Within your Activity Catalog, hero photos are those that appear front and center when a potential customer selects an activity to learn more about it, whereas gallery photos appear underneath the activity overview.          ...

No. You do not have to wait until your customers complete their activity and pay for it in full before receiving payments made toward that trip. For instance, if a customer books a trip today and pays a deposit, but the trip itself won't take place until next month, you will still see that deposit come through your next scheduled payout. TripWorks d...

When you partner with resellers, there are several Reseller Booking Methods those partners‍ can use to accept bookings on behalf of your business. This article illustrates how reseller sales can be tracked using individual agent logins. For this method to work properly: Your team must create unique logins for each reseller agent who will use this me...

When discussing the customers who comprise a trip, there is one important distinction to be made: the trip's lead traveler vs. point of contact. Put simply: The lead traveler is the first person listed on the trip, while The point of contact is the person who booked the trip and therefore receives, by default, Automated Messaging ‍ about the trip (c...

TripWorks booking widgets let you embed your catalog directly into your website, making it easier for customers to browse, select, and book activities without leaving your site. These widgets are customizable and easy to use, and they can display your offerings in several different formats depending on your use case.   What Is a Booking Widget ?  A ...

Access all your bookings and manage your activities with ease by logging into your TripWorks account. With two convenient ways to log in, it's easier than ever to get started.  Option 1 | Use Your Direct URL Enter your login URL directly into a web browser. This is typically formatted as your-business-name.tripworks.com/login (e.g. balloon-tours-nyc...

Once you have set up Booking Availabilities ‍ for an activity, there are a number of capacity settings you can choose from. These settings help you control both booking volume and resource considerations as customers book activities from your catalog. For instance, if you want to establish settings that tell the platform, "Don't allow more than 20 t...

Many activities require travelers to use resources provided by their tour operator, such as a scuba tour that assigns its travelers flippers, goggles, and oxygen tanks for the duration of their activity. TripWorks provides the capability to automatically assign such resources during the booking process, track which resources are currently in use or ...

When you partner with resellers, there are a number of Reseller Booking Methods ‍ that can be used in order for those partners accept bookings on behalf of your business. This article illustrates how reseller sales can be tracked using a designated email address. For this method to work properly: The reseller in question must have a designated email...

When partnering with Resellers (OTAs & Private Partners)‍, it's important to have visibility on which sales were made by each reseller and which were made by members of your team. This makes it easy for you to see where your sales are coming from, as well as any commission owed to individual resellers and reseller agents.   Video Walkthrough    ...

When you partner with resellers, there may be occasions in which the reseller asks you to book a trip on their behalf. For instance, maybe Kevin — the owner of a local ski lodge — calls with a question about one of your snowboarding activities. After confirming the information, Kevin says, "Great! I have two customers here ready to book that experie...

Conceptually, the biggest difference between the Sales and Finance Reports in your dashboard is this: Sales Reports highlight the value of all products and/or services sold during a specific time period, regardless of how much money was actually collected at the time of sale. Finance Reports highlight the actual transactions or exchanges of money th...

The TripWorks platform is compatible with a variety of third-party services, which were selected to aid you in streamlining your marketing, communications, accounting, and management efforts. Integration Purpose Stripe Connect your bank account to your TripWorks dashboard in order to receive debit card and credit card payments from your customers. G...

Each report offered within the TripWorks dashboard was developed in response to our clients' needs to collect and visualize pertinent business data — from customer contact information to marketing performance trends to detailed breakdowns of payments, taxes, and surcharges. Below is a simple overview of the data highlighted by each report: Report Da...

Once a trip has been booked, your team can review the booking details for that trip at any time from both the Trip View and the Manifest View. These booking details include any responses made to Custom Fields ‍ during the booking process.   View & Edit Custom Field Responses from the Trip View The Trip View allows you to review booking details f...

When you issue a refund on the same day as the original charge, it is known as a reversal.  Unlike traditional refunds, reversals disappear entirely from customers’ bank statements and (depending on the card issuer) may disappear from any “pending purchases” categories as well.  If your customer is concerned by this lack of visibility on their bank ...

