Welcome to the WeTravel
Onboarding Center

Everything you need to know to get started quickly, work efficiently from day one, and take advantage of time-saving best practices for working with WeTravel.

I am onboarding as a new:

Travel Organizer (Collecting Funds)
Travel Supplier (Receiving Transfers)

All Organizer Accounts - Begin Here

Account Creation

Required Actions

☑️   Confirm your email address (in your welcome email, sent at account creation)

Best Practices

☑️   Begin the account verification process here (when logged in) per these instructions

☑️   Protect your account using a password manager and 2-factor authentication

☑️   Configure general settings (when logged in) in your profile; add profile photo, link your terms & conditions, etc.

First Trip Created

Required Actions

☑️   If not already completed, verify your account here (when logged in) per these instructions

Best Practices

☑️   Watch “5 Of Our Most Popular Features” video

☑️   Set up a booking button on your website (if applicable) and customize it (if you’d like)

☑️   Bookmark our Help Center (English | Spanish) & our video knowledge base (English | Spanish)

First Booking Received

Required Actions

☑️   Review the payout methods available on WeTravel and begin by setting up standard payouts: USD, GBP, EUR, CAD, AUD, or ZAR (note: this will only be possible after account verification)

Best Practices

☑️   Get acquainted with the My Trips section of your account (when logged in)

☑️   Invite team members and/or suppliers to collaborate with you on WeTravel

☑️   Decide to proceed with a Basic vs. Pro account (if not already completed)

First Payout Complete

Required Actions

☑️   Beyond “standard payouts,” set up additional payout/transfer methods (as your operations require) including instant payouts to your USD debit card, loading USD to your WeTravel card, making supplier transfers directly within WeTravel, or sending wire transfers to any accounts around the world

Best Practices

☑️   Get acquainted with the reporting sections of your account (Payments and Dashboards, when logged in)

☑️   Connect with your peers in our Facebook Groups for Tour Operators, LatAm Travel Companies, and/or Retreat Leaders

☑️   Stay up to date on features releases & improvements by bookmarking our Product Hub

Conclusion Of First Trip Managed Through WeTravel

Required Actions

☑️   If your initial verification decision was “partial approval,” contact info@wetravel.com 30 days after the trip’s conclusion to request a review of your account for a possible upgrade in status

Best Practices

☑️   Enroll in our Booking Management course to get more in-depth insight into making WeTravel work best for you

☑️   Consider installing a review widget on your website to increase conversions

☑️   Join our WeTravel Innovation Council if you’d like to give product feedback and get to know other travel business owners in our community

Pro Accounts - Additional Best Practices

At Account Upgrade

Required Actions

☑️   When logged in, upload your business logo & set up your branded URL in the Pro Settings section of your profile

Best Practices

☑️   When logged in, customize your travel insurance offer by providing the link of your choice (or removing insurance links from your communications altogether) also in the Pro Settings section of your profile

☑️   Connect WeTravel with your Google Analytics account (if applicable)

☑️   Integrate your existing tech with our no-coding required Zapier API and/or our four custom APIs

At First Trip Set-Up with Pro

Required Actions

☑️   When logged in, familiarize yourself with the Leads Tab in your account, which will allow you to track leads generated by our Pro-only “download brochure,” “ask a question,” and “abandoned cart” features

Best Practices

☑️   Take advantage of the Pro-only enhancements to our basic payment plans, including customizable installment amounts and optional auto-billing

☑️   Empower travelers to raise funds for their trips by enabling Go Fund Me-style contribution pages (great for student trips; simply toggle them on and there’s no extra cost or effort on your part)

☑️   Require legally-binding customer signatures by incorporating eSignatures into your registration process or collecting ink-signed documents via upload


Travel Suppliers

Account Creation

Required Actions

☑️   Create your account by clicking the "accept invitation" link in your invite email

Best Practices

☑️   Begin the account verification process here (when logged in) per these instructions 

☑️   Protect your account using a password manager and 2-factor authentication

☑️   When logged in, configure general settings in your profile (e.g., add profile photo, link your terms & conditions)

Account Verification

Required Actions

Best Practices

Making A Payout

Required Actions

☑️   Review the payout methods available on WeTravel and begin by setting up standard payouts: USD, GBP, EUR, CAD, AUD, or ZAR (note: this will only be possible after account verification)

☑️   Beyond “standard payouts,” investigate additional payout/transfer methods (as your operations require) including instant payouts to your USD debit card, loading USD to your WeTravel card, making Supplier Transfers directly within WeTravel, or sending wire transfers to any accounts around the world

Best Practices

☑️   When logged in, get acquainted with the reporting sections of your account (Payments and Dashboards)

☑️   Connect with your peers in our Facebook Groups for Tour Operators, LatAm Travel Companies, and/or Retreat Leaders

☑️   Stay up to date on features releases & improvements by bookmarking our Product Hub