Browse the operator manual
Start here
Get started with Operations CenterTake a trip from Draft to departureUse Dashboard and RadarVideo guidesOrganization 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 thresholdsCreate and build
Create a tripImport a trip with AIComplete trip details and residencesBuild the itineraryAdd flights and transfersAssign field staff and partnersPublish 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 FinancePrepare and operate
Prepare a trip for departureManage files and messagesMonitor live operationsSaved content and contacts
Reuse saved trip contentMaintain field staff, partners, and suppliersReference
Trip status referenceManage the tour listFix common problemsStart here
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
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
- Setting up the company for the first time: Set up your organization.
- Setup is done and you need a new trip: Create a trip.
- Joining a team that already runs trips: Use Dashboard and Radar.
- Unsure what a status allows: Trip status reference.
You know which area to open for trips, travelers, finance, messages, files, and daily operations.