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.
Featured
Fresh off the press
Troubleshooting Compass
Quick fixes for the things that go wrong most often — editor hiccups, uploads, publishing, sharing.
Compass Plans
Three Compass plans (Individual, Team, Host Agency), what each includes, how seats work, free trial, and how to change plans.
Snippets & Reusable Blocks
Two reuse features that look similar but behave differently. Snippets are copy-paste; reusable blocks stay in sync across all guides.
More guides
33 guides
Profile & Security
Profile in Core, password changes, multi-factor authentication, active sessions, Books-specific preferences.
Reconciliation
Monthly process of matching what Books says against what your bank shows. How to do it, what to do when it won't balance.
Reports
P&L, Balance Sheet, Cash Flow, plus travel-agency-specific reports. Saving views, comparing periods, exporting.
Support Tickets
Open and track support tickets from inside Books. What makes a good ticket, response time targets.
Transactions — Add, Edit & Categorize
Add expenses, income, transfers, and deposits. Edit, categorize, split, and bulk-manage transactions.
Troubleshooting Books
Common Books issues and how to fix them.
Marketing — Getting Started
Step-by-step from new account to your first sent campaign. Settings, sending domains, contacts, audiences, your first send.
Import Campaigns from Canva
Design in Canva, export as HTML, drop the .zip into a new campaign. Layout, images, and merge tags all preserved.
Bank Feeds in Books
Connect a bank via Plaid for automatic transaction sync. How balances refresh, what to do when the bank invalidates the connection, privacy and security.