Travel Agent how-to

How to Plan a Custom Vacation

Great trips start with great questions.

Updated By the Career Education Institute Curriculum Team
Quick answer

Great trips start with great questions. In short: ask; suggest; research, then complete the remaining steps below.

Step by step

  1. Ask about goals, interests, budget and dates.

  2. Suggest destinations.

  3. Research flights, hotels and activities.

  4. Present two or three options.

  5. Book the chosen trip.

  6. Send a detailed itinerary.

Safety reminders for travel agents

  • Share travel advisories with clients
  • Recommend travel insurance
  • Protect client data and payments
  • Verify supplier reliability

GDS · Itinerary · FAM trip · Host agency · Commission · Service fee: see the full travel agent glossary.

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