Getting Started

Welcome to TravelBuilderPro

TravelBuilderPro is your all-in-one platform for managing your travel agency. From capturing leads to delivering beautiful trip proposals, everything you need is in one place.

What you'll learn:

• Understanding the main areas of TravelBuilderPro
• Setting up your agency for the first time
• Creating your first contact and trip
• Essential features to explore

What is TravelBuilderPro?

TravelBuilderPro helps travel agencies:

• Capture leads - Connect website forms to automatically create contacts
• Manage clients - Track relationships from first inquiry to booking
• Build itineraries - Create beautiful day-by-day trip proposals
• Share proposals - Send branded, professional trip pages to clients
• Track payments - Monitor deposits, balances, and payment status
• Collaborate - Work with your team on trips and tasks
• Stay organized - Keep tasks, notes, and follow-ups in one place

[Screenshot: TravelBuilderPro dashboard overview]

Your First Login

When you first log in, you'll see the Dashboard — your home base showing quicks access at a glance.

The Main Navigation

The sidebar on the left gives you access to everything:

• Dashboard - Overview of leads and performance
• Analytics - Detailed charts and insights
• Trips - Create and manage travel itineraries
• Contacts - Your leads and clients
• Tasks - To-dos and follow-ups
• Library - Reusable content blocks
• Suppliers - Your business partners
• Settings - Agency configuration (admin only)

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Quick Setup Guide

Follow these steps to set up your agency.

If you're an Agency Admin, start here. If you're a Manager or an Agent, skip to Your First Actions.

Step 1: Configure Your Agency

Go to Settings → Agency and fill in:

• Organization name
• Website URL
• Phone number
• Default currency (USD, EUR, etc.)
• Default language

Click Save when done.

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Step 2: Add Your Branding

Go to Settings → Branding and customize:

• Upload your agency logo
• Set your primary brand color
• Upload a favicon (optional)
• Create a custom URL for client pages

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Step 3: Set Legal Defaults

Go to Settings → Legal Terms and configure:

• Payment terms
• Cancellation policy
• Passport & visa information
• Insurance requirements

These appear automatically on your trip proposals.

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Step 4: Choose a Trip Template

Go to Settings → Trip Template and:

• Select your preferred design
• Preview how it looks with your branding

[Screenshot: Template selection with preview]

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Step 5: Invite Your Team (Optional)

Go to Settings → Team to:

• Click Add Member
• Enter email addresses
• Assign roles (Manager or Agent)
• Send invitations

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Your First Actions

Whether you're an Agency Admin or a team member, here's how to start using TravelBuilderPro right away.

Create Your First Contact

1. Go to Contacts in the sidebar
2. Click the + New Contact button
3. Fill in the basic information:
   • First name and last name
   • Email address
   • Phone number (optional)
4. Select Lead as the type
5. Click Create Contact

[Screenshot: New contact form]

Congratulations! You've created your first lead. Their profile is now ready for notes, tasks, and eventually a trip.

Create Your First Trip

1. Go to Trips in the sidebar
2. Click the + New Trip button
3. Enter the trip name (e.g., Italy Adventure 2025)
4. Select the client
5. Set travel dates
6. Click Create Trip

[Screenshot: New trip creation steps]

You're now in the Trip Editor where you can build your itinerary.

Add Days to Your Trip

In the Trip Editor:

1. Go to the Day by Day tab
2. Click + Add Day
3. Give the day a title (e.g., Arrival in Rome)
4. Add activities, accommodations, or transport

[Screenshot: Day by Day editor with add day button]

Share with Your Client

When your trip is ready:

1. Click the Share button in the Trip Editor
2. Copy the public link
3. Send it to your client via email

Your client sees a beautiful, branded trip page — no login required.

[Screenshot: Share button and public trip preview]

Understanding the Workflow

A typical client journey in TravelBuilderPro:

• Lead captured
• Contact created
• Trip built
• Proposal sent
• Client converts
• Payment tracked

Stage 1: Lead Capture

New inquiries enter as Leads:

• Manually created in Contacts
• Automatically via website forms (after setup)

Stage 2: Build the Trip

• Add days with activities and accommodations
• Include pricing and payment schedules
• Customize design and legal terms

Stage 3: Share the Proposal

• Share the public link
• Client reviews on any device
• No account required

Stage 4: Convert to Client

• Convert the lead to a Client
• Update the trip status
• Track payments received

Stage 5: Deliver and Follow Up

• Export PDF for offline use
• Add notes and follow-up tasks
• Track final payments

[Screenshot: Workflow diagram or contact timeline]

Essential Features to Explore

Library (Reusable Blocks)

Save time with reusable content:

• Activities — tours, experiences, excursions
• Accommodations — hotels, rentals, lodges
• Transport — flights, transfers, car rentals
• Full Days — complete day packages

Create once, use in multiple trips.

→ Learn more: /docs/library

Tasks

Stay organized with built-in task management:

• Tasks linked to contacts
• Due dates and reminders
• Filters for today, upcoming, overdue
• Complete tasks from anywhere

→ Learn more: /docs/tasks

Analytics

Understand your business performance:

• Lead and client trends
• Revenue over time
• Lead sources
• Top clients

→ Learn more: /docs/analytics

Form Integrations

Automate lead capture from your website:

• Connect any web form
• Leads created automatically
• No manual data entry

→ Learn more: /docs/settings

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