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.
Step-by-step instructions
- 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
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
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
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
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
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
- App designBeginner
How to use App Design Studio
Brand the traveler app once — logo, colors, and welcome copy.
5 min · 5 stepsRead guide → - PackagesIntermediate
Package builder — step-by-step
Basics, group, itinerary, stays, documents, and share.
8 min · 6 stepsRead guide → - BillingIntermediate
How to publish a departure
Go live, billing, and what happens for travelers.
5 min · 5 stepsRead guide →
Ready to apply this in your workspace?
Sign in and follow the Open in TourPulse buttons above.
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