Getting started

Quick start: Your first departure

The recommended path from signup to travelers on your branded app.

Time

4 min read

Steps

6 actions

Level

Beginner

For

Agency owner or ops lead

What you'll achieve

You understand the full TourPulse workflow and know which guide to open for each task.

SignupApp DesignPackage builderQuotesPublishJoin link

Step-by-step instructions

  1. 1

    Create your agency workspace

    Sign up with agency name, billing region (India or International), and work email. Confirm via the email link within 24 hours.

    What you'll have when done: You receive a confirmation email and can sign in to an empty dashboard.
    Create account
  2. 2

    Complete App Design Studio

    Upload logo, set brand colors, and welcome message. Publish one design as active — every package inherits this branding automatically.

    What you'll have when done: App Design shows “Active” and the package creation gate is unlocked.
    Pro tipSync preview on your phone before moving on — travelers will see the same experience.
    Open App Design
  3. 3

    Create a package

    Start from a template (e.g. Kerala 7D) or blank canvas. Enter tour name and destination to open the builder.

    What you'll have when done: A draft tour appears under Packages with builder steps on the left.
    Create package
  4. 4

    Build itinerary in the package builder

    Complete Basics → Group → Itinerary → Stays → Docs → Share. Save progress at any step — drafts are never billed.

    What you'll have when done: Day-by-day plan, hotels, and policies are saved on a draft package.
    View packages
  5. 5

    Share a client quote (optional before publish)

    From the Share step, send email, SMS, WhatsApp, or copy link. Track enquiries and views in Sales desk.

    What you'll have when done: Client opens a live proposal link; enquiries appear with status “New”.
    Open Sales desk
  6. 6

    Publish & send join link

    Publishing activates billing (one credit or pilot publish). Then send the join link and 5-digit tour code so travelers enroll on your branded app.

    What you'll have when done: Tour status is Published; join link and tour code available from roster/passengers.
    ImportantPublish cannot be undone for billing — ensure itinerary and dates are final.
    View billing

Troubleshooting

Common questions for this workflow.

Package creation is blocked?
Complete App Design Studio and publish one active design first.
When am I charged?
Only when you publish — drafts and quotes are free.

Continue learning

Ready to apply this in your workspace?

Sign in and follow the Open in TourPulse buttons above.

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