Operator Portal setup order

When first setting up your Operator Portal, please follow our Setup order, see the screenshot or click the links below for help articles.

Note: Please be aware some of the modules listed below are optional purchases.

Step Link to Article

1. Roles and Users
2. Alert contacts
3. Create a bus
4. Create a driver
5. Create a stop
6. Create a ticket/fare
7. Create PDC/EOS
8. Create a holiday
9. Create a route category
10. Create a route
11. Setup operation dates
12. Smartcard settings
13. Create a stripe account
14. Create a school to assign to a Smartcard
15. Eligible travel days, multi trips discount, split trips pay once, free sessions
16. Register Smartcard individually, bulk method
17. Setup geofence
18. Passenger app delayed bus timer setting