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.