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Build Your Product Catalog

Add products to your catalog so your team can easily sell and track these items.

Products are usually physical items, such as hats, t-shirts, portraits, and mugs, available to your customers for purchase. Unlike Resources‍, which customers are expected to return to your team at a designated cutoff time, products are keepsakes for your clientele.

Before your team can sell and track products through the dashboard, and before you can display suggested products on e-commerce‍, you will need to add and categorize your products within your product catalog.

Add Products to Your Catalog

  1. Select More > Discover More from the toolbar, then choose the the Products link.
  2. Under the Product Categories tab, select Create a Category.

  3. Give your new product category a fitting name, then choose Save.

  4. Under the Products tab, select Add Product. (Note that you also have the option to clone an existing product. To do so, select the existing product, then choose Clone.)


  5. In the Edit Product dialogue box, complete the naming, pricing, and product description fields. Note that the SKU, UPC Code, and Product Description fields are optional, though each has its benefits:
    1. SKU - Provides a simple way of filtering for an exact product within your reports.
    2. UPC code - Can be used for report filtering; also can be paired with a barcode scanner.
    3. Product description-  May further entice e-commerce shoppers to purchase your product.
      1652726335984-1652726335984.png
      Product description on e-commerce


      SKU and UPC Code fields as seen in the Product Low Stock report
  6. Select the product category to which this item belongs.
  7. In the Taxability section, select any taxes and surcharges that need to be applied to this product.

  8. In the Additional Options section, specify:
    1. Whether your team can manually adjust the sales price of the item during checkout.
    2. What cap (if any) to apply to the number of items an e-commerce customer can purchase for a single reservation.

  9. If you want the Product Low Stock report to display this item's stock quantity when it falls below a specific amount, select the Track Inventory for this Product checkbox, then specify your Minimum Desired Stock Quantity. For instance, in the screenshot below, we have specified that when our product catalog contains 10 Awesome T-Shirts or fewer, that will be reflected in our Product Low Stock report, reminding us to order more.

  10. Choose the appropriate status from the Statusdrop-down menu:
    1. Draft - Saves your product information within your dashboard for later ease of use. When your product is in Draft mode, it will not be available for purchase or visible to e-commerce customers.
    2. Archived - If you create and sell a product then later decide to remove it from your catalog, you will want to choose the Archived status. The Archived status not only ensures the product is unlisted on e-commerce and unavailable for purchase, but also maintains all pertinent sales data regarding the product within your reports. In other words, archiving an item will not cause any past sales of that item to disappear from your reports.
    3. Private - Allows your team to sell and track the product through the dashboard, but does not display the item to e-commerce customers as they book their experience. 
    4. Live - Allows your team to sell and track the productand allows you to display the item as a Suggested Product on E-Commerce‍.

  11. Choose Save.
  12. Select a product image by following the Browse link. (You may skip this step for now if you prefer.) Once you've chosen an image file, your photo will appear within a photo editing application. Make any changes desired here, then select Done > Upload Photo.
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Selling Products

Once products are set up in your Product Catalog, they can be sold to your customers in 1 of 3 ways:

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