Track and analyze tips collected from your customers with the Tips Report. This guide will walk you through the steps to find and generate detailed reports on tips, making it easier to manage and distribute tips among your team members.  Whether you need to review tips for a specific date range or individual team members, this knowledge base article...

Customizing the Calendar View allows you to tailor the display to your operational needs, improving efficiency and clarity. With a variety of filters and advanced options, you can focus on the most important information and streamline your view.   Customization Options Switch Calendar Views Month View: Ideal for a high-level overview of your schedul...

When you bulk cancel all guests from the Manifest Timeline view, the system automatically changes the status of the time slot to “Cancelled.” This makes the time slot unavailable for future bookings, ensuring no new guests can book during that time. However, if you want to reopen the time slot for the same activity or make it available for future bo...

This article will guide you through using our AI-powered tools to create and enhance your activity listings. These tools will help you generate compelling content effortlessly, ensuring your listings stand out. ↓         How to Use AI Inside the Activity Editor  Navigate to your Activity Catalog by selecting More > Activity Catalog from the toolb...

You have the option to pass credit card fees onto your customers instead of covering them yourself. This guide will walk you through setting up a surcharge on your account to make this adjustment.    Want to set up additional Taxes/Surcharges? Check out our walkthrough on Setting Up Taxes & Surcharges .        How to Set Up a Surcharge for Credi...

If certain policies or confirmation notes apply to specific activities or just one, consider overriding your global policy with one tailored for those particular instances. Global policies provide important information to guests within their confirmation and upcoming reminder emails. For guidance on defining your global policies, refer to this artic...

There are several reasons why you may want to book multiple activities under one reservation, including: Convenience for Customers – Guests booking multiple activities (e.g., one in the morning and another in the afternoon) can pay with a single credit card and receive one receipt. Streamlined Management – Keeping all activities within the same rese...

Gift cards can be reloaded to provide more value to your customers, whether they’re repeat guests or want to gift additional credit. Follow these steps to quickly add funds to an existing gift card.   How to Reload a Gift Card  From within the original gift card sale, select Reload Card    Enter the amount you would like to add to the gift card    S...

For each activity, you can choose to display customer information fields (also called data fields) to collect guest details during checkout. These fields enable you to gather not only the Lead Guest’s contact information but also the details of all guests included in the booking. If you prefer to streamline the checkout process, you have the option ...

Requesting payments from your customers has never been easier. Whether they owe a deposit, have an outstanding balance from additional tickets, or need to pay for products or add-ons, you can quickly send them a link to settle the payment through email or SMS. This process simplifies payment collection, ensuring that your business maintains smooth f...

By default, the Event Reminder Message ‍ included in your Message Template Library automatically sends to customers 24 hours and 4 hours before their scheduled event begins. This article outlines how you can change or disable these message settings.   Customize Event Reminder Auto-Send Settings Go to More > Activity Catalog   Choose the activity ...

Setting up taxes and surcharges allows you to ensure compliance with local regulations and provide accurate pricing to your customers. Whether you're dealing with various tax rates across different regions or implementing surcharges for specific services, this guide will help you navigate the setup process.   Tax vs. Surcharge A tax is a mandatory f...

Global policies convey important information to guests inside their confirmation emails and upcoming reminder emails. These policies apply to all activities but can be overridden by policies specific to individual activities. For instructions on how to override global policies for individual experiences, refer to this article .    Defining Global Po...

There may be instances when you need to adjust the start time of an activity, whether due to scheduling changes or to better accommodate your customers. TripWorks makes it simple to update your availability! Follow these steps to quickly modify the timeslot for an activity.   Change the Start Time of an Activity for a Single Date Navigate to your Ac...

Effectively managing a multi-day calendar is essential for maintaining organization and ensuring a smooth experience for both your customers and team members. Our robust calendar management system makes handling multi-day bookings effortless.     This article will guide you through managing your multi-day calendar on TripWorks, including how to view...

When a guest adds products to a trip or makes additional purchases, sending them a receipt helps reinforce trust and transparency. While they may receive a receipt in their initial confirmation email, a separate receipt can provide proof of these added items and serve as a helpful record for future reference. This article explains how to easily send...

Setting up your waiver with additional guest fields allows you to effectively gather customer data. This data collection helps with future marketing efforts, comprehensive reporting, and other operational needs. Additionally, you can ensure that you capture vital customer information, enhancing your ability to understand and engage with your audienc...

