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Destination guides, pre-trip checklists, app walkthroughs, and quick answers — the things UrTravelPro clients ask us about, collected in one place.
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Fresh off the press
SEO & AI Search Best Practices for Compass
How to get the most search-engine and AI-assistant visibility out of your Compass resource center — the exact settings to turn on, and how to write guides that get found and cited.
New: The Promotion Guide Type
Turn a limited-time deal into a shareable, trackable page — and, with one click, a draft email campaign in Marketing. A walkthrough of the new Promotion guide type, with examples.
Groups
Hosted travel groups: create a group, attach trips, manage members, publish a public booking page that auto-creates trips from sign-ups.
More guides
82 guides
Surveys
Auto-dispatch post-trip surveys, send them manually from any trip, and read results in the dashboard.
Referrals
Set up the per-agency referral program, share links from any contact, and track inquiry → booked → rewarded.
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.
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 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.
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.
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.
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.