Getting Started — Agency Setup

Last updated: November 6, 2026

How a new agency gets set up on Edvisor: sign in from the confirmation email, complete 3 short setup steps, then follow the Getting started checklist to your first proposal. Covers connecting to schools, the practice school, and the Make it yours screen.

Welcome to Edvisor! This guide takes you from sign-up to your first proposal in a few short steps.

Sign in from your confirmation email

Click the link in your confirmation email. It verifies your address and signs you straight in.

Edvisor opens in your language, with your local currency already added to your currencies. A countdown shows how many days are left in your 14-day free trial.

Complete setup in 3 short steps

  1. Your agency: add your phone number, the program types you sell and the countries you send students to. Your agency name and country come from sign-up. Adding your logo and website is recommended. You can also change the language Edvisor uses at the top of this step.

  2. Your schools: we suggest schools in the destinations you send students to. Connect to several in one click, or paste a list of school names.

  3. Your team (optional): invite your colleagues and choose their role. You can also do this later in Settings › Team. See Managing your team: members, roles, and permissions.

Some accounts may not see the team step.

You are set as your agency's partnership contact. Click Change contact to change it. To stop and come back later, click Save and finish later.

When you finish, choose where to start: Make a practice proposal, Complete your profile, Invite your team or Go to my home page.

Follow the Getting started checklist

During your free trial, the Getting started checklist on your home page shows your first seven steps and ticks each one off as you go:

  1. Create your account

  2. Complete your profile (logo and website)

  3. Choose your schools

  4. Make a practice proposal

  5. Add your first student

  6. Create your first proposal

  7. Create your first sale

Each step has a button to do it and a Learn how link to the Help Centre. When all seven are done, the checklist changes to You're set up, with links to keep learning.

To hide the checklist, click Hide checklist. To bring it back, open your profile menu and click Show getting started again.

Start with the practice school

Every new account is connected to a practice school. Its programs are examples, so you can try the whole flow safely before you quote real programs.

Your first search is prefilled from your setup answers. In the results, the practice school has a Practice school badge, always appears after the other schools, and has a Start a practice proposal button.

Practice proposals are for practice only. Don't send one to a real student.

Make your profile visible to schools

Schools can't see your agency profile until you add a logo and a website.

The Make it yours screen lets you add them and set the main color and font of your proposals and student portal, all in one place. It also shows your currencies. To add one, click Add another currency.

To open it, click the Complete your profile step on the checklist. While your profile is hidden from schools, you can also open it from the Make it yours link in Settings › Recruitment › Information. You need permission to edit agency information.

Insurance and payments

Insurance and payments are no longer part of setup. Your home page shows what is Included with your account, such as the insurance marketplace and EdWallet:

After you send your first real proposal, Edvisor asks you two quick questions about your insurance and payments.

Next steps