Onboarding checklist: your first 7 days

Follow this order to get from a fresh account to a working, published workspace.

Both account types

1. Complete your Brand profile (logo, contact details, business description).
2. Invite your team members and assign permission groups.
3. Review your subscription plan and add a payment method before your trial ends.
4. Set up at least one support channel (email, phone, or WhatsApp).

Travel Business accounts

1. Add destinations under Countries, Regions, and Places.
2. Build your catalog: Activities and Accommodations, then Packages.
3. Pick a website theme and publish your site.
4. Import or add your first contacts so leads land in your CRM.
5. Check the Dashboard Home for your first-week KPIs.

Partner accounts

1. Add the destinations your products operate in (Countries, Regions, Places).
2. List your first Activity/Accommodation/Package and set its visibility to Partners so travel businesses can discover it — see Partner program & visibility.
3. Check the Dashboard Home for upcoming departures and occupancy.