Reseller invoices track partial payments. You can log a payment for less than the full balance, record several payments over time, and always see exactly what's been paid and what's still owed. No more invoices flipping to "Paid" the moment any amount is recorded. A quick note on how this works: TripWorks doesn't process these payments. Your reselle...

Your Viator Supplier ID — also called your supplier number — is a numeric ID that Viator assigns to you (for example, 5060143). TripWorks doesn't generate it; you retrieve it from Viator and enter it when you connect your Viator channel, so bookings flow to the right account. In this article Get it from Viator Add it to TripWorks Frequently asked qu...

There are three places to check whether guests have signed, depending on what you're doing: The manifest — waiver status for everyone on a given day, at a glance. A trip — waiver status for the guests on one booking. The Waivers list — every signed waiver in your account, in one place. On the manifest Open the Manifest and check the Waiver column to...

Every list view in TripWorks now uses the same filter, view, and column pattern. Whatever you learn on one list applies to all of them — Trips, Bookings, Guests, Messages, Reviews, and more. This guide covers the three building blocks: the filter panel, saved views, and the column chooser. The filter panel Every list view has a filter panel along th...

Short answer: because Reserved is the confirmed, active status for a placed booking — it's holding the spot on your calendar. It isn't a temporary state waiting to turn into something else, and there's no separate "Booked" status it advances to. If your booking says Reserved, it's a live booking. In this article The two booking statuses you'll actua...

Nearly every report in TripWorks lets you choose which date to organize the numbers by — Date Created or Activity Date. They answer different questions, and picking the right one is the difference between a report that reconciles and one that looks "wrong." In this article Which one should I use? How to switch a report between the two Frequently ask...

There are five ways to get a waiver in front of a guest, and you can mix them to fit how you run: a link in an email or text before arrival, the guest's own customer portal, a paired iPad or tablet at check-in, a QR code the guest scans, and an unattended kiosk for walk-ups. This article covers each channel and the per-guest Waiver Actions menu you ...

You can save any signed waiver as a PDF. Open the waiver — from More → Waivers, or from a guest's waiver on a trip. See Viewing signed waivers. In the waiver viewer's toolbar, select the download control (or open the ⋮ menu and choose Download PDF). Open a signed waiver and use the download control in the viewer toolbar. Frequently asked questions C...

TripWorks keeps a record of the messages you send to guests so you can confirm they went out, spot the ones that failed, and see what's queued to send later. There are two places to look: the account-wide Messages list for everything at once, and a Messages tab on each trip for that guest's history. In this article The account-wide Messages list The...

TripWorks doesn't provide waiver or liability-release text. The legal language has to come from your own insurer or an attorney familiar with your activity and your jurisdiction — a generic template could leave you unprotected. Once you have your wording, you enter it into TripWorks and collect electronic signatures from guests before or at the time...

You can print any signed waiver from the viewer. Open the waiver — from More → Waivers, or from a guest's waiver on a trip. See Viewing signed waivers. In the waiver viewer's toolbar, select the print control (or open the ⋮ menu and choose Print PDF), then print as usual. Open a signed waiver and use the print control in the viewer toolbar. Frequent...

You can add a custom footer to each activity that prints at the bottom of the receipt. Use it for a thank-you note, safety reminders, terms and conditions, contact details, or anything else you want in your guests' hands. Because you set it up on the web platform, the footer is stored centrally and syncs to every device automatically. Set it once an...

Connecting your Meta (Facebook) Pixel to TripWorks lets you measure the bookings your Facebook and Instagram ads generate. Once connected, TripWorks reports booking activity to Meta automatically, so you can see conversions and let Meta optimize your campaigns. Setup is a single field — your Pixel ID — and there's no pixel code to install on your bo...

When you're handling a large group — a school trip, a corporate outing, or any booking with negotiated rates — you can update the price for just the tickets you choose, all at once.  When to use it This is built for bookings where different ticket types need different prices, for example: Student tickets at one rate and chaperones at another. Mixed ...

You can now attach photos and files directly to a trip — perfect for capturing a photo of a customer's ID at check-in, keeping a signed paper waiver on file, or storing any supporting document in one place. Everything lives on the booking itself, so your whole team can find it later. Where to Find It Open any trip and look for the new Documents tab,...

A conditional block is a section of an email that only appears when it's actually relevant to the guest receiving it. A guest who already signed their waiver won't see a "Sign your waiver" button; a guest who paid in full won't get a balance-due nudge. One template adapts to each guest, so you stop sending reminders that don't apply. In this article...

The monthly abandoned cart summary is an email sent to you and your team — not to guests — that reports how much revenue your abandoned cart emails recovered over the past month. It's a report on the money those follow-ups brought back, so you can see the payoff without opening a single dashboard. In this article When it arrives What the summary sho...

Cloning copies a booking so you can quickly add another of the same. If you don't see Clone Booking on a booking, or it won't go through, it's usually one of these: The trip is locked. Trips lock automatically about 14 days after they're created. Unlock the trip first, then clone. You don't have permission. Cloning a locked trip needs the same acces...

TripWorks supports printing physical tickets through QZ Tray, a lightweight application that runs on your computer and connects TripWorks to a locally attached or networked printer. This is separate from receipt printing — ticket printing uses custom-formatted commands and merge fields to generate tickets for individual bookings. In this article How...

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...

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, ...

The Audit Log gives you a chronological record of every change and action made in your TripWorks account — who did it, when, and what changed. Use it to investigate unexpected changes, verify staff actions, or understand the history of a specific booking or customer. How to Access the Audit Log There are three ways to access audit log data, dependin...

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 ...

When a customer asks for a refund, the right process depends on how the original booking was made. TripWorks can only refund money it collected. For bookings where payment went through a third party, refunds must go through that party. Direct (ecommerce) bookings For bookings where the customer paid directly through TripWorks — your booking widget, ...

Question If I enable auto-calculate for the Viator Accelerate program, should I change the commission % to 0? What commission rate should I enter? Answer It doesn't matter what you put in the commission box when using auto-calculate for Viator Accelerate. However, we recommend entering your default Viator commission rate for reference purposes. How ...

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 ...