Skip to content

Settings

Customize your branding, team, and agency preferences.

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 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 — Content languages (40+ languages)
  • 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

Tip: Use a transparent background for best results.

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

Default Trip Cover Image

  1. Click to select an image
  2. Choose from uploads or search Unsplash
  3. Used when a trip has no custom cover

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

Trip Template

Choose the default design for trip proposals.

Selecting a Template

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

What Happens

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

Set default legal sections for all trip proposals.

__wf_reserved_inherit

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

Tip: Write strong defaults once, adjust only when necessary.

Permissions

Control what team roles can do.

Roles

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

Configurable Permissions

  • Allow / deny Managers editing trip legal terms
  • Allow / deny Agents editing trip legal terms

When disabled, only Agency Admin can edit legal terms.

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

Remove Member

  • Menu (⋮) → Remove
  • Access revoked immediately

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