Clients

Viewing Your Clients

Go to Clients in the sidebar. You will see a list of all your clients with their name, email, phone, nationality, total bookings, and total revenue.

Client list page with search, filters, and client rows

Finding a Client

• Type in the Search bar (searches name, email, phone, or client code)
• Use the Filters to narrow by status, client type, lead source, or VIP status
• Sort by name, revenue, number of bookings, or date added

Adding a New Client

1. Click the Add New Client button (top right)
2. Fill in the client details:
   • Name (required)
   • Email
   • Phone number
   • Nationality
   • Passport type (EU or Non-EU — this affects entrance fee pricing)
3. Click Save

Viewing Client Details

Click on any client name to see their full profile. The client page has these tabs:

• Overview — All client information, VIP status, total bookings, revenue, tags
• Communications — Every email, WhatsApp message, phone call logged with this client
• Bookings — All itineraries and bookings linked to this client
• Notes — Internal notes visible only to your team
• Follow-ups — Tasks and reminders linked to this client

Quick Actions

From the client detail page, you can:

• Add Follow-up — Create a reminder to call or email the client
• Add Note — Write an internal note
• Log Communication — Record a phone call, meeting, or other interaction