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Agency onboarding process

Once the commercial agreement with Bundleport has been signed, our onboarding team will support you until your agency operates independently on the platform. The goal is for you to gain the knowledge needed to get the most out of Bundleport.

The process is usually completed within a few weeks and is divided into five stages. Some are handled entirely by our team, while others require your active participation, we'll let you know which applies at each stage.

Account setup

Handled by Bundleport. No action needed on your part.

Once the commercial agreement is signed, we prepare everything you need to get started: we create your organization, set up your agency, and add the users provided by our sales team.

Kick-Off

Handled by Bundleport, with your participation in the session.

Welcome email

Once your account is ready, you'll receive a welcome email with everything you need to get started:

  • Access to the platform.
  • A link to schedule your Kick-Off session with the onboarding team.
  • A form to provide the credentials for the suppliers you'll be connecting.
Kick-Off session

During the session, we'll walk you through the platform in detail and demo the main features: search engine, bookings, proposals, clients, agency configuration, and organization settings.

At the end, you'll receive an email with the session recording, a summary of next steps, and additional resources so you can move forward at your own pace.

Supplier credentials

During this phase, we'll ask you for the credentials of the suppliers you'd like to connect.

💡 Tip
Provide your supplier credentials as soon as possible, ideally before the Kick-Off session. The sooner we receive them, the sooner we can activate and verify the connections, and the sooner you can start operating.

Go-live setup

This is your phase. Our team is here to support you.

With training completed and connections active, it's time to put what you've learned into practice. You'll configure the platform according to your operations, run tests, and start booking.

Our team will be available to answer questions and will proactively follow up to help you move forward. To get the most out of this phase, we recommend completing the following milestones. Each one covers a key area of the platform and, together, they ensure your agency is ready to operate independently:

Each milestone covers a key area of the platform and, together, they ensure your agency is ready to operate independently. It's not necessary to complete all of them to move forward, but the more you cover, the better prepared your agency will be.

ℹ️ Information
Each milestone links to the corresponding article in this knowledge base. Use them as a step-by-step guide to get familiar with each module at your own pace.

Go-live

Joint verification.

Once your agency is operating smoothly and usage indicators are on track, our team will carry out a final check to confirm everything is in order.

You'll then receive:

  • A closing email with the support channels available from that point on and the recommended next steps.
  • A brief satisfaction survey so you can share your experience. Your feedback helps us improve.

Your agency, ready to operate

From this point on, your agency operates independently, and you'll have the support of our Customer Success team for anything you need.

💡 Tip
Check this knowledge base before contacting support. Most operational questions are covered in the articles for each module, including the FAQ sections at the end of each one

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