At Trail, we’ve seen customers grow from a handful of sites to hundreds. That’s no easy feat, but Trail can alleviate some of the challenges of expansion. Once you’ve mapped out and implemented a comprehensive compliance and brand standards program, you can onboard new sites in just a few minutes, confident that they’ll be set up for success.
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You can prepare everything on Trail well in advance of a new opening. If you have new sites on the horizon and a few minutes to spare, there's nothing stopping you from completing this task now.

First and foremost, you'll need to create your new site. To do this, head over to the Site Settings page.

Here, simply click the 'New Site' button and enter the name of your new site. You might also take this opportunity to assign your site to an existing Area and update the time zone. Additionally, you can add a site address for better organisation.

Now that you've created your site, you'll want to update its business hours and set a live date. If your site's business hours match those in Company Settings, you're already halfway there. All that's left is to select a live date. This should be the day you expect the teams to begin using Trail in earnest, as it triggers task creation and site scoring, and saves in reports.

💡 Tip: Manager-level users can also update business hours! To save time, ask each Manager to update the business hours for the sites they’ve been assigned to.

Now that your site has been created, it's time to assign content. The easiest way to do this is is to first identify an existing site that will operate most similarly to this new one. Head over to the Manage Tasks page and select this site from 'Filter by site.' Tick the first task you see here, followed by 'Select all' and 'Assign.' Choose your new site and hit 'Yes, assign.'

In just a few clicks, you'll have your new site set up with all the content it needs to hit the ground running! Now is also the time to create any bespoke content that this site might require. Remember, equipment names and minor checklist updates can be handled by your Managers once they've been assigned to the new site.

All that's left to do now is invite your users. Generally, this means creating one Team login and one Manager-level login. There's no harm in inviting your Managers now, as they can get a head start on any updates that are specific to this site. If the Manager of the site already has a Trail login, you’ll just need to update their site access from the Users & Permissions page.

We'll begin billing you for this site automatically once it goes live, in line with the billing for your existing sites.

That's all there is to it! With just a few quick actions, your new site is ready to run on Trail.