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Adding or editing travelers in a file

Learn how to add, remove, or edit travelers linked to a trip.

Updated over a week ago

Each file must include all travelers related to the booking. Travelers are linked to the client (“main booker”) but can differ — for example, family members or employees.

Adding travelers

  1. Go to the General tab.

  2. Find the Traveler (Passenger) section.

  3. Click Add Passenger.

  4. You can:

    • Select from the client’s existing contacts (recommended).

    • Or add a new traveler manually.

  5. Enter:

    • Last name

    • First name

    • Date of birth (if known)

    • Title (Mr/Ms/Child)

  6. Click Save 💾.

📌 Screenshot: [Add traveler window placeholder]

Editing or removing travelers

  • To edit a name or date, click the pencil icon ✏️ next to the traveler.

  • To remove a traveler, click the red cross ❌ (only if not yet linked to an invoice or document).

💡 Tip: Always verify travelers’ names match passport or ID documents before issuing tickets.

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