The Importer Tool is designed to streamline the process of setting up your  account by allowing you to import data from a previous platform. This tool supports importing guest (passenger) information, activities, bookings, gift cards, and offer codes, ensuring a smooth transition to TripWorks.   Using the Importer Tool  Step 1: Prepare Your Data Fil...

With the multi-language support feature, you can now offer your booking experience in multiple languages, catering to a global audience.  Supported languages include: English Spanish French German Italian Japanese Chinese Dutch Portuguese   This guide will walk you through setting up and managing the language preferences for your TripWorks booking w...

If you're having trouble seeing your activity in the booking widget, there are several possible reasons why it may not be appearing. This guide will walk you through the common causes and provide solutions to ensure your activity is visible to customers. Your activity may not appear in the widget for a few reasons: Activity Status Ensure that your a...

Searching for a gift card in your TripWorks account is quick and easy. You can search for a gift card in one of two ways – both methods are explained below.   Search by Gift Card Code Navigate to the search bar inside your TripWorks account Enter the gift card code into the search bar The matching gift card details will be displayed. Select the gift...

Customize your device’s interface based on your needs. Whether you’re managing your full dashboard, running a point-of-sale, or using the device as a waiver portal, setting the right mode ensures you get the most optimized experience. Expand the options below to learn about each view, and continue reading to see how to change between views.   Full D...

In TripWorks, you can set up team members—like guides, instructors, pilots, or crew—and assign them to your activities. Once assigned, they can be scheduled on trips, appear on the manifest and calendar, block off unavailable dates, and receive alerts when they’re booked. Guides can be added manually or automatically based on availability.   This ar...

Managing guest check-ins can be fast and more efficient with the Actions column in the manifest. Follow these steps to streamline your check-in process and save time, especially when working with group bookings.   How to Enable the Actions Column Access the manifest by selecting Manifest from the toolbar    Select the Ellipses icon located to the ri...

Sometimes, a trip booked under a reseller needs to be paid directly by the customer. This may happen if the reseller transfers payment responsibility or if the operator wants to bypass reseller invoicing. Converting the trip to a walk-up removes it from the reseller’s invoice and ensures the customer is charged directly. This article explains how to...

Booking statuses help you visually and operationally manage customer check-ins, no-shows, and other key milestones.  Each guest on a trip has its own booking status. You can create your own booking statuses and assign them distinct colors to better fit your workflow.  Built-In Booking Statuses By default, your account includes three booking statuses...

When a team member is added to a Work Group, they can enable alerts to be notified when they're assigned to a new trip. This article explains how to set up those notifications.   Important Note Before you proceed, ensure that the team member is already created and set up within a Work Group. For more details, check out our guide on Setting Up Work G...

From your TripWorks account, logged in members of your team can book a trip from the Dashboard View, Sales View, Calendar View, or (in most cases) the Manifest View. Regardless of which view you use to book the trip, you will be prompted to specify the trip method for that sale (walkup, phone, chat, etc.). This data, along with the name of the logge...

The Manifest Timeline View allows you to view and adjust resources assignments in real-time. This feature ensures that guides, vehicles, equipment, and other essential resources are properly assigned and visible for each trip, providing greater control and efficiency in managing your operations. Key Benefits of Viewing Resources on the Manifest Real...

Maximize your business's online presence by integrating your TripWorks booking widget with your Google Business Profile. With this integration, people who find you on Google Search and Maps can book your services directly from your profile, helping you turn online interest into real customers. This means they can easily book your services without ne...

The PicThrive integration allows you to seamlessly manage and share guest photos and videos by automatically syncing reservation details from TripWorks. This integration eliminates manual data entry, ensuring guests receive their media efficiently.    Key Benefits Automate Media Organization – Guest names, booking details, and activity information a...

The Fotaflo integration connects your TripWorks account with Fotaflo’s photo delivery platform. It automates the process of associating photos and videos with specific customer reservations, enabling seamless delivery of personalized media to your guests. Key Benefits of the TripWorks-Fotaflo Integration Automated photo & video delivery – Reduce...

TripWorks allows seamless integration with various phone applications, giving you centralized access to customer call data directly in your dashboard. In this article, you’ll learn how to set up call integrations, view call details, and use coaching tips to improve both customer interactions and overall business performance. Key Benefits Centralized...

This integration provides you with the flexibility to set up a phone number of your choice, enabling two-way communication and direct engagement with your customers.   A few key features with the Twilio integration include  Flexibility in Phone Number Selection: Choose a phone number that aligns with your brand identity or geographical location to e...

