Member Resource Center
Every tool you need,
right here.
Templates, training, forms, and guides built for bank travel leaders and group travel professionals.
Trip Planning
Itinerary builders, budgeting sheets, packing lists, and pre-trip checklists
Excel
Group Itinerary Template
Day-by-day schedule builder with time blocks and vendor notes
Download
Excel
Group Budget Calculator
Per-person cost breakdowns, deposits, and profit margin tracking
Download
Checklist
Pre-Trip Planning Checklist
60/30/7-day countdown checklist to keep every trip on track
Download
Excel
Rooming List Template
Hotel rooming list ready to submit directly to properties
Download
Word
Vendor RFP Template
Request for proposal template for hotels, coaches, and suppliers
Download
Excel
Group Manifest Template
Passenger data collection sheet with flight, dietary, and emergency fields
Download
Marketing & Promotion
Canva templates, email campaigns, flyers, and social assets to promote your trips
Canva
Trip Flyer Template
Editable promotional flyer for member trip announcements
Open in Canva
Canva
Email Campaign Template
Branded email header and layout for trip promotions
Open in Canva
Canva
Social Media Post Pack
Instagram, Facebook, and LinkedIn sized templates for trip teasers
Open in Canva
Slides
Member Meeting Presentation
PowerPoint deck for presenting upcoming trips to your club
Download
Canva
Save the Date Card
Branded postcard-style save the date for upcoming trips
Open in Canva
Operations & Admin
Forms, waivers, procedures, and compliance documents for running your club
PDF
Traveler Release & Waiver
Liability release form for all trip participants to sign
Download
Form
Medical Information Form
Collects allergies, medications, and emergency contacts
Download
Form
Trip Enrollment Form
Member sign-up and deposit collection form
Download
Word
Bank Club Procedures Guide
Standard operating procedures for bank-affiliated travel clubs
Download
Excel
Payment Tracking Sheet
Track member deposits, balances due, and vendor payments
Download
Form
Post-Trip Survey
Member satisfaction survey to capture feedback after each trip
Download
Education & Training
Webinar recordings, training presentations, and CBCD accreditation resources
Video
Pricing Your Group Trip
Webinar: how to price profitably while staying competitive
Watch
Video
Working With Suppliers
Webinar: negotiating contracts, overrides, and preferred partner programs
Watch
Video
Growing Your Club Membership
Webinar: recruitment tactics and retention strategies that work
Watch
Slides
CBCD Accreditation Overview
What the credential is, requirements, and how to get started
Download
Slides
Peer Group Session Deck
Presentation slides and materials from the latest Peer Group event
Download
Video
Marketing Your Travel Club
Training: digital marketing, email, and social strategies for club directors
Watch
Apps & Tech
Recommended tools, app guides, and tech resources for modern group leaders
Word
Recommended Apps for Group Leaders
Curated list of apps for payments, communication, waivers, and itineraries
Download
Word
Booking Platform Comparison
Side-by-side comparison of group booking and CRM platforms
Download
Word
Digital Waiver Tool Guide
How to set up and use DocuSign, WaiverSign, or TripWaiver
Download
Guide
Email Platform Quick-Start
Setup guides for Constant Contact and Mailchimp for travel clubs
Download
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