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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.
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Email Series — automate your trip follow-ups
Email Series turn your best follow-up sequences into automation: build an ordered set of email steps once, assign it to a trip, and the right emails send at the right time — from your own mailbox, with attachments and merge tags handled. Covers building a series, trigger types, send times, assigning, and per-trip skip/reschedule overrides.
Invoicing — Send, Track, and Book Payments
How invoicing works in Books: create invoices with categorized line items, email them to clients from your billing address, track viewed/paid status, and post payments to the ledger. Cash-basis by default — the invoice hits the books when you mark it paid.
Groups in Trips — what they are, when to use them
Groups are Trips' primitive for hosted cohorts — cruise groups, escorted tours, themed trips, corporate incentives. This article explains what a Group is, when to reach for one instead of individual Trips, and how the pieces fit together.
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Passport access log
The append-only audit trail of every passport upload, view, download, and delete across your agency. Why it exists, who can read it, how to filter by action / agent / date, and what each row contains.
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.
Agent leaderboard
The Agent leaderboard report ranks every agent in your org by invoiced revenue, with paid, net commission, and invoice count alongside. Top-three podium highlighting, a visual progress bar per row, and a sensible single-row degenerate case for solo-agent agencies.
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.
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.
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.
Branding & default cover photo
Set your agency identity in Settings → Branding: logo, brand color, display name, address + contact block, portal URL slug, and the agency-wide default trip cover photo used when a trip has no cover of its own.
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.
Supplier Invoices (track due dates and payments)
How Supplier Invoices work in Trips: a track-only invoice for what your client owes a tour operator, cruise line, or hotel. How to create one, add line items, schedule the deposit and final, share with the client, and post commission to Books when the supplier remits.
Sharing a proposal or itinerary
How the Share button works, how view tracking is recorded, and what happens when a client accepts a proposal.
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.