Planning, Researching, and Booking Travel

Updated in 6th of March 2025

by McFAI — Tech

As a Virtual Assistant (VA), one of your key responsibilities may include travel management for clients. This involves researching destinations, comparing transportation and accommodation options, and making bookings efficiently.


By the end of this module, you’ll learn how to:
  • Research and plan travel based on client needs
  • Compare flights, hotels, and transportation options
  • Manage bookings and create a travel itinerary

Step 1: Understanding the Client`s Travel Needs


Before researching travel options, gather the following details:

  • Destination & Purpose – Business, vacation, event, or family trip?
  • Dates & Duration – Exact travel dates, flexibility, and return dates.
  • Budget – Client’s preferred price range for flights, hotels, and transport.
  • Preferences – Flight class (economy/business), hotel type (luxury/budget), special requests (WiFi, parking, gym, etc.).
  • Additional Services – Airport transfers, car rentals, travel insurance.

Task:
Create a travel request form using Google Forms or Notion to collect details from clients easily.

Step 2: Researching Travel Options


Once you have the details, research the best travel options for flights, accommodations, and transportation.

A. Finding the Best Flights

 Use flight comparison websites:

Tips:
✅ Check for layovers, baggage fees, and refund policies.
✅ Set price alerts to monitor fare changes.
✅ Book flights in advance (4-6 weeks for the best rates).


B. Choosing the Right Accommodation

Best platforms for booking hotels:

Tips:
✅ Check reviews on TripAdvisor for customer feedback.
✅ Look for free cancellation policies when possible.
✅ Confirm amenities (WiFi, breakfast, workspace) based on client preferences.


C. Researching Local Transportation

Best options for getting around:

  • Uber / Bolt / Lyft – Best for private rides.
  • Rental Cars – Use Kayak, Expedia, or Hertz for price comparisons.
  • Public Transport Apps – Google Maps, Rome2Rio, or Moovit for metro, bus, and train schedules.

Tips:
✅ Check if the client needs an airport pick-up.
✅ Look for city passes for tourists to save on transport costs.
✅ Confirm travel time from the hotel to meeting locations.

Step 3: Booking and Managing Travel Arrangements


Once research is complete, it’s time to book and organize all travel details.

A. Confirm Client Preferences Before Booking

Send a summary email with 2-3 travel options.
✅ Include flight details, hotel options, and estimated costs.
✅ Ask the client to confirm their final choice.


B. Make the Bookings

Use company credit cards, virtual cards, or travel agency accounts for payments.
✅ Save confirmation emails for flights, hotels, and transport.
✅ Add all booking references to a shared document (Google Docs, Notion, or Trello).


C. Create a Travel Itinerary

Use Google Docs or Notion to organize:
Flight details (Departure time, flight number, gate info).
Hotel check-in/check-out details.
Meeting schedules.
Transport options & emergency contacts.


Example Itinerary Format:

Step 4: Ensuring a Smooth Travel Experience


Remind the client of their travel schedule 24 hours before departure.
Track flights for delays using FlightAware or Google Flights.
Be available to assist the client in case of last-minute changes.

Tip: Use a travel management app like TripIt or Google Keep to organize travel documents.


Lesson Summary

  • Step 1: Gather client travel details (Destination, Budget, Preferences).
  • Step 2: Research flights, hotels, and transport using comparison sites.
  • Step 3: Book flights, accommodations, and create a travel itinerary.
  • Step 4: Ensure smooth travel by tracking flights and assisting with changes.

Planning a Business Trip with Country-Specific Entry & Exit Requirements


Objective:

This exercise will help you research and plan a business trip while considering country-specific entry and exit requirements, such as visa rules, COVID-19 policies, and customs regulations.


Instructions:

Your client, Mr. James Carter, is a business executive traveling from New York, USA, to Dubai, UAE, for a 3-day business meeting. Your task is to:

1️⃣ Research entry and exit requirements for Dubai (UAE) for a U.S. citizen.

  • Do they need a visa? If yes, how do they apply?
  • Are there any vaccination or health requirements?
  • Are there any restricted items they cannot bring into Dubai?

2️⃣ Find the best flight options based on the following preferences:

  • Departure: March 15, 2025
  • Return: March 18, 2025
  • Business class preferred
  • Minimal layovers

3️⃣ Choose a hotel near Dubai International Financial Centre (DIFC) that includes:

  • Free WiFi
  • Business meeting facilities
  • Airport shuttle service

4️⃣ Create a travel itinerary with:

  • Flight details
  • Hotel booking details
  • Important travel tips based on UAE entry requirements

How to Complete the Exercise:


Step 1: Research Entry & Exit Requirements

  • Visit official government websites (like the U.S. State Department or UAE Immigration).
  • Check if a visa on arrival is allowed or if pre-approval is needed.
  • Look for customs restrictions (e.g., medications, alcohol limits).


Step 2: Find Flight & Hotel Options

  • Use Google Flights, Skyscanner, or Emirates Airlines to compare ticket prices.
  • Use Booking.com or Expedia to find a hotel with business-friendly amenities.


Step 3: Organize Travel Documents & Plan Itinerary

  • Summarize the travel plan in a Google Doc or Google Calendar.
  • Include reminders for visa applications, vaccinations, and business documents.

Expected Outcome:



By completing this exercise, you will:
✅ Gain hands-on experience in planning international business trips.
✅ Understand the importance of entry and exit regulations.
✅ Learn how to research travel requirements effectively.

Bonus Task: Choose a different country (e.g., UK, Canada, or Japan) and repeat the exercise to compare different travel requirements.


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