Steps
1
Create or join your organization
Sign in from the main site, accept an invitation if one was sent to you, or create your organization during onboarding.
2
Add your first business
Suite is organized around businesses. A hotel, restaurant, bar, spa, or experience partner can each be managed as a business.
3
Complete the business profile
Add the public-facing name, description, address, website, contact details, logo, and hero image. This information appears in Desk and on voucher pages.
4
Invite teammates
Add managers or staff from organization settings or business settings depending on who should manage the whole organization versus a single business.
5
Create your first voucher
Use the voucher builder to define the guest-facing offer, redemption details, visibility, sending rules, and tracking settings.
Good to know
- Start with one real business and one real voucher before inviting a large team.
- Keep business descriptions guest-facing. Internal notes belong in your own operating docs.
- Use test sends before announcing a voucher to your concierge team.