Planning Worksheet

Cruise Client Planning Worksheet

The full version of Katie's worksheet — everything she needs to build and manage your booking. If you haven't spoken to her yet, the shorter Start Planning form is a better starting point.

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1 Client Information

Client name

Street address

City

State & ZIP

Phone

Preferred contact method

Referred by If someone sent you Katie's way, she'd love to thank them

2 Cruise Details

Fill in whatever you know. If you haven't booked yet, skip straight to section 3 — Katie will fill this part in for you.

Cruise line

Ship name

Sail date

Number of nights

Itinerary / region

Departure port Or your home airport

Existing booking number Only if you've already reserved something

3 Travelers

Ages at the time of travel, please — they drive cabin occupancy rules, kids' club eligibility, and which lines are even an option.

Adults (18+)

Children under 18

Traveler names First and last name for each person, exactly as they appear on their passport or birth certificate. One per line.

Loyalty / Crown & Anchor numbers If anyone has status with a cruise line, it may unlock perks and discounts

Passports and dates of birth come later

Katie needs them to finalise a booking, but never through a web form. Once you're ready to book she'll send a secure link. If you ever get a message asking you to email passport details or card numbers, stop and call her.

4 Stateroom Preference

Cabin type

Anything specific about the cabin?

Connecting cabins Accessible cabin Cabins near each other Low deck or midship (motion) Quiet location Needs to sleep 5 or more

5 Additional Planning

"Unsure" is a perfectly good answer — that's what Katie is for.

6 Special Requests

Anything Katie should build the trip around?

Birthday Anniversary Honeymoon Family reunion This is our first cruise Dietary needs Mobility needs Traveling with seniors

Tell Katie more Allergies, a bad experience you don't want repeated, someone who gets seasick, a surprise you're planning — all useful.

7 Vacation Budget

A range is genuinely helpful — it saves you being sent options you'd never book.

Overall vacation budget Total for everyone, including extras — not per person.

Budget notes

No payment details are collected here, and your information is never sold or shared.

Not booked yet? Start with the shorter Start Planning form →