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

Design the traveler page

Arrange blocks, choose images, and preview the traveler page on desktop and mobile.

Before you begin

  • Trip details, itinerary, residences, and pricing entered
  • Public images uploaded to Files

You will learn to

  • Choose and order blocks
  • Adjust block layout and images
  • Preview desktop and mobile

Reviewed September 2026

Open a trip → Portal → Portal page builder

The page builder controls how the page looks. Dates, itinerary, residences, staff, rooms, and prices come from the trip itself. To change those, edit the trip.

Order the page around the traveler’s questions

  1. What is the trip, where, and when?
  2. Why choose it?
  3. What happens each day?
  4. Where will I stay and what is included?
  5. What does it cost and what are the terms?
  6. How do I book?

Blocks

Block Shows
Hero header Title, destination, dates, main image
Section menu Links to sections on long pages
Overview and Custom text Trip story and context
Highlights Short reasons to choose the trip
Route map Locations in sequence
Trip itinerary Day-by-day program
Gallery Additional images
Accommodation Residences and room information
Booking details Price and booking summary
Upgrades selector Room and trip upgrades
Booking terms, Inclusions, Trip fit Conditions and expectations
Simple booking CTA The join button

Layout blocks arrange content in one, two, or three columns.

Build the layout

  1. Start from a system preset or the current layout.
  2. Add blocks in the order above.
  3. Drag blocks to reorder.
  4. Select a block to open its controls and set width, spacing, background, alignment, image treatment, and variant.
  5. Disable a block to hide it without deleting it.
  6. Select Save.

If a block is linked to a reusable layout, unlink it before making a change for this trip only. Save the layout as reusable when other trips should use it.

Portal page builder with presets, page canvas, and the selected block’s controls
Presets on the left, the page in the middle, and the selected block’s controls on the right.

Images

Use only files marked Public in Files. Choose a hero image with a clear focal point and check that the title stays readable over it.

Published traveler page hero with trip name, dates, duration, and section navigation
The first screen shows the trip name, dates, duration, and navigation.

Preview

  1. Check the desktop preview from the hero to the booking button.
  2. Switch to Mobile and check image crops, columns, and long day titles.
  3. Save.
  4. Open the real page address in a private browser window.
Portal page builder in mobile preview mode
Mobile preview keeps the same block controls.

Travelers can read the trip, see the price and terms, and reach the booking button on any screen size.

What to do next

Continue the workflow