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:
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.
☑️ Need a quick summary of how to set up trips (and more) in WeTravel? Check out our video orientation here.
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)
Required Actions
☑️ Review the payout methods available on WeTravel and begin by setting up standard payouts: USD, GBP, EUR, CAD, or AUD (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)
☑️ Check out the user experience for your customers by taking a quick tour of their customized booking dashboards
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
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
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
Best Practices
☑️ 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
☑️ 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
Required Actions
☑️ Create your account by clicking the "accept invitation" link in your invite email
Two Important Notes
☑️ You don't need to go through account verification to use WeTravel as a team member (you won't be collecting funds on your own behalf)
☑️ You gain automatic access to all WeTravel Pro features when managing trips on behalf of a Pro account holder
Best Practice
☑️ Check out our 90 second tutorial on how to create trips as a team member (English | Spanish)
☑️ Protect your account using a password manager and 2-factor authentication
Best Practices
☑️ Learn best practices for creating trips as a team member
☑️ Watch “5 Of Our Most Popular Features” video
☑️ Bookmark our Help Center (English | Spanish) & our video knowledge base (English | Spanish)
Best Practices
☑️ Enroll in our Booking Management course to get more in-depth insight into making WeTravel work best for you
☑️ Stay up to date on features releases & improvements by bookmarking our Product Hub
☑️ Manage automatic email notifications you receive from WeTravel under notification settings
Best Practices
☑️ If you have been granted access to view reporting at the account level (across all trips), you can access specific reports per these instructions: payments reporting, payout/transfer reporting, and transactions reporting
☑️ "Accountant" team members (ie., those with the permissions described above) can also integrate WeTravel with Quickbooks or similar bookkeeping software per these instructions
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)
Required Actions
- Begin the account verification process here (when logged in) per these instructions
Best Practices
- When logged in, visit the Suppliers tab in your account's Payments center to view your existing connections on WeTravel, or create new invitations.
- Bookmark our Help Center (English | Spanish)
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 HubRequired Actions
☑️ You need to have an active and verified WeTravel Pro account.
☑️ Go to your profile and scroll down to the “Public API Integration” section to generate your API key (also known as refresh token) by clicking the button.
Please note that the key you generated cannot call the API directly. This “refresh token” is a key for obtaining the “access token” required to call the API.
☑️ Use your refresh token to generate unlimited access tokens as you need them.☑️ Click on “Explore API documentation” to access more information on WeTravel’s available Public APIs. This resource will guide you on effectively utilizing our API for your specific business needs. We currently have 5 API functionalities: Trip Builder, Booking, Transactions, Payments, and Suppliers.
Best Practices
☑️ Once generated, safely store your API key (refresh token), as it won’t be visible in your WeTravel account.
For more information or assistance with APIs, consult our Help Center or contact our Customer Support team.
Required Actions
☑️ After authenticating your API key, you’ll see a new section called “Webhooks”, located right below the “Public API Integration” section.
☑️ Toggle the switcher to “Yes” and then click on “Manage Webhooks”. This action will open a new browser in your window with your Svix dashboard, where you can manage these webhooks.
Best Practices
☑️ Webhooks serve as a “communication method” for your online accounts, enabling automatic notifications when new events occur on each system. For instance, WeTravel can inform your internal systems about newly issued payments or updated bookings.
For more information or assistance with Webhooks, consult our Help Center or contact our Customer Support team.