Settings

The Settings area is your control center for customizing TravelBuilderPro to match your agency’s brand and workflow. From uploading your logo to managing team members, all configuration options are organized in one place.

What you’ll learn:

• Configuring your agency information
• Customizing branding and appearance
• Setting up default templates and legal terms
• Managing team permissions
• Connecting external forms
• Understanding your subscription plan

Accessing Settings

Click Settings in the main sidebar to enter the Settings area.

You’ll see a dedicated sidebar with all configuration sections:

• Agency — Basic organization information
• Branding — Logo, colors, custom URL
• Public Design — Default design for public trip pages
• Legal Terms — Standard policies for proposals
• Permissions — Team role capabilities
• Forms — External form integrations
• Your Plan — Subscription and billing
• Team — Team members and invitations

Agency Information

The Agency section stores your organization’s basic details.

Available Fields

• Organization Name — Your agency’s official name
• Website URL — Your agency’s website address
• Phone Number — Contact phone for clients
• Default Currency — Currency for trip pricing (150+ currencies)
• Default Language — Default content language for new blocks and trips (out of up to 66 languages your agency can enable)
• Description — Brief description of your agency
• Address — Full business address

Why This Matters

• Organization Name appears on trip proposals and client communications
• Default Currency sets the currency symbol for all new trips
• Default Language determines the initial language when creating content
• Address appears on professional proposals and invoices

Click Save after making changes.

Branding

Customize how your agency appears to clients with your logo, colors, and custom URL.

Primary Color

1. Click the color picker square
2. Select your brand color or enter a hex code (e.g. #3b82f6)
3. Preview updates instantly

Used on buttons, accents, and headers across client-facing pages.

Agency Logo

1. Click Upload Logo
2. Select an image file (JPG, PNG, SVG, or WebP)
3. Preview your logo
4. Use Replace or Remove if needed

Favicon

1. Click Upload Favicon
2. Select an icon file (ICO, PNG, or SVG)
3. Preview how it appears in browser tabs

Recommended size: 32×32 px

Custom URL

Format: travelbuilderpro.com/share/your-agency-name

1. Enter your desired URL
2. Green checkmark = available
3. Red X = already taken

Requirements:

• 3–30 characters
• Lowercase letters, numbers, hyphens only
• Must be unique

Public Design

Choose the default design applied to your client-facing trip proposals and public pages — the default cover image, the template, its layout, and the typography preset.

Default Trip Cover Image

1. Click to select an image
2. Choose from uploads or search Unsplash
3. Used as the cover for every trip that hasn’t enabled Use a custom cover image

Selecting a Template

1. Browse available templates
2. Click to select
3. Preview shows branding applied

Choosing a Layout

Pick how the selected template arranges content on the public page — a single-column or two-column layout. A mini-schema previews each option.

Typography

Set the font pairing used across your public pages. Pick a preset from the Typography dropdown — Modern, Editorial, Minimal, or Classic. The selected preset is applied immediately to the live preview.

What Happens

• New trips use this design automatically
• Existing trips update to the new default
• Individual trips can still be customized

Legal Terms

Set default legal sections for all trip proposals.

Define your legals terms as default for all your trips

Available Sections

• Payment Terms — When and how clients pay
• Cancellation Policy — Booking cancellation rules
• Passport & Visas — Travel document requirements
• Insurance — Travel insurance information

Configuring Each Section

1. Toggle section on/off
2. Edit content with rich text editor
3. Format with bold, italic, links, and lists

How It Works

• Enabled sections appear on all new trips
• Terms can still be edited per trip
• Disabled sections stay hidden unless enabled manually

Permissions

Control what team roles can do.

Roles

• Agency Admin — full access including Settings
• Manager — Trips, contacts, workflow
• Agent — Trips and contacts

Configurable Permissions

Permissions are organized into four groups, each controlling a part of the trip editor. For every permission you can independently allow or deny Manager and Agent — Agency Admin always have full access.

Informations

• Edit Trip Legal Terms — edit legal terms on individual trips
• Enable Trip Map — show the interactive map on trips
• Change Trip Owner — reassign the agent shown on public trip pages (see Trip ownership)

Pricing

• Edit Trip Currency — modify the currency on individual trips

Design

• Edit Trips Template — change template and layout on trips

Quote

• Quote Tab Visibility — see cost breakdown and margins in the trip editor

When a permission is disabled for a role, the corresponding field or tab is hidden or read-only for users in that role.

Forms

Connect website forms to capture leads automatically.

How It Works

1. Create a form on your website
2. TravelBuilderPro provides a webhook URL : copy/paste it on yourwebsite
3. Submissions on your website create contacts automatically into CRM

Setting Up a Form

1. Click Add Form
2. Copy webhook URL
3. Paste into your form settings
4. Submit a test entry

Field Mapping

Map incoming fields to contact fields:

• Email — email, contact_email
• First Name — first_name, name
• Phone — phone, telephone
• Trip Type — trip_type, interest
• Destination — destination, location
• Travel Dates — dates, travel_dates
• Budget — budget, price_range

Auto-detection is provided, manual adjustments allowed.

Monitoring Submissions

For each form you can see:

• Total submission count
• Last submission date
• Form status (active / inactive)

Your Plan

Manage your subscription and billing.

Current Plan Overview

• Plan name and billing cycle
• Number of team members
• Cost per user
• Total monthly or yearly cost

Available Plans

• Starter — Small agencies
• Professional — Growing agencies
• Premium — Large agencies

Billing Options

• Monthly — Flexible
• Yearly — Discounted (typically 2 months free)

Changing Your Plan

1. Select a plan
2. Review proration
3. Confirm
4. Billing updates automatically

Trial Period

• 7-day free trial
• Full feature access
• No credit card required
• Reminder badge shows remaining days

Team

Manage team members and access.

Team List Information

Each member shows:

• Email — User email
• Role — Agency Admin, Manager, Agent
• Status — Active (green) or Pending (yellow)
• Actions — Resend invite, Remove member

Inviting Team Members

1. Click Add Member
2. Enter email
3. Select role
4. Send invitation

After Inviting

1. Invitation email sent
2. User accepts
3. Account created
4. Status becomes Active
5. Access granted

Managing Existing Members

Resend Invitation

• Menu (⋮) → Resend Email

Change Invitation Email

For pending invitations only — useful if the address was wrong or the invite never arrived:

1. Menu (⋮) → Change email
2. Enter the new email and confirm

The previous invitation link is invalidated and a fresh invite is sent to the new address.

Remove Member

1. Menu (⋮) → Remove
2. A Reassign data dialog opens listing every item the member owns (trips and other assigned items). Pick another active team member to receive ownership of all of them — this step is required to protect data integrity.
3. Confirm. Ownership is transferred and the member’s access is revoked.

Role Capabilities

• Agency Admin — Settings, billing, team, all features
• Manager — Trips, contacts, tasks, suppliers, library
• Agent — Trips, contacts, tasks (permission-based)

Per-Seat Billing

• Each member = one seat
• Adding increases cost
• Removing decreases cost (prorated)
• Header shows: X users × $Y/user = $Z/month