Deactivating Clients

1. Click "Clients" from the Sidebar Menu.

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

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

4. Click the drop-down next to "Status" and select "Inactive".

5. Scroll to the bottom of the page and hit the pink "Update" button. 

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• Deleting Clients

  1. Click "Clients" from Sidebar Menu. 2. A landing page 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. Click the drop-down next to "Status" and ...

• Adding Client Parties

  1. Click "Clients" from the Sidebar Menu. 2. You will see a list of all of your clients. Click on a customer that you would like to edit. 3. A pop-up will appear. Click "Edit" in the top right of the page. 4. Scroll down to "Additional Information" ...

• Adding Client Websites & Social Media

  1. Click "Clients" from the Sidebar Menu. 2. A list of all of your clients will appear. Click on the customer row 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" ...

• Applying Payment to New Bookings

  1. Click "Reservations" from the Sidebar Menu and Choose "Add a Reservation" from the drop-down. 2. Enter the booking information in each field. A pink asterisk notates the required fields, including: Reservation Title, Prepared for, Passenger(s), ...

• Adding Client Payment Information

  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 ...