Plan smarter,
travel easier.
Destination guides, pre-trip checklists, app walkthroughs, and quick answers — the things UrTravelPro clients ask us about, collected in one place.
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Invite a client to the portal
Two places to send a portal invite — the trip's travelers strip and the contact's Access tab — plus the auto-invite setting, the 7-day claim link, resending, and how disabling and reactivating works.
Trip Memories (client-uploaded photos)
A private photo shelf on each trip in the client portal — travelers upload photos from their phone, see them next to their itinerary, and keep them as a memento after they get home. Agent-blind by design.
Custom domain for the portal
Run the client portal on your own subdomain — e.g. portal.youragency.com — instead of the shared trips.urtravelpro.com host. Walks the CNAME setup, the four pending states, the SSL wait, the Apple Pay re-registration step, and the cross-host session handoff.
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Send emails from your own Gmail
Connect your Google or Workspace mailbox so trip emails go out from your real address, sent copies land in your Sent folder, and client replies thread back to the trip's Messages tab automatically. Covers the OAuth flow, the scopes we ask for, the fallback sender, and disconnect.
Reports overview
A tour of every report at /reports — Sales summary, Sales detail, Commission report, Aging + forecast, Booking funnel, Top suppliers + countries, Agent leaderboard, Per-client LTV, and the Passport access log. What each one answers, who it is for, and how the shared period picker works.
Agent leaderboard
The Agent leaderboard report ranks every agent in your org by invoiced revenue, with paid, net commission, and invoice count alongside. Top-three podium highlighting, a visual progress bar per row, and a sensible single-row degenerate case for solo-agent agencies.
Commission reports
The two commission reports — Commission report and Aging + forecast — explained in depth: how received vs expected dates drive the numbers, what the YTD / 90-day / current-year / Overdue buckets mean, the 6-month forecast chart, the overdue follow-up table, CSV export, and the drilldown into the Commission Manager.
The portal sign-in prompt
What the "Sign in to your portal, or continue without signing in" splash is, when it appears on public share links, and the 7-day per-token skip cookie that keeps it from nagging clients.
The branded client portal
A tour of the client-facing portal in Trips — what your clients see when they sign in, how trip pages, messages, files, and notifications work, and why portal logins are kept separate from your agent session.
Customize your pipeline (Trip statuses)
Rename, recolor, reorder, and add custom trip statuses to match how your agency actually works — plus what core, default, final, and client-facing really mean.
Passport collection workflow
The right way to collect passport details and scans from clients: a trip-attached form with passport identity fields plus a file-upload field routed to the encrypted passport vault. End-to-end encryption, per-agency keys, audited every access.
Trips calendar
The /calendar month view — what shows up (trip spans, custom events), how the iCal subscribe URL works in Google Calendar, Apple Calendar, and Outlook, and how privacy + the per-user subscription token keep your team's calendars honest.
Companions and relationships
Link spouses, kids, parents, friends, and travel partners between contacts in Trips. How mirrored pairs work, how to add and remove them, and where they show up.
Contacts in Trips
How contacts work in Trips: the split between Core identity and Trips-owned travel data, the contact drawer's tabs, the find-or-create dedup flow on add, and how contacts become travelers on a trip.
Branding & default cover photo
Set your agency identity in Settings → Branding: logo, brand color, display name, address + contact block, portal URL slug, and the agency-wide default trip cover photo used when a trip has no cover of its own.