Skip to main content

Adding Travelers/Clients to a Trip

How to add travelers or clients to a trip.

Robbie avatar
Written by Robbie
Updated over 2 weeks ago

Go to the 'Travelers' tab on your trip planner page and click into the 'add travelers' search field. Start typing the name of your client and results will show from your CRM.

If you are adding the traveler for the first time, click 'add new' and just add the first/last name and email address to the new profile and press 'save'.

Did this answer your question?