Resources for running a sharper tour business.
Guides, onboarding help and support resources for teams using Pinit TourDesk to manage sales, finance, approvals, communication and reporting.
Help for every stage.
From first setup to daily team use, these resources help clients understand how to get value from the platform quickly.
Getting started
Set up users, clients, settings, branding, opening balances and first documents.
Sales workflows
Learn how leads, WhatsApp follow-ups, quotes and conversions work together.
Finance workflows
Understand invoices, receipts, payments, expenses, approvals and reports.
Common learning paths.
Create and send a quotation
Prepare a safari quote, share it by WhatsApp and convert it into an invoice when accepted.
Manage invoices and receipts
Track balances, record payments, issue receipts and send payment reminders.
Capture website leads
Connect enquiry forms so prospects enter the lead pipeline ready for follow-up.
Use payment requests
Let staff request payments while managers approve, reject or ask for changes.
Read business reports
Filter financial, client, expense and payment reports by the details that matter.
Understand audit trail
Track key system activities and maintain accountability across users and roles.
Frequently asked questions.
Do you help with onboarding?
Yes. Setup, staff training and data migration can be provided depending on the plan and scope.
Can my team use different roles?
Yes. Admin, accountant, staff and marketing roles can access different parts of the system.
Can I connect website enquiries?
Yes. Website lead forms can send enquiries into Pinit TourDesk for follow-up and quoting.
Can I get help after setup?
Yes. Support is available through the contact channels provided by Pinit Online Solutions.
Need help choosing a plan?
Talk to the Pinit team and get guidance on setup, workflows and the right package for your tour business.