To add a client, click New Client from the Clients page and choose either Save & close (name, email, phone, and status only) or Save & complete profile (name, email, then straight into the full profile builder).
The quick modal fields:
Click New Client from the Clients page (or the New Client tile on your dashboard).
In the Add someone to your CRM dialog, fill in:
First name (required)
Last name (required)
Email (required)
Phone (optional)
Client status: Lead (prospect, no trip yet), Active (currently planning or traveled), or VIP (top-tier, prioritize replies)
Click Save & close if that's all you have right now, or Save & complete profile to keep going into the full editor.
The full profile builder (/new)
Use this when you have more details up front or want to enter passport, health, preferences, and other sections in one session.
Fill in the General Information section: First Name, Last Name, Email, Phone Number, and Client Type (Luxury, Adventure, Family, or Business).
Click Show optional details if you also want to add prefix, middle name, suffix, birth date, nationality, client status, or client since date.
Click Add Client.
Once the client is saved, the other tabs (Contact, Emergency, Relationships, Documents, Health, Preferences, Loyalty, Tags) unlock so you can fill them in.
You can always come back later. Nothing beyond name and email is required at creation, and every other detail is editable from the client's profile.