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!

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.

Contract Loading (Optional) Previous

Frequently Asked Questions

What is onboarding?

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

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.

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.

moonstride Onboarding