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Non-Traveler Contact

How to add an institution with a main contact for invoicing

Robbie avatar
Written by Robbie
Updated yesterday

In this article you will see where you can add a non-traveler contact on a trip. A non-traveler contact is usually a person who is the main contact of an institution or an organization who is paying for a trip that others are traveling on.

  1. Go to the trip information button on your trip and after clicking that, scroll down to institutions.

2. If you do not have the institution in your CRM, you can add it from this point in the screenshot above. All you need is the name of the institution and the main contact which can be added from the institution profile that you are creating.

3. Now you can add your institution with the non-traveler contact to your invoice.

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