Getting started
Your first week: a checklist
Seven things to finish before you claim your first lead.
Do these in order
- Finish onboarding in Dashboard so your profile is complete.
- Add a photo, headline, and specialties in your advisor profile. Travelers see this.
- Start the certification track in Learn. Leads, Flights, and Hotels unlock as you pass.
- Read How to onboard a client and How to claim and work a lead.
- Connect a payout method so money is not stuck later.
- Run one practice search in Flights and one in Hotels.
- 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.