Customers: 360 Profiles & Tabs
Everything about customer relationship management, passport records, and navigating the 10 customer profile tabs.
What is this?
Step-by-Step Guide
Create or Convert Customer
Either click 'Convert to Customer' from a won Lead, or go to Customers → '+ New Customer' to add a direct traveler.
Fill Contact & Passport Details
Enter full name, nationality, passport number, and contact info.
Explore the 10 Tab Navigation
Open the Customer Details page. Use the clean horizontal tab bar to access all 360-degree modules.
Field-by-Field Breakdown
Detailed definitions for every form input, why it is needed, and realistic travel agency examples.
| Field Name | What it Means & Why Needed | Example Value | Required? |
|---|---|---|---|
| Customer Code | Permanent auto-generated unique identifier (e.g. CST-0015). Why: Used across invoices, receipts, and bank deposit references. | CST-0082 | Yes |
| First & Last Name | Official client name as stated on passport. Why: Crucial for flight booking, hotel vouchers, and visa applications. | John Smith | Yes |
| Passport Number & Nationality | Passport document number and issuing country. Why: Required when issuing flight e-tickets and securing hotel room vouchers. | A12345678 (British) | Optional |
| Date of Birth | Traveler's birth date. Why: Determines child/infant airline fare discounts and age-restricted tour permits. | 1988-04-12 | Optional |
| WhatsApp & Phone | Primary messaging phone number. Why: Direct link to WhatsApp Web / TourVilo WhatsApp inbox. | +44 7700 900077 | Optional |
| Email Address | Primary billing and itinerary delivery email. Why: Receives invoice PDFs and booking confirmation vouchers. | john.smith@example.com | Optional |
| Country & City | Home country of the client. Why: Determines visa requirements and domestic vs inbound pricing. | United Kingdom | Optional |
| Assigned Consultant | Primary account manager for this client. Why: Provides dedicated personal concierge service to high-value travelers. | Sarah Jenkins | Optional |
How Search & Filters Work
Search Behavior
The search bar updates results as you type. You can search across: Customer Name, Customer Code (e.g. CST-0021), Passport Number, Phone / WhatsApp, Email.
Available Filters
Country / Nationality
Filters clients by nationality for targeted holiday offers.
Example: Filter by 'United Kingdom' for winter sun campaigns.
Assigned Consultant
Narrows down accounts to a specific relationship manager.
Example: View all accounts managed by Sarah Jenkins.
Sorting: Newest First · Name A-Z · Most Active Bookings
Real-World Travel Agency Example
Repeat Luxury Traveler Profile
Best Practices & Pro Tips
- Upload passport scans directly into the 'Documents' tab on the customer profile — TourVilo keeps them encrypted and securely hosted on Cloudflare R2.
- Use the 'Notes' tab to log personal preferences such as dietary requirements (e.g. Vegetarian, Halal, Gluten-Free) or airline seat preferences.
Common Mistakes to Avoid
- Creating a duplicate customer record instead of converting the existing lead — always check if the client already has a lead before adding a new customer.
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