How to add a main traveler for an existing client in your database ?
- Find the Client Module on the Main Menu located on the left side of the screen. Select a client from the list.
- Within the client's menu select the General Information section. Then inside click on Personal information.
- Click on Edit within the information box and then within the Main Traveler field, click on Select a Main Traveler.
- A new tab with two different options will open: Find a client from your database or create a new client and assign it as a Main Traveler automatically.
- When you are done click on Link.