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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.
More guides
92 guides
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.
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.
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.
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.
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.
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.
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.
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.