When you create an order in Trybe via the calendar, by selecting on a blank space in a column and then selecting appointment/ session/ area booking/ package...
You'll see "Select a client" in the "Order details" section...
Or via selecting the "+" sign > New order > it'll open a brand new order, you'll see "Select a client" in the "Client details" section...
Once you select on "Select a client", a pop up will appear, where you can search for a client...
This will search through your Trybe system to locate the client (if they already exist). If you integrate with Guestline, OHIP or TEI, it will also be able to search for the profiles in those system. You'll see what system it is searching in the "Search sources" section.
Please note: external search sources is only currently supported for Guestline, OHIP and TEI.
When you enter in the name/ email of the client and "Search", you'll be able to see on the right side which source it has found the clients from...
If the client doesn't exist then you can create the client by selecting "New customer"...
A pop up will then appear where you can create the client it they don't exist yet by entering in the information and "Create"...
