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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.
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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.
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.
Compliance & Deliverability
CAN-SPAM, GDPR, CASL — what the law requires, what Marketing handles for you, and what you're responsible for.
Books — Getting Started
Step-by-step from a new Books account to your first balanced books. Settings, bank accounts, chart of accounts, opening balances.
Transactions — Add, Edit & Categorize
Add expenses, income, transfers, and deposits. Edit, categorize, split, and bulk-manage transactions.
Importing Transactions (CSV)
Upload bank CSVs when bank feeds aren't supported. Map columns, detect duplicates, categorize after import.
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.
Chart of Accounts
Customize the categories your transactions can belong to. Account types, sub-accounts, deactivating vs. deleting.