This article describes how fees are handled when refunding a credit card payment processed by TripWorks on behalf of your customer. Below, you'll find detailed examples of how this industry standard typically plays out for tour operators, followed by the actions we recommend taking to overcome this all-too-common hurdle.   Customer Fees Most TripWor...

Once you get into the rhythm of any regularly scheduled banking transaction, you expect to know exactly what's coming at the end of each payment cycle. While the TripWorks platform strives to make your payout schedule as simple and predictable as possible, there are a few factors that can cause a payout amount to differ from the amount you may have ...

Booking restrictions determine when and how customers can book your activities. With booking restrictions, you can:   Specify booking minimums Used when your tour isn't cost-effective to operate until, say, at least 4 travelers book the experience.       Specify booking maximums   Used when, for instance, you don't want more than 10 people in a sing...

Once your TripAdvisor URL is saved within the Social Media settings of your TripWorks account, any reviews posted to TripAdvisor will be pulled in to your account automatically and on a daily basis. While reviews submitted through TripAdvisor won't be matched to the original trip in TripWorks, they will appear alongside your direct reviews in: Your ...

By default, your TripWorks account comes equipped with a series of 3 Abandon Cart Messages ‍ that automatically send to customers 1 hour, 24 hours, and 48 hours, respectively, after they fail to complete an online purchase. This article outlines how you can change or disable these series settings.     Customize Abandon Cart Auto-Send Settings From t...

Ticket types allow you to assign distinct classifications to tickets associated with an activity (e.g., adult vs. child travelers or VIP vs. general admission seating). This is especially beneficial when you want to:  Assign unique prices when Pricing Your Activity (e.g. charge more for VIP vs. general admission seating) Automatically Assign Resourc...

When a professional relationship ends — such as an employee leaving your team or a business partnership dissolving — you typically want to withdraw that person's access to company information, as well as their ability to perform actions on behalf of your business. Within the TripWorks platform, disabling a user's login accomplishes both objectives. ...

When you create a  Booking Restriction , you have the option to assign that restriction to any and all activities in your catalog. This allows you to manage booking restriction policies more easily, especially as your catalog grows.   How to Assign Booking Restrictions to Individual Activities  Navigate to the desired activity by selecting More >...

Your Message Template Library comes with 1 event reminder message that, by default, automatically sends to a trip's point of contact at preset intervals of 24 hours and 4 hours before their event begins. In this article, you will find details on: The default settings associated with event reminder messages How to change or disable event reminder mes...

Each activity in your catalog has at least one rate sheet. A Rate Sheet contains the price settings for each ticket type on an activity. When building a new activity, you will be prompted to enter in the default prices for each Ticket Type. These prices are known as your Base Rates.  In this article, you will learn how to change your Base Rates. Any...

When you are creating a Dynamic Pricing ‍ rule based on passenger count, you will notice a ticket types must be the same checkbox. This checkbox is simply the TripWorks platform asking the question, “Should I apply this unique pricing rate any time the designated guest count is met, or only when the guest count is met by travelers of the same ticket...

The TripWorks platform utilizes Stripe as its payment processor. Once your Stripe Integration is set up and you beginning running charges, TripWorks monitors your account for customer disputes, notifies you of any disputes filed against your business, and manages the dispute process through Stripe on your behalf.  Customers may dispute a charge for ...

Access Groups ‍ let you control the permissions assigned to each user within your TripWorks account. In this article, you will discover how to: Adjust the permissions of user-defined access groups (access groups created by your team) Add and remove users from existing access groups Delete access groups If your user permission needs are not fulfilled...

The “How did you hear about us?” prompt is a useful tool for gathering insights into how customers discovered your business.    This information can help you refine your marketing efforts and better understand which channels are driving bookings.    By default, this prompt will appear during the checkout process for both online customers and team me...

Once you have set up your Stripe Integration , you can edit your bank details at any time. Simply log in to your TripWorks dashboard and complete the steps below.   How to Update Bank Details  Navigate to the third-party integrations page by selecting More > Discover More from the toolbar   Choose Manage Stripe Bank Connection from the Setup &...

