Step-by-step guides to every part of RepBud

Set up your RepBud profile

A complete profile is how partners and property owners find you on RepBud — here's how to set yours up in under two minutes.

Sign up and choose your role

Joining RepBud takes about a minute — pick the part of the trade you're in, enter a few details, and you're on your way to your guest stay.

Confirm your email

One click on the email RepBud sends you confirms your address and drops you straight into setting up your profile.

Finish your profile

Ray walks you through three quick steps — your basics, your role, and bringing your world in — and your RepBud profile is ready.

Import your contacts with ReRoot

Bring your contacts and companies into RepBud — drop your export, and Ray reads it, maps the columns and files everything for you to check.

Connect your CRM and tools

Already run a booking or reservation system? Connect it once and your properties, partners and bookings keep flowing into RepBud — here's how.

Connect with partners

Connections is your trade address book on RepBud — here's how to find partners, send a request and accept the ones coming in.

Set up email and WhatsApp forwarding

Forwarding turns RepBud into your inbox for client conversations — forward an email or WhatsApp and it lands in The Lantern, ready to review. Here's how to set both channels up.

Set up your Meeting Links booking page

Give contacts one link, and let them pick a time that already fits around your calendar — here's how to set up your Meeting Links page in about a minute.

Daily flow

9 steps · PDF

Your home dashboard

This is The Ridge — your home view in RepBud. Here's the quick tour: what each panel shows you, and where to tap when you want to act on it.

Review your inbox

Everything you forward to RepBud lands in The Lantern — here's how to check what it picked out, fix anything off, and file it as a log with action items in seconds.

Log a meeting

Just out of a meeting? Field Log lets you jot a few lines, tag who was there, and RepBud turns it into a tidy log with action items — here's how.

Calendar & meeting matching

Connect a calendar once, and your day lines up here — each meeting matched to the right contact, ready to prep and log.

Send meeting follow-ups

Turn this week's meetings into follow-up emails in a couple of clicks — RepBud drafts each one from what you logged, and you stay in control of every word.

Track your tasks

The Trail is where every follow-up lands in one place — sorted by what's overdue, what's due today, and what matters most. Here's how to work it in under a minute.

Clear your day

The Watering Hole turns your to-do list into four glasses — clear a category and its glass fills. Here's how to empty your day.

Meeting prep briefs

Before you walk into a meeting, RepBud pulls everything you know about that contact into one briefing — so you sound prepared, not scrambling.

Respond to reporter briefs

When a journalist you're connected with posts a commission, it lands here — this is how to see what they need and pitch what you can offer.

Save & reuse your message templates

Save the intros, follow-ups and proposals you send again and again — then drop a ready-to-send message onto your clipboard in two taps.

Build a shareable client landing page

Give a client their own public landing page — branded, shareable, and live at your RepBud address in a couple of minutes.

Task reminders — the 8am nudge

A commitment with a date on it gets an 8am reminder, so the thing you promised at a show does not quietly pass its day.

Your People

Invite your team

If you're on a Charter plan, here's how to bring your colleagues into RepBud — invite them, track seats, and manage pending invitations from one screen.

Your contacts

Your contacts page keeps every partner in one place and quietly flags who's gone quiet — here's how to work it in a minute.

A contact's timeline

Open a contact and you've got their whole history in one scroll — every meeting, task and note ready before you call.

Companies

Your Companies list is the directory of every operator, DMC and property you work with — here's how to read it at a glance and pull intelligent destination intel on a whole batch at once.

A company's profile & intelligence

Open any company and you get one screen for everything you know about them — your contacts, your history, and intelligent destination intel pulled from their own website.

My Clients

My Clients is your portfolio overview — at a glance you can see who has open tasks, who you've spoken to recently, and who's gone quiet.

A client's profile

A client's profile is where the whole relationship lives — every interaction, the open tasks, and the report you'll send the property owner, all in one place.

Send invitations

Got a stand, a dinner or a FAM coming up? Here's how to invite the RepBuddies you're connected with and track who's coming — in one place.

Manage client viewers

Want a colleague to see your field notes and reports without being able to change anything? Here's how to give them read-only access in about a minute.

Find an email, and scan before a meeting

Two small things that save a search: finding an address you never saved, and seeing what changed on a company's site before you walk in.

The Reserve

Rover referrals

Rover turns the partners you already recommend RepBud to into rewards — here's how to invite someone and track where they land.

