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

Prepare and operate

Prepare a trip for departure

Confirm supplier bookings, complete traveler requirements, share materials, finish tasks, and collect DMC confirmations.

Before you begin

  • Itinerary and roster in place

You will learn to

  • Track supplier bookings to Confirmed
  • Complete traveler requirements and materials
  • Finish operations tasks and DMC confirmations

Reviewed September 2026

Open a trip → Preparation

Preparation has five tabs: Bookings, Travelers, Materials, Operations, and DMC. The totals at the top show what is still open.

Select Refresh flow whenever the roster, rooms, itinerary, payments, or materials change. Refresh recalculates the work from the current trip.

Preparation workspace with readiness totals, booking calendar, and tabs
Totals at the top, the booking calendar below, and one tab per workstream.

Bookings

The Bookings tab lists accommodation, activity, flight, and meal items by day. Each item is Not Started, Request Sent, Pending, Confirmed, Rejected, or Cancelled.

Booking calendar with outreach, request-sent, confirmation, and more-actions controls beside an accommodation
The envelope prepares the request, the send action records it, and the check records the confirmation.

Send a supplier request

  1. Select the envelope on the item.
  2. Choose the sender, recipients, language, and template.
  3. Check the dates, rooms, traveler counts, notes, reply address, and attachments.
  4. Select Send email to send from Operations Center, or Open in email client to send from your own mail program.

Record the answer

  1. Select the confirmation action on the item.
  2. Enter the confirmation number, supplier contact, who confirmed, and the date.
  3. Save.

Only Confirmed counts as ready. Record a replacement when an item is rejected or cancelled.

Travelers

  1. Select Apply template to add your standard traveler checklist, or add items for this trip.
  2. Complete items by hand or let the automatic checks mark them, such as traveler details submitted or payment complete.
  3. Link supporting files where needed.
  4. Recheck after roster or payment changes.

Materials

  1. Select a materials template or start a blank package.
  2. Add files and mark each one required or optional.
  3. Set the audience for each item: Travelers, Staff, Partners, or Everyone.
  4. Select Prepare, then share the package.
Materials tab offering a materials template or a blank package
Start from a template when the package repeats between trips.

Use Everyone only for material meant for all participants. Never share passports, medical information, or contracts this way.

Operations

  1. Select Apply template or Add task.
  2. For each task, set the title, description, due date, and whether it blocks departure.
  3. Complete a task when it is done, or select Mark not applicable with a reason.
Operations tab with Refresh flow, Apply template, and Add task controls
Refresh first, then apply the checklist or add a task.

DMC

Use the DMC tab when a destination management company must confirm a set of services.

  1. Select the DMC partner and the residences and segments it must confirm.
  2. Set a due date and add instructions per item.
  3. Open Review access and copy the review link or send the invitation email.
  4. Track the response: Pending, Confirmed, Declined, or Amended.
  5. When services change, the item shows Needs reconfirmation. Send the updated review and get a new response.
Assign bookable items to a DMC dialog with partner, due date, and item selection
Choose the DMC, the services, and the due date.

Departure check

  • Every booking is Confirmed.
  • Every traveler has completed required details and payments.
  • Rooms have no open spots or unplaced travelers.
  • Materials are shared with the right audience.
  • Departure-blocking tasks are complete.
  • DMC confirmations are current.
  • The flow was refreshed after the last change.

Every departure requirement is complete, and the Preparation totals show no open blockers.

What to do next

Continue the workflow