This message indicates that your account has automatically been flagged for exceeding a ratio of manually entered payments (such as Cash, Check, EFT/Wire, Voucher, and Other) to credit card payments during the prior month. This payment method hold is automatically released as the ratio of credit card payments increases. Use the Credit Card payment m...

You can view all past and pending payments by viewing the Payout Report. To access this report: Choose Reports from the toolbar   Navigate to the Payout Report by selecting Finance from the sidebar menu, then Payouts from the report submenu   This report will show you all past and pending payouts sent to your bank account.    For more details on thi...

Resource usages allow you to allocate one or more resources each time a customer books an activity. For instance, if you want each person who attends your event to be assigned a bike, you would need to set up resource usages that specify which bike should be assigned to each customer and for what length of time.   Video Walkthrough      How to Add R...

When you partner with resellers, there are various Reseller Booking Methods those partners‍ can use to accept bookings on behalf of your business. This article illustrates how reseller sales can be tracked using booking widgets.  For this method to work properly: Your team must produce unique booking widget(s) for each reseller. In other words, if y...

Once your Product Catalog ‍ is built, you have the option to display your products as suggested purchases to e-commerce customers. For each product in your catalog, you may elect to display it as a suggested product for any, all, or none of the activities you offer. Any suggested products you choose to associate with an activity will be visible to e...

Resources are tangible items that your team owns or has access to and may choose to assign to customers before, during, or after an activity. For instance, your resources may include kayaks and life jackets, as well as seats on a bus used to transport your guests.  In order to Automatically Assign Resources to Activities , you will need to ensure th...

As you set up  Booking Availabilities for an activity, you will need to decide whether to create availabilities at specific times each day, flex-time settings, or both. This article illustrates how each setting is reflected during the booking process.     Fixed-Time Booking If you want to book customers at specific, predetermined times, make sure th...

When running a tour or activity business, efficiency is vital. Message templates — that is, templated email and SMS text messages — can save you countless hours in communicating standard information to your customers. Your Message Template Library comes equipped with a variety of pre-made message templates, several of which will, by default, send to...

Seasonal pricing refers to special pricing rates that apply to a specific time period. In your TripWorks dashboard, you will find that the seasonal pricing settings are extremely flexible, allowing you to apply unique rates to: One specific date (e.g. Halloween, Labor Day, Arbor Day) A specific date range (e.g. Memorial Day Weekend, Spring Break) Ce...

Your Message Template Library comes with one rebooked trip message template. This template is designed to notify customers that their chosen event has been rescheduled, provide them with the updated date and time, and recap other pertinent trip details.   Rebooked Trip Message Settings By default, rebooked trip messages are not sent to customers aut...

Access groups refer to which users within your TripWorks account have access to which permissions. For example, let's say you have just hired a new bookkeeper. You want this person to have access to the reports and related records within your TripWorks account, but you don't want them to be able to (accidentally) make any changes to your Experience ...

Dynamic pricing refers to unique rates that apply only when a predefined trigger takes place during the booking process. For instance, you can create dynamic pricing rules based on any of the following criteria: Passenger count (e.g. Charge less per ticket when a trip is booked for 3 or more) Availability limits (e.g. Charge more when only 3 spots a...

While partnering with OTAs & Resellers creates great opportunities to increase your bookings, every partnership is different. In some cases, a partnered reseller may ask that you allow them to send confirmation emails directly to customers who purchase your activities through them (as opposed to the customer receiving an automated confirmation e...

Your TripWorks account comes with 1 event followup message template, which prompts customers to leave a review for your business. Event followup messages can be sent to customers automatically up to 3 times following their scheduled event. By default, this message will be auto-sent twice — once 24 hours after the event has ended, and again 72 hours ...

Custom fields are optional prompts you can add to your activities in order to collect additional information at checkout — from traveler demographics (height weight, shoe size, etc.) to activity preferences ("Which tour guide would you prefer?", "How many times have you done this before?", etc.) to miscellaneous details specific to your activity. On...

Occasionally, after a trip is booked, you may need to make changes to the trip's point of contact (the person who booked the trip and receives Automated Messaging about the trip) and/or the trip's lead traveler (the first person listed on the trip). Both of these actions are possible from the Trip View. Review the video below to discover: How to edi...

