How to add a Main Traveler for an existing client in your database ?

 

  1. Find the Client Module on the Main Menu located on the left side of the screen. Select a client from the list.
  2. Within the client's menu select the “General Information” section. Then inside click on “Personal information”.
  3. Click on “Edit” within the information box and then within the "Main Traveler" field, click on "Select a Main Traveler".
  4. 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.
  5. When you are done click on Link.
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