How to add a new client from the Trip Module?

  1. Within the Trips Module select an existing trip from the lists under the status of Proposal, Confirmed, Active, Recent, Favorites.
  2. Once you select the trip a Menu in the top center will appear with different buttons. Click on Clients and then click on the “Add” button.
  3. A new tab will open where you can add a client from your database or click on “add new one”.
  4. Click on add new one and fill out the client’s information.  
  5. Type the information and click on “create a client”. Automatically the new client gets saved to your existing database.
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