How to add new clients?
There are 4 ways to add new clients to Travel Contact’s platform:
You can add clients individually:
- 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.
- Inside the Client Module, using the add client button located on the right side.
- 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.