Activity categories are designed to make your catalog even easier to navigate — for both your customers and your team. Enabled, this feature adds a Shop by Category option in both the booking widget and the dashboard so that, regardless of who is booking the trip, they can home in on the type of experience they're looking for with ease.   Set Up Exp...

If you are seeing an error message when trying to access your TripWorks dashboard, the culprit is most likely your login credentials — that is, the username, email address, and/or password with which you are attempting to sign in.       Subdomain vs. Email Address You can access your TripWorks dashboard in one of two ways. Depending on which method ...

Your TripWorks account comes with 3 abandon cart message templates that will, by default, automatically send to e-commerce shoppers who begin an online purchase but fail to complete it. Each message is scheduled to send at a preset time interval, and is designed to save sales by incentivizing online shoppers to return to the cart and complete their ...

Your TripWorks account comes equipped with 1 order confirmation message that, by default, sends automatically to a trip's point of contact as soon as the Trip Status ‍ changes from Draft to Reserved. The message notifies the point of contact that they have successfully booked the trip. In this article, you will find details on: The default settings ...

Each time you add a new activity to your catalog (whether by creating a new activity or copying an existing activity ), you will need to define some basic settings before you can accept bookings for that activity. This article offers examples and guidelines on how to do just that. Specifically, you will learn how to approach these four key component...

By default, the  Event Followup Message ‍ included in your  Message Template Library  automatically sends to customers 24 hours, 48 hours, and 72 hours after their scheduled event ends. This article outlines how you can change or disable these message settings.    Customize Event Followup Auto-Send Settings Go to More > Activity  Catalog   Choose...

Once your Activity Catalog is up and running through your TripWorks account, there are numerous booking methods customers can use to reserve a trip. They can:  Self-book. Customers can book trips themselves using TripWorks Booking Widgets ‍ . These are the "Book Now"-style prompts (buttons, links, and calendars) found on your website, in your promot...

Trip statuses help convey important trip information and work in sync with your Automated Messaging ‍ and Alert Settings , ensuring your team is informed of the trip’s progress and any required actions. Each trip saved to your TripWorks account has 1 of 4 possible statuses: Draft Reserved Under Review Deleted Expand the options below to learn about ...

The Manifest View is connected to many unique pieces of customer and booking information, all of which you can choose to display or hide at your convenience. You can customize the Manifest View to display your desired columns at any given time, and you can even save multiple views so as to easily pull up your favorite settings in just a few clicks. ...

By default, one Rebooked Trip Message ‍ template is included in your Message Template Library, and it does not automatically send to customers when you Reschedule a Trip ‍. This article outlines your options for updating these settings, including enabling auto-send for rebooked trip messages.   Customize Rebooked Trip Message Settings Expand the ite...

There are various Booking Methods your customers can use to ‍book trips from your Activity Catalog. Among those methods are reservations made through third parties — that is, through your partnered Resellers (OTAs & Private Partners ) ‍. Once you  Connect with Resellers through your TripWorks account, you have the autonomy to establish which res...

Forgot your password? No worries! In this guide, we'll walk you through the simple steps to reset your password and regain access to your account.   Resetting Your Password  Navigate to your login page. If you are unfamiliar with how to reach this page, see Log in to Your TripWorks Dashboard‍ Select “Forgot Password”   Enter the email address associ...

As you set up  Booking Availabilities ‍ for an activity, you will need to determine the frequency and span of time the availabilities should recur. This article illustrates how these settings are reflected during the booking process.    Every Day If you select the Every Day option from the drop-down menu, an availability will be created for every da...

The TSP654II AirPrint Receipt Printer is your ultimate solution for seamlessly printing paper receipts for your guests. With AirPrint compatibility, this printer offers effortless printing directly from your Apple devices, ensuring convenience and efficiency in your operations. Additionally, it seamlessly integrates with cash drawers, allowing you t...

When you go to Send a Message Manually ‍ or set up Automated Messaging ‍ through TripWorks, you must select a message from your Message Template Library. If your Message Template Library does not already contain the message you want to send, you will need to create a new message template. This article shows how to add a template to your Message Temp...

