Your Learning Path by Role

Follow the recommended Tourpaq learning path by role, from sales and finance to product, support, and admin teams.

Overview

Not everyone needs to read the entire manual. This page gives you a recommended reading order based on your role so you can focus on what's most relevant to you.

---

🧑‍💼 Booking Agent

Your main job is creating and managing bookings and communicating with customers.

Start here:

1. Dashboard — understand your daily overview

2. New Booking — create bookings step by step

3. All Bookings — search and manage existing bookings

4. Customers — manage customer profiles

5. Offers — create and track offers

6. Extras — understand available add-ons

7. E-tickets Overview — send and track tickets

---

⚙️ System Administrator

Your focus is configuring the system, managing users, and maintaining integrations.

Start here:

1. Users — set up and manage user accounts and roles

2. Brands — configure brands and their settings

3. Setup → System Setup — core system configuration

4. Setup → Destinations & Resorts — geographic configuration

5. Security measures — understand security settings

6. 2 Factor Authentication — enforce secure logins

7. GDPR — data protection compliance

8. Restful API authentication — API and integrations

---

💰 Finance / Accounting

Your focus is payments, reconciliation, invoicing, and profitability tracking.

Start here:

1. Dashboard — financial summary widgets

2. Payment Registration — register incoming payments

3. Payment File Import — bulk import payments

4. Refund File Import — process refunds

5. Invoice — manage invoicing

6. Autobilling — automated billing setup

7. Missed Payments — identify and chase overdue payments

8. Export — export financial reports

---

🏨 Hotel Manager / Supplier

Your focus is hotel setup, contracts, availability, and room management.

Start here:

1. Hotels — overview of hotel management

2. Hotel Creation — set up a new hotel

3. Hotel Contracts — manage supplier contracts

4. Base Room Types — define room categories

5. Stop Sales — close availability for specific dates

6. Close Out — block out entire periods

7. Special Offers — configure hotel-level promotions

---

Done with Getting Started? Head to the section most relevant to your role and dive in. And remember — if you're ever stuck on a term, the Glossary has you covered.