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2.1 Create a Client

Let's go over a fundamental step in itinerary building, creating a client!

Written by itrvl support

Updated at May 5th, 2025

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  • itrvl Articles
    Getting Started with itrvl Creating Quotes & More Tailoring a Proposal Customizing Your Client Portal Sharing Itineraries with your Clients itrvl's Payment Process Putting itrvl's Marketing Tools to Use Confirming a Booking itrvl Screens Turning Leads into Clients Welcome to itrvl
  • Video Tutorials
  • YZ / WS Direct Manual
    1. Logging in 2. Creating a New Client 3. Modifying a Booking 4. Rates/Pricing 5. Selling Price 6. Client Details 7. Publishing to Client Portal 8. Version History 9. Invoicing Clients 10. Wilderness Window
  • Jacada Global
    1. Logging in 2. Client Creation & Management 3. Itinerary Building 4. Managing & Modifying Itinerary 5. Presentation Editor & Client Portal 6. Costing, Pricing & Invoicing 7. Post Confirmation Flights & Activities
  • Jacada Content Team
+ More


What's more important than your client? In this article we'll go over how to create a client in itrvl and why it is the most important step to do anything in itrvl. 


Create a Client From the Homepage


1. Start by clicking Select Client from the itrvl homepage. 



2. Select New Client at the top of the pop-up and fill in your client's details. 





That's it! In order to do anything in itrvl you must first create a client, that's why it's so easy! 


Create a Client in the 'My Clients' Screen

Another way to create a client is from the My Clients screen. This is a great way to create a client if you are creating multiple clients at once. Or if you want to have visibility of all your clients in one place.


1. Click the Menu button on the top left and select My Clients



2. Click New Client and enter your client's name. 


Pro Tip: If you'd like to create a client just for video itineraries or a generic client portal, name your client something like "Adventurer" or "Explorer". 



3. Click View Client Detail on your newly created client to select the client - you’ll see the client’s name on the top right of the screen next to the orange Client Details button. 





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