TRAVEL AGENCY BOOKING MODIFICATION SUPPORT CHECKLIST 2026

Created by ChecklistGuro (https://checklistguro.com)


--- INITIAL INQUIRY VERIFICATION ---
[ ] Customer Full Name
[ ] Booking Reference (PNR)
[ ] Original Departure Date
[ ] Inquiry Source (Email, Phone Call, Live Chat, Mobile App)
[ ] Original Itinerary Copy

--- MODIFICATION REQUEST ASSESSMENT ---
[ ] Type of Modification Requested (Date Change, Destination Change, Passenger Addition/Removal, Class/Seat Upgrade, Ancillary Service Update (e.g., Meal, Baggage))
[ ] Detailed Description of Requested Changes
[ ] New Requested Departure Date
[ ] New Requested Return Date
[ ] Affected Travel Components (Flights, Accommodation, Car Rental, Rail/Train, Travel Insurance)
[ ] Supporting Documents (e.g., Visa changes, Medical Certificates)

--- POLICY & FEE COMPLIANCE CHECK ---
[ ] Applicable Modification Policy Type (Fully Refundable, Non-Refundable / Change Fee Applicable, Partial Refund Allowed, No Changes Permitted)
[ ] Calculated Modification Fee
[ ] Deadline for Change Submission
[ ] Checked Compliance Requirements (Airline Fare Rules Verified, Hotel Cancellation Window Confirmed, Visa/Entry Requirements Re-verified, Travel Insurance Coverage Validated)
[ ] Policy Documentation/Screenshot
[ ] Detailed Fee Breakdown Notes

--- AVAILABILITY & RE-BOOKING EXECUTION ---
[ ] New Flight/Segment Status (Confirmed, Waitlisted, Unavailable)
[ ] New Departure Date
[ ] New Return Date
[ ] New Flight/Hotel Reference Number
[ ] Re-booking Notes & Discrepancies
[ ] New Itinerary Screenshot/PDF

--- COST IMPACT & PAYMENT PROCESSING ---
[ ] Additional Fare Difference
[ ] Agency Service Fee
[ ] Payment Method Used (Credit Card, Bank Transfer, Agency Credit/Voucher, PayPal)
[ ] Payment Authorization Notes
[ ] Payment Receipt/Proof of Transaction
[ ] Client Payment Authorization

--- DOCUMENTATION & CONFIRMATION UPDATE ---
[ ] New Booking Reference Number
[ ] Date of Modification Execution
[ ] Updated Document Type (E-Ticket, Hotel Voucher, Car Rental Confirmation, Travel Insurance Amendment)
[ ] Distribution Channels (Client Email, Client SMS/WhatsApp, Internal CRM Update, Supplier Notification)
[ ] Upload Revised Itinerary PDF
[ ] Agent Verification Signature

--- CLIENT NOTIFICATION & CLOSING ---
[ ] Client Email Address
[ ] Notification Sent Date
[ ] Communication Channel Used (Email, Phone Call, WhatsApp/SMS, Client Portal)
[ ] Documents Attached to Notification (Updated E-Ticket, Revised Hotel Voucher, Updated Trip Itinerary, New Invoice/Receipt)
[ ] Internal Notes for Modification Summary
[ ] Agent Verification

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