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:

salesmanDedicated travel specialist for your consultation to help you start your moonstride journey.
settingsTechnical guidance and direction throughout the setup and implementation of your platform.
customer-serviceAccessible 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.

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