Setup & Configuration
How to configure your account and core platform settings.
9 articles
- How to add a new userInvite new users to the back office and assign their roles and login credentials
- How to customize interface text with Custom translationsOverride the default wording your customers see — across the booking flow, customer portal, login screens, and emails.
- How to set your receipt & invoice detailsCustomize your receipt — add your company name, VAT number, and address to every invoice.
- System fieldsThe available field types and what each one is for.
- How to set up rolesCreate and manage roles to control what each user can see and do in Tourseta.
- What are Customer Fields?Collect traveler info like passport details and emergency contacts once, then reuse it on every booking.
- Email TemplatesLearn how to create and manage reusable email templates
- Using variables in messages and templatesInsert dynamic placeholders like the booker's name or tour name that fill in automatically when a message is sent.
- How to set up currenciesEnable the extra currencies you want to accept and set each one's exchange rate and rounding.