Client profiles are the foundation of your CRM in PlanitEasy. Every traveler, supplier, and institutional contact lives in your Profiles section.
Creating a New Profile
Click Profiles on the left sidebar of your dashboard
Click + New Individual (or + New Institutional for companies)
Fill in: First Name, Last Name, Email, Phone
Click Save
Profile Sections
General Info — name, email, phone, address, date of birth, nationality
Travel Documents — passport number, expiration, TWID, Known Traveler Number, Global Entry
Preferences — seat, meal, hotel preferences, loyalty programs
Trips — all trips this traveler is on
Forms — forms sent to and received from this client
Invoices — invoices linked to this client
Notes — internal notes (only visible to your team)
Custom Information Fields
At the bottom of a profile, click Add Custom Field to store extra info (e.g., "Anniversary Date", "Preferred Airline").
Profile Actions
Click the Actions button on the right side of any profile for:
Send Profile Update Form — pre-populated form for clients to update their own or add new info
Add Supplier credit
Add Company credit
Add a payment
