Operating checklists

Copy these checklists into your team routine.

New organisation setup#

• [ ] Admin signs up with name, email and phone.
• [ ] Admin verifies the six-digit OTP.
• [ ] Admin creates the organisation.
• [ ] Admin accepts the Terms & Conditions.
• [ ] Admin uploads applicable verification documents and logo.
• [ ] Organisation becomes Approved and Active.
• [ ] Admin starts the trial or funds the wallet and activates a plan.
• [ ] Admin invites agents.
• [ ] Admin creates reusable policies, notes, inclusion and exclusion sets and services.
• [ ] Admin customises at least one PDF template.

Lead-to-sale workflow#

• [ ] Lead enters through a campaign or website enquiry, or admin adds it manually.
• [ ] Admin assigns it to an agent.
• [ ] Agent contacts the traveler and records notes.
• [ ] Agent updates status from New to Contacted to Qualified.
• [ ] Agent schedules a follow-up when necessary.
• [ ] Agent creates a quotation from scratch or a saved package.
• [ ] Agent reviews traveler, dates, itinerary, inclusions, policies and price.
• [ ] Agent previews and downloads or sends the PDF.
• [ ] Agent sets status to Quoted.
• [ ] On acceptance, agent or admin sets Won and confirms the customer and trip record.
• [ ] The trip appears in customer history and the calendar when linked and dated.

Daily sales-agent routine#

• [ ] Open the Dashboard.
• [ ] Review the Follow Up tab and overdue or due-today items.
• [ ] Contact leads and update notes and status.
• [ ] Review newly assigned leads.
• [ ] Create or update quotations.
• [ ] Confirm upcoming departures in the Trips Calendar.

Daily organisation-admin routine#

• [ ] Review dashboard spend, pipeline, performance and follow-ups.
• [ ] Assign unassigned and new leads.
• [ ] Monitor campaign subscriptions and wallet balance.
• [ ] Review team access.
• [ ] Check subscription and estimated billing.
• [ ] Keep reusable content and packages current.

Activate Premium with a low wallet balance#

• [ ] Choose a Premium plan on the Subscription page and confirm.
• [ ] If the Insufficient wallet balance dialog opens, select Add balance.
• [ ] Pick a top-up plan and finish the Razorpay or Cashfree payment.
• [ ] Wait for the verification page to report success.
• [ ] Select Continue to Premium to return to Subscription.
• [ ] Choose the Premium plan again and confirm. It is not retried automatically.
• [ ] Check Wallet transactions and subscription history.

Frequently asked questions#