Agency Initial Setup Checklist
The 12-step sequential verification checklist before welcoming clients and booking tours.
What is this?
Step-by-Step Guide
Agency Profile
Verify company name, logo, tax registration number, and default agency currency in Settings.
Bank Accounts
Add at least one active bank account under Finance → Bank Accounts to generate invoices.
Team & Permissions
Invite team members under Team & Admin → Team and configure per-module access flags.
WhatsApp Gateway
Connect agency WhatsApp number under WhatsApp Settings (QR scan or Meta API).
Email SMTP Configuration
Add your agency email sender credentials under Email Settings for sending quotation PDFs.
Suppliers Catalog
Create hotel, transport, and activity partners under Suppliers [BETA].
Hotels & Room Types
Register partner hotels, room types (Deluxe, Suite), and meal plans (BB, HB, FB).
Contracts & Seasonal Rates
Create contracts with date ranges (Peak/High/Low) and populate the Rate Matrix with Net Costs.
Hotel Pricing Rule
Configure your default Markup % (e.g. 20%) or Target Margin % in Hotel Pricing.
Travel Products & Itineraries
Build ready-to-sell tour itineraries with day-by-day schedules.
Test Lead to Quotation Flow
Submit a sample lead, convert to customer, generate a quotation, and review the PDF layout.
Verify Audit Trail
Check Settings → Audit Trail to confirm all configuration actions were logged securely.
Best Practices & Pro Tips
- Do not skip the Rate Matrix setup if your agency resells hotel rooms. Having supplier net costs and season dates in place enables instant quotation calculation.
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