Documentation
All products
Each product has its own manuals, step by step and with recreations of its screens. Open a product to see all its guides. Manuals that are not yet translated are shown in Spanish.
1 manual · SpanishEmailSetting up your email account on your computer and mobile phone.
2 manuals · English and SpanishOrbis BookingBooking and tour management for the agency's operations team.
2 manuals · English and SpanishOrbis CorporateCustomer area for companies: reports, invoices and downloads for their travel, and user management.
2 manuals · SpanishOrbis Hoteles ProSearch, compare and book accommodation from all your suppliers on a single screen.
13 manuals · English and SpanishOrbis PortalManaging the agency's website: content, pages, web builder, offers, carousels, menu, destinations, promotions, brochures, maps, tours and itineraries.
25 manuals · English and SpanishOrbis WebUsing Orbis Web and its integrations, for management, operations and sales teams.
ProductEmail
Product index: in Spanish.
Product
Orbis Booking
Product index: in English and in Spanish.
Product
Orbis Corporate
Product index: in English and in Spanish.
Customer areaOrbis Corporate customer areaReview your travel billing, generate and schedule reports, download your invoices and manage your account.
SuperadminUsers and reportsGive your team access, choose which customers and reports each person sees, and filter, generate, download and schedule reports.
Product
Orbis Hoteles Pro
Product index: in Spanish.
Booking portal · In SpanishOrbis Hoteles Pro user manualSearch, compare and book accommodation from all your suppliers on a single screen.
Integrations · In SpanishAutomatic access from your website (API)Let your travel agencies reach the booking portal from your website without entering their credentials again.
Product
Orbis Portal
Product index: in English and in Spanish.
Content (CMS)Banner managementCreate, schedule and remove promotional banners for the Home page, Offers or specific pages.
Content (CMS)Dynamic contentInsert offers, tours, hotels, search engines, maps and other blocks that update themselves.
Content (CMS)Page managementCreate and maintain the website's pages in all their languages, with their URL, SEO and visibility.
Content (CMS)Web builderLay out pages by dragging sections, columns, images and widgets, and choose whether the website shows the editor or the builder.
Content (CMS)Offer managementPublish, schedule and import offers with their price, dates and destinations.
Content (CMS)Carousel managementCreate image carousels for the Home page, offers or any page, with texts and buttons per language.
Content (CMS)Website main menuBuild the menu for each language with its links and dropdowns, and reorder it by dragging the items.
Content (CMS)Destination managementCreate the page for each destination with its texts per language, image, location and SEO.
Content (CMS)POPup promotionShow a pop-up window with your campaign, its dates and how often it is repeated.
Content (CMS)Catalogues and brochuresPublish PDF catalogues and their brochures, with validity dates, tags and destinations.
Content (CMS)Map managementCreate maps with your points of interest, their position and their details in each language.
ProductTour managementPublish each tour with its page per language, dates and options, and its destinations and itineraries.
ProductTour itinerariesWrite the day-by-day programme of each departure and then link it from the tour page.
Product
Orbis Web
Product index: in English and in Spanish.
Entry panelMain menu and widgetsFind your way around the Orbis Web menu and read the Entry panel widgets: production, collections, payments, cash desk and upcoming trips.
ConfigurationInitial agency setupGet a new agency ready: tax details, email, invoice series, accounting, banks, users and permissions, GDS, train and wholesaler captures, and SES Lodging submissions.
ConfigurationBanks, cards, payments and emailSet up one bank per currency, add card types, configure the AMEX link and payment methods, upload templates such as the travel contract and get each user’s email ready.Video
ManagementCustomersRegister your customers, set up their credit and invoicing, and reach their files, collections, documents and messages from their record.
ManagementSuppliersRegister suppliers and creditors, complete their record and create their products with automatic setup, with margins and taxes ready for your files.
ManagementFile budgetsFind budgets, create a new one with its holder, dates and destination, and turn it into a file.
ManagementFilesFind and filter files, create a new one and manage its record: holders, passengers, services, collections, invoices and delivery notes.
ManagementCreating services in a fileAdd services to a file by capturing the booking (P), from the PNR (P+) or manually in seconds with quick entry (R+).Video
ManagementDirect payment in filesMark the services the client pays straight to the supplier and generate the agency’s commission service in two clicks.Video
ManagementPNR captures and automatic creationTurn GDS PNRs, train tickets and bookings from wholesalers and Orbis Hoteles Pro into files and services without retyping them, and set up suppliers and products so they arrive correctly.
ManagementGroup budgetsWork out the price of a group trip: add its costs, apply your margin and get the price per place; then turn it into a group.
ManagementGroupsManage each group trip: customer bookings, supplier services, places, passengers and profit and tax reports.
ManagementOrbis PayCollect payment for a file with a payment link (card, Bizum or bank transfer): set up the virtual POS, send the link and let Orbis Web record the collection and its journal entry.
ManagementCurrenciesSell and buy in other currencies: exchange rate tables, the file’s sales currency, each service’s cost currency and the euro equivalent.Video
InvoicingCommission invoicesBill your suppliers the commission they owe you: create the invoice, load the services from your files or add them by hand, and issue it.
Payment ManagementDynamic CardsPay each supplier with a single-use virtual card, record it in the file and reconcile the charges with the statement.
Payment ManagementPrepaymentsCreate, review and follow up the prepayments of your files, including the ones Orbis Web creates automatically when a service is paid with a corporate card.
