Linking a Traveler From a Client
To associate travelers with a client, open the Traveler Associations subfolder and click Link Travelers. This generates a popup.
Enter data into your filters and then click Search to pull up a list of available travelers in your system. Don't see your traveler? Further refine your search results by adding new filters or click + Add Traveler to generate a pop up and add a new traveler record.
Check the boxes next to each traveler you wish to associate with this client.
Click Link Selected Travelers.
Repeat this process to associate additional travelers.
Click Save All at the top right corner of the screen.
Once travelers have been associated with a client, designate a primary traveler by toggling the Primary button next to their name.
Assign roles. Roles are free form fields used to identify the relationship between travelers for a personal client (Examples: spouse, partner, son, daughter, friend), or the role in a company for a corporate client (Examples: owner, admin, employee, accountant).
Disassociate a traveler by checking off the box next to their name and clicking Unlink Selected Traveler.
Reorder travelers by dragging and dropping the rows in the order desired.
Credit card data associated with travelers under the client will be available in the General sub folder.
Linking a Client From a Traveler
To associate travelers with a client, open the Profile Associations subfolder and click Link Clients. This generates a popup.
Enter data into your filters and then click Search to pull up a list of available clients in your system. Don't see your client? Further refine your search results by adding new filters or click + Add & Link Client to generate a pop up and add a new client profile.
Check the boxes next to each client you wish to associate with this client.
Click Link Selected Clients.
Click Save All at the top right corner of the screen.