Reseller invoicing is an essential part of managing your business relationships with third-party vendors who sell your products or services. By generating and tracking reseller invoices, you ensure clear communication, accurate record-keeping, and timely payments, helping to maintain a smooth business workflow. Follow these steps to create, send, an...

If you’re a reseller agent using TripWorks, this guide will help you get familiar with the platform so you can make bookings, view reservations, and track your performance with ease. Once your account is set up and you’re logged in, here’s what you’ll find inside the TripWorks dashboard:   Home Dashboard Overview After logging in , you’ll land on th...

Assigning agents to reseller trips in TripWorks allows you to track which reseller representatives are responsible for bookings. This helps with reporting, commission tracking, and reseller management. Follow the steps below to assign an agent to a reseller trip.   How to Assign Agents to Reseller Trips 1. Book a New Trip from your TripWorks dashboa...

The Daily Executive Summary Report provides a performance snapshot of your business for each day, helping you monitor key sales and payment trends. It offers detailed insights into sales by source, daily, weekly, and monthly performance trends, and breaks down payment types. This report is crucial for staying informed on the health of your business ...

Keeping track of your invoice payments helps ensure that your financial records are always up-to-date and accurate. In this guide, we’ll walk you through how to log a payment to an invoice and how to view both pending and paid invoices.   How to Log an Invoice Payment  Once you’ve created an invoice , follow these simple steps to log a payment: Navi...

Marketing attribution is a key tool for understanding why a customer makes a purchase or books a trip. This article explains how to track the sources that drive traffic to your TripWorks booking widget and how to use marketing attribution data effectively within the TripWorks system.   What is Marketing Attribution? Marketing attribution helps you i...

Accurately tracking which customers have checked in versus those who haven't is essential not only for managing your events smoothly but also for re-marketing efforts, sending review emails only to those who completed an activity, or filtering based on custom booking statuses like “Order Fulfilled”.  This guide will show you how to generate a report...

Sometimes, unforeseen circumstances like bad weather or vehicle maintenance require you to close a timeslot. Here are the different ways to change the status of timeslots: Calendar View: Best for adjusting one or two timeslot statuses on a single date. Manifest View: Ideal for changing the status of a single timeslot on a date. Bulk Availability Edi...

Availabilities or timeslots refer to the specific dates and times that activities are available for booking. For instance, you may have a boat tour that you offer all day every day in the summer versus a beer tour that you only offer on Friday and Saturday evenings. This article illustrates how to set up booking availabilities. If you want to change...

Collecting reviews on TripWorks is seamless with our automated follow-up emails. You can choose to send up to three emails after a guest completes their activity, ensuring you gather valuable feedback from your customers. Collecting reviews is crucial for tour operators as it helps build credibility, attract new customers, and continuously improve t...

Subscribing to your TripWorks calendar is a convenient way to keep track of your availabilities and upcoming trips alongside your personal schedule. You can integrate your TripWorks calendar with various calendar programs on your phone, Google Calendar, or any app that supports the ICS format. This setup is particularly useful for seeing your upcomi...

If you’re unable to edit a trip in TripWorks, it may be because the trip is locked. Trips automatically lock 14 days after they’re created in order to maintain accurate reporting, ensuring that no changes made to past trips will affect previously generated reports. For example, if you run a report today and later make changes to a trip—such as addin...

When booking a trip, you might notice that the customer name sometimes changes after the booking is finalized. This occurs when the email used for the booking is already linked to an existing Customer Profile . The system automatically connects the new trip to the existing profile to prevent duplicate customer profiles in your account. For example, ...

Creating a resource blackout (also known as blocking off resources) helps you control the availability of guides, vehicles, or equipment, preventing scheduling conflicts during maintenance or time off. Setting these blocked-off periods ensures resources aren’t accidentally scheduled when they’re unavailable. This guide shows you how to create, manag...

The self-rebooking feature allows customers to reschedule their bookings seamlessly through the customer portal, saving both you and your customers time and effort.  This article provides a detailed guide on setting up and utilizing the self-rebooking feature on TripWorks.   Video Walkthrough    Important Note Before getting started, make sure you h...

Viator is a leading online travel agency (OTA) that specializes in tours, activities, and attractions. Owned by Tripadvisor, Viator connects millions of travelers with high-quality, bookable experiences around the world. If you’re an experience provider, listing your offerings on Viator can help you reach a global audience and drive more bookings fr...

When a customer leaves a tip using a credit card, that tip is subject to the same card processing cost as any other credit card transaction. For credit card processing companies, it doesn’t matter whether the customer is paying for a service, product, tax, or tip: if they’re using a credit card, the cost to process that transaction is the same. The ...

