Linking TripWorks with GetYourGuide keeps your activities, ticket types, and availability in sync across both platforms, so GetYourGuide bookings land in TripWorks alongside your direct sales. Once connected, you map your offerings in both systems and TripWorks pushes each activity's live availability to GetYourGuide in real time. In this articl...

A great activity listing sells the experience before a guest ever arrives — but writing one from scratch is where a lot of operators stall. TripWorks' built-in AI helps you generate and polish compelling listing copy right inside the Activity Editor, so you start from a strong draft instead of a blank page. In this article Use AI in the Activity Edi...

Great photos sell experiences, and TripWorks requires at least one hero photo and one gallery photo before an activity can publish to your booking widget. You can add, swap, or remove photos anytime after it goes live. In this article Hero vs. gallery photos Add photos Frequently asked questions Walk through the Basics, Photos, and Policies sections...

If your server is down or slow when a webhook arrives, TripWorks doesn't give up on the first try. It retries on a schedule, up to six attempts in total over about eight and a half hours. If every attempt fails, the delivery is marked failed and TripWorks stops trying for that event. In this article What happens after each attempt Which responses ar...

A reseller agent is an individual — a staff member at one of your resellers — who logs into TripWorks and books on that reseller's behalf. Giving each person their own agent login (rather than sharing one) lets you see who made each booking and track commissions per agent. This article shows you how to invite an agent under an existing reseller and ...

Some products are only for your team to add — an internal Reschedule Fee, a damage charge, a staff-discretion upgrade. You don't want those on your public booking site, but you do want agents to add them to a booking. A product's Status controls exactly that. In this article The four statuses Same idea as activities, different setting Frequently ask...

When someone buys a gift card, TripWorks can email them a confirmation automatically — with the purchase details, the gift card code, and how to redeem it. This is off by default, so turn it on if you want buyers to get an instant confirmation. In this article Turn on gift card confirmations If your template isn't in the picker How it relates to ord...

Some changes need a choice that only a person can make, so the TripWorks API asks before it acts. Closing a timeslot that already has guests booked, cancelling a day when guests would be messaged, and adding guests to a trip that has voucher codes are all changes like that. Instead of guessing, TripWorks replies with the question, saves nothing, and...

TripWorks Point of Sale (also called the Register) is a front-counter register for tour, activity, and attraction operators. It rings up walk-up and call-in sales, adds products and tips to a booking, opens a cash drawer, prints a receipt, and takes payment — online or in person on a card reader. In this article What Point of Sale does What Point of...

For most operators, the phone is a black hole. Guests call all day — to check availability, ask about pickups, change a booking, complain, or buy — and the moment they hang up, everything they told you is gone. You can't search it, you can't measure it, and you can't learn from it. TripWorks changes that: every call is automatically recorded, transc...

TripWorks saves a profile for every guest who books. The profile holds their contact details, trips, bookings, messages, and saved cards in one place. In this article Find a guest What's on a profile Actions on a profile Additional guests get their own profile Merge duplicate profiles Frequently asked questions Before you begin. Viewing profiles...

A resource requirement tells TripWorks what each ticket type uses up when it's booked. For example, each Adult ticket reserves one seat on a boat for two hours. TripWorks uses these rules to work out how many tickets you can sell, and closes availability when the resources run out. In this article Before you set requirements Add a requirement to...

If you advertise in ChatGPT with OpenAI Ads, connecting your OpenAI Pixel ID to TripWorks lets OpenAI see which bookings your ads produced. Once it's on, TripWorks reports every completed online booking to OpenAI as an Order created conversion, with the booking total, so you can measure your campaigns and let OpenAI optimize them. Setup is one f...

TripWorks keeps card data with Stripe, its payment processor, and gives every team member their own login and permissions. This page answers the security questions operators ask most often, about sign-in, card data, and access to your account. In this article Signing in Access and accountability Card data Examples Frequently asked questions Signing ...

Yes, and in your booking widget it already is. The business phone number you've set for your company shows as a tap-to-call link on phones, so guests can call you straight from the widget. Set your phone number Go to Setup → Company & policies → Company Info & Branding . On the General tab, enter your Phone number. Save. The widget uses that...

Test a price answers one question for any booking: why this price? You set a real scenario — a date, a sales channel, a ticket type, a group size — and TripWorks shows which of your rate sheets wins, the price it produces, and why every other rate sheet was ruled out. It's both a preview (see prices before a guest does) and a troubleshooter (exp...

Find your symptom below, run the checks in order, and stop when it's fixed. Most callbot problems come down to one of four things: forwarding, the schedule, the transfer number, or the knowledge base. In this article Calls aren't reaching the callbot The callbot doesn't answer and sends calls to a person Calls aren't transferring to my team The call...

A 1099-K is a U.S. tax document that reports the total payments your business received through a third-party payment processor during the year. It helps ensure income from online sales is reported correctly to the IRS. In this article TripWorks doesn't issue your 1099-K — your payment processor does Will you receive one? Data TripWorks can help with...

You can open the Manifest in your phone's browser the same way you do on a computer. It's the same screen with fewer controls, tucked into one options menu, so it's easy to use standing on a dock or at a trailhead. In this article Open the options menu What's different on a phone The TripWorks app Examples Frequently asked questions Before you begin...

The manifest can show when each resource on a booking is out and when it's back, right next to the resource's name. Turn on Show resource times under the Resources column, and every guide, vehicle, boat, or piece of equipment gets its own time range. It's a quick way to answer "when is that kayak back?" without opening the booking or switching to th...

An activity is any tour, experience, or event you sell — a canoe rental, a sunset cruise, an escape room. (Your account may label these differently, such as "Experiences," "Tours," or "Rentals," if you've requested custom wording.) This guide walks you from a new activity to a live, bookable one. In this article Two...

TripWorks can only refund money it collected, so where you refund depends on who collected the payment. For an OTA booking that's the OTA. For a reseller you invoice, there may be nothing to refund yet. In this article Who collected the money? OTA bookings Reseller bookings on an invoice Examples Frequently asked questions Who collected the money? W...

A group name labels a booking with a title like "Jackson Family Reunion" instead of just the lead guest's name. It's useful for large groups, parties, and corporate or school outings, where the person who booked isn't how your team thinks of the booking. In this article Where a group name shows up Choose where the field appears Examples Frequently a...

A promo code is a code your guests enter at checkout for a discount — a military rate, a seasonal offer, a campaign like SUMMER20. When you create or edit one ( Setup → Sell online → Promo Codes ), the Discount tab is where you set the code and the price adjustment it makes. This page explains how each discount type actually behaves — the order of o...

Adding your TripWorks booking widget link to your Google Business Profile lets people who find you on Google Search or Maps book directly from your profile, without navigating away to your website first. Fewer steps between "found you" and "booked" means fewer people drop off along the way. In this article Step 1: Copy your TripWorks booking widget ...

