Manual clients: building trips for people with no account

A manual client is someone you serve entirely on their behalf. They never sign in.

What is different

• No Chat tab; you contact them by email or phone.
• All trip tabs are unlocked from the start.
• You enter the day-by-day and the cost lines yourself.
• Invoices work exactly the same, and you can mark them paid manually.

Keeping it clean

• Record the real payment date when you settle an invoice, not the date you clicked.
• Log every phone conversation as a note so the Pipeline last-contact column stays truthful.