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Managing Clients

Wanderbolt.AI centers around your relationships with your travelers. The Client management module allows you to track all relevant details for your clients.

Client Profiles

Each client has a dedicated profile where you can store:

  • Contact Information (Email, Phone, Address)
  • Important Dates (Birthdays, Anniversaries)
  • Loyalty Programs & Frequent Flyer Numbers
  • Documentation (Passports, Visas)
  • Travel Preferences (Dietary, Seating, Bedding)

Creating Clients

You can add clients manually from the "Clients" page or they can be automatically created when you link a questionnaire submission to a new client name.

AI Client Insights ⭐ Premium

The Insights panel on the client view page provides AI-generated intelligence about each traveler. Insights are based on:

  • Profile data (location, important dates)
  • Recent internal notes
  • Trip history and destinations
  • Booking patterns (types, spend)
  • Discovery questionnaire responses

Refresh: Click the refresh icon to regenerate insights with the latest client data. Insights are cached for 4 hours to optimize performance.

Client Notes

Keep internal notes on your clients with full timestamp history:

  • Add notes from the client view sidebar
  • Notes are never shared with clients
  • Recent notes are included in AI Insights analysis

Client Activity

From a client's profile, you can easily view all associated trips, questionnaire submissions, and generated briefs. This provides a complete 360-degree view of your traveler's history.

The client list also displays:

  • Last Trip: Title of the most recently completed trip
  • Trip Count: Number of non-cancelled trips