Browse the operator manual

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Get started with Operations Center Take a trip from Draft to departure Use Dashboard and Radar

Organization setup

Set up your organization Set company identity and portal branding Set editor, schedule, and writing defaults Configure traveler forms, legal content, and the public catalog Configure payment providers and payment documents Configure currencies and exchange rates Configure automatic email Set monitoring and notification thresholds

Create and build

Create a trip Import a trip with AI Complete trip details and residences Build the itinerary Add flights and transfers Assign field staff and partners

Publish and sell

Configure and publish the traveler portal Design the traveler page Give and remove portal access Configure pricing and collect payments Review and approve join requests Manage travelers and rooming Work with sales and Finance

Prepare and operate

Prepare a trip for departure Manage files and messages Monitor live operations

Saved content and contacts

Reuse saved trip content Maintain field staff, partners, and suppliers

Reference

Trip status reference Manage the tour list Fix common problems

Operator manual

Step-by-step guides for setting up your organization, creating and selling trips, and running departures in Operations Center.

Find the task you need

Guides follow the way you work: set up the organization, create and sell trips, prepare departures, and run daily operations. Operations Center calls each departure a Tour; these guides call it a trip.

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Get started with Operations Center

Learn the main areas of Operations Center and the workspaces inside a trip.

Start here

Take a trip from Draft to departure

The complete path from a new Draft through review, sales, confirmation, and departure.

Create and build

Create a trip

Start with Quick Start, a template, a blank tour, or AI import.

Publish and sell

Configure and publish the traveler portal

Complete the trip’s Portal settings and publish at the right moment.

Publish and sell

Configure pricing and collect payments

Complete the trip’s Payments workspace before publishing.

Prepare and operate

Prepare a trip for departure

Work through the five Preparation tabs until nothing blocks departure.

Reference

Trip status reference

Editing, traveler page, booking, and monitoring behavior for every status.

Start here

Learn the workspace, follow a trip from Draft to departure, and run the daily queue.

Get started with Operations CenterLearn the main areas of Operations Center and the workspaces inside a trip.Take a trip from Draft to departureThe complete path from a new Draft through review, sales, confirmation, and departure.Use Dashboard and RadarRead the daily overview, find trips that need attention, and handle notifications.

Organization setup

Set company details, branding, trip defaults, traveler forms, payments, email, and alert thresholds.

Set up your organizationAn overview of every Settings tab, who should own it, and the order to complete them.Set company identity and portal brandingComplete the Organization tab and Portal Branding → Appearance.Set editor, schedule, and writing defaultsSet autosave, map access, automatic segment names, day times, gaps, and AI writing guidance.Configure traveler forms, legal content, and the public catalogComplete Portal Branding → Legal & Agreements, Form Defaults, and Advanced, then set up Portal Catalog.Configure payment providers and payment documentsComplete Payments → Providers and Payments → Payment documents.Configure currencies and exchange ratesChoose organization, tour and charge currencies, then manage each conversion direction in Settings → Payments → Currency.Configure automatic emailComplete Email Sending settings, review held messages, and check delivery in Mail History.Set monitoring and notification thresholdsSet the notification phone and the Warning, Alert, and Critical levels for each monitored condition.

Create and build

Create a trip, complete its details and accommodation, build the itinerary, and assign the team.

Create a tripStart with Quick Start, a template, a blank tour, or AI import.Import a trip with AIUpload source material, review each extracted tab, and create the Draft.Complete trip details and residencesComplete Tour Details and Residences before building the itinerary.Build the itineraryBuild days, flights, transfers, meals, visits, and activities in the correct order and time zone.Add flights and transfersAdd transport to the right day and check the sequence around every flight.Assign field staff and partnersAdd staff and partners to the trip and assign responsibility at the right level.

Publish and sell

Publish the traveler page, share access, set prices, approve requests, and manage travelers and sales.

Configure and publish the traveler portalComplete the trip’s Portal settings and publish at the right moment.Design the traveler pageUse the Portal page builder to lay out the traveler page.Give and remove portal accessChoose the right link type, set its expiry and permissions, and remove access without losing records.Configure pricing and collect paymentsComplete the trip’s Payments workspace before publishing.Review and approve join requestsTake a traveler application from new to approved, rejected, or withdrawn.Manage travelers and roomingMaintain the roster and room assignments for a trip.Work with sales and FinanceUse Finance to reconcile every sale, payment, refund, and reminder.

Prepare and operate

Confirm bookings and materials, communicate, and respond to live monitoring.

Prepare a trip for departureWork through the five Preparation tabs until nothing blocks departure.Manage files and messagesKeep documents and communication organized around each trip.Monitor live operationsUse the Monitoring Console and notifications during a Confirmed or operating trip.

Saved content and contacts

Maintain templates, locations, accommodations, staff, partners, and suppliers.

Reuse saved trip contentChoose what to save, where to find it, and how to apply it.Maintain field staff, partners, and suppliersMaintain the shared directory and assign contacts to trips.

Reference

Trip statuses, the tour list, and quick fixes for common problems.

Trip status referenceEditing, traveler page, booking, and monitoring behavior for every status.Manage the tour listActions available from Tour Studio → All Tours.Fix common problemsDirect steps for the most common operator questions.