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
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.
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.
Global search (Cmd-K)
How the topbar global search works in Trips: how to open it with Cmd-K / Ctrl-K, the buckets it searches (trips, invoices, forms, reports, contacts), how phone/email/name matching works on contacts, and how clicking a contact opens the drawer in place on /contacts.
The Trip page, top to bottom
A guided tour of the trip detail page: the hero, the eight tabs, the action pill, the "+ Create" menu, and the right-rail Trip details card. Where everything lives and how to interact with it.
Trip files (encrypted attachments)
How the Files section of a trip works: uploading documents, the 25 MB limit and supported file types, the client-visible toggle that controls what your traveler sees in the portal, virus scanning, encryption, and the access log we keep for every file.
Client can't log into the portal
Your client says the magic link doesn't work, or they can't sign in. Walk through the common causes — expired claim link, wrong email, link clicked in the wrong browser, already-claimed link, account disabled — and how to resend.
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.
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.
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.
My client didn't get their portal invite
Walk through the five common reasons a portal invite never reaches the client — spam folder, wrong email on the contact record, expired claim link, domain-level delivery block, or an old link the client clicked after you resent.
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.
Passport access log
The append-only audit trail of every passport upload, view, download, and delete across your agency. Why it exists, who can read it, how to filter by action / agent / date, and what each row contains.