Assigning or removing passengers from flight segments (Flight style itinerary)
In the "flight" style itinerary, QuoteCloud lets you assign or remove passengers from specific flight segments to ensure accuracy in travel documentation. This guide provides step-by-step instructions to manage passenger assignments efficiently.
Assign or remove passengers from flight segments
Assign passengers to specific flight itinerary segments.
Remove passengers from flight segments when needed.
Manage passengers for flight itinerary segments
Open the passenger selector
Inside the flight itinerary segment, click the Passengers button located beneath the segment details. This opens a dropdown list of available passengers linked to the itinerary.Assign a passenger to the segment
Click the name of the passenger you want to assign to the flight segment. The selected passenger will immediately be added to the passenger list for that flight.Add a new passenger if required
If the passenger does not yet exist, click Add a passenger from the dropdown menu. This allows you to create a brand-new passenger record directly from the itinerary editor.Review assigned passengers
Assigned passengers will appear in the passenger table beneath the flight segment details. Each passenger record includes associated travel information such as seat, class, ticket, and frequent flyer details.Remove a passenger from the segment
To remove a passenger, click the Delete button located on the right side of the passenger row. The selected passenger will immediately be removed from the flight segment assignment.Confirm the updated passenger list
After removal, the passenger list will automatically refresh to display only the currently assigned travellers. Your itinerary segment is now updated and ready for further editing.
FAQs
How do I assign a passenger to a flight segment in a flight style itinerary?
Open the flight segment and click the Passengers button beneath the segment details to open the passenger selector. Click the passenger’s name in the dropdown and they will be added immediately to that flight segment’s passenger list.
How do I remove a passenger from a flight segment?
Find the passenger in the passenger table beneath the flight segment and click the Delete button on the right side of their row. The passenger will be removed immediately and the list will refresh to show the current assignments.
Can I add a new passenger directly from the itinerary editor?
Yes. If the passenger does not already exist, open the Passengers dropdown and choose Add a passenger. You can create a new passenger record right from the itinerary editor and then assign them to the segment.
What passenger details are stored and displayed after I assign someone to a flight segment?
Assigned passengers appear in the passenger table and include associated travel information such as seat, class, ticket information and frequent flyer details so your travel documentation remains complete and accurate.
Will assigned passenger information appear on exported itineraries or client-facing documents?
Yes. Passenger assignments are part of the flight segment data and will be reflected on the itinerary output and any client-facing documents you generate. This helps ensure your QuoteCloud sales quoting software / sales proposal software and proposal documents contain accurate travel details.
Can I assign multiple passengers to the same flight segment?
Yes. You can assign more than one traveller to a single flight segment by selecting each passenger from the Passengers dropdown; each selected traveller will be added to the passenger table for that segment.
Is there a way to remove multiple passengers at once or edit assignments across several segments in bulk?
The interface allows removal by clicking Delete on each passenger row; to remove multiple travellers you’ll repeat that step for each passenger. For edits across multiple segments, open each segment’s Passengers selector and update assignments per segment.
Who can assign or remove passengers from flight segments in QuoteCloud?
Any user with edit access to the itinerary/document can manage passenger assignments. Changes take effect immediately in the segment and are reflected in generated documents—helpful when using QuoteCloud as quote software or proposal software for travel-related proposals.
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