There are situations that occur where customers may need to receive a payment refund. For example,  A customer on the trip has cancelled due to unexpected circumstances, such as last minute scheduling or emergencies.   The customer no longer wants any add-ons or products purchased on the original booking.  The customer wants to change their payment ...

Credit card payments are the most common form of payment method. Credit card payments are common with E-Commerce purchasing, over-the-phone booking, walk-ins, and reseller bookings.   There are two ways to complete the trip payment with a credit card payment: Full payment: Put the total amount of the trip cost in the Payment Amount to complete the f...

Automated messaging refers to email and/or SMS text messages that you can schedule to send to your customers automatically, based on specific trigger actions. For instance, you may want to automatically send your customers: Booking confirmation messages when they reserve a trip Event reminder messages one day before their scheduled tour or activity ...

"Activity" is a term that describes the unique  tours, experiences, or events you offer to your customers. The tour operators we partner with host an incredibly wide variety of activities — from canoe rentals to escape rooms (and everything in between!). To keep things simple, we will refer to these offerings as "activities". Note  The terminology o...

Managing travel plans can be challenging, and there may be times your customers need to cancel or reschedule their activity. When this happens, understanding the options available for modifying trips can simplify the process.  This article provides a guide on how to cancel, reschedule, and unschedule trips. Whether you need to move a booking to a ne...

The Dashboard consolidates your most relevant business information into a single location and helps you quickly see the health of your business. This article will explain some key elements in the Dashboard, along with a more detailed breakdown below: Feature Description The Total Sales  The Total Sales reflects the total sales based on activities th...

Gift card payments are common with E-commerce and walkup bookings. Follow the steps below to apply a gift card payment to a trip.     From within the trip, select Payments    Select Payment    Select Gift Card   Enter the gift card code. You will see it appear in the dropdown   Select Apply Gift Card    You will then see the logged check payment ins...

Flagging allows you to alert another team member to review and follow up on a specific trip. You may want to flag a trip in the following situations: Partial Refund or Payment Issue: If a booking requires a partial refund, has an incorrect payment, or a credit card payment failed, flagging the trip will notify the appropriate team member to handle t...

Booking calendars give e-commerce shoppers the option to browse activity availability by date. This article illustrates how to embed a booking calendar onto your website.   How to Add a Booking Calendar to Your Website Step 1: Create Calendar Widget Select More > Discover More from the toolbar   Choose the Create a Widget link   Choose the Embed ...

Filtering the Calendar by Work Group allows you to easily manage guide schedules, view assigned trips, and check availability over different timeframes. Whether you’re looking at the day, week, or month, this filter helps you see which guides, instructors, or coaches are assigned to specific activities and when they’re available.   To filter your ca...

Book Now buttons are a simple, clear, and eye-catching way to direct your website visitors through the booking process. This article illustrates how to create a Book Now button for your website.   Video Walkthrough   How to Create a Book Now Button  Select More > Discover More from the toolbar   Select Create a Widget   Ensure the Create a Book N...

There may be times where walk-ins or in-person transactions require a check payment.  Follow these steps to log a check payment on a trip.   From within the trip, select Payments    Select Payment    Select Check   Fill out the fields including the customer name, check number, check date, and amount    Select Save to log the check payment   You will...