Client Forms

Forms & Paperwork

Nothing here is locked behind a password. Start with the inquiry form - Katie will send you whatever else you need, when you need it.

What you'll need

Initial Inquiry Form

Start here. Tell Katie who's traveling, roughly when, and what you're hoping for. Takes about three minutes and there's no obligation.

Fill Out Online

Cruise Planning Worksheet

The full worksheet, online and fillable. Everything Katie needs to build and manage your booking - cabin preferences, travelers, insurance, budget, and special requests.

Fill Out Online

Credit Card Authorization

Required by the cruise line before Katie can place a deposit or apply a payment on your behalf. Sent to you securely once you're ready to book - never email a completed copy of this form.

Coming Soon

Terms & Conditions

The working agreement between you and Cruising with Katie LLC: what Katie does, what the cruise line is responsible for, and how changes and cancellations are handled.

Coming Soon

How the paperwork actually goes

  1. You send an inquiry. Three minutes online, no obligation, no payment information.
  2. Katie sends options. Real sailings, real cabin categories, real prices. Ask as many questions as you want.
  3. You pick one. Only then does anything need signing.
  4. Katie sends the booking paperwork securely. The credit card authorization and terms come to you directly - never posted publicly, never over plain email.
  5. Deposit is placed and you're booked. You get a confirmation from the cruise line in your own name, plus a payment timeline so no deadline sneaks up on you.

A word on security

Never email a completed credit card authorization form as a plain attachment, to Katie or to anyone else. When it's time, she'll send a secure link. If you ever get a message asking you to email card details, stop and call her.

Note for launch: the credit card authorization and terms PDFs need to be added to assets/downloads/. Have the terms reviewed by someone qualified before publishing - it's the one page here with real legal weight.