Tripdocks
Book a demo
Learn/Help centre/Getting started
Help centre
Getting started

Set up your workspace

About 15 minutesWorkspace owner or adminUpdated 18 Oct 2026

Before your team starts taking enquiries, set up the basics: your agency details, how you price quotes, the places you sell and the people on your team. You can change all of it later.

1
Add your agency details

Go to Settings → Workspace and fill in your agency name, time zone and default currency. Upload your logo so it appears on quotes and invoices.

SETTINGS / WORKSPACE / COMPANY
Company details
Agency nameIsland Hop Travel
Time zone(GMT+8) Singapore
Default currencyUSD · US dollar
Logoisland-hop-logo.pngShown on quotes, invoices and the Client Portal.
Save changes
Screenshot placeholder. Replace with the real screen.
2
Set your quote defaults

In Settings → Quotes, choose whether you price per person or per group, and set your usual markup and tax. Every new quote starts from these.

SETTINGS / QUOTES
Quote defaults
PricingPer person
Markup12%
Tax5%
Screenshot placeholder. Replace with the real screen.
Tip: You can still change the markup on any single quote. Defaults only save you typing it each time.
3
Add your destinations and hotels

Add the destinations you sell, then the hotels you work with in each. If you have contracted rates, add them by season so quotes can price from them.

4
Invite your team

Go to Settings → Members and invite people by email. Give each person a role, such as sales or operations, to decide what they can see and change.

Read: Invite your team
5
Connect where enquiries come from

Connect WhatsApp Business, your Meta lead-ad pages or your website forms, so new enquiries land in your Queue.

Docs: Connect a website form

What’s next

Create a test lead and walk it through a quote, so your team sees the whole flow before real enquiries arrive.

Did this answer your question?
Related articles
Invite your teamImport your hotels and ratesConnect a website form with a webhook
Still need help?Message the support team and we’ll walk you through it.Contact support
Book a demoA 15-minute walkthrough on your own enquiries. We set up your workspace within 24 hours.
About you
Book a 15-minute demoTakes about a minute
First name *Add your first name.Phone *Add a phone number, with at least 6 digits.
We'll call or WhatsApp you to set up the walkthrough. We only use your details to arrange your demo. See our privacy policy.
Your agency
Your agencyStep 2 of 3
Saved, there. We have your number, so we can reach you even if you stop here.
Work email *Add a work email.Company name *Add your company name.
No. of employees *Enter how many people work there, 1 or more.Type of travel agency *Pick the closest match.
Office location *Add the city you work from.
What you need
What you needStep 3 of 3
Saved, there. We have your number, so we can reach you even if you stop here.
Destinations you serve *Add at least one destination.What do you want to run in Tripdocks? *Pick at least one.How did you first hear about Tripdocks? *Pick one.
Thanks, there.We'll call or WhatsApp you on your phone to set up your walkthrough. Bring a trip you sold recently and we'll build it with you.