Gift card styles are the design templates a customer chooses from when buying a gift card. You can offer several — a holiday look, one per activity, a plain one — and control which are available. Manage them under Setup Get paid Gift Cards . The design templates customers choose from when buying a gift card. Add or edit a design Select New Gift Card...

Every failed TripWorks API request returns a stable error code you can branch on. Reading the code, not the message, keeps your integration working when wording changes, because the message is written for people and can be reworded at any time. This article explains what an error response contains, which codes you will meet most often, and what to d...

Here's an idea most booking software never acts on: every question a guest asks is a signal that something wasn't clear enough to answer itself. Nobody phones to ask what's already obvious on your website. So the questions people ask on the phone are, quite literally, a list of the things your website, your listings, and your booking flow aren't tel...

Your AI Callbot reads words aloud the way a text-to-speech voice guesses they sound. That works for most words, but it can stumble on the ones that matter most to your business: a brand name, a town, a harbor, a guide's name. Manage Pronunciations lets you fix those one at a time. For each word you add a respelling, a spelling that makes the voice s...

Most search boxes are dumb. They look for the exact words you type, and if the text doesn't contain those words, you get nothing — even when the answer is sitting right there, phrased a little differently. TripWorks' global search is different: it understands meaning. You can search the way you'd ask a colleague, in plain language, and get answers p...

TripWorks' AI assistants can take a complete booking on their own. Both the website chatbot and the phone callbot check your live availability, collect the guest's details, create a draft booking, and text the guest a payment link they pay through your normal TripWorks checkout. The assistant never handles the money itself — it hands the gue...

The Daily Executive Summary is a performance snapshot of your business, delivered for each day so you can keep a pulse on sales and payments without digging through reports. It's the fastest way to see whether you're up or down and where your business is coming from. In this article What's in the report Color-coded trends Turning it on When it's sen...

At check-in you need to know one thing fast: has everyone signed? The Manifest shows each reservation's waiver status at a glance and lets you fix it on the spot, by marking a paper waiver signed, sending a reminder, or handing the guest a tablet. In this article Read the waiver column Act on a whole reservation Act on one guest Limits to know Examp...

On a busy day you rarely act on one guest at a time. The Manifest gives you shortcuts that apply to a whole reservation or a whole timeslot. This page explains each one, and what the Manifest can't do. In this article Check in or change status for a whole reservation Act on a whole timeslot Act on a whole day What you can't do Examples Frequently as...

A booking calendar shows guests a month of availability on your own website. They pick a date, choose a time, and book without leaving your page. You build it as a booking widget in TripWorks, then paste two snippets into your site. In this article Choose how your calendar is built Build your calendar Calendar options What guests see Examples Freque...

You manage many timeslots at once from the Calendar's Capacity, Availability, Heatmap, and Status tabs. Select the slots you want, make one change, and it applies to all of them. This replaces the separate Timeslot Editor grid. In this article Capacity: change how many guests a slot can take Availability: see what's left to sell Status: open or clos...

When a guest leaves a tip, you can give it to the team member who earned it, even if the tip came in without one. Open the booking, go to the Payments tab, and assign the tip from the payment it came in on. The name then shows in the Assigned To column of the Tips report, so you know who to pay out. In this article When you'd use this What you need ...

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...

Once a guide is assigned to trips, there are three ways they can keep track of where they need to be. In this article 1. Sign in to TripWorks 2. Subscribe to a personal calendar feed 3. Alerts as things change Share or print a guide's schedule Frequently asked questions A guide's upcoming assignments and time off, on their profile. 1. Sign i...

A device mode controls what a shared computer or tablet shows every time TripWorks opens on it. Set the right mode once, and staff or guests always land on the right screen, without navigating there themselves. In this article The three modes Switch a device's mode Frequently asked questions Choose which mode a device opens into by default: Full...

Guide alerts keep your team informed without anyone having to log in and check. When a trip a guide is on changes, TripWorks tells them. You choose which events notify each guide and on which channels. In this article Configure a guide's alerts The events When alerts fire Frequently asked questions Pick which events notify the guide, and how: email,...

By default a team member who can open the calendar and manifest sees every trip. For guides that's often more than you want: a part-time captain doesn't need to see who another boat is carrying, and a guest's details shouldn't be visible to everyone on the roster. TripWorks has two built-in permission groups for this. Put a guide in ...

Beyond the transcript, TripWorks scores and classifies every call — so you can measure your phone the way you measure your bookings, and coach your team from real examples instead of hunches. In this article Call intent CSAT score AI coaching & business tips Turn it into a routine Analyze your calls with an AI assistant Frequently asked question...

Unlimited accepts as many bookings as come in — no cutoff based on headcount or resources. It's the default model for a new activity, and the right one when running out of room simply isn't a concern. In this article When to use it When to switch away from it Frequently asked questions With Unlimited, TripWorks doesn't calculate a remaining-seats nu...

Every trip itemizes exactly what a guest paid for — tickets, add-ons, promo codes, taxes, and fees. The breakdown works at three levels: a roll-up for the whole trip, an itemized subtotal for each activity, and a line-by-line total for each guest. So when someone asks "what did I pay for?", you have the answer without opening every booking. In this ...

The questions that fill a front-desk shift are short ones: Who's booked at 10? Has the Rivera party signed their waivers? Which guide is on the afternoon departure? Your AI assistant answers them from your live TripWorks data, and with write access it can also take care of small jobs like marking a waiver signed or adding a trip note, after showing ...

The Star TSP654II is an AirPrint receipt printer that prints paper receipts from TripWorks over your Wi-Fi. You connect the Star TSP654II to your router once with an Ethernet cable, move it onto your Wi-Fi, add it to your iPad or iPhone, and then pick it from the print options on any reserved trip. In this article What you need Set up the printer Pr...

Once someone is set up as a guide, you assign them to the timeslots they're running from the Guides tab of the Calendar. Everyone on your team then sees who is on each trip. In this article Assign a guide Guides are assigned to the timeslot, not to each booking Move or reassign a guide Overlapping assignments Try this Frequently asked questions ...

This is the complete list of third-party tools TripWorks connects to natively. Each one is set up under Setup Integrations , except OTAs and resellers, which you add under Resellers. If a tool isn't on this page, TripWorks doesn't have a native integration with it today. In that case, the section Don't see the tool you use? covers the wa...

Every sale in TripWorks is stamped with how it was made and where it came from. Ask your AI assistant to split your revenue along either line and you can see, in one answer, whether your website, phone line, front desk, AI agents, or resellers are earning their keep. In this article See it in action Two ways to slice your revenue Example requests Ti...

Suggested items surface extra products and activities to a guest as they check out — merchandise, a photo package, equipment, or another experience. Guests add them to their booking in a couple of taps without starting over, which is one of the easiest ways to lift average order value. In this article Set up suggestions Require a suggested activity ...

