Step by Step - Add a new Client

    1. Locate the Main Menu and select 'Clients'

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    2. Click on 'Add Client'

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    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.

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    4. Click on 'Create a Client'

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    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.

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    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.

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