A simple and hassle-free onboarding experience to get you started with moonstride.
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 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 first few days from the start of your consultation.|
|Technical guidance and direction throughout the setup and implementation of your platform.|
|Accessible Help & Support|
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 - 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
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
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
- 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
- Customer feedback
- Easy access to moonstride support team
Note: This is a sample plan and could be customised depending on your requirements.