The payout report is where you track the money actually landing in your bank account, both recent deposits and upcoming ones still in transit. It's the report to reach for when you're reconciling your bank statement or answering "when is that money arriving?" In this article What it shows How to open it Why a payout total won't...

TripWorks gives Zapier a set of instant triggers — events that start a Zap the moment they happen in your account. This article lists every trigger, explains what data each one sends, and points out the fields worth mapping into your other apps. In this article Available triggers The data each trigger sends Customer portal links Want the raw payload...

A few small icons can show up to the left of a booking on the Manifest. Each one flags something worth a second look: a brand-new booking, an unpaid balance, a voucher that's still needed, or a booking that came in through an import. Hover any icon for a tooltip with the specifics. In this article The new-booking lightning bolt The balance-due dolla...

Before you can sell gift cards, turn on the program and set a few defaults. Go to Setup Get paid Gift Cards and open Settings. In this article Settings Next steps Frequently asked questions Gift Card Settings: program, catalog tile, default design, price options, and expiration. Settings Enable Gift Card Program — gives customers the ability to shop...

For a reseller whose bookings require payment at the time of booking, saving their card on file means you don't have to ask for card details on every single booking. The sale still attributes to the reseller; only the payment step gets simpler. In this article Save a reseller's credit card Charge a saved reseller card Frequently asked questions If a...

When a caller reaches your AI Callbot, it isn't working from memory or from the open internet. It works from a specific set of information that TripWorks gives it at the start of every call, plus a few live lookups it can make while the call is going. Knowing what's in that set helps you answer the two questions operators ask most: why did i...

When guests haven't signed their waiver yet, send them a waiver reminder — a message with the signing link — so they can take care of it before they arrive and check-in stays quick. In this article Send a waiver reminder Good to know Frequently asked questions Send a waiver reminder Open the Manifest for the day and the activity. Open the Waivers pa...

You can ask your AI assistant to line up this season against last season and tell you what changed. It reads your live TripWorks numbers, works out the difference for each month, and explains the biggest movers in plain English. That replaces an afternoon of exporting reports and building a spreadsheet by hand. In this article See it in action What ...

Your profile picture, name, and contact details are personal to your own TripWorks login. They're how teammates recognize you on schedules, manifests, and bookings. You manage them, along with your notifications and sign-in, on the Your settings page. In this article Open Your settings Change your profile picture What else is on Your settings Ch...

Notes are internal messages on a booking, such as a guest's request to move to a later time. Guests never see them. In this article Two kinds of notes on a trip Add a trip note Add a manifest note Edit or delete a note Notes and flags Frequently asked questions Before you begin. Adding a note requires the Add comments to Trips permission, or per...

This message means TripWorks has paused manually entered payments (Cash, Check, EFT/Wire, Voucher and Other) on your account, because those payments passed your account's limit over the last month. Take the payment by card for now. The pause clears on its own as the last month's numbers come back under the limit. Why it happens The manual pa...

Once an activity is connected to a published seat map, you'll assign guests to specific seats before each trip using the Seat Assignment view, opened from the Manifest. In this article Example uses FAQ Before you begin. Opening the Seats view requires View manifest; actually assigning, blocking, or clearing seats requires Edit trips as well. Both co...

Custom fields collect extra information beyond the standard booking details — a guest's weight for a balloon ride, dietary needs for a food tour, a hotel pickup address, or an internal note only your team sees. You build each field once in your account's field library, then reuse it across any activities where it's relevant. (For the con...

Cometly is marketing attribution software: it tracks which ads, campaigns, and touchpoints actually lead to a sale, so you can see which spend is working and put more budget behind it. Connecting Cometly to TripWorks feeds it accurate booking and conversion data automatically, so your attribution reflects real sales instead of guesswork. In this art...

TripWorks recovers lost demand in two layers that work together. Abandoned-cart recovery is the automatic layer: it emails shoppers who started a booking and didn't finish, and wins many of them back without anyone lifting a finger. Lead Center is the human layer: the pipeline where those carts, along with leads from AI chat, the AI CallBot, enq...

A booking restriction is a reusable set of rules for how guests can book: the party size you accept, how close to start time a slot stays open, how far ahead people can book, and what shoppers see when a slot is nearly or fully sold. You build a restriction once and apply it to as many activities as you like, so a museum with timed-entry rules, a ka...

The Manifest is where your team reads the day's details, so it's also where they can add them. You can leave notes on a trip or a timeslot, and fix a guest's custom field answers without opening the trip. In this article Three kinds of notes Add or edit a Manifest Note Add a note to a timeslot Edit custom field values Examples Frequently asked quest...

To sell on Viator, you apply as a supplier on Viator's own supplier site, get verified, and list your experiences for Viator to review. Viator decides who is listed, and TripWorks isn't part of that approval. Once you're a supplier, you connect TripWorks so Viator can check your availability and send bookings straight into your calendar,...

The Register is a quick checkout for guests who arrive in person. You pick a timeslot, choose tickets, take payment, and check the guests in without leaving the screen. In this article Find the timeslot Sell the tickets After payment Frequently asked questions Before you begin. The Register appears in the navigation only for team members with the Cr...

If you advertise to visitors in regions with privacy rules (California's CCPA, the EU's GDPR), you need control over when analytics and advertising pixels are allowed to run. TripWorks is built for this: it follows Google Consent Mode, so your consent choices govern the GA4, Google Ads, Meta, and TikTok tracking in your booking widget. In this artic...

Reviews and phone calls hold the most honest feedback you get, and almost nobody has time to read all of it. Your AI assistant can. Ask it to read both, group what it finds into themes, count each one, and quote a real example, so you know what to fix first. In this article See it in action What your assistant can read Example requests Turn what you...

A call almost always relates to a booking — someone asking about their pickup, changing a time, chasing a refund, or calling before they book. In most systems, that conversation vanishes into a phone log with no connection to the trip it was about, so the next person to open the booking has no idea it ever happened. TripWorks keeps the two together ...

TripWorks can connect to AI assistants like Claude, ChatGPT, and Gemini, so you can look things up and make changes in your account by typing a plain-English request instead of clicking through screens. Ask "How many guests have we added this month?" or "Which of our kayak tours have a group minimum?" and your assistant goes and ...

Cash drawers let you track which physical drawer received each cash payment, so at the end of the day you can count each register down and reconcile it against what TripWorks recorded. Setup lives in your hardware settings, alongside card readers and waiver devices. In this article Step 1 — Add a cash drawer Step 2 — Record a cash payment to a drawe...

You can make a guest complimentary, undo it, or change a ticket's price at any point, straight from the trip. Comping makes the guest free. Repricing changes only the ticket price. In this article Find the trip Comp a guest Uncomp a guest Reprice one ticket Reprice selected tickets Reprice every ticket on an activity If a price didn't update Which a...

