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Empower your clients and protect your boundaries with this essential travel resource! One of the most stressful parts of being a travel advisor isn’t the planning itself – it’s worrying about what happens when something goes wrong while your clients are halfway around the world. Those 3 AM panic calls about missed connections, lost passports, or credit cards that won’t work drain your energy and blur professional boundaries. Clients often don’t know whether to handle issues themselves or contact you first, leading to unnecessary stress for everyone. Without clear guidance, simple problems that clients could solve independently become emergencies that pull you away from your life at all hours.
The What To Do When Guide solves this challenge by giving your clients a comprehensive, step-by-step resource for handling the most common travel scenarios they’ll encounter. This Canva-editable template includes clear action steps for situations like flight delays and cancellations, lost luggage, credit card issues, room problems, missing tour guides, lost passports, medical emergencies, and more. Each scenario provides specific instructions on what clients should do first, when to contact hotel staff or service providers directly, and exactly when they should reach out to you for support. By sending this guide 1-2 weeks before departure as part of your final document packet, you create confident, empowered travelers who know how to handle issues quickly while respecting your time and availability. It’s a win-win: your clients feel more confident traveling, and you maintain healthy boundaries while still providing exceptional support when it truly matters.
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• Comprehensive Travel Scenario Coverage with clear action steps for each common situation • Flight Issue Protocols including delays, cancellations, and missed connections • Financial Problem Solutions for credit cards that won’t work and ATM issues • Accommodation Guidance for room upgrades, room issues, and hotel service requests • Lost Item Procedures covering luggage, passports, phones, and valuables • Tour & Activity Instructions for no-show guides and reservation changes • Medical Emergency Protocols with different guidance for insured vs. uninsured travelers • Local Resource Referrals directing clients to concierges for dining and logistics questions • Customizable Contact Information sections for adding your emergency protocols and availability • Professional Design Layout that’s easy to read and reference during stressful moments • Fully Editable in Canva to match your brand colors, fonts, logo, and service philosophy
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• Canva Account Required: This is a Canva-editable template that requires a free or paid Canva account to customize
• Customization Required: You will need to add your logo, contact information, emergency protocols, and adjust scenarios to match your service style
• Client-Facing Resource: Designed to be sent directly to clients as part of pre-travel documentation
• Instant Access: Upon purchase, you’ll receive a link to duplicate the template into your Canva account
• Comprehensive Instructions Included: Step-by-step guide on how to customize and integrate into your workflow
• Destination Customization: Can be modified for specific regions with local emergency contacts and protocols
• Travel Insurance Reinforcement: Multiple scenarios emphasize importance of having coverage
• Forever Access: Once duplicated to your Canva account, you can edit and use unlimited times
• Reusable Template: Customize once with your branding, then send to every client
What To Do When Guide
Transform your brand presence with our professionally designed, editable templates. Each resource is crafted specifically for travel advisors, allowing you to maintain brand consistency while saving valuable design time. Simply customize colors, fonts, and content to match your unique style.
Customizable Templates & Tools
From client-facing documents to supplier communications, these resources help you showcase your expertise and establish credibility in the travel industry. Each template follows industry best practices and is ready for immediate implementation.
Professional Marketing Assets
Streamline your business operations with our ready-to-use professional templates. These resources help you create polished materials in minutes instead of hours, allowing you to focus on what matters most—growing your travel business and serving your clients.
Time-Saving Business Solutions
nothing that has been more valuable to the growth of my business (and my sanity) than TIQUE’s workflow!
“There is, unequivocally, nothing that has been more valuable to the growth of my business (and my sanity) than TIQUE’s workflow! It is worth every penny! As a result of implementing this workflow, I am closing more business, getting more done, eliminating inquiries that are not a good fit, and constantly getting compliments on my professionalism.”
HEIDI THEIS, BENVENUTO TRAVEL
Are you ready to save time and “wow” your clients?
client communication templates
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Frequently Asked Questions
will you implement my workflow for me?
Yes, we offer Implementation Services to clients who purchase either the TravelJoy or Tern versions of our workflow. We do not implement our workflows into any systems other than TravelJoy or Tern. Once you complete your purchase, we will send you a confirmation email with a link to our Implementation Proposal should you be interested! It’s giving Starbucks secret menu vibes 🤫
how long do i have access to these templates?
Forever! Once you complete your purchase, you will receive an email with access links to your new templates. We recommend bookmarking this email so that you never lose them! And the best part? Should our emails ever get a minor update, you will receive the updated version at no additional charge.
what happens after I purchase?
Once you complete your purchase, you will receive an email with a link to access all of your new templates! We recommend that you start off by reviewing the Getting Started Guide which will outline exactly how to customize these templates to best match your brand's tone, booking process, etc.
is there a payment plan available for these templates?
Unfortunately, due to their digital nature, we currently cannot offer payment plans for our Client Communication Templates. As soon as payment is made and the templates are downloaded, they become available for use by the buyer. Unlike physical products, digital items cannot be returned or resold. So, we need the full payment upfront to ensure our customers receive the best possible experience with our products. We apologize for any inconvenience this may cause and appreciate your understanding.
am I able to exchange versions if I switch platforms?
We apologize, but we cannot fulfill requests for template swaps as this product is purely digital. We suggest purchasing templates that are compatible with your current CRM software. If you are still undecided about which version to use or plan to switch CRMs in the future, we recommend our general CCT templates, which are designed to work with any CRM software.
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