In your TripWorks account, both the Dashboard View and Sales View provide quick links to the most common purchases your customers are likely to make on site or over the phone, including product purchases. Sales made from either of these views do not have to be associated with a specific trip, meaning that you can sell a product in this way to any wa...

As you build your activity catalog, it's important that you have the flexibility to set clear, specific boundaries regarding your customers' booking options. That's why, as you create Booking Restrictions ‍, you will find a variety of settings to choose from, allowing you to define exactly what should happen when an online shopper selects a date for...

In your TripWorks dashboard, you can manually compensate, uncompensate, and reprice tickets at any point in time. Here is a quick breakdown of the distinction between these terms: Compensate: Make a guest's experience fully complimentary; includes setting the ticket price to $0 and waiving the cost of any products or add-ons included for the guest U...

There are two ways to add a new activity to your catalog. You can either: Create a new activity . This is the ideal option if you envision your new experience having little to nothing in common with any existing experiences in your catalog. Or,  Copy an existing activity . This option saves you time if you already have an experience in your catalog ...

You can send emails and SMS text messages to customers through your TripWorks account using Email & SMS Message Templates ‍ . These templates live within your Message Template Library, can be sent via Automated Messaging or Manual Messaging ‍, and are available for editing at any time.   How to Edit a Message Template  Step 1: Find a Message Tem...

Revoking a user's access to your TripWorks account can be accomplished in one of two ways. Which method you use depends on the user's history within your TripWorks account: Disable a User's Login ‍. If the user has performed one or more actions while logged in to your account, you will not be able to delete their user profile, as doing so would comp...

Yes. Through TripWorks, you can give online shoppers the option to click or tap a phone number from the booking widget   When users select the phone number from a desktop, they will be directed to whichever app(s) their computer recommends to complete the call. When they tap the phone number from their mobile phones, they will be sent directly to th...

For business owners, easy access to key business metrics — such as monthly, quarterly, and annual credit card charge volume — is invaluable. While there are many ways you can track this metric, the TripWorks platform strives to make it as simple and convenient as possible. In this article, we demonstrate a quick, simple method you can use to view yo...

Our built-in tipping system is designed to make collecting gratuity from customers convenient and efficient. Whether you're collecting tips through a card reader or after a trip has been paid in full, the following steps will help you navigate the process seamlessly. How to Enable Tips  Select  More  >  Discover More  from the toolbar   Choose Po...

There are certain things you cannot delete from your TripWorks account, and it typically comes down to one of two reasons: The item in question is in use or has been used in the past. Deleting it would compromise your data integrity (reports, sales history, audit logs, etc.). The item is built into the platform by default and must remain, even if un...

When you  Add a New Activity to Your Catalog , you must upload a minimum of one hero photo and one gallery photo before you can publish the activity to your booking widget. This article explains how to upload these photos. You can add, remove, or change photos at any point once the activity is live. Visit What's the difference between hero photos an...

The Priority field in rate sheets ‍ allows you to define which pricing rates should apply over others whenever a customer books a trip that meets the criteria of multiple rate sheets. The Priority field appears in all rate sheets — that is, both Base Rates, where you set your Standard Activity Pricing ‍, as well as any subsequent, non-Base Rates rat...

Eager to get a new activity up and running so customers can start booking their trips? Great! Publishing is easy, but it does involve a few prerequisite steps. At a minimum, you need to have the following setup items completed before you can publish an activity: Add a new activity to your catalog by either creating a new activity or copying an exist...

By default, the Order Confirmation Message ‍ included in your Message Template Library automatically sends to customers as soon as they successfully book a trip online. This article outlines how you can change or disable these message settings.   Customize Order Confirmation Auto-Send Settings Expand the items below for details on each order confirm...

Access Groups ‍ let you control the permissions assigned to each user within your TripWorks account. While your account comes equipped with five pre-made access groups (Affiliate Agents, Analysts, Managers, Owners, and Reservation Agents), there may be occasions in which you need to define a new set of permissions. For instance, if you hire a market...