If a booking was made under the wrong reseller, or the wrong agent, you can fix it from the trip. Changing the reseller recalculates commission and pricing. Changing only the agent doesn't change any money. In this article Change the reseller Change only the agent When the reseller can't be changed Examples Frequently asked questions Before you begi...

The TripWorks REST API lets your code read and change your account's data over HTTPS. You create an API key, choose what it can access, and send requests to your own TripWorks address. This article takes you from a new key to a first working request, and explains the rules that apply to every request: access, filtering, paging, errors, and limits. I...

If your Sales, Finance, and Payout reports show different numbers for the same period, nothing is broken — they're measuring different things over different timeframes. Each is built for a specific purpose, and knowing which to use for which question makes the differences make sense. For the full map of report families, start with the Reports overvi...

Every booking in TripWorks is stamped with a Method: how it was created. A guest booking on your website, a call your team took, a sale from a reseller, and a booking made by your AI assistant each get their own Method. This article explains the ten Methods you can see, where each one comes from, and where to read it. In this article The ten Methods...

No. A card hold can't be extended or renewed. When you place a hold, you're authorizing the card, and the card network sets a fixed expiry at that moment — usually about 7 days. TripWorks can't push that date out, and the card network won't extend an authorization once it's placed. What you can do instead While a hold is open, yo...

Connect Mailchimp and TripWorks will add your customers to a Mailchimp audience automatically, so your list grows as you take bookings. Connecting takes one click — you don't paste an API key. In this article You don't need an API key Connect it Pause, disconnect, or switch accounts What syncs (and what doesn't) Frequently asked question...

For teams that want pixel-level control, a widget can carry your own custom CSS and custom JavaScript that fires at key moments in the booking flow. Because this involves running your own code, it's an account-manager feature — reach out to your TripWorks account manager to have it enabled and edited on your widget. In this article Custom CSS Cu...

Need to remove a booking that shouldn't exist — a duplicate, a mistake, or test data? You can delete a single booking from its trip screen. For a batch created by an import, there's a faster way (below). In this article Delete a single booking Can I delete a booking that's Reserved? Delete vs cancel vs unschedule Remove a batch of import...

The TripWorks support team is available 9am to 3am Eastern Time, 7 days a week. You can reach them by live chat, phone, email, or a support ticket, and the in-app AI assistant answers how-to questions any time. In this article Support hours Ways to reach support Ask in the app Frequently asked questions Support hours 9am to 3am Eastern Time (ET), ev...

Yes — but securely, and only for as long as it's useful. When a guest checks out online, TripWorks saves the card on file so that a remaining balance can be charged later without asking the guest to re-enter it. The card is stored safely, and stored cards are cleaned up automatically after a retention window. In this article What's actually ...

Quick answers to the questions operators ask most about Lead Center. For the full picture, start with the Lead Center overview, then How lead statuses work and Working your leads. In this article The basics Leads vs. other tools Statuses Working leads Assignment and At Risk leads The basics What is Lead Center? Lead Center is TripWorks' built-in...

You pair each device once from Settings in the TripWorks app. Open Settings with the gear in the upper right. In this article Bluetooth scanner Card reader Printer Frequently asked questions Settings has a row for each device. Each opens its own pairing screen. Bluetooth scanner Turn the scanner on and put it in pairing mode. In Settings, under Scan...

TripWorks is a web application that works in any modern browser — but a few choices make for a smoother, faster experience, especially on the dashboard. In this article Devices Browsers On mobile Frequently asked questions Devices Desktop — Mac or Windows. We suggest a 64-bit 1.8+ GHz processor, 8 GB of RAM, and a display of at least 2048 × 1500. On...

As your team grows, you rarely want every staff member to see and do everything. A front-desk agent needs to take bookings but not touch your tax settings; a bookkeeper needs financial reports but not your marketing tools; a seasonal hire needs even less. A permission group is a named bundle of permissions you assign to people so each person can rea...

Staffing one departure at a time is fine for a swap, but not for a season. The Guides tab of the schedule grid works on many timeslots at once: select a block of departures and assign someone to all of them, set a standing weekly pattern, or mark a guide unavailable for a stretch of dates. In this article Assign a guide to many departures at once Se...

These are the OTAs you can pick by name when you add a reseller in TripWorks. Choose one and TripWorks tracks its bookings, payments, and commission under that name. They're only part of the marketplace: TripWorks connects you to hundreds more resellers. In this article OTAs you can add How the bookings arrive Google Things to Do Add one Example...

The TripWorks mobile app is for iPhone and iPad, so on an Android phone you use TripWorks in your web browser. TripWorks switches to a phone-sized layout with its own menu, and you can add it to your home screen so it opens with one tap, like an app. In this article Add TripWorks to your home screen What you can do in the browser Examples Frequently...

Pickup locations are the places you collect guests from before an activity: a hotel lobby, a cruise terminal, a parking lot, or a meeting point. Set them up once, offer pickup on the activities that include transport, and guests choose their spot while booking. The choice travels with the booking, and your team sees it with the pickup time. In this ...

Not every timeslot is a simple start time. Charters, all-day rentals, and on-demand experiences need to read differently to guests — and closed dates shouldn't just vanish without explanation. TripWorks gives you three ways to control how a timeslot presents itself, on the Calendar, the Manifest, your booking widget, and trip orders. In this art...

Connect Google Antigravity to TripWorks and you can ask about your guests, activities, locations, and phone calls in plain English, and have Antigravity make changes for you after showing a preview. The connection uses MCP, an open standard for linking AI assistants to the tools you already use. For the full picture of what MCP is and how it compare...

The Calls screen lists every call your business has taken, each already summarized and scored — so you can skim what happened without listening to a single recording. In this article What each row shows Reading the list at a glance Find the calls you want Frequently asked questions Each row is a call, already summarized and scored — sale, question, ...

TripWorks supports printing physical tickets through QZ Tray, a lightweight application that runs on your computer and connects TripWorks to a locally attached or networked printer. This is separate from receipt printing — ticket printing uses custom-formatted commands and merge fields to generate tickets for individual bookings. In this article How...

Drop your advertising pixels into TripWorks and your booking widget will fire a purchase event on every completed booking — so Meta and TikTok can attribute conversions, build retargeting audiences, and optimize your ad delivery. In this article Add a pixel What fires, and when Frequently asked questions Before you begin. Adding a conversion pixel r...

When a trip changes, you can tell everyone on it at once: a weather delay, a new meeting spot, a time change. Pick a message template, check who's included, and send, all from the Manifest. In this article Send a message Choose who receives it How it's sent Examples Frequently asked questions Before you begin. Sending a message from the Manifest req...

