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
