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.
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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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77 guides
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.
Books Journal Entries
Manual double-entry journal entries with debits, credits, and balance enforcement. Save as draft or post; full audit trail of every change.
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.
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.
Compass Snippets
Save reusable text fragments to a shared library and insert them into any guide. Edits to a snippet flow automatically into every guide that references it.
Marketing Reports and Revenue
Per-campaign engagement metrics (delivered, opens, clicks, bounces) and manual revenue attribution — record bookings against a campaign so you can see actual dollars per send.
Marketing Troubleshooting
Common issues and how to resolve them: cancelling a scheduled campaign, understanding hard vs. soft bounces, and what to do when a contact stops receiving emails.
Marketing Plans and Usage
Three tiers: Individual (free, 125 emails/month), Growth ($4 per 1,000-email block over 1,000), and Pro ($3 per 1,000-email block over 5,000). Quotas reset at the start of each calendar month.
Troubleshooting Compass
Quick fixes for the things that go wrong most often — editor hiccups, uploads, publishing, sharing.
The Editor
Compass's block-based editor: travel-specific blocks (Callout, FAQ, Itinerary, Columns, Tables), slash commands, keyboard shortcuts.
Custom Domain Setup
Point your own subdomain (guides.youragency.com) at Compass with a CNAME. Free SSL, status lifecycle, troubleshooting.
Chart of Accounts
Customize the categories your transactions can belong to. Account types, sub-accounts, deactivating vs. deleting.