TRIP INTAKE
Know who's coming. Send them prepared.
The best trips start before the client shows up. Timber & Tackle collects the intake you need per trip and gives the client a clear what-to-bring, what-to-expect, and where-to-meet — so nobody arrives unready and no day gets wasted.
A guided trip goes sideways when the client shows up unprepared — no license, wrong boots, the wrong expectations about the day. That's on nobody in particular, but it costs you: a slow start, a disappointed guest, a review that could've been better.
Timber & Tackle handles both ends. You set the intake questions that matter for each trip — experience, party size, license status, anything you need to know. And the client gets a clear what-to-expect sheet: what to bring, where to meet, and what the day actually looks like. Everyone shows up ready.
Know the party before the dock
Experience level, group size, license status, special needs — the intake tells you what you're walking into, so you plan the right day.
Send clients prepared
A clear what-to-bring and where-to-meet means no one shows up in the wrong gear or at the wrong ramp — the day starts on time.
Set expectations honestly
Telling a client what the day really looks like — the pace, the odds, the reality — is how you turn a good trip into a great review instead of a letdown.
Cut the night-before texts
When the answers are in the confirmation, you're not fielding a dozen questions the night before every trip.
How it works
- 1
Set your intake questions
For each trip, choose what you need to know — experience, party size, license, anything specific to the water or the country.
- 2
The client answers at booking
The questions come with the booking, so you have the answers before the trip is even confirmed.
- 3
They get an expectations sheet
A clear what-to-bring, where-to-meet, and what-to-expect goes to the client with the confirmation.
- 4
Everyone shows up ready
You know the party, they know the plan, and the day starts right instead of catching up.
Why it matters
The difference between a good guide and a great one is often just preparation — knowing the client and setting the day up before it starts. Handled well, it turns a fine trip into the one they tell their friends about.
And a prepared client is a better client: fewer no-shows, fewer surprises, better reviews, more rebooks. The intake and the expectations sheet aren't paperwork — they're how the whole day goes better.
Straight answers.
Can I set different questions per trip?
Yes — each trip can have its own intake questions, so a half-day inshore trip and a multi-day hunt each ask what actually matters for that trip.
When does the client answer?
At booking, so you have the answers before the trip is confirmed and can plan the right day.
What does the client get back?
A clear what-to-bring, where-to-meet, and what-to-expect sheet with their confirmation — so they show up ready.
Does this reduce no-shows?
It helps — a client who's prepared and knows exactly where and when to be is far more likely to show, ready to go.
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