Getting started as an operator on Umrah Connect
6 min read · Umrah Connect team
From an empty workspace to a bookable operation in five steps. This is the exact order we recommend — each step feeds the next.
1 · Set up your workspace
Sign up as an Umrah Operator / Agency. Your workspace is tenant-isolated: your pilgrims, bookings and finances are yours alone. Complete provider verification when our team reaches out.
2 · Create your packages
Under My CRM → Packages, define what you actually sell — name, trip type, duration, adult price. Packages power booking creation, so do this before importing pilgrims.
3 · Load your pilgrims
Add pilgrims with passport details and documents. The status lifecycle (Lead → Booked → Visa → In Kingdom → Returned) drives your dashboard counters, so keep it current.
4 · Book and invoice
Create a booking, attach pilgrims, select the package, then generate the invoice from the booking. Record payments as they arrive — the invoice moves Draft → Partial → Paid automatically and your outstanding balance stays honest.
5 · Coordinate supply
Use Hotels, Transport and Visa & Compliance for your own inventory, and the shared Marketplace to find or offer services. Requests you receive can be answered with offers and converted into bookings in one click.