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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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59 guides
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.
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.
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.
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.
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.
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.
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.
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.