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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Compliance & Deliverability
CAN-SPAM, GDPR, CASL — what the law requires, what Marketing handles for you, and what you're responsible for.
Campaigns & Email Templates
Create, edit, schedule, and send one-time email campaigns. Save designs as reusable templates.
Marketing — Getting Started
Step-by-step from new account to your first sent campaign. Settings, sending domains, contacts, audiences, your first send.
Bank Feeds in Books
Connect a bank via Plaid for automatic transaction sync. How balances refresh, what to do when the bank invalidates the connection, privacy and security.
Import Campaigns from Canva
Design in Canva, export as HTML, drop the .zip into a new campaign. Layout, images, and merge tags all preserved.