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

Get started with Operations Center

Sign in, learn where everyday work lives, and choose the guide that matches your next task.

Before you begin

  • An active Monitouring account

You will learn to

  • Find the right area for each everyday task
  • Move between the workspaces of a trip

Reviewed September 2026

Sign in → Dashboard

Operations Center is where you plan trips, manage travelers and payments, communicate with your team and suppliers, and follow live operations.

Operations Center calls each departure a Tour. This manual calls it a trip. Bold text shows the exact label you will see on screen.

Main areas

The top navigation groups work by purpose.

Area Use it to
Dashboard See active trips, upcoming departures, new requests, payments, and alerts
Radar View trips on a map and timeline for a chosen day
Tour Studio Create trips, open All Tours, and maintain tour, day, and segment templates, saved locations, and residences
CRM Manage travelers, field staff, partners, and suppliers
Finance Review financial status, projections, sales, payments, and reminders
System Open Settings, Mail History, Unallocated Emails, Monitoring Diagnostics, Shared Links / Access Audit, preparation templates, the File Library, and Notification emails

Select the bell in the top bar to open Organization Notifications.

Inside a trip

Open a trip from Dashboard or Tour Studio → All Tours. Each trip has seven workspaces.

Workspace What you do there
Edit Tour details, residences, itinerary segments, field staff, and partners
Travelers Roster, rooms, booking summary, join requests, and imports
Preparation Supplier bookings, traveler requirements, materials, operations tasks, and DMC confirmations
Files Documents and images attached to the trip
Messages Trip message rooms and internal notes
Portal Traveler page, join settings, and private links
Payments Prices, payment collection, and schedules

Choose your next guide

You know which area to open for trips, travelers, finance, messages, files, and daily operations.

What to do next

Continue the workflow