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| Destination | Departure Date | Return Date | Description (Reason for the trip) | Travelers | Business or Personal Trip | Flights | Ground Transport | Accommodation | Restaurants | Activities | Co working spaces | Status | Planning Status |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
January 1, 2023 | January 6, 2023 | Offsite planning for the company event | Client | Business | Complete | Needed | Complete | Currently planning | Not needed | Needed | Past Trip | Complete | |
January 1, 2024 | January 6, 2024 | Remote work + parent's birthday celebration | ClientPartner | Personal | Needed | Not needed | Not needed | Not needed | Currently planning | Not needed | Upcoming Trip | Planned | |
June 20, 2024 | Summer getaway | ClientPartnerChildren | Both | Currently planning | Currently planning | Currently planning | Currently planning | Currently planning | Currently planning | TBD | Planning Required |
| Type | Name | Options | Search Terms | Additional Notes |
|---|---|---|---|---|
Accommodation | Airbnb | Search Personal and Professional Inboxes for "Hotel, travel, airbnb, vrbo, suite, booked" | When traveling for leisure my client appears to prefer Airbnbs. It appears that he regularly rents at least a two-bedroom condo or house. | |
Flights | Yes | Search Personal and Professional Inboxes for "boarding pass". Frequent Flyer is usually located on the boarding pass itself | I found my client's American Airlines frequent flyer number on his boarding pass from a previous flight. | |
Flights | ||||
Flights | Search Personal and Professional Inboxes for "boarding pass" | |||
Flights | Window | Search Personal and Professional Inboxes for "boarding pass". Observe plane seating diagrams for reference if seating position not clear. | He always books window seats when possible. I also noticed that he tends to prefer the left side of the plane. | |
Flights | Front | Search Personal and Professional Inboxes for "boarding pass". Observe plane seating diagrams for reference if seating position not clear. | It appears my client prefers to sit toward the front of the plane when possible. | |
Flights | Search Personal and Professional Inboxes for "boarding pass" | |||
Flights | Search Personal and Professional Inboxes for "boarding pass" | |||
Flights | Carry-on, Check | Search Personal and Professional Inboxes for "checked" | i.e. "If it's a business trip of less than 3 days I never check a bag. If it's a business trip of more than 3 days, I always check a bag. If it's a family or personal trip, I always check a bag." | |
Activity | 2 or 3 Michelin Star | My client wants to try and get reservations at 2 and 3 Michelin star restaurants | ||
Activity | Try local food, relaxing at the beach |
| Name | Type | Options | Search Terms | Additional Notes |
|---|---|---|---|---|
Accommodation | Airbnb | Search Personal and Professional Inboxes for "Hotel, travel, airbnb, vrbo, suite, booked" | When traveling for leisure my client appears to prefer Airbnbs. It appears that he regularly rents at least a two-bedroom condo or house. | |
Flights | Yes | Search Personal and Professional Inboxes for "boarding pass". Frequent Flyer is usually located on the boarding pass itself | I found my client's American Airlines frequent flyer number on his boarding pass from a previous flight. | |
Flights | ||||
Flights | Search Personal and Professional Inboxes for "boarding pass" | |||
Flights | Window | Search Personal and Professional Inboxes for "boarding pass". Observe plane seating diagrams for reference if seating position not clear. | He always books window seats when possible. I also noticed that he tends to prefer the left side of the plane. | |
Flights | Front | Search Personal and Professional Inboxes for "boarding pass". Observe plane seating diagrams for reference if seating position not clear. | It appears my client prefers to sit toward the front of the plane when possible. | |
Flights | Search Personal and Professional Inboxes for "boarding pass" | |||
Flights | Search Personal and Professional Inboxes for "boarding pass" | |||
Flights | Carry-on, Check | Search Personal and Professional Inboxes for "checked" | i.e. "If it's a business trip of less than 3 days I never check a bag. If it's a business trip of more than 3 days, I always check a bag. If it's a family or personal trip, I always check a bag." | |
Activity | 2 or 3 Michelin Star | My client wants to try and get reservations at 2 and 3 Michelin star restaurants | ||
Activity | Try local food, relaxing at the beach |
| Name | Type | Options | Search Terms | Additional Notes |
|---|---|---|---|---|
Accommodation | Hotel | Search Personal and Professional Inboxes for "Hotel, travel, airbnb, vrbo, suite, booked" | When traveling alone for business my client appears to prefer hotels. It appears that he regular stays in Hilton hotels near the center of cities where a car is not needed. | |
Flights | Yes | Search Personal and Professional Inboxes for "boarding pass". Frequent Flyer is usually located on the boarding pass itself | I found my client's American Airlines frequent flyer number on his boarding pass from a previous flight. | |
Flights | ||||
Flights | Other,Private | Search Personal and Professional Inboxes for "boarding pass" | My client usually flies through his company's private jet service and uses BLADE when traveling in New York City. | |
Flights | Window | Search Personal and Professional Inboxes for "boarding pass". Observe plane seating diagrams for reference if seating position not clear. | He always books window seats when possible. I also noticed that he tends to prefer the left side of the plane. | |
Flights | Front | Search Personal and Professional Inboxes for "boarding pass". Observe plane seating diagrams for reference if seating position not clear. | It appears my client prefers to sit toward the front of the plane when possible. | |
Flights | Search Personal and Professional Inboxes for "boarding pass" | |||