The Register tab in TripWorks is designed for fast, streamlined walk-up bookings — perfect for same-day reservations when customers arrive in person.   Accessing the Register Tab Select the Register tab in your TripWorks dashboard   This will open the Quick Checkout page, where you’ll see a scrollable list of your activities starting with today’s da...

Collecting tips after an activity can be a great way to reward your team for their hard work. This guide will walk you through the steps to set up a link for collecting tips that can be sent to customers after their scheduled activity.     How to Add a Tip Button to Follow-Up Emails  Step 1: Enable the Customer Portal Tipping Option  Select  More  &...

Zapier offers a seamless way to integrate TripWorks with over 5,000 applications, allowing you to automate tasks and create customized workflows. With the Zapier integration, you can effortlessly send data from TripWorks to Zapier and then onward to your desired applications within Zapier's ecosystem.  A few examples of how you can utilize the Zapie...

To request a payment from your customers, you can create a message template that includes a payment link. This is especially useful when there’s a balance due on a trip—whether it’s for a deposit, additional tickets, products, or any other charges. By sending a secure payment link through email or SMS, you allow your customers to pay easily without ...

Efficient management of bookings and schedules is crucial, and the Calendar View was designed to streamline this process. Your Calendar provides a clear overview of your monthly activities, bookings, and availabilities.  This article provides a detailed guide on how to make the most of your Calendar View. Video Walkthrough     Accessing Your Calenda...

When setting up your TripWorks account, it’s important to configure your company information and policies to ensure that your branding and essential details are displayed across all customer communications.  This article explains how you can add or make changes to your General Company Information.    Edit Your General Company Information  From the t...

An activity status in TripWorks indicates the current stage of an activity’s availability. Whether you’re still building it, have it hidden for internal use, or have it live for customers to book, each status helps you manage the lifecycle of your activities. Activity Statuses Draft : When you begin creating an activity, it automatically starts in D...

The VQuip integration in TripWorks automates the transfer of reservation data post-checkout, ensuring accurate customer and booking details for rental protection. This integration helps you streamline insurance verification and manage risk for land, water, and snow-based rental vehicles and equipment.   How to Set Up The VQuip Integration  Step 1: C...

For operators using resellers with payment required at booking , saving and charging a reseller’s credit card in TripWorks offers key benefits: Efficiency – Avoid the hassle of repeatedly entering the same credit card details for every booking. Accurate Attribution – Ensure sales are still attributed to the reseller while simplifying the payment pro...

The Customer Portal is where your guests manage their bookings online—viewing details, making payments, rescheduling, and more. Customizing this space ensures a smoother, more intuitive experience for your guests while giving you more control over what actions they can take.      About Customizations You can configure a number of settings that contr...

When a team member is part of a Work Group, they can subscribe to their calendar and keep track of their schedule. This integration allows them (and others who subscribe) to view all assigned trips, making it easy to manage and view their schedule on the go. Important Note Before you proceed, ensure that the team member is already created and set up...

Tracking abandoned cart conversions is a crucial feature that allows you to see how many potential customers begin the booking process but don’t complete it, and how many of those incomplete bookings eventually turn into confirmed purchases. With our Abandoned Cart tool, you can capture draft bookings and track these conversions using the Sales Conv...

Security deposits play a vital role in various industries, including hospitality, vehicle rentals, and asset usage scenarios. They act as a safeguard against potential damages or cancellations, ensuring businesses are protected while maintaining trust with customers.  TripWorks solves this with our credit card pre-authorization functionality (aka “H...

Setting up your BBPOS WisePOS™ E card reader on TripWorks is a straightforward process. Follow these steps to ensure your card reader is correctly configured and ready for use.   Need a card reader?  Reach out to support@tripworks.com to place an order. For more information regarding equipment, check out our article on Recommended Software & Har...

Editing the capacity of an activity for specific dates in TripWorks allows you to manage availability based on demand, special events, or operational changes. This flexibility ensures you can easily adjust the number of available spots for any given day without affecting the default capacity of the activity. You may need to change the capacity of an...

Suggested Items offer an effective way to enhance your customers’ booking experience by displaying additional products or activities during checkout. Whether it’s merchandise like t-shirts and hats or recommending other activities, Suggested Items help you maximize upselling opportunities and increase revenue. Why Use Suggested Items? Using Suggeste...

Creating a specific email template for receipts is a great way to ensure that your communication with guests remains professional and consistent. Since receipt messaging is a bit different from other types of emails, having a dedicated template allows you to focus on delivering key details, such as payment confirmation and booking information. With ...