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

Video guides

Watch walkthroughs for importing a trip, configuring its traveler portal, and working in Monitouring.

These videos show the workflows in context. Keep the operator manual open for step-by-step instructions.

Import a trip

Start with a source itinerary, then review the imported details before creating the Draft. Follow the AI trip import guide for the written steps.

Watch on YouTube

Configure the traveler portal

See how to prepare the trip’s traveler-facing page. Use the portal publishing guide for the settings and publishing steps.

Watch on YouTube

Additional walkthrough

Continue with the third Monitouring video guide.

Watch on YouTube