How to add a new client from the trip module?
- Within the Trips Module selects an existing trip from the list and in the trip, tab chooses the section: Clients.
- 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.
- 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.