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

Take a trip from Draft to departure

Follow the five stages of a trip and complete the right work at each one.

Before you begin

  • Organization setup completed
  • A new or existing Draft trip

You will learn to

  • Know what to complete at each stage
  • Find the detailed guide for each task

Reviewed September 2026

Tour Studio → All Tours → open a trip

Use this guide when you ask “what should I do next?” Each stage links to the detailed guide.

Stage 1: build the foundation

  1. Enter the trip name, unique code, start date, length, country, and time zone.
  2. Add each residence with its first night and number of nights.
  3. Add the included room type and any upgrade options.
  4. Select Save Tour.

Guides: Complete trip details and residences, Build the itinerary, Add flights and transfers, Assign field staff and partners.

Stage 2: review the program

  1. Read every day and segment in order. Check local times, durations, locations, and suppliers.
  2. Check traveler-facing text, photos, inclusions, and accommodation descriptions.
  3. Preview the traveler page on desktop and mobile.
  4. To share an unlisted review page without bookings, change the status to Pending approval.

Guides: Design the traveler page, Trip status reference.

Stage 3: publish and sell

  1. In Portal, set the trip language, booking terms, catalog visibility, and join-request capacity.
  2. In Payments, set the price, upgrades, extras, provider, and payment schedule.
  3. Publish the trip and open the live traveler page.
  4. Share the public page or a private link with the intended audience.

Guides: Configure and publish the traveler portal, Configure pricing and collect payments, Give and remove portal access.

Stage 4: manage bookings and confirm

  1. Review and approve join requests.
  2. Assign travelers to rooms.
  3. Reconcile sales and payments in Finance.
  4. When the departure will go ahead, change the status to Confirmed.

Guides: Review and approve join requests, Manage travelers and rooming, Work with sales and Finance.

Stage 5: prepare and depart

  1. Open Preparation and select Refresh flow.
  2. Confirm every supplier booking.
  3. Complete traveler requirements and share the materials package.
  4. Complete departure-blocking operations tasks and DMC confirmations.
  5. Check Dashboard, Radar, and notifications on the departure day.

Guides: Prepare a trip for departure, Monitor live operations.

After a change to a sold trip

When dates, flights, residences, travelers, rooms, or prices change after sales have started:

  1. Save the change in the trip editor.
  2. Review residences, rooms, prices, sales, and payment links.
  3. Open Preparation and select Refresh flow.
  4. In All Tours, select Sync monitoring for the trip.
  5. Open the traveler page and check what travelers see.

You know which stage the trip is in and which guide to open next.

What to do next

Continue the workflow