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How-to guides, troubleshooting, FAQs, and product updates for UrTravelPro — everything you need to get the most out of Books, Marketing, Compass, and Trips.
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Email Series — automate your trip follow-ups
Email Series turn your best follow-up sequences into automation: build an ordered set of email steps once, assign it to a trip, and the right emails send at the right time — from your own mailbox, with attachments and merge tags handled. Covers building a series, trigger types, send times, assigning, and per-trip skip/reschedule overrides.
Invoicing — Send, Track, and Book Payments
How invoicing works in Books: create invoices with categorized line items, email them to clients from your billing address, track viewed/paid status, and post payments to the ledger. Cash-basis by default — the invoice hits the books when you mark it paid.
Groups in Trips — what they are, when to use them
Groups are Trips' primitive for hosted cohorts — cruise groups, escorted tours, themed trips, corporate incentives. This article explains what a Group is, when to reach for one instead of individual Trips, and how the pieces fit together.
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Group financials — sales, commission, and per-member payment tracking
How the Financials tab on a Group rolls up sales, commissions, and per-member payment status across every attached Trip's invoices. The three sub-tabs (Overview, Per member, Commission), how "days behind deposit" is calculated, and how the numbers flow into your regular Sales and Commission reports.
Creating a Group — statuses, destinations, and settings
A field-by-field tour of the New Group form and the Settings tab: the five status states (Draft / Open / Sold out / Waitlist / Archived), the destinations list that feeds every member's Trip, roommate matching, and the archive workflow.
The public booking page — cover, options, add-ons, itinerary, hosts
The public /g/{slug} booking page editor: hero and cover images, room/cabin options with per-occupancy pricing, per-traveler add-ons, itinerary, FAQs, "Meet the host" agent + group-lead pickers, terms, and the deposit + final payment schedule.
Group members — roles, auto-attached Trips, and Group Leads
How the Group Members roster works: the three roles (Member / Leader / Waitlist), how Trips auto-create when someone books, promoting a member to Group Lead, and what a lead can do that a member can't.
What Groups look like on the client portal — Hosted Trips + Lead landing
Every angle of the client-side experience for Groups: the Hosted Trips tile grid, the Group tab that layers on top of a traveler's trip, the Lead Dashboard for designated group leads, and the standalone Group Lead landing page for leaders who aren't personally traveling.
Group Messages vs. Community Chat — broadcasting to the group
The two different messaging surfaces on a Group: Messages (agent-authored broadcasts sent as email) and Community Chat (real-time back-and-forth between agents, group members, and the Group Lead). What each is for, delete permissions, and the live presence indicator.
Rooming and roommate matching — filling cabins for hosted groups
The Rooming tab: how to assign members to rooms/cabins, export a supplier-ready manifest, and — when enabled — how the roommate-matching flow works from a solo traveler's portal through mutual match to agent approval.
SEO & AI Search Best Practices for Compass
How to get the most search-engine and AI-assistant visibility out of your Compass resource center — the exact settings to turn on, and how to write guides that get found and cited.
New: The Promotion Guide Type
Turn a limited-time deal into a shareable, trackable page — and, with one click, a draft email campaign in Marketing. A walkthrough of the new Promotion guide type, with examples.
Groups
Hosted travel groups: create a group, attach trips, manage members, publish a public booking page that auto-creates trips from sign-ups.
Surveys
Auto-dispatch post-trip surveys, send them manually from any trip, and read results in the dashboard.
Referrals
Set up the per-agency referral program, share links from any contact, and track inquiry → booked → rewarded.