CRM
Add and manage your clients, capture travel preferences and household details, and keep every relationship organized in one place.
By Justin1 author13 articles
CRM
Add and manage your clients, capture travel preferences and household details, and keep every relationship organized in one place.
- How do I log an interaction with a client?Record calls, emails, meetings, and notes on a client's profile so the full relationship history lives in one place, with optional follow-up tracking.
- How do I add a new client?Two ways to add a client to your CRM: a quick modal for name and email, or the full profile builder when you have more details on hand.
- How do I bulk-import clients from a CSV?Download Voyagr's CSV template, fill in your clients, and upload. Rows with missing or unclear fields become mismatches you can fix before creating the client.
- How do I search and filter my client list?Use the search bar, status chips, and type filter on the Clients page to narrow your list, or clear everything to see the full book.
- Where do I see a client's trip history?Every trip a client has ever had with you lives on the Trip History tab of their profile, sorted with the most recent update on top.
- How do I record loyalty program numbers?Add hotel, airline, cruise, car, or retail loyalty numbers to a client's Loyalty tab, and Voyagr will attach them automatically when you book with the matching supplier.
- How do I remove a client from the CRM?Remove a client from your list using the row action menu. Removed clients are archived, not permanently deleted, so their data is retained.
- How do I edit a client's details?Open the client's profile, click Edit, and use the tabs (General, Contact, Emergency, Relationships, Documents, Health, Preferences, Loyalty, Tags) to update any part of their profile.
- What information can I store on a client profile?A tour of every tab on a client profile, from Overview to Trip History, and what each one is for.
- How do I add passport details and travel documents?Add one or more passports (and visas) from the Documents tab of the client editor, including passport photos and expiration warnings that surface on trips.
- How do I upload and preview a client's documents?How to upload a document to a client's passport record, what file types are accepted, and how to preview or replace an uploaded file.
- How do I add companions and household relationships?Link family, partners, and travel companions to a client so their trips travel together, and add emergency contacts on the Personal Details tab.
- How do I tag clients for segmentation?Add free-form or existing tags to a client in the editor's Tags tab, then filter your client list by tag from the right rail on the Clients page.