Common questions about TripWorks' AI assistants. Where an answer differs between the two, we call it out — the chatbot is on your website, the callbot answers your phone. In this article How they work Setup & configuration Accuracy & safeguards Customer experience Payments & security Leads, reporting & general How they work How i...

If you want every guest to leave a tip, rather than hoping they remember to add one, build gratuity as a required, percentage-based add-on. Guests must pick a percentage before they can finish booking, and the tip is calculated automatically off the order total rather than typed in as a flat guess. In this article Create the gratuity add-on Where to...

When a guest wants to add something after they've booked — a rental, a photo package, an extra ticket, a fee — you can add it to their existing booking and, if they paid online, charge the card already on file for the new balance in one action. No chasing a second payment, no re-keying a card. In this article Add a product or charge to the booking C...

The Importer Tool moves data from a previous platform into TripWorks. You can import your Guests (customers), your Activity Catalog, Bookings (trips), Gift Cards, your Product Catalog, Promo Codes, Resellers, and Resources — one type at a time — from a CSV file. In this article Do I need a template? How to import Bringing over bookings you already t...

A manual discount is a one-off price reduction for a single booking: a goodwill gesture, a local's rate, a manager's call at the counter. It's different from a promo code, a reusable code that applies under set rules (see how promo codes work). In this article Discount a ticket Use a promo code instead Frequently asked questions There...

A virtual card, or VCC (virtual card number), is a card number generated for a single purchase or a single reseller relationship instead of printed on physical plastic. Resellers and OTAs commonly pay this way, generating a new virtual card for each booking rather than sharing one card on file. In this article Short answer Where this comes up Freque...

If you sell to international guests, your booking widget can present in their language rather than defaulting to English. You control the language the widget loads in, and you can link specific audiences straight into a specific language. Set the widget's default language in the builder's Advanced settings. Translate your activities and see the lang...

When a guest reaches the phone field at checkout, it starts pre-set to a specific country's dialing code (for example, +1 for the US). That default isn't guessed from the guest's location or browser. It comes from your account's own country setting. In this article How the default is set Changing it Frequently asked questions How the default is set ...

Different jobs need different information. A front-desk agent checking guests in wants names, waivers, and balances. A guide wants resources and pickup times. You can show only the columns each person needs, then save the layout as a view and switch to it in one click. In this article Choose your columns Reorder, resize, and sort Save a layout as a ...

Sometimes a booking that came in under a reseller needs to be paid by the guest directly instead — the reseller passed the payment back to the customer, or you'd rather not invoice the reseller for it. Converting to direct pay takes the booking off the reseller and lets you collect from the guest. In this article What converting does How to convert ...

Short answer: you can't create a booking on a prior calendar day — TripWorks blocks past dates in the booking screen by design, and that block applies to everyone. There's one exception (a timeslot earlier today), and there are sensible ways to handle a tour that already ran. In this article A timeslot earlier today — yes, with a permission A tour o...

You can't connect Google Voice to TripWorks directly, and that comes from Google, not from TripWorks. Google Voice doesn't send call information to other apps, so there is nothing for TripWorks (or any other tool) to receive. You can still get every call into TripWorks by putting a supported phone provider in front of your Google Voice numbe...

If you have a developer and software of your own — a website, an internal dashboard, a CRM — the TripWorks REST API lets that software read and update your account directly. You create an API key, decide what it's allowed to touch, and hand it to whoever is building the integration. In this article Is the REST API the right choice? Create an API key...

Connect Claude to TripWorks and you can ask about your guests, activities, locations, and phone calls in plain English, and have Claude make changes for you after showing a preview. This works in Claude.ai and Claude Desktop. The connection uses MCP, an open standard for linking AI assistants to the tools you already use. For the full picture of wha...

A TripWorks API key is the credential your code uses to talk to your account, and the permissions on the key decide exactly what that code can see and change. A key belongs to one account and isn't tied to a person, so it keeps working whoever is on your team. This article explains how access is decided, how to choose permissions for each integratio...

Forgot your TripWorks password? You can reset it yourself in a couple of minutes — TripWorks emails you a link to set a new one. You don't need an administrator to do it, and no one at TripWorks (or in your company) can see your password. In this article Reset your password Didn't get the reset email? Frequently asked questions Reset your pa...

Rather than absorbing card processing costs yourself, you can pass them to guests at checkout by adding a surcharge on your account. It's a common way for operators to protect their margin on every booking. In this article Set it up as a surcharge Frequently asked questions Set it up as a surcharge Credit card fees are handled through the same syste...

You can collect payment on a booking from the TripWorks app with a paired card reader, a card typed in by hand, or cash, and refund a payment from the same booking. In this article Collect a payment Refund a payment Print a receipt Card readers the app supports Frequently asked questions Collect a payment Open the booking and choose Collect Payment....

Every call has a feel to it — moments where the caller was happy, and moments where they weren't. TripWorks reads that automatically and highlights the positive and negative moments right in the transcript, so you can see the emotional shape of a call without reading every word. In this article How highlighting works Why the "moments" matter more th...

Lead Center gathers your near-misses into one pipeline; this article is about what to do with them. The habit is simple: find the leads worth your time, act on them, and let each action record itself so the pipeline always reflects reality. A few minutes a day spent here is some of the highest-return work you can do, because every lead is a guest wh...

A request-for-payment message is a template that carries a secure payment link, so a guest can settle a balance or deposit online instead of calling in a card. It's built on the Payment Request category and uses the payment-link variable (#payment_url#), which points each guest to their own booking's payment page. In this article Build the t...

Two-way texting lets your guests reply to your texts and have those replies land right inside TripWorks, in the Conversations tab of Lead Center. Your team can read and respond from one place instead of juggling personal phones or a separate texting app. In this article Part 1 — Turn on two-way texting in TripWorks Part 2 — Point Twilio at TripWorks...

The Calendar shows every timeslot you run, how many guests are booked on each, and how much room is left, by day, week, or month. Open it from Calendar in the top navigation. It's the planning companion to the Manifest, which zooms into one day's guests. In this article One calendar, six tabs Pick a day, week, or month Choose how rows are gr...

Per timeslot gives each timeslot one shared pool of seats. Any mix of ticket types draws from the same pool until it's full — so an adult, a child, and a senior all count as one seat each toward the same limit. In this article Set it up When to use it Tickets that don't use a seat Channel ticket caps Frequently asked questions Reach for it w...

When a booking comes from an OTA like Viator or GetYourGuide, that customer is the OTA's — not yours — and the OTAs' terms are strict about it. They prohibit suppliers from emailing those customers to ask for reviews or send marketing/follow-ups, and from using their customer data for anything beyond delivering the booked experience. So the automate...

Activity categories group your experiences into named collections that appear as a Shop by Category option on both your booking widget and your dashboard. If you offer a range of experiences, categories help guests quickly narrow to the type they want — "Water Tours," "Family Friendly," "Private Charters" — instead of s...

