Most trips have messages lined up to send later — a reminder before the activity, a review request after it. If one shouldn't go out (the guest cancelled, the details changed, the plan is off), you can stop it before it sends. In this article Cancel a scheduled message What you can and can't cancel FAQ You cancel a message from the trip it belongs t...

When a booking comes from one of your resellers, attributing it to them keeps your commissions, performance reporting, and partner management accurate. There are two ways to do it. In this article Option 1 — from the reseller's record Option 2 — while booking, choose "Reseller" as the method Frequently asked questions Option 1 — from the reseller's ...

When you build a dynamic pricing rule based on guest count — a group discount, for example — you'll see a ticket types must be the same checkbox. It answers one question: should the special rate apply any time the guest count is met, or only when the guests who make up that count are the same ticket type? In this article A worked example Which shoul...

If TripWorks won't let you delete something, it's almost always for one of two reasons: In this article Common cases and what to do instead Frequently asked questions It's in use (or has been). Deleting it would break the records that depend on it — reports, sales history, audit logs. TripWorks protects your data integrity by keeping it. It's built ...

TripWorks processes payments through Stripe. Once your Stripe integration is connected and you're taking charges, TripWorks watches for disputes (also called chargebacks), notifies you when one is filed, and manages the process through Stripe on your behalf. You stay in control of the decisions — TripWorks handles the mechanics. In this article The ...

You can sell a product — a T-shirt, a water bottle, a gift item — to a walk-up or call-in customer without attaching it to a booking. It's a straight retail sale, so it works even for someone who has never booked a trip with you. In this article Ring up a product sale Frequently asked questions Ring up a product sale Open Point of Sale (labeled Reta...

Yes. After a trip is booked you can change either one from the Trip View. They're two different roles: Lead traveler — the first guest listed on the trip. Point of contact — the person who booked and receives the automated messages about the trip. They're often the same person, but not always (a reseller or a parent booking for others is the point o...

When someone shouldn't be signing in for a while — a seasonal guide between seasons, a partner whose engagement has paused, or an employee on extended leave — disable their login instead of removing them. They can no longer sign in, but their account and everything they've done stay on your account, so you can switch access back on later without re-...

An event reminder is an automatic message sent before an activity starts — the nudge that keeps guests from forgetting and cuts no-shows. You can send up to two reminders per activity, each with its own timing and template. In this article Reminders are set per activity Reminders skip if the guest books too late Choosing the template Frequently aske...

Seasonal pricing charges a different rate depending on when a trip runs — your busy summer, weekends, a single holiday, or a time of day. You set it up by adding a rate sheet that applies during a season you define, and TripWorks applies the right price automatically when the booking is made. In this article How pricing works here Set up seasonal pr...

Every trip has two roles that are easy to mix up — the lead traveler and the point of contact. They're usually the same person, but not always, and the difference decides who gets the emails. In this article How the roles get set at booking Fixing it after the fact Frequently asked questions Lead traveler — the first guest listed on the trip (one of...

Yes — a team member can place a booking through your public booking site without signing in to TripWorks, the same way a customer would. It works, and the guest gets a valid booking. But it comes at a cost to your reporting, so it's not the way to book on the job. In this article Why logging in matters What to do Frequently asked questions Why loggi...

When someone leaves or no longer needs access, remove them from your team. They lose access immediately. In this article Before you begin Remove a team member Remove vs. disable What happens to their work TripWorks protects your records while doing it: if the person owns account history that can't be reassigned — trips they created, actions in the a...

You build and change every guest email and SMS in the Message Templates Studio — the full-screen editor you reach by opening any template in your library. This article covers creating a template, editing it in the Studio, and managing it over time (clone, reset, and retire). For where templates live and how they send, see email & SMS message tem...

Invite anyone who needs to sign in to your account — your own staff, or outside partners like an accountant, bookkeeper, or marketing agency. When you invite someone, TripWorks emails them to join: if they're already a TripWorks user, they're added to your account right away; if not, they're prompted to create an account and password. In this articl...

