Aaron Fessler
aaron@tripworks.com

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Updated June 20th, 2025 by Aaron Fessler

How do I cancel a gift card?

If you need to cancel a gift card in your TripWorks account, the process is quick and easy. Follow these steps to ensure the gift card is effectively canceled:   1. Locate the Gift Card Use the search box in the upper left-hand corner of your dashboard to find the specific gift card. You can also click the More button in the main menu and select Gif...

0 min reading time
Updated March 31st, 2025 by Aaron Fessler

Collecting Guest Waivers

In this guide, we’ll cover four simple ways to collect waivers from your guests, whether they are booked or unbooked. Use these methods to ensure waivers are completed before or during check-in.  Some approaches work best if you have a high volume of walkup guests; other approaches work best if the majority of your bookings are completed in advance....

2 min reading time
Updated February 5th, 2025 by Aaron Fessler

Viewing Signed Waivers

There are three ways to view signed waivers for an activity in TripWorks:  Manifest View Trip View Waiver Portal Each method offers a unique way to quickly access waiver statuses, depending on what you're looking for. Simply expand the sections below for detailed instructions on how to view waivers:   Manifest View   Navigate to the Manifest View by...

0 min reading time
Updated October 7th, 2024 by Aaron Fessler

Recommended Software & Hardware

TripWorks is primarily a web application and works on all modern browsers. Click on the topics below to explore our recommendations for getting the most out of your experience with the  TripWorks dashboard .   Recommended Devices Desktop Computers We recommend Mac OSX or Windows computers. Suggested minimum system requirements are a 64-bit 1.8+ GHz ...

2 min reading time
Updated June 17th, 2025 by Aaron Fessler

Google Analytics Integration

Google Analytics is a powerful tool that helps you understand how people interact with your website, social media, and other online marketing efforts. By integrating Google Analytics with your TripWorks account, you gain valuable insights into how users engage with your website and Experience Catalog. This integration allows you to answer key questi...

3 min reading time
Updated June 20th, 2025 by Aaron Fessler

Setting up Webhooks

Webhooks are a powerful tool that allows you to send data to third-party systems whenever certain events occur within TripWorks. Once activated, these webhooks will automatically post data to the endpoint you’ve chosen, allowing you to integrate the TripWorks booking system seamlessly with other systems, platforms, and workflows. The destination for...

1 min reading time
Updated June 17th, 2025 by Aaron Fessler

Resellers: OTAs vs. Private Partners

Within the tour and travel industry, there are two main types of resellers — that is, third parties that partner with your business to sell your experiences and/or products for a fee: Online travel agents (OTAs) Private partners You can Connect with Resellers‍ (both OTAs and private partners) through your TripWorks account. This makes it easy for yo...

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Updated February 6th, 2025 by Aaron Fessler

Searching for Trips, Customer & Payments

There are multiple ways to locate a customer, trip, gift card, or payment in your dashboard, depending on the information you have: Global Search Advanced Search Reports This article explains each search method. Expand the sections below to learn more.   Global Search The search box appears at the top of each page in your dashboard. On the desktop, ...

1 min reading time
Updated June 17th, 2025 by Aaron Fessler

Can I use my own card readers?

TripWorks protects its systems with industry leading technology and security controls, including:  Data encryption within the card reader at the moment of swipe. Software developed using industry-standard best practices. Servers monitored by our dedicated security staff. Since TripWorks is PCI compliant, we don’t require you to validate PCI complian...

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Updated June 20th, 2025 by Aaron Fessler

How do I Troubleshoot Google Analytics?

If you’re not seeing the conversion data you expect in Google Analytics after integrating with TripWorks, don’t worry—there are a few simple things to check. Follow the steps below to troubleshoot your setup and ensure your data is flowing correctly.   1. Verify That Cross-Domain Linking Is Set Up Properly TripWorks uses cross-domain tracking to con...

1 min reading time
Updated October 7th, 2024 by Aaron Fessler

What is the difference between Date Created and Activity Date?

Date Created refers to the date the transaction was entered or the activity occurred. Activity Date refers to the date of the tour or experience. Therefore, if you add a payment for a tour that takes place on January 7 and today is January 1, you'll see a Date Created of January 1, and an Activity Date of January 7. This concept applies to nearly ev...

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Updated June 20th, 2025 by Aaron Fessler

Can I setup TripWorks to connect to more than one Google Analytics GA4 account?

Yes, you can connect TripWorks to multiple Google Analytics GA4 accounts at the same time. This is especially useful if you have multiple stakeholders, agencies, or departments that need visibility into your booking funnel and user behavior. Setting it Up Log into your TripWorks dashboard. Click the Setup gear icon in the top menu. Choose Integratio...

0 min reading time
Updated June 17th, 2025 by Aaron Fessler

Supported OTAs

Your TripWorks account is compatible with various online travel agencies (OTAs). In most cases, we provide your inventory and pricing to OTAs in real time via an API connection. We also receive booking requests from OTAs and publish these in your TripWorks account. Here are the current OTAs you can connect with on TripWorks: Viator Expedia Get Your ...

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Updated June 17th, 2025 by Aaron Fessler

Why can't I clone a booking?

Cloning a booking in TripWorks can be restricted under certain conditions.  Specifically, you won't be able to clone a booking on a trip if: The trip is locked (which typically happens 14 days after creation to maintain reporting accuracy). You do not have the necessary permissions to unlock or clone trips. The trip has a status of Deleted. There is...

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Updated June 17th, 2025 by Aaron Fessler

Do I need a landing URL to track my conversions in Google Analytics?

Many of our customers have been asking if they need a separate landing page or a unique URL to properly track conversions in Google Analytics. The short answer is no! If you have Google Analytics integrated with your TripWorks account, we've got you covered. Understanding the Integration: TripWorks' integration with Google Analytics ensures that all...

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Updated February 5th, 2025 by Aaron Fessler

Adding a Waiver to Your Account

In this article, we will guide you through the step-by-step process of adding a digital waiver to your account.    Important Note TripWorks team members are not permitted to edit or advise our clients on the content of their waivers. We strongly suggest that you consult a legal adviser if you need guidance on creating waiver content.         How to ...

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Updated October 7th, 2024 by Aaron Fessler

Why don't my report totals match?

Each type of TripWorks report has a specific application, and should be chosen depending on your company's accounting platform (Accrual or Cash-Basis) and your report need (Accounting, Marketing, or Cash Flow).  This article describes common reasons why report totals do not match across different report types.   Sales Reports Sales Reports show reve...

3 min reading time
Updated June 12th, 2025 by Aaron Fessler

Setting Up Resellers

Before you can accept and track bookings made by Resellers (OTAs & Private Partners) , you must first create a profile for those resellers through your TripWorks account. This article provides guidance on setting up reseller profiles and defining your ideal settings for your partnered resellers.    How to Set Up OTAs & Private Partners  Step...

3 min reading time
Updated October 7th, 2024 by Aaron Fessler

How do I download a signed waiver?

When viewing a signed waiver, click the three dots in the upper right corner. Choose Download PDF    ...

0 min reading time
Updated October 7th, 2024 by Aaron Fessler

How do I print a signed waiver?

When viewing a signed waiver, click the three dots in the upper right corner. Choose Print PDF    ...

0 min reading time
Updated October 7th, 2024 by Aaron Fessler

Receiving Payouts

For you to receive funds, TripWorks makes payouts to your bank account. Payout availability can vary based on the country you’re operating in. In most cases, when you start processing live payments from your customers with TripWorks, you won’t receive your first payout until 7–14 days after receiving your first successful payment. The first payout m...

2 min reading time
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