Clients

Clients are your customers -- the people or companies who book travel with you. Every order is linked to a client, giving you a complete view of each customer's booking history, payments, and contact details. You can manage both individual travelers and corporate clients with multiple contacts.

How It Works

When someone makes a booking, they become a client in your system. If they've booked before, you can match them to their existing record so all bookings stay connected. Clients are created either during the order creation process or directly from the clients list.

The client detail page gives you a dashboard view with financial summaries, latest orders, contact information, and (for corporate clients) a contacts management section.

Client Types

Individual Clients

Individual clients are personal customers booking for themselves, their family, or friends. Their display name is their first and last name.

You store:

• First name and last name
• Email address and phone number
• Date of birth
• Nationality
• Unique ID (such as a national identification number)
• Address (street, city, postal code, country)

Corporate Clients

Corporate clients are businesses or organizations booking travel for employees or groups. Their display name is the company name.

In addition to the standard contact fields, corporate clients have:

• Company name -- The organization name, shown as the client's display name
• Tax ID -- Used on invoices for tax purposes
• Contact person -- A designated first and last name for the main point of contact
• Multiple contacts -- A full contacts management system (see below)

Client Detail Page

When you open a client, you see a dashboard with:

Financial Summary

Three cards at the top show key metrics:

• Total Turnover -- The sum of all order prices for this client, with average order price
• Total Paid -- The total amount paid across all orders, with the percentage of total spent
• Orders -- The total number of orders for this client

Latest Orders

A quick-access list of the client's five most recent orders, showing order code, trip name, status, and price. Click any order to jump directly to it, or use the "View all orders" link to see the full paginated list.

Contact Information

Displays the client's email, phone, address, country, nationality, and unique ID. Click Edit to update any of these fields.

Contacts (Corporate Only)

For corporate clients, a dedicated contacts section appears below the dashboard. See Client Contacts for details.

Client Contacts

Corporate clients support multiple contacts, each with their own communication preferences. This lets you route different types of emails to the right people within an organization.

Contact Fields

Each contact has:

• Name -- Full name of the contact person
• Email -- Email address (required)
• Phone -- Phone number
• Job Title -- Their role in the organization
• Note -- Any internal notes about this contact

Contact Settings

• Active -- Only active contacts receive communications. Deactivate a contact to stop sending them emails without deleting them.
• Primary Contact -- Marks this person as the main point of communication. Only one contact can be primary at a time; setting a new primary automatically clears the previous one.

Communication Preferences

Each contact can be configured to receive specific types of emails:

When the system sends an email (for example, an invoice), it checks which contacts have the matching preference enabled and sends to all of them. If no contacts match, the email falls back to the primary contact.

Common Tasks

Creating a Client

From the clients list, click Add to open the creation panel:

1. Select the client type (Individual or Corporate)
2. For Individual: enter first name and last name
3. For Corporate: enter company name, contact person name, and tax ID
4. Fill in contact information (email, phone, unique ID)
5. Fill in address details (address, city, postal code, country, nationality)
6. Click Save

Clients are also created automatically during order creation if you enter a new client's details instead of selecting an existing one. If the email matches an existing client, the system suggests using that client.

Editing a Client

From the client detail page:

1. Click Edit in the Contact Information section
2. Update any fields, including changing between Individual and Corporate types
3. Click Save

Adding a Corporate Contact

From the client detail page (corporate clients only):

1. In the Contacts section, click Add
2. Enter the contact's name, email, phone, and job title
3. Set the Active and Primary toggles
4. Enable the communication preferences for this contact
5. Click Save

Viewing a Client's Orders

From the client detail page, you can:

• See the five most recent orders in the Latest Orders section
• Click View all orders to see the full paginated list with order codes, trips, dates, statuses, and prices
• Click any order to navigate directly to it

Viewing a Client's Payments

Navigate to the client's Payments page to see all payments across all their orders, including:

• Payment date
• Which order the payment belongs to
• Payment type and status
• Amount

Searching for Clients

The clients list supports searching by name, email, or company name. Type in the search field and the list filters to matching clients.

How It Connects

• Orders -- Every order is linked to a client. Creating an order requires selecting or creating a client.
• Groups -- Corporate clients often have orders within travel groups for team or event travel.
• Invoices -- Invoices are generated for the order's client. For corporate clients, invoices are sent to contacts with the Invoices preference enabled.