Step by Step - Add a new Client
1. Locate the Main Menu and select 'Clients'
2. Click on 'Add Client'
3. Fill out the client´s information.
Make sure to add information in the required fields: Name, Last Name and a method of contact Email or Phone Number.
4. Click on 'Create a Client'
5. A new tab will appear with the client´s profile.
Click on the different tabs to complete or review a client’s general Information: Personal Information, Professional Information, Social Media and Medical Information.
6. Locate the Client’s Main Menu
Click on the different tabs to complete or review a client’s information: Passports/Visas, Networks, Preferences, Travelers numbers, Agency Information and Trips.