Customers and groups (CRM)

Keep track of your clients, their preferences, and their trips.

The customer list is available on the Team plan and above.

Add a customer

1. Open Customers in your agency dashboard.
2. Click + Add customer.
3. Enter a name, email, and anything else you know, like a second email, phone, notes (for example, "prefers window seats"), and tags.

Find customers

Use Search by name or email… or filter by group. Use Quick edit for small changes.

Groups

Groups let you sort customers, for example "Honeymoons" or "Corporate." Create them on the Customers page.

The customer page

Click a customer to see:

• Their details and notes
• External links, like a shared folder
• Related customers, for example a spouse
• Trip history & lifetime analytics (Business and Enterprise)

Use Delete customer to remove one.