# Luxury Travel Client Brief Template (PDF)

> A free client brief template for travel advisors: party, dates, budget, interests, dietary and accessibility needs, as a clean PDF built in your browser.

A structured client brief for travel advisors. Capture who is travelling, when, where, the budget and every preference that matters, then download a clean PDF dossier for your files or your suppliers. Everything stays in your browser.

- Use the tool: https://globalluxagency.com/tools/luxury-travel-client-brief-template
- For: Travel advisors & agencies
- Price: free, no sign-up; calculations run in the browser and nothing is stored
- Last updated: 2026-11-13
- Publisher: Luxury Travel Tools by Global Lux Agency (https://globalluxagency.com)

Estimate only. Results are indicative and based on the inputs you provide and any published sources listed on this page. Always confirm figures with your supplier.

## Frequently asked questions

### What should a luxury travel client brief include?

At minimum: who is travelling (with children’s ages), dates and how flexible they are, destinations, the budget and what it covers, and the client’s interests and pace. The details that make a trip feel personal are just as important: room and bed set-up, favourite or disliked hotels, dietary requirements and allergies, accessibility needs, and any birthdays or anniversaries during the trip.

### Is my client’s information sent anywhere?

No. The form and the dossier are built in your browser tab. Nothing is sent to our servers, added to the page address or stored on your device. The only way to keep a brief is to download the PDF or save a draft file yourself, and closing the tab clears the form.

### How do I save the dossier as a PDF?

Select “Download PDF”. Your browser’s print window opens with only the dossier on an A4 page; choose “Save as PDF” (or “Microsoft Print to PDF” on Windows) as the destination. On an iPhone or iPad, use the share button in the print window and choose Save to Files.

### Can I come back to a brief later?

Yes. Select “Save draft file” to download a small .json file to your device, then use “Open draft file” to load it back into the form. The file stays on your device and is never uploaded.

### How is the budget per person per night worked out?

A budget for the whole party is divided by the number of travellers (adults and children) and then by the number of nights between the departure and return dates. A per-person budget is multiplied by the number of travellers for the total. For example, £40,000 for four people over 10 nights is £10,000 per person and £1,000 per person per night.

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