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Getting started

Set up your organization and first proposal

Set up your workspace details, then create and review the first proposal your team will share.

Steps

  1. Open Organization and confirm your company name and the team members who need access.
  2. Open Profile and make sure your account-manager name and contact details are ready for client-facing proposals.
  3. Add your company logo, colors, public contact details, and legal footer in Organization or Brands.
  4. Create a New Trip by importing existing itinerary material, starting from a saved plan, or creating a blank trip.
  5. Review the draft for traveler-facing details, then preview it before you publish or share it.

Notes

  • Organization admins manage workspace-wide settings and team access. Account managers can then create and edit proposals.
  • Start with a real, low-risk itinerary so your team can verify its own brand, workflow, and review process.