You can save any signed waiver as a PDF. Open the waiver — from More → Waivers, or from a guest's waiver on a trip. See Viewing signed waivers. In the waiver viewer's toolbar, select the download control (or open the ⋮ menu and choose Download PDF). Open a signed waiver and use the download control in the viewer toolbar. What's in the PDF The PDF in...

Most lists in TripWorks work the same way: filter them, choose your columns, and save the result as a view you can return to in one click. Learn it once and it applies across Sales, Customers, Gift Cards, Reviews, Messages, Waivers, Calls, Invoices, and Resellers. In this article Filter a list Save a view Switch between views Update, rename, or dele...

Short answer: because Reserved is the confirmed, active status for a placed booking — it's holding the spot on your calendar. It isn't a temporary state waiting to turn into something else, and there's no separate "Booked" status it advances to. If your booking says Reserved, it's a live booking. In this article The two booking statuses you'll actua...

TripWorks doesn't provide waiver or liability-release text. The legal language has to come from your own insurer or an attorney familiar with your activity and your jurisdiction — a generic template could leave you unprotected. Once you have your wording, you enter it into TripWorks and collect electronic signatures from guests before or at the time...

There are five ways to get a waiver in front of a guest, and you can mix them to fit how you run: a link in an email or text before arrival, the guest's own customer portal, a paired iPad or tablet at check-in, a QR code the guest scans, and an unattended kiosk for walk-ups. This article covers each channel and the per-guest Waiver Actions menu you ...

Connecting your Meta (Facebook) Pixel to TripWorks lets you measure the bookings your Facebook and Instagram ads generate. Once connected, TripWorks reports booking activity to Meta automatically, so you can see conversions and let Meta optimize your campaigns. Setup is a single field — your Pixel ID — and there's no pixel code to install on your bo...

There are three places to check whether guests have signed, depending on what you're doing: The manifest — waiver status for everyone on a given day, at a glance. A trip — waiver status for the guests on one booking. The Waivers list — every signed waiver in your account, in one place. On the manifest Open the Manifest and check the Waiver column to...

You can print any signed waiver from the viewer. Open the waiver — from More → Waivers, or from a guest's waiver on a trip. See Viewing signed waivers. In the waiver viewer's toolbar, select the print control (or open the ⋮ menu and choose Print PDF), then print as usual. Open a signed waiver and use the print control in the viewer toolbar. Frequent...

Nearly every report in TripWorks lets you choose which date to organize the numbers by — Date Created or Activity Date. They answer different questions, and picking the right one is the difference between a report that reconciles and one that looks "wrong." In this article Which one should I use? How to switch a report between the two Frequently ask...

Your Viator Supplier ID — also called your supplier number — is a numeric ID that Viator assigns to you (for example, 5060143). TripWorks doesn't generate it; you retrieve it from Viator and enter it when you connect your Viator channel, so bookings flow to the right account. In this article Get it from Viator Add it to TripWorks Frequently asked qu...

TripWorks keeps a record of the messages you send to guests so you can confirm they went out, spot the ones that failed, and see what's queued to send later. There are two places to look: the account-wide Messages list for everything at once, and a Messages tab on each trip for that guest's history. In this article The account-wide Messages list The...

A conditional block is a section of an email that only appears when it's actually relevant to the guest receiving it. A guest who already signed their waiver won't see a "Sign your waiver" button; a guest who paid in full won't get a balance-due nudge. One template adapts to each guest, so you stop sending reminders that don't apply. In this article...

Cloning copies a booking so you can quickly add another of the same. If you don't see Clone Booking on a booking, or it won't go through, it's usually one of these: The trip is locked. Trips lock automatically about 14 days after they're created. Unlock the trip first, then clone. You don't have permission. Cloning a locked trip needs the same acces...

The monthly abandoned cart summary is an email sent to you and your team — not to guests — that reports how much revenue your abandoned cart emails recovered over the past month. It's a report on the money those follow-ups brought back, so you can see the payoff without opening a single dashboard. In this article When it arrives What the summary sho...