Getting Started with TourRova
Set up your travel CRM from scratch and manage your first booking in under 10 minutes. This guide walks you through every step.
Step 1 — Create Your Account
Go to tourrova.com/register.php and fill in:
- Agency Name — your tour company name (shown on invoices, proposals, emails)
- Your Name — the admin user name
- Email Address — used to log in
- Password — minimum 8 characters
No credit card required. Your 14-day free trial starts immediately with all features unlocked.
Step 2 — Configure Your Agency Settings
Navigate to Settings in the sidebar and fill in your agency details:
| Field | Description | Used where |
|---|---|---|
| Agency Name | Your company name | Invoices, quotes, emails, customer portal |
| Your contact email | From address on all outgoing emails | |
| Phone | Your business phone | Invoices, vouchers, proposals |
| Address | Full address | Invoices and proposals |
| Currency | Default currency (USD, LKR, AUD etc.) | All booking amounts |
| Invoice Prefix | e.g. INV, VT, CE | Auto-numbering invoices (INV-2026-0001) |
Click Save Settings. Your agency details now appear on all documents.
Step 3 — Add Your First Customer
Go to Customers in the sidebar and click New Customer. Key fields:
- First Name / Last Name — used on all documents
- Email — receives confirmation emails and invoice links
- Phone / WhatsApp — used for WhatsApp messaging if enabled
- Nationality — appears on invoices for international bookings
- Passport Number — optional, appears on invoices
Step 4 — Create Your First Inquiry
Go to Inquiries and click New Inquiry. Fill in:
- Customer — select the customer you just added
- Destination — e.g. "Sri Lanka 10 Days"
- Travel Dates — from and to dates
- Guests — number of adults and children
- Source — where the inquiry came from (website, WhatsApp, referral etc.)
- Status — set to "New" initially
The inquiry now appears in your Inquiry Pipeline — a Kanban board where you can drag it through stages: New → Contacted → Quoted → Won.
Step 5 — Build an Itinerary
Go to Itineraries and click New Itinerary. Then:
- Enter the itinerary title (e.g. "Sri Lanka Cultural 10 Days")
- Click Add Day for each day of the tour
- Within each day click + Add Item to add hotels, transport, activities, meals
- Drag items to reorder them within a day or move them to another day
- Changes save automatically — no need to click Save
When done, click Print Itinerary to generate a branded PDF to share with customers.
Step 6 — Create and Send a Quote
Go to Quotes and click New Quote:
- Select the customer and link to the inquiry
- Optionally link to the itinerary you built
- Set the Valid Until date (creates urgency)
- Add Line Items — each service with qty, unit, and rate
- Add inclusions and exclusions lists
- Set deposit amount (e.g. 30%)
- Click Create Quote
From the quote view, click Send to Customer to open the send page. Choose email, WhatsApp, or copy the proposal link. The customer sees a beautiful branded proposal page where they can accept or decline online.
Step 7 — Confirm the Booking
Go to Bookings → New Booking (or convert from a quote). When you change the booking status to Confirmed:
- A confirmation email is automatically sent to the customer
- Transport and General vouchers are auto-generated
- A customer portal link is generated for the customer to track their booking
- A WhatsApp confirmation can be sent with one click
From the booking view you can also generate an invoice and record payments.
Dashboard Overview
The TourRova dashboard gives you a real-time view of your business at a glance:
| Section | What it shows |
|---|---|
| Stats row | Total bookings, active inquiries, monthly revenue, outstanding balance |
| Recent bookings | Your 5 most recent bookings with status |
| Pending inquiries | Leads waiting for follow-up |
| Upcoming arrivals | Bookings checking in within the next 7 days |
| Plan usage bar | How much of your plan's booking limit you've used |
What to Do Next
- Set up WhatsApp integration — to send booking confirmations and payment reminders via WhatsApp
- Embed the inquiry form on your website to capture leads automatically
- Configure payment reminders — automatic cron job that emails/WhatsApps customers before payment is due
- Understand the customer portal — your customers' branded trip dashboard
- Add your staff, guides and drivers to assign them to bookings
- Add your suppliers and hotels for use in itineraries