Settings

Settings is where your business details and branding live. They appear on every itinerary, invoice and email you send. Open it from Control Panel in the sidebar, or from your profile menu at the top right.

Your profile

The first card is your own login: your name, your login email and your role. Change your name and click Save profile. It's shown in the top bar and the dashboard greeting. Everything below it is shared by everyone in your organisation.

Organisation details

• Legal name (required) and Trading name: the trading name, if set, is what clients see.
• VAT number and Website.
• Booking ref prefix (required): created for you from your organisation name, and used in references like ABC-2026-001. You can change it to up to 8 letters. Each prefix is unique to one organisation.
• Terms & Conditions URL: shown beside the Accept this quote button, on the payment page and in the itinerary footer.
• Organisation email, Organisation phone and Address: the organisation email is the reply-to address on client emails, where your notification emails are sent, and the default sender for campaigns.

Click Save changes at the bottom of the page. That button saves the organisation details, itinerary content, processing fee and payment options together.

Logo

Click Upload logo. It saves straight away and appears on itineraries, the traveler portal, invoices, payment pages, driver and vehicle-check forms, emails and printed reports.

Itinerary content

These appear on every public itinerary. Leave any field blank to hide it.

• Display font for headings and tour titles.
• Tagline, for example Bespoke private tours of Scotland.
• Promo video: a YouTube link shown at the top of every itinerary.
• Disclaimer / Wee Note: your small print.
• What's included and What's not included, one item per line.

Scheduled tours

Turn this on if you sell individual seats on fixed-date departures. It adds Departures to the sidebar. Leave it off if every tour is a private booking.

Payments

• Payments (Stripe): connect your Stripe account to take card payments. See Connect Stripe.
• Payments managed externally: turn on if travelers pay through another platform, such as WeTravel. Stripe links are switched off, and the traveler portal shows a read-only payment summary. Set a default payment timeline, and optional overrides by tour type, so the portal can show when each payment is due.
• Processing fee: a card fee percentage (0–10%) and an optional bank transfer (ACH) percentage to add to client invoices, with a short note shown on the invoice. Leave blank to absorb the fee yourself.
• Payment options: the payment methods listed on invoices and the quote page, each with a label and description. Click + Add payment method to add another.

WeTravel / Zapier

Mirror WeTravel bookings and travelers into TravelSpurt automatically. See WeTravel via Zapier.

Mobile app

Tap Install app to add TravelSpurt to your phone's home screen. See Install the mobile app.

Email templates, brand and automation

When switched on for your account, these appear under Control Panel next to Settings. See Email templates & brand and Email automation.

Password

Enter a new password twice and click Update password. If you've forgotten your password, or you're a Staff user, use Forgot Password? on the sign-in screen instead.