TripWorks reports turn your bookings, payments, and activity data into the numbers you need to run the business — for accounting, for marketing, and for cash flow. This guide explains the report families and, just as importantly, which report answers which question, so you pick the right one the first time. In this article The big distinction: Sales...

Plenty of guests start booking and then get distracted before they finish. TripWorks captures those abandoned carts — the draft bookings that never completed — so you can measure them and win some of them back. In this article What counts as an abandoned cart See how carts are converting Bring guests back automatically Frequently asked questions How...

A seat map is a visual layout of your tables or seats that lets you assign guests to a specific spot before or during check-in. Seat maps work well for: In this article Setting up a seat map Example uses FAQ Dinner shows and luaus with assigned table seating Boat or bus tours with specific vehicle seats Events or attractions with reserved seating se...

You can change the email you sign in with yourself, in under a minute. If TripWorks won't let you — usually an "email already in use" message — it's almost always because that email is already another TripWorks login; here's why, and what to do. In this article Change your own login email "That email address is already in ...

If a name switches to someone else's right after you book, it's because the email you entered already belongs to an existing customer profile. To avoid creating duplicate profiles for the same person, TripWorks links the new booking to that existing customer — and pulls in that customer's saved name. For example, if you book for "Gina Sanders" but e...

A gift card is applied to a booking as a payment. Guests can redeem it themselves online, or you can apply it for them in the dashboard. Either way, any unused balance stays on the card for a future order. In this article Guests redeem at online checkout You apply it in the dashboard Redeeming by phone or in person Frequently asked questions Guests ...

Sometimes you want to hold a guest's card rather than charge it — for incidentals, a security deposit, or to settle a final amount at check-in. TripWorks lets you pre-authorize a card, so the funds are reserved without money moving until you decide. In this article What a pre-authorization is Using a pre-authorization Frequently asked questions What...

Your company information is the branding and contact detail that shows up across your booking site and every customer communication. Setting it once keeps everything consistent — the name guests see, the details on their confirmations, and the look of your emails. In this article Edit your company information Change your currency or locale Frequentl...

The dashboard is your home screen in TripWorks — it consolidates your most relevant business information in one place, so the moment you log in you can see how things are going. It's built to answer "what's happening today and how are we doing?" without running a single report. In this article What it's for Going deeper Frequently asked questions Wh...

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...

Some partners pay you after the fact on invoice terms — they send you business, and you bill them monthly rather than charging the guest at checkout. TripWorks handles this: mark the reseller as Invoice, their bookings hold a balance instead of collecting from the guest, and you generate one invoice covering a period. In this article 1. Set the rese...

If TripWorks starts behaving oddly — a page won't load right, or you can't stay logged in — clearing cookies for just our site (not your whole browser) usually fixes it. Every modern browser supports this, so you don't lose sign-ins to other sites. In this article By browser Still stuck? Frequently asked questions By browser Chrome / Edge — with the...

Every gift card you've sold or issued lives on the Gift Cards list (Gift Cards in the main menu, or search a code from the top bar). From there you can find a card, check its balance and status, and open it to make changes. In this article Find a gift card What you can do to a card Statuses Frequently asked questions Find any gift card and see its s...

Taking cards online means some risk of fraud and the chargebacks that follow. TripWorks works to keep that risk low with protection built into every card payment — nothing to set up. It comes in three layers, and there's one action only you can take when a payment is flagged. In this article 1. Real-time screening at checkout 2. 3D Secure verificati...

Connect your Google listing once, and TripWorks brings in your existing Google reviews, then checks for new ones every day. They appear in your Reviews list next to the reviews you collect from guests, each labeled Google, so you can read, filter and follow up on all of them in one place. In this article Connect Google to TripWorks What TripWorks br...

Connect your TripAdvisor listing once, and TripWorks brings in your existing TripAdvisor reviews, then checks for new ones every day. They appear in your Reviews list next to the reviews you collect from guests, each labeled TripAdvisor, so you can read, filter and follow up on all of them in one place. In this article Connect TripAdvisor to TripWor...

Connect your Trustpilot page once, and TripWorks brings in your newest Trustpilot reviews, then checks for new ones every day. They appear in your Reviews list next to the reviews you collect from guests, each labeled Trustpilot, so you can read, filter and follow up on all of them in one place. In this article Connect Trustpilot to TripWorks What T...

Every gift card sale is recorded as its own order, just like a booking — with the buyer's details, its payment, and the gift card itself. Open a card from the Gift Cards list to see it. A gift card order: the buyer, the payment, and the card's balance, status, and code. What's on the order Buyer details — the customer who purchased it, and the order...

The Manifest has two main ways to look at a day. Table lists every booking with its guests, status, and balance. Timeline lays the day out by resource and hour, so you can see who or what is where, and move things around. In this article What each view is for Work in the Timeline What works in which view Examples Frequently asked questions Switch wi...

Klarna is a Buy Now, Pay Later option that lets guests split a purchase into installments or pay later, while you're paid the full amount upfront. It shows up as a payment choice at online checkout alongside cards. It's on by default, and you can turn it off under Setup, Integrations. Why offer Klarna Higher conversion and order values — gue...

A single text message holds 160 characters. Anything longer is split into several texts, which can arrive on a guest's phone one at a time and make a simple message hard to read. To keep your texts short and easy to read, the template editor shows a length meter on every text message, and a text message template can be up to 2 texts (306 characters)...

Short answer: the reviews you collect in TripWorks are view-only. You can read them, filter and search them, see the AI sentiment on each, and open the linked booking — but there's no way to hide, delete, edit, or reply to a review inside TripWorks. Here's why that's usually fine, and what to do about a genuinely public bad review. In this article W...

TripWorks ships with a fixed set of information about every trip, booking, and guest: name, email, activity, date, party size, and so on. Every business collects more than that. A balloon ride needs each guest's weight. A food tour needs dietary notes. A whale-watching trip needs a hotel pickup address. A private tour operator wants an internal ...

Once a guest answers a custom field, you can review and update that answer from either the trip view or the manifest. In this article Where a response shows up on the trip view Edit a response from the trip view View and edit from the manifest Frequently asked questions Where a response shows up on the trip view Where a response appears depends on w...

OCTO is an open standard that resellers and online travel agencies (OTAs) use to read a supplier's products and availability and to send bookings. TripWorks is OCTO certified and follows the OCTO specification, so a reseller can connect to TripWorks operators the same way it connects to any other OCTO supplier, with no custom integration per operato...

Handing guest questions to an AI agent only works if you can trust what it says, and check it when you can't. Your AI Chatbot and AI Callbot both answer from your Knowledge Base, not from memory, and every conversation leaves a record you can open to see exactly which article an answer came from. Callbot goes a step further on the phone: when it...

