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

Start here

Use Dashboard and Radar

Start your day from the Dashboard, check trips on Radar, and work through notifications.

Before you begin

  • At least one trip in your organization

You will learn to

  • Find trips that are active, starting soon, or waiting on work
  • Handle notifications from first view to resolved

Reviewed September 2026

Dashboard

Read the Dashboard

The Dashboard is your start-of-day view.

  1. Check the counters: Active Trips, Starting Soon, Pending Emails, New Join Requests, and Payments Complete.
  2. Review Trip Health and Notifications.
  3. Use the trip list to search by name or code.
  4. Select a trip, request, or alert to open it in its workspace.
Operations Center Dashboard with counters, trip health, notifications, and the trip list
Counters at the top, trip health and notifications below, and the trip list on the left.
Dashboard area Next action
Active Trips Open Radar or the trip workspace
Starting Soon Open Preparation and refresh the flow
Pending Emails Open System → Mail History → Review
New Join Requests Open Travelers → Join Requests
Payments Complete Open Finance → Sales
Trip Health Open the alert and respond
Pending Bookings Open Preparation → Bookings

If your account belongs to more than one organization, check the organization name at the top right before you start.

Use Radar

Radar shows the trips operating on a chosen day on a map and timeline.

  1. Select a date or trip.
  2. Review the day’s segments and locations.
  3. Check who is assigned to each day and segment.
  4. When location monitoring is on, view the latest staff positions.
  5. Select a segment or alert to open its details.

Work through notifications

Select the bell in the top bar to open Organization Notifications. Search by trip or text and filter by status, kind, severity, or source.

Status Meaning
Unread Nobody has reviewed the item yet
Acknowledged Someone owns the response
Resolved The response is complete
Dismissed The item needed no action
Organization Notifications page with search and status, kind, severity, and source filters
Each row shows the trip, time, source, severity, and available actions.
  1. Open the notification and read the trip, segment, severity, and time.
  2. Select Acknowledge when you take ownership.
  3. Complete the response in the trip workspace.
  4. Select Resolve. Dismiss only items that need no action.

To restore a dismissed item, open the Dismissed view, find the item, and select Restore.

Every item on the Dashboard and in Notifications has an owner or is resolved.

What to do next

Continue the workflow