The Settings tab in the Organisation area is where you configure your organisation's core details, manage your Tourwriter subscription, and enable optional features.
Access it by clicking the cog icon on the left sidebar, then selecting the Settings tab.
Organisation settings
Organisation name
Enter your Organisation name, set the end date for your financial year, and edit your organisation's sales goal.
Billing address
Add a billing address for your organisation in the Billing address section.
Note: This is the address that appears on your Tourwriter subscription invoice.
Features
Agency management
An admin user can enable Agency management by clicking the Enabled icon. For full details, see the Agency management help file.
Note: Once enabled, Agency management cannot be undone. Read the Agency management help file before enabling this feature.
Enquiry form
The Enquiries library stores traveller enquiries ready to be connected to an itinerary. To enable it, click Enable. The Enquiries tab will then appear in the main navigation sidebar.
Click Edit form to go to the Enquiry Form Settings subtab, where you can customise the enquiry form fields.
For full details, see the Traveller enquiries help file.
Manage subscription
You can change your plan or update your payment details at any time.
1. Review your current plan options in the Manage subscription section.
2. Click Change plan to switch to a different plan.
3. Enter your card details in the Credit card field.
4. To update your card, click the pencil icon next to the credit card field.
Related articles
Configure your organisation settings - Configure your organisation name, financial year, sales goals, billing address, subscription plan, and optional features such as Agency management and Enquiries
Accounting setup - Set up your accounting preferences and connection to your accounting software
Set default configurations - Set default configurations for itineraries and bookings, including terms and conditions, logos, currencies, exchange rates, and payment schedules.
Integrations - Connect Tourwriter to third-party tools and services.
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