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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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Fresh off the press
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
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.
Compass Categories
Organize guides into top-level categories and subcategories. Used for filtering in the admin guide list and the public resource center.
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.
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.
Sending Domains and DNS Setup
Verify a custom domain so marketing emails come from your address ([email protected]) with proper SPF, DKIM, DMARC, and Return-Path records.
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 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.
Books Reports
Generate financial statements (P&L, Balance Sheet, Cash Flow) and management reports (Expenses/Income by Category, Trial Balance, General Ledger, and more). Export each report as PDF, Excel, or print-friendly HTML.
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.
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.
Troubleshooting Compass
Quick fixes for the things that go wrong most often — editor hiccups, uploads, publishing, sharing.