Admin: How to load contacts and where to use them

This article will help you to pre-load your frequently used contacts such as your car rental companies, tour guides, and emergency contacts with the goal that you could import the desired contact into your itinerary rather than having to manually add them to each trip.

Getting Started

Firstly, you will need to locate the Admin tab on your Dashboard to get started. 

Creating a new Contact

In Admin, navigate over to the 'Contacts and Services' tab to add your contacts. 

By clicking on 'Create Contact' you will be directed to a new page where you will be able to add in all of the information for the contact you want to load and click on 'Update' to save it.

Using your Contacts in an Itinerary

The contact details that you have loaded in your Admin can be used in the Route Builder, Planner and Review steps of the Itinerary Builder wherever you see the 'Load Contacts' button appear.

In the Route Builder Step

The option will be available on the majority of the Mode of Transport with the exception of Self-Drive and Scheduled Flights.

To add your loaded contact to your selected 'Mode' of Transport, select the icon next to your transport type and click on the 'Load Contacts' button. 

This will open a pop-up with all of your pre-loaded contacts for you to choose the preferred contact. Once you have selected your contact, click on 'Load Contact' to add it to your itinerary. 

In the Planner Step

When working with 'Meet & Greet' services in the Planner Step, you can import your contacts as well. How to create and  Meet & Greet services document will provide you with the necessary details on how to work with this service.

In the Review Step

In this step you will be able to load all of the 'Important Contacts' you would like to make available to the traveller while they are on the trip. 

Scroll down until you find the section 'Important Contacts'. 

Here you will have the option to either 'Add Contact' which will allow you to manually add in the contact information.

Alternatively, you can select 'Load Contact' and choose one or more contacts from your pre-loaded list you have added in your Admin.