Operations Runbook

How to run the travel questionnaire platform day to day: writing the questions travellers answer, setting the prices they are quoted, publishing a questionnaire to your website, and reading the enquiries that come back.

This guide is for the person who runs the platform. No technical background is assumed, and nothing here needs a developer.

The screenshots come from a demonstration account, so the agency name, prices and enquiries in them are invented. Your own account looks the same, with your agency's name and your own figures.

Your typical day

What you want to do	Go to
Read new customer enquiries	Customer answers
Change the wording of a question	The question bank
Change prices for a season	Pricing
Add a question to a live questionnaire	Building a questionnaire, then Publishing
Put the widget on a new page	Publishing

A change is never live until you publish it. You can edit a draft all day without a traveller seeing anything.