To add a companion or relationship, open the client editor, go to the Relationships tab, and either search for an existing client or add a new one.
Add a relationship:
Open the client's profile and click Edit.
Go to the Relationships tab.
In the top-right of the Relationships card, you have two options:
Find Existing: search for a client already in your CRM. This is the right choice if both people are clients of yours.
Add New: opens a small form to create a new client on the fly, with only First Name, Last Name, Email, and Phone Number required.
Once added, the relationship appears as a row with the person's name, their relationship type, and a co-traveler indicator.
Editing a relationship
Currently you can only add or remove relationships, not edit the relationship type after the fact. To change it, remove the relationship and add it again.
Removing a relationship
Click the trash icon on the row and confirm in the Delete Relationship? dialog.
Why link relationships?
Linked co-travelers are added automatically to new trips, so you don't need to re-add the same partner or family member every time you plan.
Emergency contacts are separate
Emergency contacts aren't part of Relationships. To add them, go to the Personal Details tab of the profile (or the Emergency tab in the editor) and fill in name, relationship, phone, and email.
On the profile
The Overview tab shows a Travelers summary card that reflects the companions on file, and the Relationships tab shows the full list with avatars.