1. Pilgrimage / Religious Tourism
  2. Get started
Get started

Get Pilgrimage / Religious Tourism running in four steps.

Prepare a pilot group, assign a journey and review its delivery handoff.

  1. Create your account

    Click Start now and create your ERP.AI account.

    Start now
  2. Download Proto

    Proto is the desktop app you use to set up Pilgrimage / Religious Tourism. It runs on macOS, Windows and Linux.

    Download Proto
  3. Make it yours

    Open Pilgrimage / Religious Tourism in Proto and adjust fields, steps, roles and approvals to match how your team works.

    Implementation plan
  4. Bring your data and team

    Import your records, then invite your team and assign their roles.

    See the roles

Create your account

Click Get started and use Proto to configure Pilgrimage / Religious Tourism for your team. Identify the Group Coordinator, Dispatcher, Driver, Document Verifier and Operations Manager who will rehearse the first departure. Set up people, parties and vehicles before entering the trip.

Prepare the first operating cycle

Choose one group with known travel dates, leader and participant count. Add its dated services, then create a requested trip with customer, vehicle, driver and planned interval. Have Dispatcher review capacity and conflicting assignments before approval. Add ordered stops and a representative transport file.

Review before release

Rehearse actual departure and stop entries, then capture recipient evidence at the end of the journey. Operations Manager should compare the completed route and delivery entry with an authorized charge before invoicing. Check the group calendar, trip board and charge views with the people who will use them. Agree provider booking, communication and billing handoffs for the operating team.

Set up Pilgrimage / Religious Tourism your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started