People: your contacts and travellers

Everyone you deal with gets a record: the traveller, the person who pays, the contact at a company.

Click People in the left menu.

Reading the list

• Name and Email are how you will usually find somebody.
• Phone for reaching them on the day.
• Relation describes what they are to you.
• Status is Active unless you have archived them.

Use the search box for a name or email, and Filters to narrow by relation or status.

Why records rather than typing names

When a booking points at a person record rather than a typed-in name, three things follow.

• You can see everything they have booked, not just the booking in front of you.
• Correcting an email once fixes it everywhere.
• You can find them again next year when they ring up and cannot remember the reference.

Where people come from

Most create themselves. Taking a booking and adding a traveller creates the record. So does adding a delegate to a program or a contact to a proposal.

Click New person when you want to add somebody before there is a booking, such as an enquiry you are nurturing.