Setting Up Your Account

Setting up your TransferLink account properly ensures you get the most out of the platform.

Step 1: Complete Your Profile

1. Navigate to Settings → My Profile
2. Upload your profile photo
3. Enter your contact details
4. Set your preferred timezone
5. Configure notification preferences

Step 2: Agency Information

If you're an admin, configure your agency:

1. Go to Settings → Agency Settings
2. Upload your company logo
3. Enter your business details
4. Configure your office hours
5. Set up your billing information

Agency Details to Configure

| Setting | Description | |---------|-------------| | Company Name | Your official business name | | Logo | Displayed on invoices and itineraries | | Address | Your business address | | Contact Info | Main phone and email | | Currency | Default currency for pricing | | Timezone | Your operating timezone |

Step 3: Connect Your Email

Link your email for seamless communication:

1. Navigate to Settings → Integrations
2. Click Connect Email
3. Choose Gmail or Outlook
4. Authorize the connection

Step 4: Team Setup

Invite your team members:

1. Go to Settings → Team
2. Click Invite Team Member
3. Enter their email and select their role
4. They'll receive an invitation to join

Available Roles

• Owner - Full access to everything
• Admin - Manage settings and team
• Agent - Create and manage bookings
• Finance - Access to invoices and reports
• Viewer - Read-only access

What's Next?

Your account is now set up! Continue to "Your First Booking" to create your first reservation.