moonstride Onboarding

A simple and hassle-free onboarding experience to get you started with moonstride.

moonstride Onboarding

Onboarding Overview

Using a new platform is not always straightforward, hence we’ve designed a simple onboarding process which offers you total control to adopt moonstride travel crm and back office platform across your organisation in a matter of weeks!

Contact us today to kickstart your onboarding process.

This is typically what is covered in your onboarding process:

Dedicated travel specialist Dedicated travel specialist for your consultation to help you start your moonstride journey.
settings Technical guidance and direction throughout the setup and implementation of your platform.
customer-service Accessible Help & Support

Onboarding Checklist

Streamline your business and grow your business with moonstride. This is a typical process designed to assist you, understand your business requirements and what you expect from the onboarding service.
Day 1

Day 1 - Requirement Gathering & Consultation

  • Give a preview of how to get started and what to expect in the onboarding process
  • Assistance with technical setup
  • Review features and functionalities in the context of your requirements
  • Opportunity to discuss specific needs
  • Identify key users and user roles
Week 1-2

Technical Configuration, Account Setup and Initial Training Session

  • Setup master administrator account
  • Project communication and support line setup and invitation to all key members of your team
  • Meet your technical implementation specialist online
  • Help you configure your documentation & setup of standard templates and system settings
  • Training of CRM, product and contract loading and accounting functions
  • Request for sample contracts and documents and assistance in loading few contracts
WEEK 3-4

Sample Contract Loading & Supplier Accounting

  • Load sample contracts, understand gaps and potential solutions
  • Setup customised email templates
  • Walkthrough of complete booking journey – from enquiry to quotation to booking to supplier confirmation to invoicing.
  • Overview of accounting, cancellation and sales reports
WEEK 5-6

API Integration

  • Required API integration
  • System configuration updates based on API requirements
  • Walkthrough of complete booking journey – from enquiry to quote to booking to supplier confirmation to invoicing

Ongoing Support

  • Customer feedback
  • Easy access to moonstride support team
Note: This is a sample plan and could be customised depending on your requirements.

Frequently Asked Questions

Why is onboarding important, what is the purpose of onboarding?

Onboarding is an important process as this ensures you have your moonstride platform configured to your requirements and optimised to give you the best moonstride experience.

The onboarding process, in summary, covers your account set up, technical configuration and initial training.

What is onboarding?

Onboarding is your step-by-step process to set up the moonstride platform to your requirements and provide training and support.

How to do onboarding process?

The first step is the setup of a support platform, an area where you and the moonstride team can communicate and keep track of all requests, requirements, and conversations.

Our dedicated onboarding team will organise a call with you to discuss your requirements and from there a series of sessions will be organised following a bespoke checklist tailored specifically for you.

What is an onboarding checklist?

An onboarding checklist is a list of key tasks that need to be completed to set up the moonstride platform for you and also includes training sessions.

Every checklist is bespoke, designed and tailored to include and cover all technical & account set up, API integration requirements and user training in the various modules you require.

The checklist ensures you get a clear structure to make your onboarding process as smooth and successful as possible.

What are the benefits of Onboarding?
  • A successful outcome is defined by the planning and processes.
  • To make the most of the moonstride platform it is important that you understand how to use moonstride from the basic functions to all the amazing features available.
  • Set up is vital, onboarding ensures that you have everything you need from the moonstride platform from supplier API connections to your branding.
  • Our onboarding teams provides technical guidance throughout the setup and implementation period with accessible help and support.

Contact Us


    Work Email*

    Company Name*

    How many user licenses would you require? *

    Phone Number*

    13785 Research Blvd,
    Suite 125, Austin, Texas, 78750, USA
    307 Euston Rd,
    London NW1 3AD UK
    Carrer de Sardenya, 229 – 5th floor Barcelona 08013, Spain
    Level 33, Al Saqr Business Tower, Sheikh Zayed Road, Dubai UAE
    4711 Yonge St., 10th Floor,
    Toronto M2N 6K8 Ontario, Canada

    Subscribe to Our Newsletter

    Stay up-to-date with the latest travel CRM news and insights.

    You don't have credit card details available. You will be redirected to update payment method page. Click OK to continue.