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Getting started

Your first week: a checklist

Seven things to finish before you claim your first lead.

Do these in order

  1. Finish onboarding in Dashboard so your profile is complete.
  2. Add a photo, headline, and specialties in your advisor profile. Travelers see this.
  3. Start the certification track in Learn. Leads, Flights, and Hotels unlock as you pass.
  4. Read How to onboard a client and How to claim and work a lead.
  5. Connect a payout method so money is not stuck later.
  6. Run one practice search in Flights and one in Hotels.
  7. Claim your first lead and reply within an hour.

Speed matters more than polish on the first reply. Travelers pick whoever answers first with something specific.

Still stuck? Email support@tripdash.net and a person will get back to you.