Advisor Training: Client and Traveler Profiles, New Client/Traveler Form and Quick Add Client and Traveler

Advisor Training: Client and Traveler Profiles, New Client/Traveler Form and Quick Add Client and Traveler

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.