Getting started
Onboarding wizard
Set your currency, branding, default markup, and invite your team.
The first time you log in to a new workspace, Ratiba walks you through a short onboarding wizard. You can skip any step and come back to it later from Settings.
Step 1: Company basics
- Trading name. Shown on every proposal.
- Logo. Square or wide. SVG or PNG, transparent background recommended.
- Brand colors. Primary and accent. Used in proposals and PDF exports.
- Default reporting currency. Usually USD or EUR.
Step 2: Default markup
Ratiba's pricing engine calculates supplier cost from your rate cards and then applies a markup to produce the selling price.
- Default markup percent. For example 25% means a $1,000 supplier cost becomes $1,250 to the client.
- You can override markup at the trip level, the day level, or per line item. The default is just the starting point for new itineraries.
If you sell on a net basis (commission paid by suppliers, no markup), set this to 0.
Step 3: Invite your team
Add team members by email. Each member gets one of three roles.
- Owner can do anything, including billing and deleting the workspace.
- Admin can manage rate cards, content, and invite teammates, but cannot delete the workspace or change billing.
- Member can build itineraries and send proposals, but cannot edit rate cards or invite teammates.
You can change roles later from Team settings.
Step 4: Seed content
The wizard offers to pre-load:
- A list of major parks and reserves for your country with default park-fee categories.
- A starter season table (typically green, shoulder, and high).
We recommend accepting both. You can edit or delete any of it later.
What's next
Continue to Build your first itinerary.