Agency tips
Getting started with your EpixHub workspace
Set up your agency, invite your team and prepare for your first booking.
EpixHub editorial team3 min read
Complete your agency profile
Start with the agency's contact details and the information your team uses every day. A complete profile gives bookings and support a consistent starting point.
Bring the right people into the workspace
Invite the teammates who will handle bookings, client information and follow-up. Agree on who takes each action so work stays clear as the agency grows.
Organise your clients
Keep traveller and client details together before creating a booking. Clear records help the next teammate pick up a request with the right context.
Review the available services
Explore the services your clients need and how requests are handled. Keep service details, booking references and confirmations easy to find.
Prepare a repeatable workflow
Agree on a simple process from the first enquiry through confirmation and support. Review it with your team after the first few bookings and improve the handovers.
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