J
Jeevi Help CenterTravelOS Support
Administration & Setup

Customise Jeevi for your business

Use Jeevi as the core framework, then adapt roles, workflows, forms, payment options, documents, reporting and integrations to the business.

Best for: Owners & Management5 min readUpdated · v0.7.1
Customise Jeevi for your business interface guide
Jeevi interface guide - select the screenshot to open a larger view.

Discovery first

DAIM HUB Fiji studies how the business sells, books, confirms, dispatches, collects payments and reports before final configuration.

Configure the framework

Roles, fields, approvals, documents, rates, payment methods and integrations can be aligned to the actual operating model.

Validate before launch

Use role-by-role testing and sample workflows so each team confirms that the final setup is easy to understand and matches the business process.

Walkthrough

Step by step

  1. Document the current business workflow.

  2. Identify teams, approvals and required data.

  3. Configure Jeevi around those requirements.

  4. Test each portal with realistic examples.

  5. Launch with support and ongoing improvements.

Need this offline?

Open the complete Jeevi TravelOS User Guide with screenshots and feature references.

Open PDF Guide ↗