Quick Start

Quick Start

Already have an account, client, and booking and just need to record them? Follow these steps!

Step 1: Create a Basic Client

Complete the first 8 steps. First and Last name are the only required fields, you can come back and add more details later.

Technically you can skip this step, but we recommend at least getting a first and last name, it will make things easier later!

Step 2: Create a Trip

Follow all of the steps on this page (don't worry, it is easy).

Step 3: Add a Booking

Follow the first 10 steps (also very easy).

That's it!

Now that you have the basics handled, go back and check out the rest of the documentation to be sure you are getting everything you can from TESS.

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