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Getting Started

Learn how to create your account, complete setup, and build your first trip proposal in minutes.

Welcome to TravelBuilder Pro

TravelBuilder Pro is a platform designed for travel agencies to create stunning itineraries, manage clients, and send professional travel proposals. This guide walks you through the signup process and helps you get up and running quickly.

1. Create Your Account

  1. Go to app.travelbuilderpro.com and click Sign Up.
  2. Enter your email address and choose a password — or sign in with your Google account for one-click access.
  3. Check your inbox for a verification email and confirm your address.

2. Complete the Setup Wizard

After signing in for the first time, you’ll be guided through a short setup wizard. If you’re the agency owner, you’ll complete 4 quick steps:

Choose Your Primary Destination

Select the main country where your agency operates. This sets smart defaults for your language and currency, and personalizes your demo trip.

Your Profile

Enter your name and optionally upload a profile photo. You can also generate a unique avatar with one click.

Your Agency

Enter your agency name and optionally add a website and phone number. TravelBuilder Pro automatically generates a custom URL for your agency.

Language & Currency

Choose the languages your agency works in and your primary currency. These settings affect how your itineraries are built and displayed. You can add multiple languages if you serve international clients.

Click Complete Setup to finish. TravelBuilder Pro will create your account, generate a personalized demo trip, and take you to your dashboard.

3. Explore with Demo Data

After setup, your dashboard comes pre-loaded with demo data so you can explore the platform right away:

  • 3 sample contacts (2 clients + 1 lead) — explore how the CRM works
  • 3 demo trips in different stages (Draft, Sent, Confirmed) — preview all itinerary styles
  • 8 content blocks — see how the blocks library is organized
  • 2 sample suppliers — understand how supplier linking works

This demo data is clearly labeled so you always know what’s real and what’s a demo.

4. Follow the Setup Checklist

After setup, a Finish setup widget appears in the bottom-right corner of your dashboard and tracks your progress through six counted steps:

  1. Add your branding — upload your logo and set your agency colors
  2. Complete agency info — fill in your organization name, website, and address
  3. Add legal terms — set default payment terms, cancellation policy, and more
  4. Create your first trip — build a real itinerary
  5. Add your own blocks — add a hotel, activity, or transport to your library
  6. Preview a public trip — open the demo trip’s public page to see what your clients experience

An optional Invite your team step appears below the counted six — it doesn’t count toward the X/6 progress.

Click any step to jump straight to the matching page. The widget collapses to a small progress pill (with a percentage ring) when you minimize it, and stays out of your way until you reopen it. Dismiss it with the × button once you’re done. Agency owners can also delete the demo data once they’re ready to work with real content.

What’s Next?

Once you’ve completed setup, explore these key features:

  • Trip Builder — Create detailed day-by-day itineraries with blocks, images, and pricing
  • Contact Management — Manage leads and clients in one unified place
  • Blocks Library — Build a reusable content library for your most-used accommodations, activities, and transport options

Common Questions

Can I change my language or currency settings later?

Yes. Go to Settings → Agency at any time to update your language and currency preferences.

Can I delete the demo data?

Yes. On the Getting Started checklist page, click Delete demo data. This permanently removes all demo trips, contacts, blocks, and suppliers.

I’m a team member and didn’t see all the setup steps. Is that normal?

Yes — team members only set up their personal profile. The agency configuration is managed by the account owner.

I didn’t receive the verification email. What should I do?

Check your spam folder. If it’s not there, try signing in again — TravelBuilder Pro will offer to resend the verification.