Adding a Contact to Your Trip

Lato features its own built-in CRM, allowing users to be added to your trip. This provides you with a clear overview of the travellers involved, while also ensuring they receive trip-related emails.

(Our product evolves quickly, and this video may not show the latest updates.)

You can...

• Add an existing contact
• Create a new contact

Adding contacts to your trips ensures everyone’s information is properly organised and easily accessible throughout your travel planning process.

Adding an Existing Contact

If the person you want to add is already in your contact database, follow these simple steps:

1. Open the trip you’re working on
2. Go to the “Travellers” section on the “General” tab
3. Click “Search for contacts…” and type the person’s name on the search box
4. If the contact exists, you can select them from the dropdown list and they will be added to the Travellers list

Creating a New Contact

If you need to add someone who isn’t in your contact database yet, you can create them on the spot:

1. Open the trip you’re working on
2. Go to the “Travellers” section on the “General” tab
3. Click “Search for contacts…” and type the person’s name on the search box
4. Click “Create & Add person”, or press “+”
5. Fill in their details
6. Click “Create & add person” to save the contact and add them to your trip

Contacts Added! What Happens Next?

Once you’ve added contacts to your trip:

• They’ll appear in your travellers list
• You can view their full contact details by clicking on their name
• They’ll be included in any trip communications or documents you generate
• Their information will be saved in your contacts database for future trips