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Travel Agent Planner, Travel Agent Spreadsheet Template, Digital Trip Tracker, Travel Agency Client Organizer, Travel Agent Dashboard

PalmAndGraceDesigns  
5 out of 5 stars

You can only make an offer when buying a single item

Star Seller. This seller consistently earned 5-star reviews, shipped on time, and replied quickly to any messages they received.

Highlights

  • Designed by PalmAndGraceDesigns
  • Party decor for gatherings and celebrations
  • Digital download
  • Digital file type(s): 1 PDF

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, then this planner may be perfect for you. This travel agent template contains 12 tabs to help you organize and track important information like basic client and trip details, keep track of tasks, log your commissions, and more. If you need help staying organized in your travel agency, this travel agent planner template may be perfect for you!

THIS SPREADSHEET IS FOR GOOGLE SHEETS ONLY - NOT EXCEL.

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WHAT YOU CAN DO

+ Organize your 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!

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

+ 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.

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CURRENCY CUSTOMIZATION

This spreadsheet can be used with ANY currency. All you need to do is add in your currency symbol and then the spreadsheet is good to go!

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WHAT YOU GET

+ Delivery PDF with link to your spreadsheet
+ Detailed video tutorial (20+ minutes) on how to use the spreadsheet

Colors may vary slightly in person to online.

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PAGES INCLUDED (14)

+ ‘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

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REUSABLE

This spreadsheet is reusable! There are detailed instructions inside on how to reuse this spreadsheet. You do NOT have to repurchase the spreadsheet to use it again.

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DIGITAL PRODUCT

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

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USING ON TABLETS AND PHONES

While these spreadsheets were primarily designed for desktops and laptops, you can still access and use all of them on tablets and mobile devices! Please note that if you plan to use your spreadsheet on a tablet, you should open up the spreadsheet in the free Google Sheets app in order to avoid formatting issues. If you have any questions, please message me!

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WHO CAN USE IT

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

This spreadsheet is ONLY compatible with Google Sheets, not with Excel.

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HOW TO ACCESS

After your purchase, you will receive a PDF with a link to the spreadsheet. Further instructions on accessing the product will be on the PDF.

Your purchase can also be found in the ‘Purchases and Reviews’ section of your Etsy account.

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USAGE

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.

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REFUND POLICY

Due to the digital nature of this product, there are no refunds and all sales are final.

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As always, if you have any questions about the products, please don’t hesitate to message me so I can make sure this product is right for you!

Instant Download

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Instant download items don’t accept returns, exchanges or cancellations. Please contact the seller about any problems with your order.

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PalmAndGraceDesigns
Leah
PalmAndGraceDesigns ·

United States

We calculate this number using a recency-weighted average of all ratings, with a rating's value decreasing by half each year to best reflect the current experience. 4.9
·
13.9k sales
·
3 years on Etsy
Leah
1 shop member
Message seller

Typically responds within a few hours

Typically responds within a few hours

Speedy replies Has a history of replying to messages quickly.

Rave reviews Average review rating is 4.8 or higher.

Reviews for this item

What buyers say, summarized by AI: Love it Helpful seller Easy to use Great quality

4.9

We calculate this number using a recency-weighted average of all ratings, with a rating's value decreasing by half each year to best reflect the current experience.

(57 reviews)

4.9 Item quality
5.0 Shipping
4.9 Customer service
98% Buyers recommend
Filter by category
5 out of 5 stars 5 This item

Brooke May 7, 2026

This has exceeded my expectations. I love using this for my travel advising business!

Brooke May 7, 2026

4 out of 5 stars 4 This item

sandra Mar 9, 2026

This planner is super helpful

sandra Mar 9, 2026

5 out of 5 stars 5 This item

Shirley Feb 7, 2026

Leah from Palm & Grace Designs has been awesome. I've had some questions during set up and she responds right away. Great product. Can't wait to use it!

Shirley Feb 7, 2026

5 out of 5 stars 5 This item

Gilded Jan 19, 2026

Amazing product! I left ClickUp for this and now my VA and I manage my 1.5 million dollar agency in just this document and TravelJoy. I wanted a modification to one of the tabs and asked the seller for instructions on how to do it, but rather than sending the info she volunteered to do it herself. Same day custom modification to my template! Amazing service!

Gilded Jan 19, 2026

Photos from reviews

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