Hey! We have prepared this guide to assist you in setting up your account and help you get the most out of the tool. In this document my colleague Sara and Ana will be showing you in video tutorials how to use each feature. You will see how easy it is ;) Here is a first welcome video.

Let's start! In this first point we will configure:

With the statuses you can assign different categories to your trips to help you keep track of your quotes. By default you have three categories at your disposal (Pending, Paid and Confirmed) that you can assign as the status of each trip changes. Remember that if you have the Premium plan you can create your own statuses and use them to better adapt to each of the phases of your company.

Once the statuses are assigned, use the filters to organise your itineraries. You can filter either by status or by user, or even use a double filter of status and user. If you are going to use the same filter frequently, you can save it as a view, and you will always have it accessible in one click. Every time the status of a trip is updated, the view will also be updated.

To start using payments it is important to first activate your account in this section. Internally we use Stripe as payment provider, one of the leading platforms on the market, with which you can process more than 100 currencies in more than 40 different countries. If you already have an account, simply log in. Otherwise, you will need to create an account by following a few simple steps. In this guide we tell you what information you will be asked for so that you have it at hand.

We remind you that the commissions charged in the Basic plan are 3% and from the Business plan 0%. If you do not plan to charge the online proposals, it is not necessary to do this step.

From the business plan onwards, the guide module is activated. You will find it in the menu on the left. There you can send a collaboration invitation to all the guides you work with so that you can assign them to your trips. This will not only allow you to give them a more professional working tool, but will also increase the agency's productivity as you will be able to upload all the trip documentation to the App (roomlist, vouchers, instructions, etc.). In addition, travellers will receive in advance in the App a record of the guide who will attend to them, which also adds a lot of value and confidence to customers.

Once you have set up your account you can start creating your first trips. All you have to do is fill in some basic information:

Once you fill in these details you will go to the next section to add a description (optional) and the services included. Premium plans have the MOGU Robot to assist you in writing the proposal, for example with destination introductions or practical information sheets.

Itineraries are the basis of the tool, as with MOGU you can create them in a simple and quick way to offer your clients very attractive proposals. Itineraries are made up of blocks, which are normally days, and within each day you can add different services: accommodation, flights, transfers, activities, etc. One of the best features of the tool is that when creating these services -also called events- you can take advantage of our establishment search engine integrated with Google to automatically load the information.

Remember that if you have a Premium plan you can use the internal library to recycle content by importing itineraries already created.

With MOGU you can not only present your trips digitally but you can also charge for them online, thus increasing the conversion rate and making it much more convenient for the customer. Once your account has been verified, you can generate payment links, either associated with your trip or independently.

In addition, you can also create payment calendars to automatically charge the customer in different instalments and also create price packages, so you can add different pricing options to your proposals!

Through each of your travel proposals you can collect the information you need from your travellers: personal data, passport data, information about allergies or interests... This is done by creating the registration form within the trip. The following types of questions are available for this purpose:

By default, you will always be asked for name, surname and email address. The form can be used both with the payment links and independently as there will be cases where the traveller will not be charged but it will be necessary to know details such as date of birth, allergies, as for example in school excursions, MICE registration management, etc.

Each time a response is received, the system will notify you and you will be able to see the results in the "form responses" tab.

In this section of the itineraries you can include information that will give added value to your proposals, such as which logo appears on the proposal (your own or another of your choice), assign a guide to the trip and customise the view of the proposal with different elements of your choice: chat with the agency or with the group, Explore section, contact information, possibility of downloading the proposal in pdf, the benefits of the trip or the lead capture form. All these elements are optional, so you can configure each proposal individually to your liking.

Integrate a proposal on your website. Follow these brief instructions to integrate each of your proposals on your website and make them more widely known. Here's how to do it.

Send a proposal. The platform offers two ways to share the proposal with the client: we can offer a QR code that directly opens the proposal in the mobile app, or we can send a web link to the proposal.

When a traveller accepts a travel proposal and fills in the details on the form, these are imported into the platform and the app, so that you can manage the contacts directly from both. You can send them the travel documentation, establish a direct communication channel via chat (both individual and group) and, above all, assign tags to each traveller to filter them when sending them notifications.

You can share your proposals through your website or social networks and add a lead capture form so that people who are interested in your proposals leave you their details and you can send them more offers.

Accessing the app is very simple: the customer only has to download it from the Apple Store or Google Play. In each proposal you have available a QR that the customer can scan with their mobile phone and automatically opens the proposed itinerary in the app. You can also send them the unique code that is generated for each trip and that they must enter in the app. With these simple steps you will already have the trip information on your mobile.

Your customer will always have all the travel documentation at their disposal in the app. It's as simple as that. Whether they have an internet connection or are offline, they can access the Files section and have boarding passes, hotel or excursion vouchers, travel insurance, etc. available.

It is no longer necessary to record travellers' mobile phones on your personal phone and be in contact with them in a disorganised way: in the app you will have the phone numbers of each traveller, as well as a chat where you can address them in a simple and non-intrusive way. You can enable both an individual chat and a group chat, and send information of interest to all the members of a group with a single message. The app also allows you to call each traveller directly on their mobile.

This functionality will help you stay in touch with customers quickly and immediately. There are different types of notifications, each with a different purpose, and you can combine them as you need them:

Remember that you can schedule the sending of notifications and filter who receives them thanks to tags: for example, if 10 customers have paid for an excursion to Westminster Abbey, the tag #abbey is added, and you can send only them the location of the meeting point for the excursion, as well as a reminder of the departure time.

Payment links or virtual POS

The app works as a virtual POS through which you can send payment links to customers and monetise services at the destination: a car rental, an excursion, tickets to a park... It is as easy as creating a payment notification, indicating the concept, amount and currency and sending it to travellers, who can make the payment from their mobile phone via credit card. The agency has all the payment information on the platform in real time in the Sales section of the menu on the left.

In this section of the app you can choose which website you want to show travellers: it can be your own website, or a customised URL to a website that your agency is affiliated to: Civitatis, Getyourguide, Viator, Tourscanner... This way you will be able to get more out of your destination sales by monetising each sale through your customised link. If you prefer not to use this section and not to link to any website, you can simply configure the app so that this section does not appear. Here we tell you a bit more about it!

In the app, travellers have a gallery where they can upload photos and videos of their trip, helping to create a community among the participants of each trip. They will love to share the images with the group.

For travellers, having the app is a considerable advantage when embarking on a trip, as they always have access to the complete itinerary of their trip with all the information you have provided them with. Through the app they can be in direct contact not only with the agency, but also with the rest of the trips through the group chat. In addition, they always have the trip documentation available both online and offline without having to check several emails to find the file they are looking for. Through the explora section they can also book additional services at the destination.

Here are some links to other articles so that you can see how to use our App in different use cases and the different functionalities available in each of them: