CRM
Add and manage your clients, capture travel preferences and household details, and keep every relationship organized in one place.
By Justin1 author13 articles
- 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.