ReportsProduction reportsSales, cost, margin and collections by customer, seller, branch, supplier and destination: which date each report uses, how to filter it and how to export it to Excel.Video
ReportsCustomer BalanceCheck the invoices and collections that make up a customer's balance, open the source file of any line and export the result to Excel or PDF.
ReportsSupplier BalanceFilter by supplier, branch and dates, check each supplier's documents and amounts, and export the result to Excel or PDF.
ReconciliationsCorporate card reconciliationImport your AMEX or Visa card statement, match each transaction to its bank document and generate the journal entries once everything balances.Video
ReconciliationsBSP reconciliationConvert and import the BSP settlement, match it against the tickets in Orbis Web, balance the differences, enter ACMs and ADMs and close the payment in Ticketing Control.Video
ReconciliationsRenfe reconciliationImport the Renfe settlement in TXT, match it against the train tickets in Orbis Web, balance the differences, enter the commissions and close the payment in Ticketing Control.Video
IntegrationsClientify integrationSync customers between Orbis Web and Clientify, register contacts as customers and check the Clientify log.
IntegrationsCapData extensionSend bookings from Vueling and other validated websites to Orbis Web from the browser extension, without retyping them, and create or complete the file.
Documentation
All manuals
| Manual | Product | Languages | Edition |
|---|---|---|---|
| Setting up email accounts | Español | Version 2026.11 · November 2026 | |
| Group departure itinerary | Orbis Booking | English · Español | Version 2026.10 · October 2026 |
| Guide assignment | Orbis Booking | English · Español | Version 2026.10 · October 2026 |
| Customer area | Orbis Corporate | English · Español | Version 2026.09 · September 2026 |
| Users and reports | Orbis Corporate | English · Español | Version 2026.10 · October 2026 |
| User manual | Orbis Hoteles Pro | Español | Version 2026.09 · September 2026 |
| Automatic access from your website (API) | Orbis Hoteles Pro | Español | Version 2026.11 · November 2026 |
| Banner management | Orbis Portal | English · Español | Version 2026.09 · September 2026 |
| Dynamic content | Orbis Portal | English · Español | Version 2026.09 · September 2026 |
| Page management | Orbis Portal | English · Español | Version 2026.09 · September 2026 |
| Web builder | Orbis Portal | English · Español | Version 2026.10 · October 2026 |
| Offer management | Orbis Portal | English · Español | Version 2026.09 · September 2026 |
| Carousel management | Orbis Portal | English · Español | Version 2026.09 · September 2026 |
| Website main menu | Orbis Portal | English · Español | Version 2026.09 · September 2026 |
| Destination management | Orbis Portal | English · Español | Version 2026.10 · October 2026 |
| POPup promotion | Orbis Portal | English · Español | Version 2026.10 · October 2026 |
| Catalogues and brochures | Orbis Portal | English · Español | Version 2026.10 · October 2026 |
| Map management | Orbis Portal | English · Español | Version 2026.10 · October 2026 |
| Tour management | Orbis Portal | English · Español | Version 2026.10 · October 2026 |
| Tour itineraries | Orbis Portal | English · Español | Version 2026.10 · October 2026 |
| Main menu and widgets | Orbis Web | English · Español | Version 2026.10 · October 2026 |
| Initial agency setup | Orbis Web | English · Español | Version 2026.10 · October 2026 |
| Banks, cards, payments and email Video | Orbis Web | English · Español | Version 2026.10 · October 2026 |
| Customers | Orbis Web | English · Español | Version 2026.10 · October 2026 |
| Suppliers | Orbis Web | English · Español | Version 2026.10 · October 2026 |
| File budgets | Orbis Web | English · Español | Version 2026.10 · October 2026 |
| Files | Orbis Web | English · Español | Version 2026.10 · October 2026 |
| Creating services in a file Video | Orbis Web | English · Español | Version 2026.10 · October 2026 |
| Direct payment in files Video | Orbis Web | English · Español | Version 2026.10 · October 2026 |
| PNR captures and automatic creation | Orbis Web | English · Español | Version 2026.10 · October 2026 |
| Group budgets | Orbis Web | English · Español | Version 2026.10 · October 2026 |
| Groups | Orbis Web | English · Español | Version 2026.10 · October 2026 |
| Orbis Pay | Orbis Web | English · Español | Version 2026.10 · October 2026 |
| Currencies Video | Orbis Web | English · Español | Version 2026.10 · October 2026 |
| Commission invoices | Orbis Web | English · Español | Version 2026.10 · October 2026 |
| Dynamic Cards | Orbis Web | English · Español | Version 2026.10 · October 2026 |
| Prepayments | Orbis Web | English · Español | Version 2026.11 · November 2026 |
| Production reports Video | Orbis Web | English · Español | Version 2026.10 · October 2026 |
| Customer Balance | Orbis Web | English · Español | Version 2026.11 · November 2026 |
| Supplier Balance | Orbis Web | English · Español | Version 2026.11 · November 2026 |
| Corporate card reconciliation Video | Orbis Web | English · Español | Version 2026.10 · October 2026 |
| BSP reconciliation Video | Orbis Web | English · Español | Version 2026.10 · October 2026 |
| Renfe reconciliation Video | Orbis Web | English · Español | Version 2026.10 · October 2026 |
| Clientify integration | Orbis Web | English · Español | Version 2026.09 · September 2026 |
| CapData extension | Orbis Web | English · Español | Version 2026.10 · October 2026 |
Help
Support
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