Travelers aren't added directly to a Travel Dashboard, Itinerary, or Lookbook. They're added to the File. Travelers can also be added to the File when they fill out a form on the Travel Dashboard.

Step-By-Step Instructions

Add Travelers To The File

1. Expand the File that holds your Travel Dashboard.
2. Click Open File Details.
3. Click the Travelers tab in the right-hand menu.
4. Click Add Traveler.
5. In Select Traveler, search for and select one or more contacts.
6. To add someone who is not a contact yet, click Create at the bottom of the list. Enter their First Name and Last Name, then click Create.
7. Click Add.
   
   

Add Travelers With A Form Card

Another way to add Travelers to the File that contains a Travel Dashboard is by adding a Form Card to the Travel Dashboard. To do this, the form card setting to Add responses to a file must be turned on. It is off by default. When it's on, everyone who fills out the form is added to the File's Travelers tab, and their answers are saved to the File. When it's off, their answers only save to their Contact Profile, and they aren't added to the File.

1. Open your Travel Dashboard and add a Form Card. If the card is already there, click the pencil icon on the card, then click Edit Card.
2. In Select Form, choose the form you want travelers to fill out.
3. In the Settings section, turn on Add responses to a file.
4. Click Save.
   
   

Tips & Tricks 💥

• Travelers are also added to the File when they fill out a Guest Form, or when they're the recipient of an Invoice on the File.
• Learn more about the Travelers tab.

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