You can add new clients to Voyagr directly from the Clients page. This is typically the first step when onboarding a new traveler or when a lead converts into a customer. By the end of this guide, you'll have a fully set-up client profile ready for bookings and travel planning.
Before You Start
Have the client's contact information ready
Know their client type (Individual, Corporate, or Group)
Steps
Click Clients in the left sidebar
Click Add Client in the top right corner
Fill in the basic information:
First name (required) - Client's first name
Last name (required) - Client's last name
Email (required) - Must be unique in your organization
Phone (optional) - Include country code for international numbers
Client type - Select Adventure, Business, Family, or Luxury
Status - Active (default), Inactive, Prospect, or VIP
Add optional details:
Nationality - For travel planning purposes
Date of birth - For age-appropriate recommendations
Client since - Defaults to today's date
Click Save Client at the bottom of the form
What happens next: Once you click "Save Client," the page will refresh. The following tabs will become available, and you can add additional information or click back to the client table.
Contact
Emergency
Relationships
Documents
Health
Preferences
Loyalty
Tags
What You Can Add Later
After creating the basic profile, you can add:
Additional phone numbers and emails
Emergency contacts
Health information
Travel preferences
Loyalty programs
Documents (passports, visas)
Custom properties
Interaction notes
Tips
Use the email field for uniqueness - The system prevents duplicate email addresses
Set VIP status early - VIP clients appear with a special indicator in client lists
Default client since date - If you leave it blank, the system uses today's date
Common Issues
Problem | Solution |
"Email already exists" error | This client already has a profile. Search for their name to find the existing record. |
Required fields highlighted in red | Fill in first name, last name, and email before saving. |
Phone number not formatting correctly | Include the country code (e.g., +1 for US, +44 for UK) |
Can't select a past date for "Client since." | Use the date picker to select historical dates. Future dates are not allowed. |