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.
All resources
48 guides
Trips — Getting Started
A 30-minute roadmap for your first week in Trips: customize your pipeline, set up branding, build your first trip, send your first invoice, and invite your first client to the portal.
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.
Trip messages (agent ↔ client thread)
The email-threaded conversation on every trip. Walks composing a new thread, replying or replying-all, attachments, the portal reply path for clients, MPP-aware open tracking, and what the read/likely-opened/opened states actually mean.
Email templates
Save the emails you send over and over — welcome, quote-ready, booking confirmation, payment reminder, post-trip thank-you — and load them into the composer with one click. Covers the platform defaults Trips ships with, merge tags, and editing or deleting them.
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.
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.
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.
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.
Troubleshooting Trips
An index of every troubleshooting article in the Trips help library — what each one covers in one line — plus how to open a support ticket when the article does not fix it.
What a Trip is in Trips
A field-by-field tour of a Trip — the central record in Trips. What each field actually does, and how a Trip ties together its travelers, destinations, proposals, invoices, files and notes.
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.