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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.
All resources
59 guides
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.
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.
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 Walk through the common causes — link was minted but never sent, proposal was unpublished, link landed on a custom domain that's not Live yet — and how to fix each.
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.
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 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.
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.
Sharing a proposal or itinerary
How the Share button works, how view tracking is recorded, and what happens when a client accepts a proposal.
Supplier Invoices (track due dates and payments)
How Supplier Invoices work in Trips: a track-only invoice for what your client owes a tour operator, cruise line, or hotel. How to create one, add line items, schedule the deposit and final, share with the client, and post commission to Books when the supplier remits.