Advisor Training: Client and Traveler Profile, New Client/Traveler Form and Quick Add Client/Traveler
Wed, Mar 04
|Online via Microsoft Teams
When adding Client and Traveler profiles, it's important to clearly define their roles and understand how they are used in your system. In many travel, advisory, or client management systems, the Client profile represents the primary contact or individual who owns or manages travel bookings or servi
Time & Location
Mar 04, 2026, 1:00 PM – 2:00 PM EST
Online via Microsoft Teams
About the Training
When adding Client and Traveler profiles, it's important to clearly define their roles and understand how they are used in your system. In many travel, advisory, or client management systems, the Client profile represents the primary contact or individual who owns or manages travel bookings or services, while the Traveler profile may represent individuals traveling under a Client’s booking or associated with a particular trip.
Here’s a structured approach for reviewing how to add these profiles and the differences between them.