Skip to main content

Bringing Existing Clients

What happens when advisors with existing clients from another agency join Fora, including what can and cannot be transferred.

Summary

  • Yes, you can bring your existing clients

  • Review any non-compete clauses with your prior agency first (see Switching to Fora from Another Agency)

  • Most existing bookings CANNOT be transferred between agencies

  • Client "ownership" depends on your existing contract

  • Most supplier logins and certifications CAN be transferred

  • You'll use your @fora.travel email and Fora systems going forward

  • Clients benefit from Fora's preferred partnerships and amenities


Bringing clients to Fora

What you CAN do

  • Bring client relationships to Fora

  • Continue serving clients you've worked with

  • Market to your existing network

  • Transfer most supplier logins and certifications to your new agency

What you CANNOT do (typically)

  • Transfer existing in-progress bookings between agencies

  • Guarantee client "ownership" if your prior contract says otherwise

  • Use your prior agency's IATA or credentials


Important considerations

Review your prior contract

Before transitioning, review any:

  • Non-compete clauses: May restrict when/how you can contact prior clients

  • Non-solicitation clauses: May limit direct outreach

  • Client ownership terms: Some contracts specify who "owns" client relationships

Fora cannot provide legal advice on your specific contract. Consult with a legal professional if unclear.

Existing bookings

Most bookings cannot be transferred between agencies.

If you have active bookings at your prior agency:

  • They typically stay with that agency

  • Commission goes to the agency where the booking was made

  • Clients may need to contact the original agency for modifications

New bookings with those clients should be made through Fora.


Supplier portals and certifications

Transferring logins

Most suppliers (including cruise portals and programs like the Disney Travel Agent portal) allow you to transfer your existing login to your new agency by updating:

  • Your IATA number (to Fora's)

  • Your email address (to @fora.travel)

Certifications

Most certifications can be transferred or maintained:

  • Destination specialist programs

  • Cruise line certifications

  • Supplier-specific credentials

Contact each supplier/certification body to update your agency affiliation.


What changes when you join Fora

Aspect

What Changes

Email

You'll use your @fora.travel email for bookings

IATA

You'll book under Fora's IATA number—the industry accreditation identifier used to process commissions through suppliers

Supplier relationships

Access to Fora's preferred partnerships and amenities

Commission processing

Fora handles invoicing and payouts

Client benefits

When you move to Fora, your clients gain access to:

  • Fora's preferred supplier partnerships

  • VIP amenities (upgrades, credits, etc.)

  • Fora Reserve and luxury program perks

Pro status for experienced advisors

Advisors with $100k+ annual book of business may be eligible for Pro status. Contact merritt@foratravel.com to discuss.

Pro status provides:

  • Eligibility for Fora-provided leads

  • Fam (familiarization) trips and TA (travel agent) rates at participating properties

  • Individual preferred partner logins

  • IATA card eligibility


Common scenarios

If...

Then...

You have active bookings at your prior agency

They typically stay there; new bookings go through Fora

Your prior contract has a non-compete

Review terms; you may need to wait before contacting certain clients

You have cruise line certifications

Transfer them by updating your IATA/email with the cruise line

You have a Disney Travel Agent login

Update it with your new IATA and @fora.travel email

You have $100k+ annual business

Contact merritt@foratravel.com about Pro status eligibility


FAQs

Do my clients have to do anything?
No action required from clients. They simply book with you through Fora going forward.

Will my clients notice a difference?
They'll receive communications from your @fora.travel email and may receive upgraded amenities through Fora's preferred partnerships. The relationship remains with you.

Can I transfer a booking that's already in progress?
Usually no. In rare cases, some suppliers allow "takeover" bookings—check specific supplier policies.

What about commission on past bookings?
Commission for bookings made through your prior agency goes to that agency, per your existing agreement.

How long should I wait before contacting former clients?
Review your prior contract. Non-compete/non-solicitation clauses may specify waiting periods. When in doubt, consult a legal professional.

Did this answer your question?