Skip to main content
By the end of this guide, you will have built your passenger directory, managed profiles with travel documents and preferences, and linked passengers to trips.
The Operations module must be enabled for your workspace. You also need the appropriate operations permissions. Contact your workspace administrator if you cannot access these features.
Any operational role can view the passenger directory; creating and editing may require elevated permissions.

​
Prerequisites

  • Your workspace must have the Operations module enabled.
  • You need the passenger’s name at minimum; email and phone are recommended.

​
Add a new passenger

Navigate to Ops > Passengers in the sidebar. The directory shows a sortable table with filters for name, group, and passport status.
1
Step 1: Open the add passenger dialog
2
From the passenger directory page, click Add Passenger in the top-right corner. A dialog opens.
3
Step 2: Fill in passenger details
4
Complete the following fields:
5
FieldRequiredDescriptionFirst NameYesPassenger’s given name.Last NameYesPassenger’s family name.EmailNoContact email for notifications and itineraries.PhoneNoContact phone number.Date of BirthNoUsed for regulatory and travel document validation.WeightNoWeight in pounds for weight-and-balance calculations.
6
The dialog also includes optional fields for travel documents:
7
FieldDescriptionPassport NumberTravel document number.Passport CountryIssuing country (country selector).Passport ExpiryExpiration date.TSA Known Traveler #Known Traveler Number for TSA.
8
Additional optional fields:
9
FieldDescriptionGroupAssociate the passenger with a company or group.PreferencesSeating, catering, ground transportation, or other preferences.NotesInternal notes visible to dispatch.
10
Step 3: Save the passenger
11
Click Add Passenger. The passenger is added to your directory and is immediately available for trip assignment.
After creation, open the passenger detail page to review and update the full profile. Weight information improves aircraft weight-and-balance calculations during trip planning.

​
Edit a passenger

  1. Navigate to Ops > Passengers and select Edit from the actions menu on the passenger row.
  2. The edit dialog opens pre-filled with the current information.
  3. Make your changes and click Update.

​
Manage passenger groups and companies

Passengers can be associated with companies or groups for easier organization:
  1. Open the passenger detail page.
  2. In the Group field, select or create a company affiliation.
  3. Passengers from the same group can be filtered together when building manifests.
This is particularly useful for charter operators who regularly fly the same corporate groups.

​
Set travel preferences

On the passenger detail page, record preferences that dispatch can reference during trip planning:
  • Preferred seating position.
  • Dietary requirements or catering preferences.
  • Ground transportation preferences.
  • Special handling notes.
Passengers are linked to trips during the trip creation wizard or by editing an existing trip. During trip creation:
  1. In the trip creation wizard, navigate to the Passengers step (Step 3).
  2. The left side shows available passengers from your directory. Use the search field to filter by name.
  3. Select passengers and move them to the assigned list on the right side.
  4. To add a passenger not yet in your directory, click Add New Passenger to open the creation dialog inline.
On an existing trip:
  1. Open the trip detail page.
  2. Navigate to the Crew & Pax tab.
  3. Edit the passenger manifest to search and add passengers.
  4. Click Save.

​
Delete a passenger

Select Delete from the actions menu on the passenger row. A confirmation dialog appears before the record is removed.
Deleting a passenger removes them from the directory. Historical trip records that reference this passenger are preserved for regulatory and tax compliance.

Create a Trip

Add passengers to trips during the creation wizard.

Reports: Passengers

Passenger activity, usage totals, and scheduled leg reports.

Manage Crew

Crew profiles are separate from passenger records.

Handle Accounting

Passenger data feeds into SIFL and tax calculations.
Last modified on April 11, 2026