Skip to main content

Connecting relationships between client profiles.

How to connect family, friend and colleague relationships in the PlanitEasy CRM

Robbie avatar
Written by Robbie
Updated over 3 years ago

In the Profile section, locate your client and open their profile. Scroll down until you see ' travel companions' and click on to the red 'Add Travel Companion' button.

There you can add new profiles or type in existing clients and notate the relationship. This will show on their side as well.

Did this answer your question?