# Operating checklists

> Miya Travel checklists for agency setup, lead-to-sale, daily sales and admin routines, and activating Premium with a low wallet balance.

Source: https://miyatravel.com/docs/checklists/ (updated 3 November 2026)

## 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

### How often should I review the dashboard?
Admins should review it daily for spend, pipeline and follow-ups.

### What should agents check first each morning?
The Follow Up tab and any overdue or due-today leads.