Creating a client

  • Updated

To create a client in FareHarbor Desk:

  1. Navigate to Dashboard.
  2. Click Add client in the top right-hand corner.
  3. Fill in the client's information.

Phone Number

The country code will default to the United States. Click on the flag icon next to the number to change the country code. 

Hotel

The hotel field is optional and specific to the desk operator. You can configure the list of hotels that populate in the dropdown, by entering it under the Hotels section of the Manage menu. The hotel information is not required on client creation. In this section, you can also indicate the client’s arrival and departure dates.  

Referral source

The Referral source field indicates where your new client was referred from. This field draws from sources defined in the Referral Sources section of your Desk dashboard.

To add referral sources:

 

  1. Navigate to Manage.
  2. Select Referral Sources from the dropdown.
  3. Click + Add new referral source.
  4. Enter a referral source name.
  5. Click Create.

Client notes

These can be used for special occasions, preferences, or anything notable that you’d like to share with your staff about the client. They will be shared internally across the company, but will not appear on client vouchers.

 

Once all required information is entered, the Add new client button in the bottom left corner will turn blue, and you will be directed to the client’s profile page. From here, you’ll be able to create a voucher, print an itinerary, edit details and apply payments.

Edit details

To revise or update any information about the client, you’ll click on Edit details and be directed back to the previous page, where you can make changes.

Duplicate clients

When creating a new client, an alert will display in the New client form if the phone number or email address you enter is already linked to an existing client. This alert provides an at-a-glance view of the existing client details, such as the:

  • Client’s name 
  • Client’s email address
  • Client’s phone number
  • Date of client creation

Click the View existing client link in the alert dialogue to view the full profile for the existing client.