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 traveler forms, legal content, and the public catalog

Set booking terms, traveler agreements, form defaults, link expiry, and how visitors browse your trips.

Before you begin

  • Organization administrator access
  • Booking terms and agreement text

You will learn to

  • Set booking terms and traveler agreements
  • Choose default traveler form sections
  • Turn on and design the public catalog

Reviewed September 2026

System → Settings → Portal Branding and Portal Catalog

Legal & Agreements

Open Portal Branding → Legal & Agreements.

  1. Turn on Booking terms and paste the text travelers must see.
  2. Give each traveler agreement a title and body.
  3. Turn on only the agreements that are ready.
  4. Select Save.

Each trip can inherit these terms, replace them, or turn them off in its own Portal settings.

Legal and Agreements settings with booking terms and traveler agreement sections
Organization terms are the default for every new trip.

Form Defaults

Open Portal Branding → Form Defaults. For each section, choose whether it is shown and whether it is required: Personal Information, Passport Details, Medical Questions, Medical Insurance, Dietary Information, Emergency Contact, and Required Acceptances.

Option Effect
Dietary Options Dietary restrictions travelers can select
Enable passport photo upload Adds a passport photo field to the passport section
Enable join requests Turns on traveler applications for new trips by default
Latin-only traveler names Requires traveler names in Latin characters
Share link expiry Default expiry for new traveler and guest links

Require only the information your process needs. Long required forms are hard to complete on a phone.

Form Defaults with visible and required sections, dietary options, and link expiry
Shown controls what travelers see. Required controls what blocks submission.

Advanced

The Advanced tab accepts custom header HTML, footer HTML, and CSS. Keep a copy of what you enter, and test the traveler page on desktop and mobile after saving.

Portal Catalog

Open Portal Catalog.

  1. Turn on Enable public catalog.
  2. Enter the Catalog title, Subtitle, and Hero image URL.
  3. Choose the Layout, Columns, Card style, Filter placement, and Default sort.
  4. Turn on Show visitor filters and choose from Search, Country, Date range, Duration, and Sort.
  5. Choose the card details: Image, Summary, Dates, Duration, Country, and Price.
  6. Under Remove trips from catalog, choose when trips leave the list.
  7. Select Save.

Each trip also has its own catalog visibility setting in Portal.

Portal Catalog settings with availability, title, layout, sort, and removal options
Keep cards simple so visitors can compare trips quickly.

Check the result

  1. Open the catalog in a private browser window.
  2. Try each filter and the sort order.
  3. Open a trip and submit a test join request to see the form and agreements.
  4. Repeat on a phone.

Travelers see your agreements and form fields, and visitors can browse Published trips in the catalog.

What to do next

Continue the workflow