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Resources

The list below includes important resources and documents across various categories, such as marketing, supplier information, company details, and more. For additional materials, be sure to check the Luma Shared Drive.

Resource Title

Description

Category

Link

Booking Checklist

A step-by-step guide to keep you organized from inquiry to confirmed booking.

Booking Process
Booking Process

Quick-reference documents outlining the booking process

Booking Process
Business Card Example

Here is a link to a canva business card example you can modify.

Marketing
Canva Shareable Links

Feel free to post your Canva designs so others can use or get inspired!

Marketing
Communication Suggestions

Initial conversation examples between advisor and client

Booking Process
Conferences & Meetings

List of recommended conferences and meetings you could attend

Marketing
Country Entry Requirements

Check for Visa and Entry Requirements

Marketing
Cruise Comparisons

Visual of the different cruise lines and how they compare.

Suppliers
DMC Example Email Request

An example of what you can send DMCs requesting their assistance on an itinerary

Booking Process
Discover Call Questions

List of questions you can ask in the beginning stages of planning.

Booking Process
Disney / Universal Resources

Pro tips, packing lists, guides, pre-trip info, etc

Booking Process
Email Signature Example

Here is a link to a canva signature example you can modify.

Marketing
Facebook TA Groups

List of groups to join on Facebook for travel advisors only to learn about destinations, resorts and reviews.

Marketing
Flight Delays & Cancellations

What to do when a clients flight is delayed or canceled

Booking Process
Frequently Asked Questions

A list of common client questions you might get asked and how to respond.

Booking Process
Getting Started Checklist

Here’s a quick guide to help you get started with Luma Travel Co and see what the journey looks like from day one.

Onboarding
Hotel Program Booking Guide

How to book hotel collections direct through travel advisor portals.

Suppliers
Hotel/Resort Recommendations

List of recommended resorts/hotels by destination.

Suppliers
LUMA Q&A + Tips & Tricks

Feel free to add any questions/answers you've received or tips & tricks you’ve picked up along the way here!

Booking Process
Logos and Branding

LUMA logos and brand guide.

Marketing
MVT + YTC

MVT Company contact info, air desk, book ytc, W9 form, tax examples.

Company Info
Marketing

Marketing

Marketing
Nova + LUMA Advisor Info

Nova and LUMA travel advisor contact information.

Company Info
Packing + Pre-Departure Lists

Here are a variety of packing lists, pre-departure list with money and tipping advice.

Marketing
Planning Fees (Optional)

How to communicate if you do/don't charge a planning fee.

Booking Process
Preferred Tour Operators

A list of our top preferred Tour Operators

Booking Process
Proposal & Itinerary Examples

View proposal and itinerary examples

Booking Process
Quote & Itinerary Examples

Communication suggestions, DMC itinerary request example, proposal and itinerary examples.

Booking Process
Resort & Cruise Contacts

Director of Leisure/Sales Managers contact info at resorts and cruise lines.

Suppliers
Resort & Destination Information

Destination folders packed with tips, info, and helpful details.

Suppliers
TA Rates / FAM / Rewards

If you would like to book travel agent rates or request familiarization trips here are a few resources.

Marketing
TravelJoy

Forms, email templates, proposal and itinerary examples. Quick links you can easily download right into your account.

Booking Process
Vacation Booking Methods

Outlines the different methods of booking with Tour Operators, DMCs, hotel direct, or piecemeal and the pros and cons of each

Booking Process
Virtuoso

List of the different Virtuoso levels and instructions how to send clients marketing materials (magazines).

Suppliers
Weekly Advisor Task List Example

Daily checklist of items you can add to your task list to stay organized weekly

Booking Process
Welcome Amenity Request

Here is an email example of what to send a hotel/resort requesting a welcome amenity and personalized note prior to clients arrival

Booking Process
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