First steps
A quick guide to get you started with the essentials
Just set up your agency? Here is the recommended path to get up and running in minutes.
Complete your profile
Go to Settings Agency Information.
- Upload your agency logo.
- Check your contact details.
Add roles
You need to create at least one role before you can add employees.
Add your team
If you have staff, get them on board.
- Go to the Employees section.
- Click the Add Employee button.
- Create a username and password for them.
- Assign them a role to define what they can access.
Create your first trip
You need a product to sell!
Make a test reservation
See how the booking flow works.
- Go to Reservations tab in the trip details page.
- Click the New reservation button.
- Add yourself as a new client.
- Book the trip you just created.
- Try recording a payment to see how the status changes.
Congratulations! You have now mastered the basics of the system.