purpose of the agreement

• A detailed breakdown of what the client may expert the service to include and the process of travel planning

• The fee for the travel planning services

• Methods of payment accepted and payment terms (initial payment, retainer/deposit, final payment, etc.)

• What happens if the situation arises of a late payment

• Duties of the client they must complete in order for the services to be provided

• How relationships and bookings with third parties will be handled (eg. travel planner contacts a travel service to book on behalf of the client)

• Statement on exclusivity, that the client agrees not to hire another travel planner for the same project

• How cancellations, terminations, and breaches of agreement would be handled

• Requirement for the contractor to be reimbursed for time worked if the client terminates the agreement

• If the contractor may may be engaged in other business activities which does not place them in a conflict of interest with the client

• What happens if the contractor is incapacitated and unable to perform the services

• Standard legal clauses, including: Representations and warranties, confidentiality, limitation of liability, dispute resolution, compliance with law, amendments, waiver, assumption of risk, indemnification, merger, and force majeure

This is an essential template for any travel planning professional. It’s the agreement between you and your client, to make clear each parties responsibilities and clarify important points and questions before they even arise.

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• An instruction guide on how to edit & use your template

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• Highlighted sections and instructions in the template on how to properly customize it to your business