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.
How-tos
74 guides
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.
Reports overview
A tour of every report at /reports — Sales summary, Sales detail, Commission report, Aging + forecast, Booking funnel, Top suppliers + countries, Agent leaderboard, Per-client LTV, and the Passport access log. What each one answers, who it is for, and how the shared period picker works.
Trips calendar
The /calendar month view — what shows up (trip spans, custom events), how the iCal subscribe URL works in Google Calendar, Apple Calendar, and Outlook, and how privacy + the per-user subscription token keep your team's calendars honest.
Trip todos + reminders
Add, assign, and remind on trip-level tasks. Covers the four reminder anchors (absolute, days-from-today, days-before-start, days-after-end), staff + traveler assignees, client-visible tasks on the portal, the pending-review handshake, and how reminder emails fire.
Todo templates
How to build a reusable checklist of tasks in Settings → Todo templates and apply it to a trip in one click. Covers what a template item carries — due offsets, assignee placeholders, reminders, optional email automation — and what changes when you edit a task after applying.
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.
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.
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.
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.
Proposals + Itineraries — what they are
Orientation to the proposal family in Trips — Proposal, Proposal PRO, and Itinerary. What each is for, how they share a builder, and how the share-and-sign flow works.
Building a proposal: blocks, photos, pricing
How the proposal builder actually works in Trips — the block list, the photo uploader, the pricing card, and how autosave handles your edits as you type.
The Commission Manager
How to use the Commission Manager at /commissions to reconcile supplier commissions across every trip: filtering Unpaid vs Received lines, recording a multi-line host deposit, working around a paused Books connection, and unreconciling a line you posted by mistake.