Onboarding Questionnaire

Please complete the below questionnaire so that we can get your account setup and prepare for our onboarding session.

First Name

Last Name

Phone *

Your Business Information

What Is Your Business Name? *

Address

City

State

Postal code

What Are Your Hours Of Operations?

Do You Have A Google Business Account?

Yes, I have a Google Business Account

No, I do NOT have a Google Business Account

Your Terms & Accepting Payments

Do Your Terms & Conditions For Your Travel Business *

Will you be accepting direct payments via credit card processing? *

Yes, I would like to connect my personal credit card processor (i.e. Stripe, Paypal)

No, I will not be accepting direct payments for products or services.

I am not sure, I need more information

Your Credit Card Processing Details

Select the current credit card processing services you use. If your option is not listed select Other.

Will You Pass The Credit Card Processing Fee to Clients?

Yes, I Want To Pass On The Credit Card Fees To My Clients

No, I do Not Want To Pass The Credit Card Fees.

I am Not Sure how to handle this.

Do you have a website domain (i.e. youtravelbusinessname.com) and do you have access to it?OTB Website Domain *

Yes, I have a domain and I have access to log in

Yes, I have a domain but I do NOT have access to login to it

No, I do not have a website domain

Your Client Communication

Select the Communication Methods you would like to use in your travel business. Note: some of the communication methods have additional fees and special requirements in order to participate.

Provide your preferred area codes for your dedicated phone number, and be sure to include 2 options separated by commas (i.e. 404, 678).

In order to improve your email deliverability, we recommend that you have a dedicated email address such as email.yourtravelbusiness.com. Identify the prefix/sub-domain you would like to be set up for your travel business.

mail

info