Finish setting up your agency

Finish the setup when you start with a new agency, or when the menu still shows Finish setting up. You can stop after any step and come back later: the wizard remembers where you were.

Before you start

• You need the permission to change settings (the owner and managers have it by default).
• Have your logo file ready, and your customer list as an Excel or CSV file if you want to bring it now.
• For the team step: the name and email of each colleague, and the role each one should have.

Steps

1. Press Finish setting up in the menu. The wizard opens on the step you have not finished yet.
2. Agency: type the Agency name in English (and in Arabic if you have one). Choose the Country: the Main currency and Time zone fill in by themselves; check them. Add the VAT number, Phone and Email if you have them, then press Continue.
3. Brand: pick a Brand colour, upload your Logo and choose the Main language of the agency. Press Continue.
4. Import: press Choose your Excel or CSV file and follow the import window, or press Skip for now to do it later from Customers.
5. Team: for each colleague, type the name and email and choose a Role. Press Add another person for more rows, then Send invitations. Press Skip and finish if you want to invite people later.
6. If a line says Email not connected: share this link, press Copy link and send the link to that person yourself, for example on WhatsApp. Then press Finish.
7. Ready: press Add your first trip, or Connect WhatsApp, email and payments.

After you finish

• Finish setting up no longer shows in the menu.
• Your agency's name, logo and colour appear on invoices, quotations, emails and the customer's trip page.
• Imported customers are in Customers, with duplicates merged by mobile or email.
• Each invited person receives an email (or your link) to set their password and join. They show in Team and roles until they accept.
• Everything you chose can be changed any time in Settings: the agency details in Agency and brand, the colleagues in Team and roles.

If something goes wrong

• Continue is greyed out on the first step: the Agency name in English is empty.
• Choose a time zone from the list: pick a time zone from the list instead of typing your own.
• Your … plan allows N users. Upgrade the plan in Settings → Plan and billing to add more.: you have reached your plan's number of users. Invite fewer people, or change the plan in Settings → Plan and billing.
• Someone already uses this email: that email already has an account. Use another email.
• The import button is greyed out: your role cannot add customers. Ask the owner, or skip this step.