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Settings

Customize your branding, team, and agency preferences.

The Settings area is your control center for customizing TravelBuilder Pro 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
  • Payments: Default VAT rate, payment link, bank transfer coordinates, file-number format
  • 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.

  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.

Map Theme

Pick the visual style used by the interactive trip map on your public proposals. Five themes are available (Light, Dark, Streets, Outdoors, and Satellite), each shown as a thumbnail preview.

Plan availability:

  • Starter. The map is not available; the picker opens an upgrade prompt
  • Professional, Light and Dark themes
  • Premium, all five themes

Per-trip map visibility lives in the trip editor’s Map section: this setting only controls the theme.

Date Format

Choose how dates render on your day cards in the editor and on your client’s proposal (public page and PDF). Five styles are available:

  • Full: Wednesday, May 06, 2026 (default)
  • Long: May 06, 2026
  • Medium: Wed 6 May
  • Numeric EU: 06/05/2026
  • Numeric US: 05/06/2026

The two Numeric styles are language-independent; the other three follow the trip’s language on the public page (so a French trip prints French month names). The editor itself stays in English.

What Happens

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

Payments

The Payments section holds the defaults every quote falls back to when it doesn’t override them: your VAT rate, your payment link, your bank transfer coordinates, and the format of your file (dossier) numbers.

VAT

Pick your agency’s default VAT rate from the dropdown, or leave it blank for No default rate. The rate is extracted from each trip’s tax-inclusive total (never added on top) and any trip can override it from the Pricing card in the editor.

Paste a payment URL (Stripe, PayPal, or any other checkout link starting with https://) into the Payment link URL field. Every trip that doesn’t carry its own link falls back to this one, so changing it here updates every open quote at once.

Bank transfer

Fill in the Bank transfer card with Beneficiary, IBAN, BIC, and Bank name. Add an optional note in each of your agency’s public languages if you need to give clients per-language instructions. The switch on the card enables bank transfer for every trip that doesn’t override it; if the IBAN is empty, no coordinates are ever shown to the client.

Trip reference (file number)

The Trip reference card configures how every new trip’s file number is generated:

  • Prefix: a short string prepended to each reference (e.g. TBP-)
  • Year, whether to include the year, and in which format
  • Digits: the minimum number of digits in the sequence
  • Separator: the character between prefix, year, and sequence
  • Reset yearly: restart numbering each January
  • Starting number: the first sequence value for your very first trip

A live preview shows the next reference as you edit. Existing trips keep the reference they were issued.

Click Save after making changes.

Set default legal sections for all trip proposals.

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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 Trip Cover Image: change the cover image on trips (enabled by default for Manager and Agent)
  • 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. TravelBuilder Pro provides a webhook URL. Copy/paste it into your website
  3. Submissions on your website create contacts automatically in the 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 on the plan you picked in the wizard
  • Full feature access at that tier during the trial
  • A payment method on file is required to start the trial (no free tier)
  • Converts to the selected plan on day 8 unless cancelled from Your Plan or /dashboard/upgrade
  • 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 and contacts (permission-based)

Per-Seat Billing

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

Getting Help

If something is not working the way you expect, use the built-in feedback channel:

  1. Open the account menu (your avatar at the bottom of the sidebar, or the account card in the top right on /subscribe and /dashboard/upgrade).
  2. Click Contact.
  3. Pick a category: Bug or Feature request.
  4. Write a short message and submit.

The message reaches the TravelBuilder Pro team directly and includes your account email so we can reply.