Flights | Search Personal and Professional Inboxes for "boarding pass" | |||
Flights | Search Personal and Professional Inboxes for "boarding pass" | |||
Flights | Carry-on, Check | Search Personal and Professional Inboxes for "checked" | i.e. "If it's a business trip of less than 3 days I never check a bag. If it's a business trip of more than 3 days, I always check a bag. If it's a family or personal trip, I always check a bag." | |
Transportation | ||||
Transportation | Hertz | Search Personal and Professional Inboxes for "rental car", "Enterprise", "Budget", "Alamo" and "Hertz" | ||
| Name | Type | Options | Search Terms | Additional Notes |
|---|---|---|---|---|
Accommodation | Airbnb, Vacation houses or villas | Search Personal and Professional Inboxes for "Hotel, travel, airbnb, vrbo, suite, booked" | When traveling for leisure my client appears to prefer Airbnbs. It appears that he regularly rents at least a two-bedroom condo or house. | |
Flights | Direct flights | Search Personal and Professional Inboxes for "boarding pass" | ||
Flights | Yes | Search Personal and Professional Inboxes for "boarding pass" | ||
Flights | Yes, if available | Search Personal and Professional Inboxes for "boarding pass" | ||
Flights | Search Personal and Professional Inboxes for "boarding pass" | |||
Flights | Search Personal and Professional Inboxes for "boarding pass" | |||
Flights | Search Personal and Professional Inboxes for "boarding pass" | |||
Activity | 2 or 3 Michelin Star | My client wants to try and get reservations at 2 and 3 Michelin star restaurants | ||
Activity | Outdoor activities preschool kids will enjoy | |||
Transportation | Hertz | Search Personal and Professional Inboxes for "rental car", "Enterprise", "Budget", "Alamo" and "Hertz" | Car seat available for kids |
| Category | Preference | Notes |
|---|---|---|
Yes/No | IF not online, set a calendar reminder for 24 hrs before | |
Yes/No | If yes, details of lounge access and any special requests for reminder | |
X hours before flight | Preference on what time to leave for the airport | |
N/A | Preferences on packing and luggage weight for reminder/notification | |
Send via SMS and email | Include boarding pass in WhatsApp too | |
Rental car/Hotel shuttle/Other | Details for booking on-ground transportation | |
Yes/No | Preferences for reminder to prepare own snacks/drinks | |
Download Own/Use Airline's | Reminder to download movies, music, books, work materials | |
Regular/TSA PreCheck/Other expedited | Preference for security check process for reminder/notification | |
Taxi/Rideshare/Private Car/Public Transport | Preferred service for EA to book | |
Yes/No | Set up flight status notifications on client's phone | |
Order delivery/Prepare own/Eat at airport | If order delivery, preferences on food and timing |
| Consideration | Client Preference 1 | Client Preference 2 | Additional Notes |
|---|---|---|---|
Hotel room (< 3 nights) | Airbnb condo/house (> 3 nights) | Rewards program through Chase Sapphire card; use when possible | |
Direct hotel website for loyalty points | Third party websites for better deals (Expedia or Kayak) | Before booking, check price directly through hotel site | |
Single room, king bed | Single room, queen bed | Always try for king bed, if availableIf traveling for work, view doesn't matter | |
Condo | Small house (2 bdr or smaller) | ||
Stable wifi, desk available in room, pool, gym | Kitchen/kitchenette for longer stays | Bonus = business center in hotel | |
<$250 (hotels) | <$350 (Airbnbs) | ||
Check-in: No later than 3 PMCheckout: No earlier than 11 AM | Do not want to pay for late checkout | ||
Within 10 miles of conference center/central site for work event | Want to be able to Uber (or walk) to location quickly each day | ||
Modern, elevated/luxury | |||
Company card is accepted (Brex) | Personal card (Visa) | Please make sure to call the hotel if there are any paperworks are needed for using a company card instead of a personal | |
Co-working space (near accommodation) | function rooms (for meetings, if any) | For co-working spaces, please check if they allow food and beverages. Also note the cancellation guidelines | |
None |
| Consideration | Client Preference 1 | Client Preference 2 | Additional Notes |
|---|---|---|---|
Hotel room (< 3 nights) | Airbnb condo/house (> 3 nights) | Rewards program through Chase Sapphire card; use when possible | |
Kayak | Expedia | Before booking, check price directly through hotel site | |
Deluxe with a Queen-sized bed | Two separate rooms | Always try for adjoining rooms first, if available | |
Condo (2 bdr or larger) | House (2 bdr or larger) | ||
Uber or Lyft (if within the city) | Car rental (if attractions ar far away from each other) | Please check the usual trends in traffic | |
Stable wifi, pool, gym | Nice view | Bonus = breakfast included | |
<$300 (hotels) | <$400 (Airbnbs) | ||
Check-in: No later than 3 PMCheckout: No earlier than 11 AM | Do not want to pay for late checkout | ||
Near entertainment venues and restaurants | |||
Modern but cozy | |||
4-star or above | Look for 5-star stays at 4-star prices | ||
None | |||
Establishments close to the accommodation for convenience |
| Consideration | Client Preference 1 | Client Preference 2 | Additional Notes |
|---|---|---|---|
Adjoining rooms preferred (1 for adults, 1 for kids)King bed in adult room, double beds in kids' room | |||
2-story villa with a swimming pool | 3 rooms (for client and partner, kids, and in-laws) | If there's a special occasion / family milestone = Villa > Hotel | |
Personal car (for roadtrips) | Car rentals (if international travel) | Please ask the accommodation if parking's available/included/with additional cost | |
Transportation is convenient and hassle free | |||
Crib that's complimentary | |||
Money exchange establishments close to the accommodation for convenience | |||
Rental villas that have a kitchen and allow cooking | |||
Client's father uses a walker, cannot climb steps in or out of the accommodation |