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 Radar

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 currencies and exchange ratesConfigure 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

Trip status reference

What each status allows, which changes happen automatically, and which actions cannot be undone.

You will learn to

  • Choose the next status
  • Know what each status allows

Reviewed September 2026

Tour Studio → All Tours → status action

Lifecycle

Draft → Published → Booked → Confirmed → In progress → Completed → Closed

  • Pending approval is an optional review stage between Draft and Published. It can return to Draft.
  • Booked, In progress, Completed, and Closed are applied automatically.
  • A trip can be Cancelled before it starts or Interrupted after it starts.

Statuses

Status Editing Traveler page Booking Monitoring
Draft Full None No No
Pending approval Full Unlisted review page No No
Published Edits are recorded in the trip history Public, catalog optional Per Portal settings No
Booked As Published Public Per Portal settings No
Confirmed Necessary edits, recorded Public Until capacity or departure Yes
In progress Operational edits, recorded Public Closed Yes
Completed Itinerary read-only Public Closed Stopped
Interrupted Read-only Existing links Closed Stopped
Cancelled Read-only Existing links Closed Stopped
Closed Read-only None Closed Stopped

What each status means

  • Draft: building the trip.
  • Pending approval: an unlisted page is available for review. Anyone with the address can open it.
  • Published: the trip is on sale. Catalog listing and joining follow the Portal settings.
  • Booked: at least one traveler has joined.
  • Confirmed: the trip will go ahead. Monitoring and payment collection start.
  • In progress: the trip is operating. Applied on the start date.
  • Completed: travel has ended. Finance and communication continue. Applied after the end date.
  • Interrupted: an emergency stop during the trip. Close it manually when follow-up is done.
  • Cancelled: the departure will not run. Finance and message history stay.
  • Closed: the final read-only record. All trip links stop working.

Status changes you make

Action Available from Note
Publish Draft, Pending approval Cannot return to Draft
Send for approval Draft Reversible
Confirm Published, Booked Starts monitoring and payment collection
Cancel Published, Booked, Confirmed Review payment links, private links, and supplier bookings afterwards
Interrupt In progress Emergency stop only
Close Interrupted After follow-up is complete

Cancelling a trip is not the same as removing one traveler. Remove a traveler from the roster in Travelers.

Repeat a departure

Create a new Draft from a Tour Template. Travelers, requests, bookings, payments, messages, and monitoring stay with the original trip.

What to do next

Continue the workflow