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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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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.
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82 guides
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.
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.
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.
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.
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.
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.
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 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.
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.
Sharing a proposal or itinerary
How the Share button works, how view tracking is recorded, and what happens when a client accepts a proposal.
Building an itinerary day-by-day
The itinerary builder, top to bottom: add days, drop in flights and hotels and transfers, handle multi-night stays, share a live calendar feed, and export a polished PDF the client can print at the airport.