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SOP Template PDF

Client Intake & Fraud Prevention SOP

Resource Overview

Credit card chargebacks are one of the biggest financial risks to independent travel advisors. If a supplier fails to pay, or if a client claims unauthorized travel, you can lose thousands of dollars instantly. This SOP document gives you the exact credit card authorization and qualification workflows used by top agencies to completely protect themselves.

What's Included in This Download:

  • Card Authorization Form templates with legally vetted terms
  • Fraud risk checklist for last-minute and high-value bookings
  • Chargeback dispute resolution process guidelines
  • Secure client file intake workflow protocols

SOP Template PDF

8 Pages
Format: SOP Checklists
License: Free (Individual Use)
Access Level: Requires Free Account

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