We’re empowering agencies and advisors to do great things together
Simplify your day-to-day, and client expectations without blowing all your precious time.
I would love to be able to save my clients credit card information on their file so I can access it to make payments for them when needed.
Though I can delete a team members trip, I can't change the name/edit the title of the trip. Could that be changed?
Currently you can only search for bookings that you have made. It would be very helpful to be able to also search the other members of your team!
Can we add an email address to "Emergency Contact"?
can you add the ability to format those notes? Sometimes it is nice to just cut and paste emails or longer information in.
Could we have a button saying "none" as a way of knowing it has been asked/addressed. As now, if nothing is ticked, it is hard to know if clients have been asked.