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What should I do after signing up as a UrbanSoft member?

After signing up as an UrbanSoft member, you can follow a structured setup process to prepare your account and start managing your travel business activities. The process begins with logging in and setting up your company information, then continues with staff & permission, membership, settings, connections, tour packages, B2B, B2C and strike deal.

What Can I Do?

After signing up, you can:

• Log in to your UrbanSoft account. (Getting Started)

  • How to login to my UrbanSoft account?

• Complete and update your company profile. (Company & Staff)

  • How to set up my company profile?

  • How to update my company profile?

• Add staff and manage their permissions. (Company & Staff)

  • How to add new staff?

  • How to update staff information?

  • How to manage staff permissions?

• Review your membership package and status. (Account & Membership)

  • How to check my membership status?

• Check your Order History and Transaction History. (Reports & Dashboard)

  • How to check my Order History?

  • How to check my Transaction History?

• Set default information for your company, tour packages, Quotation, PDF documents, alerts, invoices, and receipts. (Account & Membership)

  • What kind of details can be preset on the Setting page?

  • What kind of details can be preset on the Library page?

• Connect with suppliers or clients. (Connection Management)

  • How to connect supplier or client?

• View your connected partners and their staff information. (Connection Management)

  • How to view my connections?

  • Where can I view the staff of my active connections?

• Create and manage Tour Packages and costing activities. (Tour Package & Tour Package Costing)

  • How to add a new tour package?

  • How to add a new tour package costing?

• Create and manage B2B activities. (B2B)

• Create and manage B2C activities. (B2C)

• Create and manage Tour Itinerary Brochure activities. (Tour Itinerary Brochure)

• Create and manage Strike Deals (SD) activities. (Strike Deal)

Example

For example, after creating your account, you can first complete your company profile and staff information, review your membership details, set up your default information, and then start connecting with suppliers or clients. Once your basic setup is ready, you can create Tour Packages and manage your B2B, B2C, and Strike Deal activities.

Important Notes

Completing the basic account and company setup first can help you use UrbanSoft more effectively. The official process is designed to guide you from logging in to setting up your business information, connecting with partners, and managing your travel activities.