Once your AI callbot is answering calls, TripWorks logs each one so you can see how it's performing and what callers needed. In this article At-a-glance performance Open the call history Read the transcript Put it to work Example searches FAQ (This is the phone log. For website chat conversations, see Review AI chatbot conversations, a separate hist...

Per ticket type, per timeslot gives every ticket type its own seat pool in each timeslot. Instead of one shared limit, you set a separate cap for Adults, Children, Seniors, and so on — and each fills up independently. In this article Set it up When to use it Per ticket type vs. per timeslot Frequently asked questions Use it whenever different types ...

Captains, guides, and front-desk teams often want a paper head-count in hand. You can print the Manifest for the whole day, for a single activity, or for one timeslot, and choose how the page is laid out before it goes to the printer. In this article Open the print preview Choose how it prints What appears on the page Examples Frequently asked quest...

A guide is a team member you can schedule to run trips: a guide, instructor, captain, pilot, or crew member. Marking someone as a guide is what makes them available to assign to timeslots, so their name shows on the calendar and manifest and they get their own schedule and alerts. (If your account uses different wording, "Guides" may appea...

A custom field only appears where you assign it. Assigning fields to the right activities keeps each booking form focused — a food tour asks about dietary needs, a balloon ride asks for weight, and neither shows a question that doesn't apply. In this article Assign a field to activities Good to know Frequently asked questions Assign a field to activ...

Raising your prices is safe to do any time: trips already on the books keep the price they were booked at. The only question is when you want the new prices to start — right away, or on a future date. In this article First, the reassurance How pricing is built: base rate + rate sheets Raise prices now Schedule an increase for a future date Changing ...

Connecting Twilio lets you text guests from a phone number of your own choosing instead of a shared, unbranded one, so your SMS messages feel like they're coming from your business. Where two-way texting is turned on for your account, guests can also text you back. In this article Step 1: Create a Messaging Service in Twilio Step 2: Add your Mes...

The AI Chatbot is a chat bubble you add to your website. Visitors can type or talk to it, and it answers their questions using your content and your live availability, then completes a booking right inside the chat, 24 hours a day. In this article Add or change what your chatbot says Step 1: Create the chatbot The Info tab Upgrading an existing chat...

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 ...

Your Knowledge Base is the content your AI assistants draw from when they answer questions. To add text to your chatbot or callbot, create a Text knowledge base here, then assign it to the assistant. Both the AI chatbot (on your website) and the AI callbot (on your phone) use it, so this is the place to start. In this article Add a knowledge base Wa...

The most efficient TripWorks integration asks for less and reacts to events instead of checking for them. Requests to the REST API are counted for each key and for your account as a whole, so an integration that fetches only what it needs, and is told when something changes, stays fast and well inside its allowance. This article covers the habits th...

Yes. TripWorks supports 3D Secure (3DS) — the step behind Strong Customer Authentication (SCA) — automatically at checkout. You don't turn it on or configure anything; it's built in, backed by our payments partner Stripe. How it works When a card's issuing bank decides a payment needs extra verification, TripWorks automatically presents ...

A voucher lets a guest buy an activity now and choose the date and time later. They pay the activity's normal price, get a confirmation with a QR code that opens their customer portal, and schedule from there. It's a good fit for gifts and for guests who don't know their dates yet. In this article Step 1: Turn on the voucher program Step...

A promo code is a word your guests type at checkout to earn a discount, such as a military rate, an off-season offer, or a marketing campaign like SUMMER20. Running promotions is one of the most direct ways to fill slower dates, reward returning guests, and give a partner or ad campaign something to point people at. In TripWorks, one code can be use...

If a trip won't let you make changes, it's almost always because the trip is locked. TripWorks locks a trip automatically about 14 days after it's created so that changes to older trips can't quietly rewrite reports you've already run. Here's the problem locking prevents: if you ran a sales report today and later added ticket...

Most operators have the numbers they need scattered across a dozen reports and never find the time to connect them. Business Analysis does that connecting for you: it reads your bookings, revenue, capacity, guest reviews, and phone calls, then writes a plain-English analysis of how your business is doing and what to do about it. Every figure it cite...

A kiosk lets walk-up guests pick an activity, book it, and pay by card on an Android tablet, without staff. You design what the kiosk shows in the widget builder, pair each tablet to it, and connect a card reader to the tablet. In this article What you need 1. Build the kiosk display 2. Pair a tablet 3. Connect the card reader 4. Set an admin PIN 5....

This report gives you a clear view of just your cancellations — how many you've had, what they represent in revenue, and whether those guests came back and rebooked. It's the difference between a guest who left for good and one who simply moved their plans. In this article What the report shows Seeing who rebooked How to open it Frequently asked que...

You decide what guests can do for themselves in the customer portal. Go to Setup Sell online Customer Portal , turn on the self-service actions you want, and set the time limits — then Save. In this article Payments Cancellations & rescheduling Check-in Waivers & tips Send guests the portal link Branding Frequently asked questions Turn on ea...

When a guest cancels their own activity in the customer portal, the booking is cancelled right away but the refund normally waits for someone on your team to process it. Automatic Refunds closes that gap: TripWorks issues the refund the moment the guest confirms the cancellation, tells the guest what happened to their money, and only sends the booki...

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...

More guests now start with a question to an AI assistant instead of a search box. When one of them reaches your site from ChatGPT, Gemini, Perplexity, or Copilot and books online, TripWorks records that booking under a marketing source named for the assistant, so AI traffic reads in your reports the same way Google and Facebook do. All four sources ...

A marketing source records how a guest heard about you — Google, a referral, a billboard, TikTok, a magazine ad. It's one of the most useful pieces of marketing data you can collect, because it tells you which activity actually turns into bookings. It's different from the booking method, and keeping the two straight is the key to reading you...

In TripWorks, a trip is a reservation, a trip order is one activity on that reservation, and a booking is one guest's place on that activity. Every guest, ticket, payment, and note in your account hangs off this simple chain, and the REST API uses the same words. Knowing how the pieces nest makes it much easier to find the data you want, build repor...

Your account has one set of default rules: a cancellation policy, confirmation notes, self-transportation notes, and the cancel and reschedule windows guests use in the customer portal. When one activity needs different rules, you can set them on that activity alone. A half-day float can stay reschedulable until a few days out while a multi-day expe...

Connect Gemini to TripWorks and you can ask about your guests, activities, locations, and phone calls in plain English, and have Gemini make changes for you after showing a preview. The connection uses MCP, an open standard for linking AI assistants to the tools you already use. For the full picture of what MCP is and how it compares with the REST A...

In TripWorks, what a team member can do is controlled by permissions. You don't assign permissions to people one by one — you bundle them into a permission group and assign the group to each team member. A team member can only do what the permissions in their groups allow, and permissions are additive: someone in two groups gets the combined set...

