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
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.
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.
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.
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.
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.
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.
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.
Marketing Automations
Per-contact email workflows that fire on a specific trigger and walk each contact through a fixed sequence of steps. Built for "if this happens, send these emails" use cases — not for conditional branching.
Guide Visibility and Sharing
Four visibility levels control who can read each guide: Private, Team, Client, and Public. Sharing is via the canonical public URL when a guide is Public; staff use the Internal/External switcher to view team content on the public site.
PDF Export and Email Campaigns
Export any guide as a branded PDF. Send a guide as a marketing campaign through the Marketing app — a draft campaign is created with the guide's title, cover image, and link.
Compass Categories
Organize guides into top-level categories and subcategories. Used for filtering in the admin guide list and the public resource center.