TripLoft
Built for travel intake

Collect everything you need.
In one form.

Everything you need from a client, from the trip they want to the details that make it happen, gathered in one form that lands straight in TripLoft, ready to work.

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A TripLoft intake form

One builder for every form you send.

From a quick inquiry to a full traveler intake with signed agreements, build the form you need and let every answer land straight in TripLoft.

The TripLoft form builder field library, with travel-specific fields

Travel-Ready Fields

Build with fields made for travel: trip and traveler details & preferences, e-sign and custom questions.

Smart & versatile forms

A growth engine, not just a form.

Every submission builds your business, not just your inbox. A form creates the client, opens the trip, and files what comes back, so intake feeds your workspace instead of piling up in it.

Building a travel intake form in the TripLoft form builder

A form builder made for travel.

Start from a template or a blank form, add the fields you need, and set how the form behaves once it's live.

A field for everything you collect

Drag and drop the fields you need and arrange them your way, from trip and traveler details to custom questions, e-signatures, and T&C agreements, all collected for the whole party in one form.

Start from a default template

Open a ready-made form template like a cruise inquiry, passport collection, or cancellation request, and shape it to fit your trip.

Set it and let it run

Give the form a custom link, set it to auto-close after a response limit or a deadline, define custom messages for submission & closed state, and send people to a page of your choice on submit.

A form submission creating a client, a trip, and a signed agreement in TripLoft

A form that feeds your business.

A form submission isn’t the end of the workflow — it’s the start of one.

Your CRM updates itself

A new inquiry becomes a client and a trip, and returning clients update on their existing profile. No re-keying, no copy-paste info from a form into your CRM.

Agreements signed and versioned

Every signed T&C or waiver is stored at the exact version the client agreed to, so updating your terms later never changes what they signed. A clean record if it's ever disputed.

A link that knows the traveler

Send unique form link to traveler within a trip with their name and email pre-filled, so answers attach to the right record instead of a duplicate created due to a slightly different name or email.

Now opening early access

Stop chasing intake in email.
Send a form instead.

Get in touch and we will be happy to discuss your needs and get you going. Whether you book trips yourself or run the agency behind hundreds of advisors, there's a way in.

I'm a travel advisor

Get your hours back.

Spend less time chasing passport numbers over email and more time building client relationships that grow your business.

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I'm a host agency

Standardize intake, agency-wide.

Share templates and T&Cs across every advisor on your team, so intake looks the same no matter who sends it.

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