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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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Email Series — automate your trip follow-ups
Email Series turn your best follow-up sequences into automation: build an ordered set of email steps once, assign it to a trip, and the right emails send at the right time — from your own mailbox, with attachments and merge tags handled. Covers building a series, trigger types, send times, assigning, and per-trip skip/reschedule overrides.
Invoicing — Send, Track, and Book Payments
How invoicing works in Books: create invoices with categorized line items, email them to clients from your billing address, track viewed/paid status, and post payments to the ledger. Cash-basis by default — the invoice hits the books when you mark it paid.
Groups in Trips — what they are, when to use them
Groups are Trips' primitive for hosted cohorts — cruise groups, escorted tours, themed trips, corporate incentives. This article explains what a Group is, when to reach for one instead of individual Trips, and how the pieces fit together.
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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.
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.
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.
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.
Customize your pipeline (Trip statuses)
Rename, recolor, reorder, and add custom trip statuses to match how your agency actually works — plus what core, default, final, and client-facing really mean.
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.
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.
Trips — Getting Started
A 30-minute roadmap for your first week in Trips: customize your pipeline, set up branding, build your first trip, send your first invoice, and invite your first client to the portal.
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.
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.
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.