Each time you create or edit a rate sheet — whether you are setting up Standard Activity Pricing , unique Seasonal Pricing ‍, or other  Dynamic Pricing ‍ — you will notice a Priority field. This article illustrates the purpose of this field and how it can be used to ensure the right pricing rates are applied in the right scenarios. Please Note The P...

The Unlimited capacity setting allows your team to accept a large number of bookings for an activity without triggering any kind of cutoff based on booking volume or resource usage considerations. It is the default capacity setting, though you can select it or another capacity setting manually when you set  Activity Capacity Limits ‍.   When to Use ...

Custom fields are designed to help your team collect unique booking considerations and keep track of them all in one place. Most commonly, custom fields are set up as prompts that the customer responds to while booking their trip. However, it can also be beneficial to create private custom fields — that is, fields that are only visible to members of...

When you're ready to add a new activity to your catalog, you can do so in one of two ways. You can either: Copy an existing activity . This option saves you time if you already have an activity in your catalog with settings similar to those you envision for the new one. Or, Create a new activity . This option is ideal when you want to build an activ...

If you select the Capped Per Timeslot option when setting your  Activity Capacity Limits ‍ , you can define the maximum number of tickets, regardless of ticket type, that can be purchased per timeslot.   When to Use the Capped Per Timeslot Capacity Setting Let's say your team is offering Adult, Teen, and Child ticket types for an upcoming event. Let...

It is possible to delete a template from your Message Template Library if the template has never been used. If, however, even one message has been sent to a customer using that template, the template cannot be deleted. Preventing users from deleting used templates is one of the ways in which TripWorks strives to protect your account's data integrity...

This article details how to enable the "Under Review" trip status in TripWorks, explaining its purpose for instances when immediate confirmation is not possible, such as when coordinating with third-party providers. It outlines the default trip statuses and their triggers, then provides a step-by-step guide for setting up the "Under Review" status, ...

Ticket Types ‍ are most commonly set up so that each ticket represents a single traveler:  Single-traveler ticket types ↓ Example indicates 4 adult travelers   However, if your tour is designed to accommodate groups with a set number of travelers (e.g. groups of 2, groups of 3, groups of 6) or groups that fall within a specific number range (groups ...

There are a variety of field types to choose from when creating Custom Fields ‍. Each field type offers a unique functionality to the customer or team member who completes it: Text fields allow users to type in answers to prompts. The character limit for their responses depends on which text field type you select (single-line or multiple-line). Numb...

If you choose the By Resources option when you set your Activity Capacity Limits , you will discover a variety of settings designed to help you allocate, track, and manage your resources. For example, maybe you need each customer who books an activity to be assigned a life jacket and a canoe. As these resources are assigned, not only will you want t...

The TripWorks Ticket Scanner app lets your team scan QR codes from a mobile device for a quick, efficient check-in process. It is a free Apple iOS app that can be downloaded from the App Store.  Review the provided video for an overview of the ticket scanning process, or proceed to next steps for more detailed instructions on implementing the featur...

The Bulk Availability Editor allows you to make changes to multiple Booking Availabilities quickly. For example: Select any and all availabilities across your entire activity catalog Change or delete all selected availabilities simultaneously Select and modify availabilities by day of week, time of day, day, or status. Check out the video below for ...

TripWorks uses Stripe as our payment processor. In order to accept payments through your TripWorks dashboard, you will need to set up the Stripe integration prior to launch. If you have any questions about integrating with Stripe, please notify your onboarding manager. Important Note If you already have an existing Stripe account, make sure the emai...

Once you have Set Up Your TSP654II AirPrint Receipt Printer , ‍you may opt to update your printer settings so that your receipts print on a single page. This process can only be done from a desktop computer and involves two key components: Identifying your printer's IP address Connecting your device with the CUPS driver What is CUPS? CUPS is a netwo...

As a tour operator, you are likely to have the occasional customer call in and request that you add one or more guests to their reservation. Rather than starting the booking process all over by  Booking a New Trip ‍ for the newcomer(s), you can simply add them to the existing trip.   Adding a Guest to an Existing Trip You can add guests to trips in ...

When a customer arrives for their activity, you have the ability to add a product to their trip, at which point the customer can apply a payment‍ to cover the total amount due all at once or to cover only the cost of the product. Unlike point of sale (POS) transactions , which are reported as stand-alone purchases and are not affiliated with any ind...

