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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.
How-tos
84 guides
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.
Custom Domain Setup
Point your own subdomain (guides.youragency.com) at Compass with a CNAME. Free SSL, status lifecycle, troubleshooting.
The Editor
Compass's block-based editor: travel-specific blocks (Callout, FAQ, Itinerary, Columns, Tables), slash commands, keyboard shortcuts.
Chart of Accounts
Customize the categories your transactions can belong to. Account types, sub-accounts, deactivating vs. deleting.
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.
Forms, Popups & Landing Pages
Three ways to capture leads: embeddable forms, overlay popups, and full standalone landing pages.
Campaigns & Email Templates
Create, edit, schedule, and send one-time email campaigns. Save designs as reusable templates.
Merge Tags Reference
Complete reference for personalization placeholders in subject lines and email bodies.