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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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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.
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.
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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.
Commissions aren't posting to Books
Why a commission you marked received in Trips isn't showing up in Books — and how to get it flowing again. Covers the paused integration banner, an unfinished mapping, an archived account, a transient outage, and the wrong-org sanity check.
Setting up Stripe Connect
How an agency owner connects Stripe inside Trips so they can charge planning fees with Direct Invoices: what Stripe asks for during onboarding, when payouts arrive, and how Apple Pay / Google Pay get enabled on your domain.
My custom domain won't connect
Your portal won't serve from your custom hostname yet? Walk through the four common causes — wrong CNAME, SSL still being issued, Apple Pay not re-registered, conflicting DNS records — and how to fix each one.
Direct Invoices (charge planning fees via Stripe)
How Direct Invoices work in Trips: charging your own planning, consultation, and service fees through your branded client portal via Stripe. What to put on one, how the client pays, the fee math, and how refunds work.
Emails not sending from my Gmail
Trip emails aren't going out from your Gmail address? Walk through the five common causes — connection dropped, fell back to our backup sender, Workspace admin blocked it, replies not threading, or you hit Gmail's daily limit — and how to fix each one.
Connecting Books
How to connect Books to Trips so commission deposits and Direct Invoice income post into your bookkeeping automatically: picking a company, mapping income and bank accounts, choosing a payee mode, and pausing the integration when you need to load historical data by hand.
Proposal vs Itinerary vs Proposal Pro
Three options appear when you click + Create on a trip — Proposal, Proposal PRO, and Itinerary. Same builder, three different documents. Here is how to pick the right one fast.
Stripe payments aren't working
When your Stripe Connect setup looks done but payments aren't working, the cause is almost always one of five things. Here's how to spot which one and what to do.
Books Reports
Generate financial statements (P&L, Balance Sheet, Cash Flow) and management reports (Expenses/Income by Category, Trial Balance, General Ledger, and more). Export each report as PDF, Excel, or print-friendly HTML.
Sending Domains and DNS Setup
Verify a custom domain so marketing emails come from your address ([email protected]) with proper SPF, DKIM, DMARC, and Return-Path records.
Compass Categories
Organize guides into top-level categories and subcategories. Used for filtering in the admin guide list and the public resource center.