Adding Client Trusted Traveler Programs

Adding Client Trusted Traveler Programs

1. Click "Clients" from the Sidebar Menu.



2. A list of all of your clients will appear. Click on the client you want to edit.




3. A pop-up will appear. Click "Edit" in the top right of the page.




4. Scroll down to "Additional Information" and select "+Trusted Traveler Programs". 




5. A pop-up will appear. Enter the Trusted Travel Program information in the respective fields. The pink asterisk notates required fields, including: Program Type, Program Number, and Expiry Date. When you're finished, select the pink "Submit" button at the bottom.






    • Related Articles

    • Adding Client Loyalty Programs

      1. Click "Clients" from the Sidebar Menu. 2. A list of all of your clients will appear. Click on the client you want to edit. 3. A pop-up will appear. Click "Edit" in the top right of the page. 4. Scroll down to "Additional Information" and select ...
    • Adding Client Addresses

      1. Click "Clients" from Sidebar Menu. 2. A list of all of your clients will appear. Click on the client row you want to edit. 3. A pop-up will appear. Click "Edit" in the top right of the page. 4. Scroll down to "Additional Information" and select ...
    • Adding Client Preferences

      1. Click "Clients" from the Sidebar Menu. 2. A list of all of your clients will appear. Click on the client you want to edit. 3. A pop-up will appear. Click "Edit" in the top right of the page. 4. Scroll down to "Additional Information" and select ...
    • Adding Client Relationships

      1. Click "Clients" from the Sidebar Menu. 2. A list of all of your clients will appear. Click on the client that you want to edit. 3. A pop-up will appear. Click "Edit" in the top right of the page. 4. Scroll down to "Additional Information" and ...
    • Adding Client Notes

      1. Click "Clients" from the Sidebar Menu. 2. A list of all of your clients will appear. Click on the client you want to edit. 3. A pop-up will appear. Click "Edit" in the top right of the page. 4. Scroll down to "Additional Information" and select ...