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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.
How-tos
84 guides
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.
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.
The portal sign-in prompt
What the "Sign in to your portal, or continue without signing in" splash is, when it appears on public share links, and the 7-day per-token skip cookie that keeps it from nagging clients.
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.
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.
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.
Payment schedules: deposits, final balance, and custom milestones
How the payment schedule on a Trips invoice works: when you need one, how to choose between Deposit + final and Custom schedule, how to mark a milestone received, what the receipt email looks like, and how to undo a payment that was logged in error.
Invoice line items and commission tracking
How to add line items to a Trips invoice: the line-item modal, the supplier picker, quantity and unit price, the dollar vs percent commission entry mode, your share %, the You net preview, and expected vs received commission dates.
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.