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Trip Statuses

Learn about the Draft, Reserved, Under Review, and Deleted trip statuses.

Each trip saved to your TripWorks account has 1 of 4 possible statuses:

  • Draft
  • Reserved
  • Under Review
  • Deleted

These statuses not only convey pertinent trip information to your team, but also work in tandem with your account's Automated Messaging‍ and Alert Settings. Review the tabs below for more information on each trip status.


Draft

The Draft trip status signals to your team that someone (either a customer, team member, or reseller) has begun booking a trip but has not successfully completed the reservation yet.
Draft trip as seen from the Sales View

A Draft trip:

  • Does not appear on your Calendar or Manifest
  • Does not count toward the chosen timeslot's Experience Capacity Limits
  • Does not appear in your revenue reports

If a trip remains as a Draft (indicating that the customer did not complete the purchase), one or more Abandon Cart Messages‍ may be queued to send automatically, at prescheduled intervals, to the trip's point of contact. (This depends on your account's Automated Messaging settings.) These messages encourage the customer to return to the cart and complete the purchase.

A trip status changes from Draft to Reserved when either a payment is applied to the trip, or a member of your team manually updates the status from the Trip View.

Delete

Reserved

The Reserved trip status tells your team that a trip has been successfully booked, whether by a customer, team member, or reseller.
Reserved trip as seen from the Sales View

A Reserved trip:

  • Does appear on your Calendar and Manifest
  • Does count toward the chosen timeslot's Experience Capacity Limits
  • Does appear in your revenue reports

When a trip status changes to Reserved:

Once a trip is Reserved, it cannot be changed back to the Draft status. However, individual bookings on the trip can be canceled or removed.

Delete

Under Review

For each experience in your catalog, you may choose to enable the optional Under Review status. When enabled, this setting causes a trip's status to become Under Review (rather than Reserved) when a customer books a trip.Under Review status enabled for an experience. For instructions, see Enable the Under Review Trip Status

The Under Review status signals to your team that a customer has booked a trip for an experience that utilizes this optional setting. This gives your team a chance to confirm that everything needed for the trip is ready to go before manually updating the status to Reserved.
Under Review trip as seen from the Sales View

An Under Review trip:

  • Does not appear on your Calendar and Manifest
  • Does not count toward the chosen timeslot's Experience Capacity Limits
  • Does not appear in your revenue reports

Once a trip is Under Review, it cannot be changed back to the Draft status. However, team members can manually update the status to Reserved.

Delete

Deleted

Trips can be manually deleted by team members if no payment has been applied to the trip. Once a payment has been applied, the option to delete the trip is revoked. This is a measure taken by TripWorks to ensure your reports reflect accurate sales and payment data. For more details, visit Why can't I delete certain items from the dashboard?‍ 
Delete option is available for this trip because no payment has been applied

Deleted trips do not appear in the Sales View or any other part of your dashboard.

Delete


Delete

Pro Tip

There are various Alerts you can enable based off of trip status changes. For instance, you can get alerted (via email, SMS, and/or in-app notifications) whenever a Draft trip goes unreserved (this is considered an Abandoned Cart alert), or when a trip's status changes to Reserved or Under Review.

Additionally, valuable conversion and tracking data attached to each trip is preserved. If, for example, the customer originally started their purchase as the result of a Google Ads or Facebook Ad, your reports will capture this lead source information.

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