You can share client information with suppliers, DMCs, and partners in one of two ways:

• For any travelers added to a File by clicking Send Traveler Information from the Travelers tab within an expanded File.
• • Travelers can be added to a File in a variety of ways:
  • • If they were the recipient of an invoice
    • If they completed a custom form attached to the File
    • If they completed a Guest Form within a Guest Portal in the File
    • If they completed a Booking Flow on a bookable trip in the File
    • If you add them manually to the File by clicking the plus button on the Travelers tab
• Or, by clicking the Send Info button directly on your Dashboard.

Step-By-Step Instructions:

1. From the Confirmed pipeline on your Dashboard, click the Send Info button.

2. Or, from the expanded File view, on the Travelers tab, click Traveler Information.

• Select Share Information to send the information to suppliers, DMCs, and partner agents via email.
• You also have the option to Download Data to your computer without having to email it to yourself and put in a verification code.

3. If you are sharing the information via email, on the Send Traveler Information modal:

• Choose which travelers' information you’d like to send.
• • This will not send the information to the traveler.
  • Guest details pull directly from contact profiles.
• Select the information you want to send.
• • You can include all the responses from any forms that are assigned to the File.
• Select who you would like to send the information to and, optionally, add a custom message.
  
  

6. Recipients will receive an email containing a link that requires a one-time verification code before they can download the information.

What Will Be shared

• Once shared, recipients will be able to download a file with a CSV that contains all the system information in their contact profile, per what information you selected to share.
• If you opt to share the Trip Manifest, this will include a PDF with the Travel Brief / Overview from the confirmed Itinerary.
• If you opt to include Flight & Transfers, it will include all flight events added to a Calendar builder Itinerary, or everything entered on the Flights tab in the Guest Portal for a Classic builder Itinerary.

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