Overview
Travelers are added from your CRM contacts. You can add individual contacts or entire groups.
When you add a group, all contacts within that group are automatically included in the trip.
Step 1: Open your trip
Go to Trips and open the trip you want to edit.
Navigate to the Overview tab.
Step 2: Open the traveler selector
Click “Add / Remove Travelers”.
Step 3: Select travelers
Choose one or more contacts from the list.
- Single contact → Adds that person to the trip
- Group → Adds the group (including all contacts within the group)
If the contact doesn’t exist yet:
- Click “New Contact”
- Create the contact, then select it
Step 4: Confirm your selection
Click “Confirm” to apply your changes.
Tips
- Groups are a quick way to add families or travel parties in one step
- You can mix individual contacts and groups in the same trip
- Removing a group will remove all travelers that were added through that group