CIS
Add passengers
Build the trip-specific passenger list before recording individual needs or preferences.
Open the CIS passenger section to build the definitive list for this trip. Start with identity and trip participation; add sensitive or service-specific context only where it is needed.
Build a useful roster
- Add each passenger to the trip.
- Record the identity and contact details needed for this booking.
- Capture travel or document information only when it is relevant.
- Identify the lead or practical contact context for the group.
- Keep each person's answers attached to this trip.
Search before creating a returning client
Search by name, email, or passport and select the correct accepted result. Trailhead links the canonical client and prefills only stable details; review every trip-specific field for this CIS.
| Users | What they should see |
|---|---|
| Operations | The complete list for this trip. |
| Guides | Only client information needed to operate safely and well. |
| Clients | Only their own connected trip context. |
Next: review passenger needs.