<!-- https://vuela.cloud/en/docs/customers/ -->

Language: [Español](https://vuela.cloud/es/ayuda/clientes.md)

# Customers and travelers

> Add individuals, families, groups or companies, with their travelers, passports, visas, documents and billing details.

Sales · [All help](https://vuela.cloud/en/docs.md)

A **customer** is whoever buys the trip: a person, a family, a group or a company. **Travelers** are the people who fly. One customer can have many travelers: a family of four is one customer with four travelers.

## Create a customer

1. Go to **Customers** and press **New customer**.
2. Choose the **Type**: individual, group or company.
3. Type the **Name** and, if you like, some **Notes**.
4. Press **Create customer**.

You can also create one from any screen with the **New** button at the top, or from search (<kbd>⌘</kbd> <kbd>K</kbd>). And when someone new messages you on WhatsApp, you create them right from the conversation: see [The inbox and WhatsApp](/en/docs/inbox-and-whatsapp/).

## The customer's page

Open a customer to see everything about them on one screen:

- **Open inquiries** and **Proposals**: what they're shopping for now.
- **Trips**: everything they've done with the agency.
- **Travelers & group**: who travels.
- **Documents**: passports, visas and contracts.
- **Open tasks**, **Payments** and **Conversations**.
- **Notes**: one shared note only the team sees.

From the page, start a **New inquiry** or a **New proposal** without looking the customer up again.

## Travelers

Under **Travelers & group**, press **Add traveler** and fill in:

- **First name** and **Last name**, as on the passport.
- **Birthdate**: Vuela uses it to tell whether they fly as an adult, child or infant.
- **Gender**, **Nationality**, **Passport number** and **Passport expiry**.

> To book flights through Amadeus, Sabre or Duffel, every traveler needs a birthdate. Duffel also needs their gender, plus an email and a phone for the customer.

## Visas

Press **Add visa** on a traveler and fill in the **Country**, the **Type** (tourist, business, transit, student, work or other), the **Entries**, and when it was issued and expires. You can attach a **Visa scan**.

The travelers table flags a visa that has **expired**.

## Documents

Under **Documents**, press **Upload** to attach passports, contracts or any of the customer's files. They stay on the customer's page for the whole team.

## Billing details

Under **Billing details**, press **Edit** and fill in who invoices are made out to: **Legal name**, **Tax ID**, **Tax status**, **Billing email** and the address.

## Search and sort

In **Customers**, search finds people by name, email or phone. **Sort** lists them by name, by age, by **Highest lifetime value**, by **Most trips** or by **Recently active**.

## Delete a customer

From the row's **⋯** menu, **Delete customer** also deletes their inquiries, proposals, travelers, visas, documents and tasks. Their messages stay in the inbox.

A customer with recorded payments or portal access can't be deleted.

**Not using Vuela yet?** Try it free for 14 days, no card. [Try it free](https://crm.vuela.cloud/register?plan=monthly&lang=en)

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