How to add a new client from the Trip Module?
- Within the Trips Module select an existing trip from the lists under the status of Proposal, Confirmed, Active, Recent, Favorites.
- 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.
- A new tab will open where you can add a client from your database or click on “add new one”.
- Click on add new one and fill out the client’s information.
- Type the information and click on “create a client”. Automatically the new client gets saved to your existing database.