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Palm & Grace

Travel Agent Planner Spreadsheet for Google Sheets

Regular price
$19.00
Regular price
$27.00
Sale price
$19.00

Organize clients and trips in this comprehensive travel agent spreadsheet!

Streamline your travel agent business with this Google Sheets travel agent planner! This spreadsheet is the perfect travel agent organizer, trip tracker, client organizer, and travel dashboard. If you are a travel agent and need help staying organized, this 14 page travel agent planner template may be perfect for you!

WHAT YOU CAN DO

+ Organize clients, trips, tasks, commissions, and more in one organized spreadsheet.

+ See automated detailed analytics on the Dashboard tab, including breakdowns of the types of trips you book, where your clients found you, average trip length, upcoming departures and arrivals, which clients are currently traveling, all-time commission info, and more!

+ Keep track of client information (ex. discovery, onboard date, contact information, preferences, and more) and basic trip information (ex. start and end dates, destinations, days and nights, who is traveling, kids and adults, and more)

+ Easily track your commissions and your expenses. In the Commission Breakdown tab, view automated detailed summaries of your commissions by month or year!

+ See when clients are traveling home or away. Use the Travel Calendar to see when clients are leaving for vacation and when clients are traveling home. Includes clickable emojis to jump to clients’ trip information.

+ See where clients have been! The Places Traveled tab shows you which states and countries your clients have traveled to the most!

+ Access the spreadsheet anywhere via Google Drive / Google Sheets.

Spreadsheet is for Google Sheets ONLY. This is a digital product. No physical item will be shipped. You will receive access to the product immediately after purchase.

What you will receive

With your purchase you will receive a delivery PDF with the link to your spreadsheet and detailed instructions on your spreadsheet on how to use it.

Pages Included

This spreadsheet contains 14 pages:

+ ‘How To Use’ page
+ ‘Start’ page
+ ‘Dashboard’ page
+ ‘Clients’ page
+ ‘Trips’ page
+ ‘To Do List’ page
+ 'Resorts' page
+ 'Communication Log' page
+ ‘Travel Calendar’ page
+ ‘Places Traveled’ page
+ ‘Reviews’ page
+ ‘Commission Log’ page
+ ‘Expenses Log’ page
+ ‘Commission Breakdown’ page

Frequently Asked Questions

Does this spreadsheet work with Excel?

No, these spreadsheets are for Google Sheets only. To use them, you only need a free Google account set up.

What currency is the spreadsheet in?

All of our spreadsheets can be used with any currency! Currency customization instructions are included in the spreadsheets.

Who can use this spreadsheet?

Anyone with a (free) Google account can use this spreadsheet!

Can these spreadsheets be used on mobile and tablet devices?

Yes! We highly recommend using the free Google Sheets app to avoid formatting issues. However, we believe that the best experience is computers and laptops.

Can you reuse this spreadsheet?

Yes! There are detailed instructions inside on how to reuse this spreadsheet. Once you purchase, you have unlimited access to use and reuse the spreadsheet.

Do you accept refunds?

This is on a case-by-case basis. If you have any concerns after making a purchase, please reach out to us and we will work with you to find the right solution!

Can I use this spreadsheet to create my own product?

No, a purchase of this spreadsheet is for personal use only. Commercial/public use of any kind of this product is prohibited. You may NOT resell, share, reproduce, or distribute this product at all – either in part or full, or with or without modifications.

Please reach out to us with any other questions regarding our spreadsheets.

Access Instructions

After making a purchase, you will be given delivery PDFs that contain the links to access your spreadsheets. Once you click the links inside, you will be prompted to make a copy of your spreadsheets to your Google account. Then they are yours to use!

Travel Agent Planner Spreadsheet for Google Sheets
Travel Agent Planner Spreadsheet for Google Sheets
Travel Agent Planner Spreadsheet for Google Sheets
Travel Agent Planner Spreadsheet for Google Sheets
Travel Agent Planner Spreadsheet for Google Sheets
Travel Agent Planner Spreadsheet for Google Sheets
Travel Agent Planner Spreadsheet for Google Sheets
Travel Agent Planner Spreadsheet for Google Sheets
Travel Agent Planner Spreadsheet for Google Sheets
Travel Agent Planner Spreadsheet for Google Sheets
Travel Agent Planner Spreadsheet for Google Sheets
Travel Agent Planner Spreadsheet for Google Sheets
Travel Agent Planner Spreadsheet for Google Sheets
Travel Agent Planner Spreadsheet for Google Sheets
  • 1. Purchase

    We have over 30 different products in our shop to suit your needs from business to gardening to holidays!

  • 2. Access

    Since our products are digital, you will receive immediate access to them after purchase!

  • 3. Use

    Now you can use your spreadsheet! We include detailed instructions on how to use each spreadsheet.

Customer Reviews

Based on 17 reviews
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J
Janelle
This will save me so much time! Plus it is...

This will save me so much time! Plus it is very professional. Exactly what I needed to keep track of all my clients and trips information.

K
Kamala Schuster
The Travel Agent Planner Spreadsheet is a Game-Changer!

I can't say enough about the Travel Agent Spreadsheet! It's been an absolute game-changer for my business. Not only does it allow me to track essential information like travel trends and profit and loss, but it also offers so much more functionality that has truly streamlined my operations. Leah, the creator, has been incredibly supportive, always available to answer questions and tailor the sheet to meet my specific needs. I highly recommend it to any travel advisor looking to elevate their business management!

H
Haylie
Excellent Template love it! I would recomm...

Excellent Template love it! I would recommend this product it is top notch!

J
Jena
This item is so easy to download a news. I...

This item is so easy to download a news. I would highly recommend it.

L
Lexi
I had questions that were responded quickl...

I had questions that were responded quickly. I love this spreadsheet!

What Customers Have Said

Love the spreadsheet - I've been looking for a simple and compelling way to keep track of my travel clients. So glad I found PalmAndGraceDesigns!

Customer, Travel Agent Planner

These spreadsheets are so well designed, organized, and easy to use! So happy with the purchase and will be buying more from here!

Cassie, Content Calendar

This is a life saver! Or rather, saves so much time for a social media newbie like me. It breaks out the structure of a post and gives plenty of options for continued use. Thanks!

Jennifer, Content Calendar

This spreadsheet is super easy to use and customizable to my needs. It's helping me keep everything straight while planning my first cruise vacation.

Raven, Cruise Planner

I have tried several social planners but this is absolutely EXCEPTIONAL! Thank you SO MUCH for removing a significant amount of pain from my daily life. ;)

Kristy, Content Calendar

I only wish I had found this earlier! It was so easy to download and use.

Renée, Party Planner

LOVE the layout of the planner!! Helps me keep track of all of my ideas & goals for my account. Easy to use, 10/10!!

Gabrielle, TikTok Content Planner

Bought this spreadsheet for my daughters business. We both love it! It’s been amazing for her business!

Angel, Bakery Business Planner

This is a super easy "TO DO" list which will keep me on schedule during this busy holiday season... and beyond. (And it's pretty to look at too!) Leah is a wiz at these templates. I highly recommend her shop.

Customer, To Do List