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.
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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
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.
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.
What a Trip is in Trips
A field-by-field tour of a Trip — the central record in Trips. What each field actually does, and how a Trip ties together its travelers, destinations, proposals, invoices, files and notes.
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.
Contacts in Trips
How contacts work in Trips: the split between Core identity and Trips-owned travel data, the contact drawer's tabs, the find-or-create dedup flow on add, and how contacts become travelers on a trip.
Companions and relationships
Link spouses, kids, parents, friends, and travel partners between contacts in Trips. How mirrored pairs work, how to add and remove them, and where they show up.
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.
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.
Trip files (encrypted attachments)
How the Files section of a trip works: uploading documents, the 25 MB limit and supported file types, the client-visible toggle that controls what your traveler sees in the portal, virus scanning, encryption, and the access log we keep for every file.