Quick answer
Client profiles help prepare quotes and bookings but do not replace the traveler details confirmed for each activity.
What to do
Follow these steps
- 1
Open Clients and search before creating a new profile.
- 2
Add only the details needed for trip planning and communication.
- 3
Update preferences and attach bookings or quotes to the correct client.
Important details
Before you continue
- Obtain permission before storing personal information.
- Do not store card numbers or unnecessary identity documents.
- Booking-specific age, weight and license details must still be verified.
Need account-specific help?
Send the details to support
Include the booking or partner reference and the exact step that did not work. Never include passwords or full card information.