If you choose the Capped Per Ticket Type, Per Timeslot option when setting your Activity Capacity Limits ‍, you are instructing the platform to prevent further bookings for the activity once the specified number of tickets has been purchased for each ticket type.   When to Use the Capped Per Ticket Type, Per Timeslot Capacity Setting The Capped Per ...

No. Platform fees (also known as “booking fees”) are calculated on the pre-tip payment amount.  For example, if a guest leaves a $10 tip on a $100 payment, platform fees are calculated against the $100 pre-tip total, not the $110 payment amount. You may incur a credit card processing fee for the amount of the tip. This amount is calculated and withd...

When you edit the booking details of a trip's lead traveler — that is, the first traveler listed on the trip — you may come across an "Unlink Customer?" dialog box   This prompt is triggered when the new booking details you've entered vary drastically from the original ones, as it signals to the platform that you are adding information about an enti...

Vouchers allow a customer to pay for a specific activity upfront without having to specify the date on which they (or the voucher recipient) would like to go on the trip. Vouchers differ from gift cards in that: Gift cards have a specific monetary value assigned. That value can be applied (as full or partial payments) toward any activity, products, ...

Members of your team can book trips on behalf of your customers without logging in to your TripWorks account. However, doing so will cause your reports to display inaccurate booking data. To see how reporting metrics generate for trips booked by logged in vs. logged out team members, watch the video below.  To learn more about the individual booking...

Trips typically have one or more messages that are scheduled to be sent to the guest in the future. These messages might provide information about the upcoming activity, or they might prompt a guest to post a review. In some cases, you might wish to manually cancel these messages. This article describes how to manually cancel messages that are sched...

There may be instances where your customers wish to pay separately or for multiple guests at a time. This experience is similar to when you dine at a restaurant - you might say to your server, "I'd like to pay my tab" or "I'll cover my tab and hers" and expect the server to seamlessly split the bill accordingly. The Tab Feature in TripWorks gives yo...

TripWorks account users can receive notifications for a wide variety of account actions, such as new trips being reserved, e-commerce customers abandoning cart before completing their purchase, customer emails bouncing, suspected credit card fraud activity, account health reports, and much more. For most alerts offered in your TripWorks dashboard, y...

The Payout Report offers a comprehensive summary of both recent and upcoming payout details, including:      •    Total deposit amount to be delivered     •    Breakdown of charges, refunds, adjustments, and fees that contribute to the total deposit     •    List of transactions included in each payout     •    Unique Payout ID number     •    Busin...

Inviting users to join your TripWorks account is not limited to team members from your business. You can also use the steps provided in this article to create logins for other professional partners (accountants, consultants, marketing agents, etc.).     Invite Users to Join Your Account From the toolbar, go to More > Discover More    Select “Team...

When setting up the Ticket Types ‍ for your activities, the Multiple Option and Quantity Option settings allow you to control two key aspects of the booking experience: Whether your customers can purchase multiple ticket types at one time, and  Whether your customers can purchase multiple tickets at one time The table below shows how each combinatio...

Sometimes, you may want to increase or decrease the amount of time a customer has to book a trip before the timeslot closes. For instance, maybe your team needs a full day to prepare all the equipment for your hiking activity, and each time a new traveler books the trip, their prep work starts over. As a result, you want each timeslot for that activ...

When you want to set your Activity Capacity Limits based on resource usage, you will notice that there are two resource-related settings to choose from: By Resources and By Resources - Many. While both settings serve the same primary purpose of preventing timeslots from being oversold based on resource availability, there are a few key differences. ...

If you or your customers are unable to increase the ticket quantity during checkout, preventing additional tickets from being added to the booking, the likely cause is your booking restriction settings. For example, let's say a theater teacher at the local high school is trying to book opera tickets for all 30 of her students at once, plus herself. ...

Your TripWorks account comes equipped with a pre-made follow-up message template, which includes a Write a Review button. By default, this button is linked to TripWorks' internal review management system — not your Google My Business account. If you would like to update these settings in this or any other message template, you may do so in just a fe...