You can add a client to your client list without having a booking you want to capture.
If you want to add a client during the time of creating or modifying bookings, please look at our tutorials on how to do that.
- Click on Clients on the menu.
- Choose Client Search.
Click Add Client
Add client's details.
- Pick a client type from the drop-down list. Types include:
- Individual
- Company
- Travel Agent
- Tour Operator
- Add client's Name and Surname.
- Add a company name or search for one.
- Add contact details.
Include extra client information
VAT number and Address
Extra information
Click the button with a plus (+) icon to add extra information from a list of attributes. These include:
- Phone Number
- Fax Number
- Cellphone Number
- ID / Passport
- Nationality
- Country of Residence
Rate sheet and Notes
Link your client to a Rate Sheet or add any notes for this client.
