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Short, plain guides to get the most out of SunTrip. Most take two to five minutes.

Getting started

Start here: your first ten minutesCreate your account, set up your workspace, add your first customer and invite your team.4 min read Your account, your workspace and the free trialHow signing up works, what the free trial is, and what to do if you belong to more than one company.3 min read Find your way aroundWhat each button in the left bar does, and how to restart the tour.2 min read

Using SunTrip every day

Customers: companies, families and individualsThe three kinds of customer, their profile, billing details and archiving.4 min read Travellers: profiles, preferences and loyalty numbersWhat a traveller profile holds, how to find someone, and the completeness checklist.4 min read Passports and privacyWhy passport numbers are hidden, who can reveal them, and expiry reminders.3 min read The dashboard and alertsYour week at a glance, the alerts bell, and the morning email.3 min read Invoices, credit notes and paymentsInvoice your customers for their bookings, record what they pay, and correct mistakes with credit notes.5 min read Bookings, trips and flightsRecord every service you sell, group them into trips, and follow each from draft to completed.5 min read Tasks: your to-do list and your team'sGive yourself and colleagues tasks, with due times, priorities and labels.3 min read The communications logKeep a record of calls, WhatsApps, emails and meetings with customers.2 min read Documents: passports, visas, tickets and expiry datesUpload files for customers and travellers, keep expiry dates, and who can download what.4 min read SuppliersThe airlines, hotels, DMCs and partners you book with.2 min read Leads and your website formKeep every enquiry, follow up on time, turn it into a customer in one press, and take enquiries from your website.4 min read Import customers and travellers, and download a backupBring your customers and travellers in from a spreadsheet, and download everything as a backup.4 min read Email notificationsWhich emails SunTrip sends you and how to switch them off.2 min read

Your team and your account

Invite your team and choose rolesAdd colleagues, give them the right access, and understand seats.4 min read A guide to SettingsWhat is in each Settings tab and who can use it.3 min read Plan and billingHow the free trial, subscribing, seats and cancelling work.4 min read

When something is not right

Common questions and fixesSign-in codes, invitations, seats, passports and other things that can go wrong.4 min read

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