FoundationsLearn
Video Guides
Short walkthrough videos covering setup, bookings, operations, CRM, payments, AI, and white label.
2 min read
Every video is short and task-focused. Captions and transcripts are available on each, and the interactive product demo covers the same ground hands-on.
Getting started
| Video | Length | Covers |
|---|---|---|
| Workspace setup in 10 minutes | 9:40 | Registration, time zone, currency, onboarding checklist |
| Your first tour | 7:15 | Tour fields, schedules, add-ons, blackout dates |
| Generating availability | 5:05 | Schedule-driven generation, capacity, cutoffs |
| Connecting Stripe | 6:30 | Connection, webhook secret, test mode, going live |
| Publishing your booking page | 8:20 | Page settings, branding, widget embed |
Bookings
| Video | Length | Covers |
|---|---|---|
| Taking a manual booking | 6:45 | Customer selection, participants, add-ons, payment handling |
| Modifying and moving bookings | 5:30 | Changing departures, seat accounting, the event timeline |
| Cancellations and refunds | 7:00 | Cancellation reasons, seat release, recording refunds |
| Waivers and documents | 4:50 | Sending waivers, tracking status, attaching documents |
Operations
| Video | Length | Covers |
|---|---|---|
| The operations centre | 11:20 | Statuses, delays, notifications, event timeline |
| Guide and driver assignment | 8:10 | Skills matching, conflicts, time off |
| Vehicles and fleet | 6:35 | Capacity, maintenance, expiry tracking |
| Check-in on a phone | 4:25 | Manifest, participant check-in, field workflow |
| Incident reporting | 5:55 | Severity, actions, follow-up, safety records |
CRM and growth
| Video | Length | Covers |
|---|---|---|
| Customers and the timeline | 7:40 | Automatic history, notes, merging duplicates |
| Working the lead pipeline | 8:05 | Statuses, conversion, lost reasons |
| Companies and agency clients | 6:15 | Net rates, contacts, revenue attribution |
| Segments and review requests | 5:45 | Filtering, consent, post-trip automation |
AI
| Video | Length | Covers |
|---|---|---|
| Building an itinerary with AI | 10:30 | Prompting, editing, versions, sharing |
| Business insights explained | 7:25 | Health score, pricing signals, risk alerts |
| Configuring an AI provider | 4:40 | Provider choice, keys, model selection, governance |
White label and enterprise
| Video | Length | Covers |
|---|---|---|
| Brand kits end to end | 9:15 | Logo, colours, email identity, PDF branding |
| Custom domain verification | 7:50 | DNS records, SSL issuance, health monitoring |
| Multi-tenant administration | 12:05 | Provisioning, plans, governance, maintenance mode |
Developers
| Video | Length | Covers |
|---|---|---|
| First API call | 6:20 | Tokens, workspace scoping, pagination |
| Webhooks end to end | 9:35 | Registration, signature verification, retries |
| Automating with n8n | 11:10 | Trigger, transform, write back via the API |
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Missing a workflow? Tell us at [email protected] — requested topics are prioritised by how many operators ask.