Onboarding Guide
Get your travel agency up and running on EzUmrah in under a day. Follow these 6 steps.
Create Your Account
Sign up at umrah.eztechify.com in 2 minutes. Enter your travel agency name, your name, and contact number. We verify your travel agency license and activate your account within 4 hours.
Pro Tips
- ✓ Have your agency license number ready
- ✓ Use your agency WhatsApp number for faster verification
- ✓ Check your WhatsApp for the activation message
Configure Your CRM
Add your team members, upload your agency logo, set up your package templates (Umrah, Hajj, Holiday), and configure your invoice branding with your colors and footer text.
Pro Tips
- ✓ Invite all team members and assign roles
- ✓ Set up at least 3 package templates
- ✓ Customize your invoice template before generating any
Import Your Data
Upload your existing bookings, contacts, and suppliers via CSV. Our import wizard maps your columns automatically. You can also import from Excel or Google Sheets.
Pro Tips
- ✓ Download our CSV template for the correct format
- ✓ Clean your data before importing (remove duplicates)
- ✓ Start with a small batch to verify the mapping
Add Your First Pilgrim
Enter pilgrim details manually or via bulk upload. Upload documents (passport, visa, health cert), assign flights and hotels, and generate your first quotation.
Pro Tips
- ✓ Upload documents as you add each pilgrim
- ✓ Assign rooms before confirming bookings
- ✓ Generate a test quotation to see the branding
Generate Your First Invoice
Create a branded invoice, set up an installment plan if needed, and email it directly from the system. Track payment status and send reminders automatically.
Pro Tips
- ✓ Set up payment terms before invoicing
- ✓ Enable notifications for invoice events
- ✓ Test with a mock invoice first
Go Live & Track
Print confirmation notifications, track every booking to departure day, assign tasks to your team, and monitor your dashboard analytics for real-time insights.
Pro Tips
- ✓ Set up daily task summaries for your team
- ✓ Monitor the dashboard for booking status changes
- ✓ Enable document expiry alerts
Need help getting started?
Contact Support