1. Creating Your Account
Sign Up Options
You have 2 ways to create your account:
Option A: Sign in with Google (Recommended)
- Go to app.travelbuilderpro.com
- Click "Sign in with Google"
- Select your Google account
- Complete your agency profile
Option B: Magic Link (Email)
- Go to app.travelbuilderpro.com
- Enter your email address
- Click "Send magic link"
- Check your inbox and click the login link
- Complete your agency profile
🎁 Free Trial
- 7 days free - No credit card required
- Full access to all features
- Add unlimited contacts and trips during trial
- Upgrade anytime to keep your data
2. Understanding Your Dashboard
After logging in, you'll see your main dashboard:
Key Sections
📊 Dashboard (Home) - Overview of your activity
📈 Analytics - Track your performance
✈️ Trips - Create travel proposals
👥 Contacts - Manage leads and clients
📋 Forms - Connect your website forms
👥 Team - Invite team members
3. Adding Your First Contact
Contacts are the heart of TravelBuilder Pro. They can be Leads (prospects) or Clients (paying customers).
Method 1: Add Manually
- Click "Contacts" in the sidebar
- Click "+ Create Contact" button
- Fill in the form (Email + First name, last name)
- Click "Create Contact"
Method 2: Import from Forms (Automatic)
Connect your website contact forms to automatically create leads:
- Go to "Forms" in sidebar
- Click "+ Add Form"
- Copy the webhook URL
- Paste it in your form builder (Webflow, WordPress, etc.)
- New form submissions become contacts automatically!
4. Creating Your First Trip Proposal
Now let's create a stunning travel proposal!
Step-by-Step Guide
Step 1: Start a New Trip
- Click "Trips" in sidebar
- Click "+ Create Trip" button
- Give your trip a name (e.g., "Paris Honeymoon")
Step 2: Select a Contact
- Click on the "Select a contact" card
- Choose an existing contact or create a new one
- The contact's name will appear on the proposal
Step 3: Set Travel Dates
- Click on the dates card
- Select start and end dates
- Dates appear in the proposal header
Step 4: Build Your Itinerary
Adding Days:
- Click "+ Add Day" button
- Each day becomes a section in your proposal
Adding Activities to a Day:
- Click "+ Add Block" inside a day
- Choose block type
- Fill in the details
Step 5: Add Optional Sections
Toggle these sections on/off:
- Introduction - Welcome message and trip overview
- Pricing - Detailed cost breakdown
- Conclusion - Final notes and payment instructions
Step 6: Set Pricing
- Scroll to "Pricing" section
- Enter: Total price + Deposit amount +Payment instructions
- Individual block prices automatically sum up
5. Sharing Your Proposal
Generate Shareable Link
- Click "Share" button in trip editor
- Copy the unique link (e.g., travelbuilderpro.com/share/abc123)
- Send via: Email, WhatsApp
What Your Client Sees : a beautiful, mobile-responsive proposal with:
- Your agency branding
- Day-by-day itinerary with images
- Interactive map (coming soon)
- Pricing breakdown
- Contact information
Export Options
- Public Link - Share instantly
- Multi-language - EN/ES/FR support
6. Next Steps
Customize Branding
- Go to Settings → Organization Info
- Upload your agency logo
- Add contact information
- Choose brand colors
- Your branding appears on all proposals
