How to add a new client from the trip module?

  1. Within the Trips Module selects an existing trip from the list and in the trip, tab chooses the section: Clients.
  2. Click on the + Add button. A new window will be open where you can choose between an existing client in your database or create a new client. If you click on add new one, you must complete the required information requested in the different fields.
  3. Once all the clients you want to add to the trip are loaded, click on the Add Clients button

Note: To add any customer within a trip, it must have a method of contact.

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