moonstride
Onboarding
A simple and hassle-free onboarding experience to get you started with moonstride.
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 for your consultation to help you start your moonstride journey. |
 | Technical guidance and direction throughout the setup and implementation of your platform. |
 | 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
LAST WEEK
Ongoing Support
- Customer feedback
- Easy access to moonstride support team
Note: This is a sample plan and could be customised depending on your requirements.
