Client Welcome Checklist

Ms. Daisy Companion and Travel Services
Thank you for choosing Ms. Daisy Companion and Travel Services. Please review and complete the
following items prior to your scheduled service.
Required Documents
■ Client Needs & Travel Questionnaire (completed)
■ Client Service Agreement (signed)
■ Limitation of Liability & Cancellation Policy (signed)
■ Flying Companion Services Addendum (initialed, if applicable)

If Airport or Flying Companion Services Are Requested
■ Flight itinerary provided
■ Airline tickets purchased
■ Companion airfare (outbound and return, if required) paid
■ Seat assignments confirmed (if required)
■ Special airport or airline assistance requested

Client Information
■ Emergency contact information provided
■ Mobility needs disclosed
■ Medication needs disclosed
■ Cognitive, sensory, or comfort needs disclosed

Payment & Scheduling
■ Service fees paid or confirmed
■ Travel-related expenses paid in advance (if applicable)
■ Pick-up location and time confirmed
■ Return or follow-up arrangements discussed

Final Acknowledgment
■ I understand services are non-medical
■ I understand airline delays and third-party actions are outside provider control