> ## Documentation Index
> Fetch the complete documentation index at: https://docs.planeconnection.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to Manage Passengers

> Build your passenger directory, manage profiles with travel documents and preferences, track flight history, and link passengers to trips.

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.

<Info>
  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.
</Info>

<Info>
  Any operational role can view the passenger directory; creating and editing may require elevated
  permissions.
</Info>

## 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.

<Steps>
  ### Step 1: Open the add passenger dialog

  From the passenger directory page, click **Add Passenger** in the
  top-right corner. A dialog opens.

  ### Step 2: Fill in passenger details

  Complete the following fields:

  | Field         | Required | Description                                           |
  | ------------- | :------: | ----------------------------------------------------- |
  | First Name    |    Yes   | Passenger's given name.                               |
  | Last Name     |    Yes   | Passenger's family name.                              |
  | Email         |    No    | Contact email for notifications and itineraries.      |
  | Phone         |    No    | Contact phone number.                                 |
  | Date of Birth |    No    | Used for regulatory and travel document validation.   |
  | Weight        |    No    | Weight in pounds for weight-and-balance calculations. |

  The dialog also includes optional fields for travel documents:

  | Field                | Description                         |
  | -------------------- | ----------------------------------- |
  | Passport Number      | Travel document number.             |
  | Passport Country     | Issuing country (country selector). |
  | Passport Expiry      | Expiration date.                    |
  | TSA Known Traveler # | Known Traveler Number for TSA.      |

  Additional optional fields:

  | Field       | Description                                                     |
  | ----------- | --------------------------------------------------------------- |
  | Group       | Associate the passenger with a company or group.                |
  | Preferences | Seating, catering, ground transportation, or other preferences. |
  | Notes       | Internal notes visible to dispatch.                             |

  ### Step 3: Save the passenger

  Click **Add Passenger**. The passenger is added to your directory
  and is immediately available for trip assignment.
</Steps>

<Tip>
  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.
</Tip>

## 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.

## Link passengers to trips

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.

<Warning>
  Deleting a passenger removes them from the directory. Historical trip records that reference this
  passenger are preserved for regulatory and tax compliance.
</Warning>

## Related

<CardGroup cols={2}>
  <Card title="Create a Trip" href="/how-to/ops/create-trip">
    Add passengers to trips during the creation wizard.
  </Card>

  <Card title="Reports: Passengers" href="/reference/reports-passengers">
    Passenger activity, usage totals, and scheduled leg reports.
  </Card>

  <Card title="Manage Crew" href="/how-to/ops/manage-crew">
    Crew profiles are separate from passenger records.
  </Card>

  <Card title="Handle Accounting" href="/how-to/ops/handle-accounting">
    Passenger data feeds into SIFL and tax calculations.
  </Card>
</CardGroup>