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On the Navigation bar, point to Clients and click Private clients.
Select a client of your choice from the list.
Go to the Details tab.
On the Details tab, click Edit and specify the following information:
Address and contact info: specify the city, country, address, postal code, and phone numbers of the private client.
Personal data: specify the full name, the date and place of birth, the citizenship of the private client and information about allergy and disability.
Information about allergy, Information about disability: specify any additional information which may be important for traveling.
Employment info: specify the company the private client works at as well as their position.
Comments: leave any additional information in the Comments text field.
Click Save.
It is also possible:
Sorting of Private clients by Last Name by default
New filter by date of birth for Private clients
Reservation request from Private or Corporate client profile
✔ Private Clients will be sorted by Last Name + First Name by default
✔ You can easily filter Private clients by Date of Birthday, e.g. to send congratulations for them or for other purposes.
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Download sample
We added the possibility to download sample of file for upload for Private Clients
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Limitations Users
In order to control which products/suppliers will be or will be not offered for the client new tab was added in the level of private client’s profile. To limit for a certain private client access to supplier use "Tag prefix" field in the supplier’s profile.
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