Onboarding Business Clients to Vacation Incentive Packages
Follow these steps to onboard a business and set them up with a vacation incentive package:
1. Add the Client to Your Contacts
Log in to your Umbrella Dashboard and navigate to Contacts.
Click "Add Contact" to create a new client profile, or select an existing contact if they’re already in your system.
2. Add a Vacation Incentive Product
Go to the Products section and click "Add a Product."
Choose the “Vacation Incentive Package Subscription” from the list.
3. Set the Pricing & Billing Option
You’ll be taken to a screen to set the product price.
You have two billing options:
Define Your Retail Price: When onboarding a client, set your preferred markup over the wholesale cost. This determines the retail price charged to your client.
Receive Direct Payments: The full retail payment from your client is processed and deposited directly into your connected Stripe account.
4. Enter Business Client Details
Fill in all required client information, including:
Business name
Address
Contact details
5. Complete Payment
You have two payment options:
Enter your own or the client’s credit card details directly.
Or send a pre-generated invoice to the client so they can complete the payment themselves.
6. Account Provisioning & Onboarding Call
Once payment is processed, account provisioning will take a few business days.
You and your client will both receive email notifications once the account is successfully set up.
Additionally, the vendor will schedule an onboarding call with your client to help set up and walk through their dashboard.