Getting Started – Organisation Settings

This article guides you through the organisation settings area where you can add primary information about your organisation. The Organisation Settings page also lets you manage your currencies, add default images, logos and terms & conditions.  

Organisation settings

The organisation admin can access the Settings page by clicking the settings cog icon. They can change your organisation details, the billing address and more. 

  1. Select the settings cog icon in the navigation bar. The organisation setting area consists of 4 main areas: 

  1. Switch to the Settings tab. 
  2. Click Edit settings to edit your organisation details. 
  3. In this section, enter the Organisation name, set the end date for the financial year, edit your organisation’s Sales goal.
  4. In the next section you can add a Billing address for your organisation. 

Note: This is the address that will appear on your Tourwriter subscription invoice.

Default settings

The Default settings section lets you choose a default hero (background) image and logo for your organisation. When you create a new itinerary, instead of a blank hero image and logo, Tourwriter displays the default images chosen. You can change them within the itinerary. 

  1. Select a default Itinerary logo and Itinerary hero image by clicking the edit icon at the end of the row. 

Note: For steps on adding a hero image and logo to your itinerary, refer to Preview your Itinerary (Proposal).

  1. Include a generic terms & conditions blurb for all new itineraries. Click the edit icon at the end of the Itinerary terms & conditions row to open the Terms and conditions page. Enter the organisation terms & conditions and go back to save the changes. 

Note: Any changes made here will not affect existing itineraries but will apply for all itineraries created there on. 

Manage Currencies

By default there are 5 predefined standard currencies in your Tourwriter (shown below). You can easily add more currencies, or remove any that do not apply to your business. Let’s go through the steps to manage currencies for your organisation:

  1. In the Currencies section, select Manage currencies to view the list of available currencies.  

Note: Tourwriter supports 170 world currencies

  1. Add all the currencies you would like available in your Tourwriter account. 
  2. Select a default currency by clicking the star icon. 
  3. The default currency is used when setting a rate for a new Supplier. 
  4. You can change this in the settings within each Supplier or Itinerary. 

Note

  • You can only select one currency as your default currency. We recommend you reserve your default currency to buy most of your services. 
  • You cannot delete the default currency. 
  • You can only use currencies on itineraries and suppliers that you have enabled in the organisation settings. 

Manage subscription

You can change your existing plan or update your credit card details in the Manage subscription section.

  1. Explore your current plan options. Select a plan that suits your business best. 
  2. Click Change plan to choose another plan.
  3. Enter your card details in the Credit card field to get started. 
  4. Change the credit card that is used for your subscription at any time, by clicking on the pencil button next to your credit card field. 

Note: To learn about user roles and adding a team member to Tourwriter, refer to Getting Started – User Roles.