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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.
How-tos
84 guides
Groups
Hosted travel groups: create a group, attach trips, manage members, publish a public booking page that auto-creates trips from sign-ups.
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 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.
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.
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.
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.