Guides
Step-by-step guides to every part of RepBud
74 walkthroughs — from setting up your profile to running a sales trip and proving the work. Read one here, or take it away as an illustrated PDF. Videos are being filmed and will appear beside the steps as they land.
Getting set up
Set up your RepBud profile
A filled-in profile is how partners and property owners find you on RepBud — here's how to set yours up in under two minutes.
Read the steps →Sign up and choose your role
Joining RepBud takes a couple of minutes — type your job title, enter a few details, and you're in, free on Economy.
Read the steps →Confirm your email
A 6-digit code from the email RepBud sends you confirms your address and drops you straight into setting up your profile.
Read the steps →Finish your profile
Ray walks you through five quick steps — your basics, your role, where you represent, who you represent, and you're set — and your RepBud profile is ready.
Read the steps →Import your contacts, companies and notes
Bring your contacts, companies and notes into RepBud on the website — drop your export, and Ray reads it, maps the columns and files it all for you to check.
Read the steps →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.
Read the steps →Post on the Bud Board
The Bud Board is RepBud's community feed for the travel trade — here's how to read it, post to it and make it yours.
Read the steps →Connect with partners
Connections is where your trade network lives on RepBud — the people you know, the people you could know, and the Bud Board, Jobs and Messages beside them.
Read the steps →Find and post jobs
RepBud Recruit is a jobs board for the travel trade — here's how to pin a role, say you're open to work, and follow an application.
Read the steps →Messages and group chats
Talk to your connections one to one, in a group, or with a broadcast — here's how Messages and group chats work on RepBud.
Read the steps →Choose your notifications
RepBud only buzzes your phone when a person is talking to you — here's how to choose what notifies you, what waits as a count, and when it all stays quiet.
Read the steps →Report, block and mute
If something on RepBud isn't right, you can report it in a few taps — here's how, and what happens next.
Read the steps →Daily flow
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.
Read the steps →Review your inbox
What you forward to RepBud lands in The Lantern (To Review on the website) — here's how to check what it picked out, fix anything off, and file it as a log with action items in seconds.
Read the steps →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.
Read the steps →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.
Read the steps →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 the wording.
Read the steps →Track your tasks
The Trail is where your follow-ups land 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.
Read the steps →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.
Read the steps →Meeting prep briefs
Before you walk into a meeting, RepBud pulls what you know about that contact into one briefing — so you sound prepared, not scrambling.
Read the steps →Respond to reporter briefs
When a journalist posts a commission, it lands here — this is how to see what they need and pitch what you can offer.
Read the steps →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.
Read the steps →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.
Read the steps →Your contacts
Your contacts page keeps your partners in one place and quietly flags who's gone quiet — here's how to work it in a minute.
Read the steps →A contact's timeline
Open a contact and you've got their history in one scroll — meetings, tasks and notes ready before you call.
Read the steps →Companies
Your Companies list is the directory of the operators, DMCs and properties you work with — here's how to read it at a glance and pull intelligent destination intel on a whole batch at once.
Read the steps →A company's profile & intelligence
Open any company and you get one screen for what you know about them — your contacts, your history, and intelligent destination intel pulled from their own website.
Read the steps →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.
Read the steps →A client's profile
A client's profile is where the relationship lives — your interactions, the open tasks, and the report you'll send the property owner, all in one place.
Read the steps →Send invitations
Got a stand, a dinner or a FAM coming up? Here's how to invite the people you're connected with and track who's coming — in one place.
Read the steps →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.
Read the steps →RepBud Ready opportunities
Review representation opportunities, express interest and message accepted introductions in one RepBud Ready workspace.
Read the steps →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.
Read the steps →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.
Read the steps →Ask the reps a question
Ask the reps puts one question in front of the Reps, PRs and DMCs who list properties in a place — and each answer comes back to you privately.
Read the steps →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.
Read the steps →Put your brand on reports and emails
Set your logo, colours and heading font once, and your client reports and Reach emails carry them — here's how to set up your brand kit.
Read the steps →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.
Read the steps →Social Media 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.
Read the steps →Newsletters
Forward the client news you already get, pick the stories worth sharing, and send a polished weekly newsletter to your contacts — here's the whole loop.
Read the steps →Trade-Movement Radar
One of the two Market Intelligence views, on your Dashboard rather than the sidebar. It reads the operator links in your data and says what moved since last week.
Read the steps →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.
Read the steps →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 shows the members checked in within ten miles — and only if you have both opted in.
Read the steps →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.
Read the steps →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.
Read the steps →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.
Read the steps →Reconnect — video meetings and webinars
Meet a buyer over video without sending them to another platform — Reconnect runs the room from inside RepBud.
Read the steps →Free tools
The trade events calendar
The travel trade's show calendar in one place — dates, venues, who exhibits and where to register. Free, and no account.
Read the steps →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.
Read the steps →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.
Read the steps →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.
Read the steps →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.
Read the steps →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.
Read the steps →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.
Read the steps →RepBud Ready listing
Your RepBud Ready listing is how reps discover your business — here's how to fill it in and watch the completeness score climb as the listing gets stronger.
Read the steps →Client viewer dashboard
If your brand is represented by a RepBud rep, this is your read-only window into the work they've been doing for you — activity, reports, invoices and how your properties are selling.
Read the steps →Questions
Are the RepBud guides free?+
Yes. Every guide on this page is free to read and free to download as a PDF, with no sign-in required. They walk through the RepBud dashboard screen by screen.
Can I download the guides as PDFs?+
Yes. Each guide has a Download PDF link, and the whole library is available as one illustrated user manual from the top of this page. Both are free and need no account.
Do I need a RepBud account to follow along?+
You can watch the guides without an account. To try the steps yourself you’ll want a RepBud account — joining is free, with no card.
Do the guides cover the mobile app too?+
These guides cover the web dashboard for now. Mobile-app walkthroughs are planned and will appear here as they’re produced.