Creating Clients

Everything you need to know about managing Clients and Leads.

Create a Client

1. In the Main Menu click Client Management.
2. Click Clients.
3. Click Add Client.
4. Alternative: click the Quick Links (+) menu then click Add Client/Lead.
5. Enter first and last name (required) and any other information you have available.
6. Click Save.
7. Click Add Contact Detail to add additional information such as:
   Client Referral name
   Email Addresses
   Fax numbers
   Referral Group (primarily used for leads)
   Reward Programs (frequent flier numbers, etc.)
   Phone Numbers
8. Be sure to click Save after each new entry.

Step 2: Add Notes

1. Click the Notes tab.
2. Click Add Note.
3. Enter any notes you would like to have attached to this client.
   Tip: There is also a notes tab in Trips, if the note pertains to a specific trip consider adding it there instead.
4. Click Save.
5. In the Search field, you can find previously entered notes.