What a person record holds
Contact details, preferences, documents, payment methods and their full booking history, across eight tabs.
Voyant Support
Open anybody from the list and you get their full record.
About
The panel on the left holds the facts.
- Name and Job title.
- Email, Phone and Website.
- Relation and Status.
- Preferred currency and Preferred language, which shape what they are quoted and what language they are written to in.
- Date of birth, needed by some suppliers and for age-based pricing.
- Source, where they came from.
- Tags, your own labels.
The tabs
- Activities, things logged against them.
- Relationships, how they connect to other people and companies.
- Documents, passports and anything else on file.
- Payment methods, cards or accounts held for them.
- Communications, what has been sent to them.
- Addresses, where they live or are billed.
- Bookings, everything they have bought. Usually the most useful tab.
Preferences are worth filling in
Preferred language decides which version of a notification somebody receives. Preferred currency decides what they are quoted in.
Setting them once saves getting it wrong on every future booking.
Documents
Passport details and similar live on the person, not the booking, because the same passport covers every trip they take.
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