Go live checklist

This outlines the areas you will nearly always want to check prior to "going live" and starting trading:

• Ensure that individual staff users are setup - and have correct permissions (System management)
• Ensure that for each individual staff member they are aware about how the flags system works - so you can assign issues to others, receive emails for new bookings etc (Bookings & flags setup (base of homepage))
• Supply an email address that flags should appear to come from (Configuration & Setup - General)

• Offline marketing tracking - ensure you have created some answers (such as magazine, local radio, friend etc) (Configuration & Setup - Offline marketing tracking)
• Timezone - to ensure that new bookings and other notes are made at your office time, not server time (Configuration & Setup - Other - Account settings)

• Create a standard confirmation email (for new bookings) - (Configuration & Setup - Websites)
• Set the next booking ID - by default the first booking will be booking ID 1. You may want the first "real" booking to be 1000 or whatever (so either they don't clash with existing numbers you have used, or you can look like you have been trading for a while) (Configuration & Setup - Other - Account settings)
• Delete your test bookings. To do this a user needs full bookings permission, be set as an account owner and also set to superuser status. Then, got into the booking edit page and at the top right you will see a delete link

• If you are using tour departures, ensure that they are not manually closed to new bookings. If they are, untick the "close" tick on each individual departure (you will probably have done this earlier as part of your testing) (Tours - Dates & Prices - View & edit departures)

The following changes can be made by us:

• Booking checklist tick boxes - including booking workflow setup

Many other changes can be made by us, these are just the ones that nearly everyone makes! (The full list of configurations that we will do on your behalf are found on the last page of the Configuration & Setup manual)