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Adding Clients to a Trip in the Guide App (Video)

Learn how to add clients to a trip directly from the Guide App — enter their details manually, have them fill it out themselves, or use the recommended QR code option for quick and easy self-entry.

When you're out in the field, adding clients to a trip is quick and easy from the Guide App. Whether you're checking in a new face or a returning client, you have a few flexible options to get them added. Guides are notified of open client spots via SMS, email, or both.

What you'll learn in this video:

  • How to navigate to a trip from the Guide App calendar

  • How to add a new client manually, by self-entry, or via the recommended QR code option

  • How to search for and select a returning client already in the system

  • How to update the client on a trip when the booking client differs from the actual participant — using the Select button next to the client's name

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