Rehla User ManualClients
Managing your client relationships
Clients are your agency's most valuable asset. They represent the individuals you build relationships with, track travel history for, and personalize experiences to better meet their needs.
Overview
Unlike a simple address book, the Clients section is a mini-CRM (Customer Relationship Management) system built into your dashboard. It automatically builds a profile for every person who books a trip with you.
Key features
- Centralized database: keep all your customer details in one secure place.
- Travel history: instantly see every trip a client has taken with you.
- Financial stats: track total spending and outstanding balances per client.
- Personalization: use Notes and Tags to remember preferences (e.g., "VIP", "Vegetarian", "Late Payer").
How clients are added
Clients enter your system in two ways:
Automatic: when a new user books a trip through the app, a profile is automatically created for them.
Manual: you can manually add a client (e.g., for a walk-in or telephone booking) by entering their details yourself.
Getting started
Navigate to the Clients section in the sidebar to see your full directory of clients.