Please fill out the contact form below and we will reply as soon as possible.
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...
July 19th, 2022 3479 views 0 likes
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...
September 20th, 2022 3269 views 1 likes
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...
May 5th, 2021 2191 views 1 likes
You can easily access and download your customer contact details by running the Guests Contacts Report. This report includes information for all guests on a trip, as long as their name, email, and phone number have been added to their...
October 13th, 2021 971 views 0 likes
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...
July 20th, 2022 2578 views 1 likes
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...
October 14th, 2022 3695 views 1 likes
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...
December 15th, 2022 2526 views 0 likes
Accurately tracking which customers have checked in versus those who haven't is essential not only for managing your events smoothly but also for re-marketing efforts, sending review emails only to those who completed an activity, or filtering based on custom...
August 28th, 2024 1192 views 1 likes
Tracking abandoned cart conversions is a crucial feature that allows you to see how many potential customers begin the booking process but don’t complete it, and how many of those incomplete bookings eventually turn into confirmed purchases. With our Abandoned...
September 17th, 2024 1142 views 1 likes
Marketing attribution is a key tool for understanding why a customer makes a purchase or books a trip. This article explains how to track the sources that drive traffic to your TripWorks booking widget and how to use marketing attribution...
September 26th, 2024 1190 views 1 likes
The Daily Executive Summary Report provides a performance snapshot of your business for each day, helping you monitor key sales and payment trends. It offers detailed insights into sales by source, daily, weekly, and monthly performance trends, and breaks down...
October 17th, 2024 1022 views 1 likes
Question What does it mean when I see "Pending Review" on a payment? The message says: "A credit card payment has been accepted and processed but it is not yet posted to this trip and can be further reviewed by...
November 5th, 2025 37 views 0 likes
Question If I enable auto-calculate for the Viator Accelerate program, should I change the commission % to 0? What commission rate should I enter? Answer It doesn't matter what you put in the commission box when using auto-calculate for Viator...
November 5th, 2025 58 views 0 likes
Question How can I change the account where I receive payments? Where do I change the payout bank account that TripWorks pays out to? Answer You can change your payout bank account through your Stripe settings in TripWorks. Follow these...