Monitouring
Operator manual

Practical instructions for setting up, planning, selling, and operating trips in Monitouring.

Browse the operator manual

Start here

Get started with Operations CenterTake a trip from Draft to departureUse Dashboard and RadarVideo guides

Organization setup

Set up your organizationSet company identity and portal brandingSet editor, schedule, and writing defaultsConfigure traveler forms, legal content, and the public catalogConfigure payment providers and payment documentsConfigure automatic emailSet monitoring and notification thresholds

Create and build

Create a tripImport a trip with AIComplete trip details and residencesBuild the itineraryAdd flights and transfersAssign field staff and partners

Publish and sell

Configure and publish the traveler portalDesign the traveler pageGive and remove portal accessConfigure pricing and collect paymentsReview and approve join requestsManage travelers and roomingWork with sales and Finance

Prepare and operate

Prepare a trip for departureManage files and messagesMonitor live operations

Saved content and contacts

Reuse saved trip contentMaintain field staff, partners, and suppliers

Reference

Trip status referenceManage the tour listFix common problems

Create and build

Build the itinerary

Add days and timed segments, use generators and templates, and check the schedule in order.

Before you begin

  • Trip dates and time zone saved
  • Residences added

You will learn to

  • Add, move, and delete days
  • Add each segment type
  • Use generators and templates

Reviewed September 2026

Open a trip → Edit → Segments

Each day has a title, description, photos, and day staff. Each segment inside a day has a time, duration, location, and type.

Add, move, and delete days

  1. Select Add day here between two days.
  2. Add the day title, description, photos, and day staff.
  3. Use Move day up or Move day down to reorder.
  4. Select Save Tour and read the days around the change.
Segments workspace with add-day controls, day actions, timed segments, and the template library
Add-day controls sit between days. The template library is on the right.

Deleting a day removes its text, photos, staff assignments, and every segment on it, and can shorten a residence stay. Check Residences, Payments, Portal, and Preparation afterwards.

Add a segment

Segment Use for Enter
Flight A scheduled flight Flight number, airports, local date and time, time zones
Transfer Movement between two places From, to, travel mode, start time, duration
Location Visit A visit, hotel check-in, or check-out Place, local time, duration, booking needed
Meal Breakfast, lunch, dinner, or snack Meal type, included or not, place, time
Simple Event Any other activity Name, description, time, duration
  1. Drag a segment type from System, Saved, or Day templates onto the day.
  2. Set the start time and duration.
  3. Enter the name, description, supplier, time zones, photos, and files.
  4. Turn on the fixed start time if the segment must not move when earlier segments change.
  5. Save and check the position and end time in the timeline.
Edit Segment dialog with name, duration, description, supplier, photos, time zones, files, and fixed start time
Complete the fields your team needs during the trip, not only the traveler-facing name.

Generate segments

The toolbar above the timeline offers Breakfast, Transfers, Return to hotel, and other generators. Each one adds segments based on your residences and locations. Review each generated segment for time, place, and duplicates.

Generated itinerary showing flight, disembark, transfer, hotel check-in, return-to-hotel, and breakfast segments in time order
Generated arrival sequence: flight, disembark, transfer, check-in, and the next morning’s breakfast.

Save and reuse templates

  • Select Save template on a segment to create a Segment Template.
  • Select the save action on a day to create a Day Template.
  • Select Save template in the toolbar to create a Tour Template from the whole trip.

Templates are copies. Editing a template later does not change trips that already used it.

Final check

Read the itinerary from top to bottom:

  • every segment uses the correct local time zone;
  • there is travel time between segments;
  • check-in and check-out segments match residence nights;
  • bookable segments appear in Preparation → Bookings;
  • day and segment staff are assigned;
  • traveler-facing text and photos are ready.

The timeline runs in a realistic local-time sequence with the correct places, durations, and staff.

What to do next

Continue the workflow