Contacts & Travel Directory

Add and Manage Contacts

How to add a new contact, edit an existing one, mark favorites, and archive contacts you no longer need.

Contacts Overview

The Contact Directory stores people and business contact points you reach for during business travel. Contacts are reusable across trips and can be linked to Travel Library places.

Import Contacts

You can import contacts in bulk from a CSV file or from a calendar file (.ics or vCard). This is faster than adding contacts one at a time when you have an existing list.

Travel Library Overview

The Travel Library stores reusable places — hotels, restaurants, client sites, offices, and regular stops — so you can add them to trips without re-entering details each time.

Travel Programs

Travel Programs stores your loyalty and membership program numbers — airlines, hotels, rental vehicles, fuel programs, and more — so they are available when you need them.

Trip Contacts

Each trip has a Contacts section that shows both directory-linked contacts and trip-specific stakeholder contacts. This article explains the difference and how to use both.