A departure board for coach tour and group charter operators: each departure with its pickup route stop by stop, a manifest kept as head counts with a lead booker, boarding counted at each pickup, the coach and driver recorded for it, the fares each lead booker owes and a trip log once the coach is back. Stepwell never stores passenger names, dates of birth, ID numbers or health details.
See unconfirmed pickups, missing drivers, full coaches and late balances first.
Departures with booked seats over the recorded seat count, a pickup still planned within two days, no driver within three days or a balance past its due date lead. Then the board shows today and the next six days by time, each departure with its pickup route as a line of stops and a manifest block of seats booked, confirmed, held and boarded.
A route sheet for each departure in the next 14 days with each stop's time and status and the parties boarding there as lead booker and seats, then pickup points with departures and seats in separate columns.
One manifest per departure: lead booker, group, pickup, seats, party status and boarding status, with seats by status in the footer. No passenger names, dates of birth or health details.
Departed and returned departures with seats booked, seats boarded, miles recorded and checklist progress in separate columns, then cancelled departures.
Departures by status, seats booked by kind of tour, parties by boarding status, pickups by status, miles by coach and fares by payment status. Departures, seats, miles and dollars are never added together.
YOUR PROCESS, YOUR STARTING POINT
Useful structure. Only what you choose.
4 pipelines and 9 workflow drafts. Add the parts that match your work, with a separate sample view for exploring the interface.
01 / FOUR PIPELINES
Choose your starting structure.
Use a ready-made stage sequence or connect drafts to a suitable existing pipeline.
Scheduled tour departures · 8 stages
Group charters · 8 stages
Pickup point partners · 6 stages
Group organizers · 7 stages
02 / NINE WORKFLOW DRAFTS
Give the next step a shape.
Close the manifest
Confirm the pickups
Trip wrap-up
New charter inquiry
Quote follow-up
Head count check
Departure ready
New pickup point
New group organizer
Native trigger, task, wait, and note nodes provide editable examples. Every draft stays inactive until you review and publish it.
03 / SAMPLE WORKSPACE
Explore before adding records.
Explore 10 fictional departures: six scheduled, one departed, two returned and one cancelled, with 18 pickups and 25 booking parties kept as head counts. Sample edits stay in memory and reset on navigation or reload.
No sample customers are inserted into your CRM.
Starter setup checks selected kit additions before removal and preserves edited records and live work.
MORE OF THE WORKING DAY
From the first inquiry to the final handoff.
Editable native forms and document templates give your team a practical starting point.
01 / INTAKE & FOLLOW-UP
Three ready-to-edit forms.
Group trip inquiry
Head count update
Pickup point request
Choose forms individually in Setup & resources, then customize and publish them in the native form builder.
02 / WORKING DOCUMENTS
Three reusable templates.
Departure sheet
Pickup route card
Trip confirmation
Open each template in Documents and complete it for the actual job or visit.
03 / THE NEXT STEP
Checklists alongside the work.
Record progress and notes in the kit’s operating views. Keep earlier rows by archiving them, and retain the context for the next person.
Forms collect information for staff review. They do not automatically change the kit’s custom records. Repeating setup preserves existing resource edits.
THE KIT, UNPACKED
Your workspace. Your starting point. Your code to edit.
One contact-linked departure holds the tour name and kind, the organizer and destination, departure and return dates and times, the coach label and recorded seat count, driver and guide, the status, the manifest close date and recorded miles, pickups with time, order and status, booking parties with a lead booker, seats, boarded count, fare, payment and balance due date, and an editable checklist.
Departures operating view
Pickups operating view
Manifests operating view
Coaches operating view
Fares operating view
Trip log operating view
Insights operating view
Three native form drafts and three editable document templates
Editable departure checklists and preserved row history
Four optional pipeline templates and nine inactive workflow drafts
10 fictional in-memory departures
Guided setup, compatibility report, and private rollback receipt
AI-agent documentation for customized installations
Original editable source, configuration, and tests
Run the guided setup from the extracted kit. Supported integrations can be installed directly; customized integration files get a reviewed merge.
02
Connect the required helper.
Deploy the included helper from your authoritative backend source before connected edits. Build your web app, then choose any optional pipelines and drafts you need.
03
Set up your own team.
Edit business name, descriptor and default pipeline name. Sign in with your account and verify the workflows and permissions your team uses.
Compatibility and operational details
Seedly CRM 5.8.4 · extension API 1. Node.js 20 or newer. The installer checks supported integration-file versions and does not deploy your web app or backend. The included original backend helpers are required for connected departure creation, edits and resource setup. They preserve native account permissions, unrelated custom fields and row history, refuse access codes, logins, card and ID numbers, dates of birth, passenger name lists and health details, and check revisions before saving. Deploy them from the authoritative backend source. Pipelines and workflow drafts are optional.
Stepwell records what the office planned, booked, confirmed, counted and was paid. It makes no DOT, FMCSA, safety, insurance or on-time claim, does not check driver hours, vehicle records or coach conflicts, and does not plan routes, track vehicles, sell seats or take payments. It is not a passenger list: passenger names, dates of birth, passport and ID numbers, health and mobility details, card numbers, Social Security numbers, and depot or gate codes and passwords are refused in recorded text and in the native form drafts, while tour codes, booking references and coach numbers are kept.
Calling, messaging, signing, payments, and external integrations depend on your Seedly installation, account permissions, plan, and configured providers. Screenshots use sample data and reference imagery. Hosting, installation, and ongoing maintenance are your responsibility.
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For your own compatible Seedly CRM. Seedly software, hosting and installation services are separate. Each full-interface kit uses its own web installation.
BEFORE YOU MAKE IT YOURS
Good questions. Clear answers.
How do I receive the kit?+
Purchase securely through Whop. Your original source ZIP and installation documentation are delivered manually to the email used at checkout. This is a one-time purchase of this kit; Seedly software, hosting, and installation services are separate.
Does this include Seedly CRM?+
You obtain and configure Seedly separately. The kit adds original frontend screens, a shared theme, starter definitions, and integration instructions. It does not include Seedly’s codebase, license, hosting, or a separate CRM database.
Is this one connected workspace?+
Stepwell keeps its warm-grey route rail across the kit views and native CRM tools in the same signed-in account. Contacts, Calendar, Estimates, Documents, and other full modules retain the functionality supplied by your own Seedly installation. Existing authored content and provider screens retain their own layouts.
Can I use it with existing customizations?+
Yes, with a compatibility review. The installer checks the supported integration files. Changed integration files need a reviewed merge; the included AI-agent guide explains how to preserve custom extensions, permissions, providers, and routes.
Do I have to import all the starter content?+
No. Choose individual pipelines and workflow drafts, use a compatible existing pipeline, or install none. Workflows remain inactive until reviewed and published. They use native triggers, internal tasks, optional notes, and timed waits. A wait does not verify task completion or recheck the current stage. The included drafts do not send customer messages.
Can I remove the examples and starter content?+
Sample records stay in memory and never create customers in your CRM. Leave sample mode to return to your account. Starter setup lets you review removal of unused kit additions; server checks retain edited or published workflows and pipelines with live work or references. Removing the frontend does not delete account records.
Can different subaccounts use different kits?+
The current design and branding apply to the whole web installation. Subaccounts still separate data and access. Use a separate web installation for another full-interface kit; running different kit designs by subaccount in one installation requires additional customization.
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