Steps
- Open Organization and confirm your company name and the team members who need access.
- Open Profile and make sure your account-manager name and contact details are ready for client-facing proposals.
- Add your company logo, colors, public contact details, and legal footer in Organization or Brands.
- Create a New Trip by importing existing itinerary material, starting from a saved plan, or creating a blank trip.
- 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.
