Customer Management

Onboarding

Consultants or admins onboard new clients via a comprehensive form. On creation, the customer receives an automated, branded welcome email introducing their assigned consultant.

Assignment & transfers

Admins assign customers to specific staff at creation, or transfer them later — a transfer triggers an automated notification email to the customer.

Client directory

Admins have a global, paginated, searchable directory of every client in the system with staff-assignment tracking.

Client dossier

A dedicated view per client showing all their cases, documents, and preferences. Consultants manage their own clients; admins are restricted from editing another staff member’s client (add-service / edit-profile actions are disabled for anyone but the assigned consultant or an admin acting within their own scope).

Lifetime spend & past journeys

The dossier’s stat tiles show real, aggregated numbers — total paid-invoice amount and completed visa/flight case count for the customer — computed live rather than mocked.

Preferences

Dietary, aviation, and accommodation preferences are tracked per client and surface throughout the booking workflow.

Documents

Passports, visa copies, and other files can be attached to a customer’s profile.