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Welcome to PreFlight Onboarding:

Your Seamless Transition to a Smarter Flight Management System.

Why PreFlight’s Onboarding Stands Out:

  • Dedicated Support:
    Every client gets a dedicated CSM who understands your specific needs.
  • Customized Training:
    Tailored modules and hands-on exercises adapted to your workflows.
  • Data Security & Compliance:
    Industry-standard encryption and secure data handling.
  • Seamless Integration:
    Support for QuickBooks Online, QuickBooks Desktop, Sage Accounting, and more.
  • Flexible Pricing Options:
    Transparent, flexible plans with no hidden fees.

Our Streamlined Onboarding Process:

1.

Introductions

Your journey begins with a dedicated Customer Success Manager (CSM) who will be your guide throughout onboarding. In this initial meeting, we’ll review objectives and gather essential information to customize your setup, covering:

  • Integration needs (e.g., QuickBooks)
  • Target go-live date
  • Key contacts and scheduling preferences
  • Unique operational needs and workflows

2.

Data & System Setup

Before diving into configuration, we ensure all necessary data is transferred securely and accurately. Our team helps you:

  • Import aircraft, instructor profiles, and maintenance records, and more
  • Configure user roles, reservation types, resources, and rates
  • Set up billing and financial tools, including QuickBooks integration

3.

Training

We provide in-depth training tailored to your team’s needs, covering everything from scheduling to maintenance and billing. Training covers:

  • Scheduling tools, resource management, and automated notifications
  • Custom lesson design and student tracking in the LMS
  • Billing and financial reporting, including QuickBooks sync

4.

Pre-Launch Review

A few days before launch, we conduct a final review to confirm that all systems are fully operational and data is integrated correctly. This includes:

  • Verifying system settings, permissions, and granting user access
  • Running test scenarios for scheduling, billing, and maintenance
  • Finalizing the go-live date and communication plan

5.

Go-Live Execution

Launch day is here! We’re on standby to provide real-time support, ensuring a smooth transition with minimal disruption. Our team assists in:

  • Activating the production environment
  • Guiding first-time users and resolving any issues immediately

6.

Continued Support

After launch, we’re here to ensure smooth operations. Our post-launch support includes:

  • Ongoing training and user feedback sessions
  • Regular system reviews and adjustments
  • Custom check-ins for partner clients