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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Companies & Switching
Run multiple companies in one Books account. Adding, switching, plan limits, deleting.
Books — Getting Started
Step-by-step from a new Books account to your first balanced books. Settings, bank accounts, chart of accounts, opening balances.
Importing Transactions (CSV)
Upload bank CSVs when bank feeds aren't supported. Map columns, detect duplicates, categorize after import.
Plans & Billing
Books' four plans (Individual / Founder / Growth / Pro), what each includes, how billing works, upgrading and downgrading.
Merge Tags Reference
Complete reference for personalization placeholders in subject lines and email bodies.
Profile & Security
Profile in Core, password changes, multi-factor authentication, active sessions, Books-specific preferences.
Reconciliation
Monthly process of matching what Books says against what your bank shows. How to do it, what to do when it won't balance.
Forms, Popups & Landing Pages
Three ways to capture leads: embeddable forms, overlay popups, and full standalone landing pages.
Transactions — Add, Edit & Categorize
Add expenses, income, transfers, and deposits. Edit, categorize, split, and bulk-manage transactions.
Troubleshooting Books
Common Books issues and how to fix them.
Users & Roles
Invite team members and accountants. Roles, plan-based seat limits, multi-company access.
Contacts, Audiences, Segments & Tags
Manage who you send to. Contacts, manual audiences, dynamic segments, and ad-hoc tags — what each is for and when to use them.