Courier Booking System Onboarding Process | CourierSystem
1. Pre-Setup
- Receive signed client agreement and payment of setup fee
- Confirm company branding assets (logo, colors, fonts)
- Collect province pricing table, parcel size rules, and weight tiers
- Confirm preferred payment methods (EFT, card, PayGate, etc.)
- Gather contact emails for notifications (admin, support, accounts)
- Identify any optional add-ons requested (API integration, SMS notifications, tracking dashboards)
2. System Deployment
- Clone master template site or install a new WordPress instance
- Apply branding (logo, colors, company name)
- Configure province-to-province pricing tables
- Configure parcel size and weight rules
- Set up payment gateway with client credentials
- Configure automated email notifications (booking confirmation, status updates)
- Create admin user accounts and assign roles
3. Client Data & Testing
- Add sample bookings to validate pricing calculations
- Test payment workflow (sandbox and live readiness)
- Verify all email notifications are delivered correctly
- Test manual booking entry via admin dashboard
- Validate booking status workflows
- Test all call-to-action buttons and internal links
4. Client Training
- Provide admin login credentials
- Walk through dashboard usage (view, add, edit bookings)
- Explain status changes and manual overrides
- Demonstrate reports and exports (if included in package)
- Explain support process and response times
5. Go-Live
- Confirm client approval on branding, pricing, and notifications
- Switch payment gateway to live mode
- Launch booking system on final domain or subdomain
- Send welcome email with credentials and documentation
6. Post-Launch
- Monitor first 1–2 live bookings
- Resolve minor issues within package scope
- Offer optimisation recommendations
- Collect testimonial or feedback for marketing use
- Schedule monthly review or maintenance window
Tips for Scaling
- Maintain a standard onboarding checklist for every client
- Use a cloneable master site for rapid deployment
- Standardise onboarding and system emails
- Quote any custom features separately to protect margins