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.
DeleteReserved
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:
- Any pending Abandon Cart Messages are removed from the trip and will not be sent.
- Any Order Confirmation Messages set to send automatically (per your Automated Messaging settings) will be sent to the trip's point of contact.
- Any Event Reminder Messages and/or Event Followup Messages will be queued to send automatically at the times specified in your Automated Messaging settings.
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.
DeleteDeleted
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