How to remove a client from a trip?
A client can be removed from a trip as long as it is not associated to any service in the trip.
- Locate the services that your client has been associated. Click on the Actions button located next to the service on the right side.
- Click on View Info.
- From the service menu located in the left select Clients, then click on Edit and remove the client from the service.
- Save the information and repeat for any other service the client has been added to.
Once you have remove your client of all the services:
- Locate the trip menu, select the Clients category. Find the Actions button on the right for the client you want to delete.
- Click on Remove From Trip to the delete the client.