Coordinate seamless travel arrangements from research to day-of support.

✅ Travel Booking Checklist

• [ ] Start timer (if you have one)
• [ ] Optional: Travel Cheat Sheet
• [ ] Open Travel Preferences
• [ ] Open Travel Email Templates
• [ ] Research travel options and email to client
• [ ] Before booking, confirm cost with client
• [ ] Once approved, book the travel
• [ ] Add details to your Travel Itinerary Template
• [ ] Add travel details into your client's calendar
• [ ] Day before travel\ Check client into flights
• [ ] Day before travel\ Email or text client boarding pass
• [ ] Stop timer

✈️ Travel Booking Tips

Always confirm costs first - Get client approval before making any bookings to avoid issues.

Use templates - Leverage email templates and itinerary formats for consistency and efficiency.

Proactive day-of support - Check in clients 24 hours before departure and send boarding passes promptly.