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Add family travellers to a customer

Save the people who travel with a customer, with their passports, once, so every future booking can use them.

How toUpdated

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Add the customer's family members or colleagues as travellers. You enter each passport once; after that, every new booking for this customer offers them under Who is travelling.

Before you start

  • You need permission to add and edit travellers.
  • Have each traveller's passport, or a scan or photo of its photo page.

Steps

  1. Open the customer. In Travels with, press Add (or Add family when nobody is saved yet). The Add traveller window opens.
  2. To fill the passport details at once, press Paste passport lines, paste the two lines from the bottom of the passport photo page and press Read passport. See Fill a passport from its two machine lines.
  3. Check Given names and Surname exactly as printed in the passport. A new family member starts with the family's surname and nationality; change them if needed.
  4. Add the Name in Arabic if you have it.
  5. Choose the Relation to the customer, for example Spouse or Child, from the list, or type another one.
  6. Choose the Sex and the Date of birth. The date of birth decides whether the traveller counts as an adult, a child or an infant on a booking.
  7. Type the Passport number, the Nationality (three letters, as in the passport, for example BHR), the Issued and Expires dates and the Issuing country.
  8. Add the traveller's own Mobile and Notes (for example meals, a wheelchair or seat preferences) if useful.
  9. Press Add traveller.

After you add a traveller

  • The message "… added" appears and the traveller is listed in Travels with, with their passport state.
  • The traveller also appears in Travellers, linked to this customer.
  • The next time you book for this customer, the traveller is offered under Who is travelling.
  • The passport number is stored securely. Colleagues whose role cannot see full passport numbers see only the last four digits.

Tip

On Travellers you can add a traveller first and link them to a paying customer later with Customer who pays.

If something goes wrong

  • Enter the given names or Enter the surname: the name is empty. Type it as printed in the passport.
  • This passport has expired: the expiry date is in the past. Ask the traveller for their renewed passport; you can still save.
  • Expires …, within six months: the passport expires within six months. Many countries refuse entry with less; ask for a renewed passport before the trip.
  • Add is missing: your role cannot add travellers. Ask the agency owner.

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