Client | List

Client records are stored in Odyssey for future use.

This means it makes it faster to add the client onto another Departure/Trip, it's very useful from a searching and reporting point of view (e.g. how many clients in the age bracket 50-59 hired an ebike this season), and the contact details can be targeted for marketing campaigns.

From the Main Menu | Clients List

A list of all clients in the Odyssey "database" is available

This searchable list displays:

First Name
Last Name
email address
phone number
country
last tour code
a record count, at the bottom of the list

The list can be sorted by First Name, or Last name, by clicking on either of those column headings

Use the search tool to search for a specific client

Filtering the Client List

The list can be filtered by client status

Click on the Filters button on the Right hand side of the screen

Make a selection from the drop down list, to filter the list by Active, Agent, Archived, Enquiry, Guide, etc

Filter the Client list by different client Status'

Create a New client

Create a new Client by clicking the New button from the Options Panel on the right hand side of the screen

Tip: It is a good idea to perform a search first, to ensure the client doesn't already exist in your system, by typing the client's name in the search box as described above

Click the New button to create a new client

Learn more about creating new clients, here