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
Team management + roles
The Team view inside Trips is read-only — invites, role changes, removals, and seat upgrades all happen in Core. Why Core is the authority, what the four roles do, how Trips-specific access is granted, the seat-status meter, and how the page links you out to Core for changes.
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.
Trip todos + reminders
Add, assign, and remind on trip-level tasks. Covers the four reminder anchors (absolute, days-from-today, days-before-start, days-after-end), staff + traveler assignees, client-visible tasks on the portal, the pending-review handshake, and how reminder emails fire.
Todo templates
How to build a reusable checklist of tasks in Settings → Todo templates and apply it to a trip in one click. Covers what a template item carries — due offsets, assignee placeholders, reminders, optional email automation — and what changes when you edit a task after applying.
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.
Forms (intake, traveler info, passport)
Build a form once, share a link, collect structured client responses on your branded portal. Use forms for new-client intake, per-trip traveler info, passport collection, signed release waivers, and marketing opt-in capture.
My file won't upload
A trip-file or passport upload is failing? Walk through the size cap, the MIME allowlist, virus-scan rejections, and slow-connection issues — and how to retry.
Client says they can't see my proposal
You shared a proposal but the client says nothing's there. Walk through the common causes — link was minted but never sent, proposal was unpublished, link landed on a custom domain that's not Live yet — and how to fix each.
Proposals + Itineraries — what they are
Orientation to the proposal family in Trips — Proposal, Proposal PRO, and Itinerary. What each is for, how they share a builder, and how the share-and-sign flow works.
Building an itinerary day-by-day
The itinerary builder, top to bottom: add days, drop in flights and hotels and transfers, handle multi-night stays, share a live calendar feed, and export a polished PDF the client can print at the airport.
Building a proposal: blocks, photos, pricing
How the proposal builder actually works in Trips — the block list, the photo uploader, the pricing card, and how autosave handles your edits as you type.
Sharing a proposal or itinerary
How the Share button works, how view tracking is recorded, and what happens when a client accepts a proposal.