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

Create and build

Assign field staff and partners

Add the people and companies working on the trip, then assign staff to days and segments.

Before you begin

  • Days and segments in place

You will learn to

  • Add field staff and partners to a trip
  • Assign day staff and segment staff
  • Turn on location monitoring for a segment

Reviewed September 2026

Open a trip → Edit → Field Staff or Partners

Add field staff to the trip

  1. Open Edit → Field Staff.
  2. Search by name or email and select the person, or add a new staff member.
  3. Check the name, role, and contact details.
  4. Save.

You can also add staff from an image of a staff list. Review the extracted names and contacts before saving.

Assign staff to days and segments

Assignment Meaning
Trip staff Part of the trip team
Guide of the Day Responsible for the whole day
Segment staff Responsible for one segment
  1. In Segments, select the staff icon beside the day number and choose the Guide of the Day.
  2. Open the staff icon on a segment when a different person is responsible for it.
  3. Choose the person and, if needed, turn on location monitoring for that segment.
  4. Save.

Day staff and segment staff are assigned separately. Assigning a Guide of the Day does not assign that person to each segment.

Assign Guide of the Day dialog with a selected staff member
Day staff cover the whole day.
Assign Staff to Segment dialog with a staff member and the location-monitoring option
Segment staff and location monitoring are separate switches.

Location monitoring

Turn on location monitoring for a segment when the staff member should be at the location before it starts. Operations Center then sends a notification if the person is not there at the times set in Settings → Notifications. Agree the process with the staff member first.

Add partners

  1. Open Edit → Partners.
  2. Select an existing partner or add a new one, including the company they represent.
  3. Save.

Partners can receive targeted portal links and shared files.

A partner assigned to a trip
Select an existing partner so every trip uses the same contact details.

Every day has a Guide of the Day, special segments have their own staff, and partners are listed on the trip.

What to do next

Continue the workflow