Onboarding Setup
Get your agency ready in under 1 minute with a step-by-step onboarding, demo data, and smart defaults.
Setting up a new tool shouldn’t feel like a chore. That’s why TravelBuilderPro now guides you through a personalized onboarding experience — from your very first login to a fully populated dashboard, in under one minute.
Role-Based Wizard 🧭
The setup adapts to your role. Agency owners go through 4 steps — Destination, Profile, Organization, and Preferences — while team members invited by their admin only need to complete their profile.
Smart Destination Defaults
- Pick your country and TravelBuilderPro auto-fills your language and currency
- Covers 240+ countries and territories, including overseas regions
- You can always override your choices later
Profile & Avatar
- Upload your profile picture directly during setup (JPEG, PNG, WebP, up to 5MB)
- No photo? A unique avatar is automatically generated for you
- Your avatar follows you everywhere — sidebar, team page, public trip pages
Demo Data 📦
Right after setup, your dashboard is pre-loaded with sample contacts, blocks, suppliers and trips so you can explore every feature without building from scratch.
How it works
- One universal set of demo content, plus country-specific trip titles and cover images
- Everything is tagged with a demo flag — clean it up with one click when you’re ready
- Demo data covers contacts, suppliers, travel blocks, and complete trips
Why This Matters
No more blank dashboards — explore the tool immediately with realistic sample data**. The wizard handles language, currency, and branding defaults for you. **Owners set up the agency once, team members join with a simplified flow.