The Service Agreement Course
Stop Giving Away Your Expertise for Free
Create a Service Agreement That Sets Boundaries—and Gets You Paid
This is a short, practical course for travel advisors who want to charge service fees confidently and operate like a real business.
What Happens When You Don’t Have a Service Agreement
Most travel advisors start their business focused on helping people plan amazing trips — not on protecting themselves with the right systems.
But without a clear service agreement, it’s easy to find yourself in situations like these:
A client asks for multiple proposals and revisions… then books online without you.
You spend hours researching and planning, only to have the client disappear.
A client expects unlimited changes, last-minute support, and constant availability because nothing was clearly defined.
A traveler assumes something is included — but it isn’t — and now they’re upset with you.
Something goes wrong during the trip and the client blames you, even though it was outside of your control.
Without a service agreement, expectations are unclear — and when expectations are unclear, misunderstandings happen.
A Service Agreement Changes Everything
A well-written service agreement clearly defines:
What services you provide
What your service fees are
What clients are responsible for
What happens if plans change
What falls outside of your responsibility
This clarity protects your time, your income, and your business
Instead of reacting to problems, you’ll have a clear process that prevents them from happening in the first place.
What You'll Learn
How to structure and charge service fees
What language protects you (and what creates risk)
How to set boundaries without sounding harsh
How to automate agreement signing and payment
How to integrate your service agreement into your workflow
Who This Course is For
New advisors who want to start with a solid foundation
Established advisors who want to clarify their process and charge fees
Agents who want fewer misunderstandings and more income
Imagine Running Your Business Like This...
You’re Paid for Your Time — Every Time
Instead of spending hours researching trips for clients who disappear, your service agreement ensures that your expertise is valued and compensated from the beginning.
You Work with Clients Who Respect Your Process
When clients sign a professional agreement and pay your service fee, they’re invested in working with you — which means fewer price shoppers and smoother bookings.
You Have Clear Boundaries That Protect Your Business
No more confusion about what you do, what you don’t do, or what happens if plans change. Your agreement clearly outlines your services, fees, and responsibilities so you can operate with confidence.
Are You Tired of Feeling Frustrated?
When you implement a service agreement and charge for your expertise:
You are compensated for the work you do
Clients are more invested in the process
Time-wasters naturally filter themselves out
Your income becomes more predictable
Instead of hoping a booking happens, you’re paid for the professional service you provide.
And that’s how you build a travel business that is sustainable, profitable, and respected
What's Included
30 minutes of focused video training
Real-world service agreement example
Downloadable checklists and guides
Bonus lesson on common mistakes
Frequently Asked Questions
This course teaches you the structure, strategy, and key elements that should be included in a professional service agreement for a travel business.
However, we always recommend having a licensed attorney review your final agreement to ensure it complies with the laws in your state or country.
Yes. Many hosted advisors use their own service agreement to outline their services, service fees, and boundaries.
You’ll want to make sure your agreement aligns with your host agency’s policies, but it can still be an important tool for protecting your business and setting clear expectations with your clients.
That’s exactly who this course is designed for.
You’ll learn how to introduce your service agreement professionally, how to position your expertise, and how to confidently explain your fees to clients.
Many advisors find that once they implement a service agreement, clients respect their process and are happy to pay for their expertise.
In most cases, the opposite happens.
A clear agreement and service fee help position you as a professional advisor rather than someone simply sending quotes.
It also filters out clients who were never serious about booking with you in the first place.
Not necessarily. Many advisors use one main service agreement that covers their planning services and fee structure.
You may choose to add additional language for specialized trips like groups, complex itineraries, or destination weddings, but the core agreement usually remains the same.
This is a short, focused course designed to be implemented quickly.
Many advisors are able to outline and begin using their service agreement within a few hours of completing the course.
No. In fact, many newer advisors benefit the most from starting their business with clear systems and boundaries from the beginning.
Implementing a service agreement early can save you from many of the common problems advisors face later.
This course focuses on helping you understand what should be included in your agreement and why so you can create a document that fits your specific business.
We always recommend having any final legal documents reviewed by an attorney.
After enrolling, you’ll receive immediate access to the course so you can start learning right away. The lessons are short and focused, making it easy to move through the material and begin implementing your service agreement quickly.
This is a short, practical mini-course designed to give you exactly what you need without unnecessary fluff. Most advisors can complete the lessons in about 15–30 minutes and start outlining their service agreement right away.
Yes. Once you enroll, you’ll have lifetime access to the course so you can revisit the material whenever you need to update or refine your service agreement as your business grows.
IMPORTANT DISCLAIMER
This course provides educational information only and does not constitute legal advice. Always consult with an attorney who practices in your state when drafting your own service agreement.
The Cover Your Butt Course Bundle
Buy individually or get all core courses together at a discounted rate and build your agency correctly from the start.
Service Agreement Course
Credit Card Authorization Course
Trip Insurance Waiver Course
Free 5 tools to bulletproof your travel agency course:
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