How to add new clients?

There are 4 ways to add new clients to Travel Contact’s platform:

You can add clients individually:

  1. Using the button with the symbol + located in the top section of the platform.  This button allows you to add a new trip or a new client, from any module or page of the platform you are in.
  2. Inside the Client Module, using the add client button located on the right side.
  3. Inside the Trip Module, when creating a trip, using the add client button from inside a trip.

You can also import clients massively:

    4. Inside the Client Module. Click on the 3 points button located on the right of the screen and then find the “Import clients” feature, which allows you to import your entire client database from an Excel spreadsheet.

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