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How do I create a «family» contact?

A family is a contact with a responsible person and their relatives inside (partner, children…). It's for personalizing the proposal and pre-filling the travelers, without the complexity of a group (no per-person payments or calendar).

  1. 1In «Contacts» click «New contact» and choose «Family».
  2. 2Fill in the responsible person (name, surname, email) and the family name (e.g. «The García Family»).
  3. 3On the record, in the «Family» tab, add the partner, children or other relatives (with relationship, date of birth and optional email).
  4. 4On the proposal, the cover and greeting personalize themselves («The García Family»); you can use the {{familiares}} and {{apellido}} variables, and add the «Travelers» block to show each member.
  5. 5At checkout, the travelers come pre-filled with the family members.

Consejo: The «Family» tab only appears if you mark the contact as a family (or it already has relatives), so a regular person's record stays clean.

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Still have questions? Write to us at hola@proposal.travel and we'll help.