Rapport matching

Rapport surfaces the properties seeking representation in your markets — signal interest, find the mutual matches, and the introduction is yours to make.

Booking stats

See how your room nights are trending year on year — and ask your operators for the numbers you're still missing, all from one screen.

Booking incentives

Reward the operators who book your properties — set a nights target, approve the bookings they log, and watch each one climb toward the prize.

Property Rapport

When a rep wants to represent your property, their interest lands here as Rapport — and when you both say yes, their identity reveals so you can make the introduction.

The Lookout

Trip planner

The trip planner helps you map a FAM trip or site visit, split its budget across the clients it's for, and jump straight to booking — all in one place.

Client reports

Client reports turn the meetings and notes you've logged into a polished, narrative PDF for each client — one at a time, or for several at once.

Social posts

You logged a great meeting — here's how to turn it into a LinkedIn or Instagram post you can edit and share in under a minute.

9 steps · PDF

Newsletters

Forward the supplier news you already get, pick the stories worth sharing, and send a polished weekly newsletter to your contacts — here's the whole loop.

Radar — who is moving in your market

Radar watches the operators in your market and tells you what changed since last time — so you walk in knowing.

Share of Shelf — where you are absent

Share of Shelf shows which of your clients' competitors an operator already sells — and where you are missing from the shelf.

Looking Forward — your pipeline ahead

Looking Forward turns what you have already logged into what to do next — no new admin, no pipeline to maintain by hand.

On the road

Mileage — log a business trip

The drive to a lodge visit is a business cost. Mileage logs it against the company and the vehicle, and files it into your books.

Who's Nearby and Smoke Signals

Half the value of a week on the road is knowing who else is in town. Who's Nearby tells you, at city level, and only if you have both opted in.

Scan a business card or a badge

Sixty cards after a show, and none of them typed up. Photograph one and the details come off it for you to check.

5 steps · PDF

Your boarding pass and QR code

Your member pass, on your phone — hand someone a QR code instead of the last card in your pocket.

The wider toolkit

Revenue — your accounting workspace

Your invoices, costs and year-end sit in the same login as your client work — here's how Revenue keeps the books while you sell.

Reach — email your trade list

Reach emails the trade list you already have, with the consent rules built in — here's how to send one properly.

Relay — send files too big to email

An image library or a rate sheet is too big for email — Relay turns it into one link that expires on its own.

9 steps · PDF

Reconnect — video meetings and webinars

Meet a buyer over video without sending them to another platform — Reconnect runs the room from inside RepBud.

Respond — forms that fill your CRM

A training sign-up or a fam trip application that fills in your CRM as people answer — that is Respond.

Ask Ray — the in-app assistant

Ray answers questions about RepBud — and about your own account — without you going looking for the screen that holds the answer.

Free tools

The trade events calendar

The travel trade's show calendar in one place — dates, venues, who attends and what it will cost to go. Free, and no account.

Visa and entry requirements

"Do my clients need a visa?" — asked mid-quote, and this answers it with the official source attached. Guidance only: RepBud does not handle, apply for or guarantee any visa.

The email signature generator

A signature that looks like your company rather than a default — built in about two minutes, with no signup and no watermark.

The trade show prize wheel

A prize draw your whole stand can join from their own phones — and a winner log you can actually keep.

The travel trade glossary

DMC, FIT, BAR, NET, consortia — the working vocabulary of the travel trade, written by people who use it.

The Honours Board — the founding 200

The first 200 seats at The Boma — who joined early, and which seats are still open.

Role-specific

RepBuddy home & flow

This is your RepBuddy home — where the reps you work with request booking stats, invite you to events, and stay connected. Here's how to find your way around.

Upload booking stats

When a rep asks for your booking numbers, you upload them once — RepBud matches each row to their properties so you don't retype anything. Here's the flow.

Reporter home & briefs

Your reporter home is where you post what you're working on and let connected reps come to you — here's the whole flow in under a minute and a half.

RepBud Ready listing

Your RepBud Ready listing is how reps discover your property — here's how to fill it in and watch the completeness score climb as the right reps start to match.

Client viewer dashboard

If your brand is represented by a RepBud rep, this is your read-only window into everything they've been doing for you — meetings, trips and a running activity feed.

Charter — running a team

Charter is RepBud for a team — one view of what everyone is carrying, without asking them all for an update.