Your client records just became the first place your whole team looks. Opening a contact now lands you on a fresh Overview, and managing everyone traveling on a trip is finally as detailed as your clients expect.
Everything at a glance 👀
When you open a client, you start on a new Overview tab that pulls together the three things you actually reach for.
Recent activity
- The latest calls, notes and form submissions as plain, one-line summaries
- One click into the full history whenever you need the detail behind an event
Trips and travelers
- Their most recent trips, with departure dates and payment status
- Every traveler on the file, each with passport status shown at a glance
- A clear conversion signal for leads, so you can see who is ready to book and what a proposal would add
Every traveler, fully documented 🧳
The Participants tab is now a clean, sortable table built for real client lists, not just a name and an email.
The details that matter
- Birth date, flights, dietary restrictions and passport status, all in a single row
- Mark a passport as ready so nothing slips through before departure
- Switch between a table and a card view, and hide the columns you never use
Fields you define
- Add up to five of your own fields, named exactly the way your agency works
- Rename a field whenever you like without losing the data already entered
- Everything you add flows straight into each traveler’s profile and edit form
Why This Matters
Your travelers are far more than a line in a spreadsheet, and now your records show it. With passports, dietary needs and your own custom details living beside every client, your team stops hunting through scattered notes and starts working from one trusted profile. That means fewer surprises in the days before departure, and a smoother, more personal experience for the travelers who will remember exactly how well you looked after them.
