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

Organization setup

Configure payment providers and payment documents

Connect a payment provider and set the numbering, logo, and footer for fee notes and receipts.

Before you begin

  • Organization administrator access
  • Provider account details from your finance team

You will learn to

  • Enable and prioritize a payment provider
  • Set fee note and receipt numbering

Reviewed September 2026

System → Settings → Payments

Connect a provider

Open Payments → Providers and select a provider.

Setting Effect
Accept payments with… Makes the provider available for trip payment collection
Display name Name shown to operators and travelers
Environment Sandbox or production
Priority Order among enabled providers. A lower number is tried first
Currency Currency for this provider
Webhook URL Address to enter in the provider’s account when asked
Account and credential fields Values supplied by the provider

Copy values exactly as the provider supplies them. Select Save.

Payment Providers settings with enablement, environment, priority, currency, and webhook address
Travelers enter card details on the provider’s checkout page, never in Operations Center.

Never paste provider keys or secrets into trip notes, messages, or screenshots. If a value may have been exposed, replace it through the provider.

Test before going live

  1. Set Environment to sandbox and select Save.
  2. Create a Published test trip with a small price and turn on payment collection.
  3. Complete a test payment from the traveler page.
  4. Check that the payment appears in the trip and in Finance → Sales.
  5. Switch Environment to production when the finance team approves.

Enabling a provider does not turn on payment collection for existing trips. Each trip chooses its own collection settings in Payments.

Set fee note and receipt numbering

Open Payments → Payment documents.

Setting Effect
Fee note number format Pattern for fee note numbers
Next fee note counter Number used in the next fee note
Receipt number format Pattern for receipt numbers
Next receipt counter Number used in the next receipt
Document logo Logo printed on fee notes and receipts
Document footnote Business, tax, or contact text printed at the bottom

Formats use one counter placeholder in braces. For example, REC-{C-6} produces REC-000001. Follow the example beside each field.

Payment documents settings with number formats, counters, logo, and footnote
Operations Center shows the next number before you save.

Lowering or resetting a counter can create duplicate document numbers. Agree the next number with accounting before changing a format or counter.

Trips can collect payments through your provider, and fee notes and receipts follow your numbering.

What to do next

Continue the workflow