Where to start
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The first time you sign in, you'll be prompted to start building your profile using the Profile setup checklist. This checklist walks you through setting up your brand, seeing the client experience, importing your client list, and how to get paid. You'll be able to see your progress meter at the top right corner of the screen:
At any time, you can click on your progress meter to open your getting started checklist and pick up where you left off:
When you reach 100%, your branding will be in place, you'll know what the client sees, and you'll have your client list ready to go. Most importantly, you'll be set up for deposits so you can get paid!
What’s Next?
Once you're finished, there's plenty more to learn! We highly recommend our TravelJoy 101 webinar to really dive in and become an expert! You can see the date of the next webinar (and register for it!) at this link. See you there!
In the meantime, if you're itching to get started, here are a few things you can try:
- Create a trip for a current customer or a lead
- Send a form (think questionnaire), such as a Client Profile Update form. Let clients do the work of filling in their personal data!
- Or, create an invoice for something you've already planned and need to collect payment for
You can also browse the rest of the step-by-step guides here in the Help Center, or you can click on the "? Help Center" tab in TravelJoy:
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