TripWorks can notify a team member when something happens on your account — a new booking is reserved, a customer abandons checkout, an email bounces, a refund is processed, and more. You control which events each person is alerted about and how they're notified. In this article Before you begin Choose a team member's alerts The in-app alerts center...

A message template is a reusable email or SMS message that TripWorks personalizes and sends to guests. You write it once — with variables that fill in each guest's real details at send time — and it powers both the messages TripWorks sends automatically (a booking confirmation, an event reminder) and the ones you send by hand. One template serves ev...

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...

A rebooked trip message tells a guest their booking has moved — it confirms the new date and time and recaps the trip details. It's a Booking Change-category message that fires when a booking's date or time changes. In this article When it sends Turn on automatic rebooking messages Sending it manually instead Frequently asked questions Turn on Auto ...

An abandoned cart is an online booking a shopper starts but never finishes. The abandoned-cart flow chases those shoppers back with a timed series of messages, each with a button that returns them to exactly where they left off — turning lost sales into completed bookings. In this article The three-step flow Offering a discount Overriding the flow p...

When you edit the details of a trip's lead traveler (the first guest on the trip) and the new details differ a lot from the original, TripWorks shows an Unlink Customer? prompt. It's asking a simple question: are you correcting this person's info, or is this actually a different person? You answer with Update or Split. Update vs. Split Update — repl...

A follow-up is an automatic message sent after an activity ends — most often the request that asks a guest to leave a review. You can send up to three follow-ups per activity, each with its own timing, recipients, and template. In this article Follow-ups are set per activity Follow-ups and reviews No-shows pause follow-ups Frequently asked questions...

The order confirmation is the message a guest gets the moment their booking is confirmed. It sends immediately, tells them the trip is booked, and doubles as the booking receipt — so it's the one automated message most operators leave on. In this article When it sends Turn it on or off, and pick the template The confirmation is also the receipt If y...

Resource requirements (also called resource usages) let you define how many resources are reserved per ticket type each time a customer books an activity. For example, you can specify that each Adult ticket reserves 1 seat on a boat for 2 hours, or that each booking of a certain type claims 1 bike for the duration of the activity. This is how TripWo...

Gift Certificates allow a customer to pay for a specific activity upfront without having to specify the date on which they (or the certificate recipient) would like to go on the trip. Gift Certificates 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 an...

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...

The TSP654II AirPrint Receipt Printer lets you print paper receipts from Apple devices over your WiFi network. It also integrates with a cash drawer — selecting Print inside a trip will open the drawer automatically. This guide covers initial hardware setup: connecting the printer to your network and adding it to your device. What you will need From...

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 fo...

If your resellers have multiple team members who need access to your TripWorks portal, you can create unique logins for each agent. This lets you track who made each booking, manage access securely, and support better reporting and commission tracking.  Video Walkthrough      Why Create Separate Agent Logins? Identify which agent made each reservati...

If you’re taking a booking manually and want to credit it to a reseller, you can do so simply by entering the reseller’s email address during checkout. This is a fast and flexible way to assign reseller credit without needing to access a reseller portal or use a special booking link.   When to Use This Method Use this method if: You’re entering a bo...

TripWorks lets you generate a unique booking widget for each reseller. This allows bookings made through that widget to be automatically attributed to the correct reseller—no manual tagging required. It’s the simplest and most automated way to give resellers a personalized booking tool they can place on their own website, use in emails, or access vi...

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    ...

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...

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, ...

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...

You'll see this when a manually entered payment method — Cash, Check, EFT/Wire, Voucher, or Other — is temporarily unavailable on your account. It means your account was automatically flagged for taking too many manual payments relative to card payments over the prior period. It's a safeguard: because manual payments are recorded by hand rather than...

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 rese...

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 ...

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 ...

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 ...

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...

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...