Client Profiles provide a way to view all information related to a Client, including Production Reports specific to their bookings.

This article explains how to access a Client Profile, edit Client details, and run reports.

To view a Client Profile, locate the Client you want and click the Client Name.

In the new window, click View Profile.

The Profile page will open.

Under the Details tab, you will see Production Reports. These reports work the same as those on the Clients page but only include data related to this specific Client.

They have additional filters where you can select an Agency or IATA to filter by.

See the article Client Production Reporting for more information on using this report.

Under the Details tab you can also see sections with detailed information about the Client.

To update details, click the pencil icon next to the section you want to edit.

This will open the Edit Client window, where you can make changes. For more about updating client details, see the article Update Client Information.

The Bookings tab shows all bookings associated with the Client.

This tab includes filters and reporting options, just like the main Bookings page. If you need more information, check the articles in the Bookings category.

To quickly add a new booking, click Add a Booking in the top right corner of the tab.