See the list of clients involved in the trip or add clients to it!

Who can use this feature?

For Admin and Agent

Basic Plus & Pro

Manage your clients added to the trip.

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List of clients

Who can use this feature?

For Admin and Agent

Basic Plus & Pro

Find a list of all the clients added to the trip arranged in alphabetical order by the Last Name with the following information:

                  - Make or remove main contact

   - View client info: The client’s profile will be displayed without having to go to the                                      clients module.

                 - Remove from the trip: Remove this client from this trip. A client can be removed                                      from a trip as long as they are not added to any services.

                  - Add client network: With one click add a client's network.

Note: Use Networks to link your clients with each other based on their existing relationships. This will let you to create group trips faster.

+ Add button

Who can use this feature?

For Admin and Agent

Basic Plus & Pro

Quickway to add clients to the trip

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