A Voyagr client profile is organized into eight tabs, each covering a different slice of the relationship: Overview, Personal Details, Relationships, Documents, Preferences, Trip History, Notes, and Activity.
Only name and email are required to create a client. Everything else is optional and can be added over time as you learn more.
Overview
The at-a-glance page you land on. Includes:
About card for a short summary of the client
Recent trips with a link to the full trip history
Next actions with prompts for common early-relationship tasks
Travelers summary of companions
Quick preferences showing bed type, cabin class, and top loyalty program
Personal Details
The identity and contact core of the profile:
Identity: date of birth, nationality
Contact: primary email and phone, plus any additional contact methods
Address: mailing address
Passport: a quick view of the primary passport (full passport records live under Documents)
Emergency contacts: name, relationship, phone, email
Loyalty programs: airline, hotel, car, cruise, retail, or other memberships
Relationships
Family members, travel companions, and other clients this person is linked to in your CRM. See How do I add companions and household relationships? for the workflow.
Documents
Passports and visas today. Each passport can include a photo of the document. See How do I add passport details and travel documents? and How do I upload and preview a client's documents? for the details.
Preferences
Travel style captured as tag groups: Vibe, Hotel brands, Airlines, Travel style, Activities, and Destinations. Useful for matching future proposals to what this client actually wants.
Trip History
Every trip on file for this client, sorted by most recently updated. See Where do I see a client's trip history? for what appears here.
Notes
Your interaction log: calls, emails, meetings, and free-form notes, plus optional follow-up tracking. See How do I log an interaction with a client? for the workflow.
Activity
An automatic activity feed. Currently disabled while the backend is finalized.
Additional information you manage from the editor
Two more sections show up only in the editor at /edit/{id}:
Health: dietary needs, mobility, medical notes
Tags: labels you use to segment clients