Getting started
Your first week: a checklist that gets you to a paid trip
Seven concrete steps, in order, from profile setup to your first invoice.
Tomas Beck · Advisor success
Updated 26 Aug 2026
Work these in order. Most advisors finish in two or three sittings.
- Complete your profile. Name, photo, bio and public page slug.
- Add billing details. These print on every invoice, so do it before you bill anyone.
- Start certification. The first course unlocks lead access.
- Run a practice search. Search a route you know in Flights, then a city in Hotels.
- Create a manual client. Use a friend or a test name to walk the full trip workspace.
- Build a plan in the Plan tab with two or three days of detail.
- Issue a test invoice, download the PDF, then void it.
Advisor portalSettingsBilling details
Example only — this button is not clickable here.