Guests pay in all sorts of ways — online at booking, over the phone, at a walk-up desk, or later toward a balance. TripWorks records every one of them on the trip's Payments tab, so a booking always shows exactly what's been paid and what's still due. In this article Apply a payment Payment methods Charge the saved card on file How a pay...

Setup is where you configure your business: what you sell, how you get paid, how you sell online, and who's on your team. The Setup home, titled Setup & Configuration, groups every settings page by the goal it serves, so you browse by what you're trying to do rather than by a page name. In this article How is Setup organized? Why don'...

Webhooks push data out of TripWorks the moment something happens — a trip is booked, a payment lands, a waiver is signed. TripWorks sends an HTTP POST with a JSON body to any URL you choose, so you can wire bookings into a CRM, accounting tool, data warehouse, or a custom workflow without polling for changes. In this article Add a webhook endpoint A...

When you sell through a reseller or OTA that takes a commission, the number you care about is what you actually keep. TripWorks calculates that for you — the trick is reading the right column and making sure each reseller's commission is set up. In this article The key idea: Net Sale is already net of commission The reseller reports If commission sh...

With self-rebooking on, a guest whose booking you cancelled or unscheduled can choose a new date and time from the customer portal, without calling or emailing you. You turn it on once, then send the guest a link to their portal. In this article Turn it on Cancel the booking and let guests rebook Send the guest to their portal What the guest sees Pr...

Yes — you can refund what the buyer paid for a gift card, the same way you refund any order. What that doesn't do is claw back the balance on a gift card that's already been issued, so it's worth being clear on which one you mean. In this article Refund the purchase What a refund does — and doesn't do If a booking paid by gift card is cancelled Good...

TripWorks helps tour operators, activity providers, and attractions manage bookings, streamline operations, and grow revenue. Before subscribing, you can start a trial to explore the platform with your own setup. In this article Start a trial What to do first Frequently asked questions Start a trial Visit tripworks.com. Choose to sign up / start a t...

Need your customer list in a spreadsheet — for a mailing, your accountant, or a backup? You can export it straight from the Customers grid. The same Export button appears on other list views too (bookings, gift cards, resellers), so once you know it here you know it everywhere. In this article Export your customer list Other things you can export Wh...

When something happens in your account, TripWorks sends one HTTP POST with a JSON body to every URL you set for that event. This page explains exactly what that request looks like and what your server needs to do, so you can build a receiver that doesn't lose events. In this article What TripWorks sends Headers on every request What your server must...

Common issues you'll run into while setting up or managing seat maps, and what's actually happening behind each one. In this article "Delete" is greyed out on my seat map My seat map's seat count doesn't match my activity's ticket capacity I changed my activity's seat map, and now seating looks wrong A seat map I need to edit is published and locked...

The TripWorks app checks guests in three ways: scan their QR code with the camera, scan with a Bluetooth scanner, or look them up by name or confirmation code. Every check-in updates the booking right away, the same as checking in from the manifest. In this article Scan a QR code with the camera Look a guest up Scan with a Bluetooth scanner What the...

Webhooks fire on real actions in your account, so you test by pointing an event at a free inspector URL, doing the real thing, and watching the request arrive. If nothing shows up, the checklist below finds the cause. In this article Test a webhook If nothing arrives If events arrive late, twice, or out of order Examples Frequently asked questions B...

Your AI Callbot has its own phone number. To have it answer the number your customers already call, you forward your business line to the callbot's number. You decide whether it takes every call or only the calls your team doesn't pick up. In this article Find your callbot's number Choose which calls to forward Turn on forwarding with your carrier T...

The Under Review status makes an activity's paid bookings wait for your team before they're confirmed. Use it when you need to check something first, such as a third-party equipment provider, before you tell the guest their date and time are set. In this article What happens Turn it on for an activity Messages and alerts Examples Frequently asked qu...

The audit log records who changed what in your account, and when. Use it to find out who edited a booking, why a price changed, or what a team member has been doing. In this article Open the full audit log Check one record Check a team member Frequently asked questions Open the full audit log Before you begin. The full audit log requires both the Ma...

Waivers in TripWorks let you collect a guest's signature — and any information you need — before or when they arrive, and keep every signed copy on file. You build your own waivers, attach them to the activities that need them, and guests sign online, on a tablet, or by scanning a code. This article is the map; each step links to a full how-to. ...

Webhooks carry guest names, emails, phone numbers, and payment amounts, so the URL that receives them deserves care. This page covers how to protect your endpoint, and which destinations TripWorks refuses to call. In this article Protect your endpoint What TripWorks refuses to call Examples Frequently asked questions Protect your endpoint Treat the ...

A saved view captures how you like a screen laid out: its grouping, sorting, columns, and filters. The Manifest and the Calendar each remember your choice, but in different ways. In this article Manifest: it remembers your last view Calendar: choose a personal default Frequently asked questions Manifest: it remembers your last view The Manifest has ...

Your booking widget's URL accepts parameters that preselect what a guest sees — an activity, a category, a date, or a particular view. Add them to a widget link (or the shareable URL from the Install screen) to send guests exactly where you want: a "Book this tour" button on a specific activity page, a campaign link that opens on the c...

The Viator API integration connects your Viator supplier account to TripWorks. Viator asks TripWorks for your live availability, and bookings, changes, and cancellations arrive in your calendar automatically as ordinary trips under your Viator reseller. Viator pays you, not the guest's card, and TripWorks only records it. You set it up once with...

TripWorks sends a webhook for 13 kinds of events: trips, guest bookings, add-ons, notes, payments, waivers, payouts, and customers. This page lists each event, when it fires, and what the JSON looks like, so you can build your receiver before the first real event arrives. In this article Sample data you can copy Events and when they fire What the pa...

Capacity settings tell TripWorks how many spots an activity can sell and how to count them. Pick the model that matches how you actually operate — a flat headcount, a limit per ticket type, or a number driven by the boats, guides, or rooms you have — and TripWorks handles the availability math from there. In this article Open the Capacity tab Choose...

PicThrive helps you manage and share guest photos and videos. Connecting it to TripWorks syncs reservation details automatically, so PicThrive always knows which guest and activity a piece of media belongs to, with no manual matching. In this article Step 1: Create a PicThrive account Step 2: Connect PicThrive in TripWorks Example: what this looks l...

A resource blackout marks a guide, vehicle, or piece of equipment as unavailable during a specific period. When a resource is blacked out, it's removed from the available pool for new assignments. TripWorks won't offer it when assigning resources to upcoming activities during that window. You can also record an internal note explaining why y...

When a guest opens their booking's customer portal, TripWorks walks them through signing in a few steps: pick the activity, fill in the guest fields, and sign by typing or drawing. Knowing what the guest sees helps you answer questions at check-in and set expectations before arrival. Guests reach this flow however you send them — a link in an em...

To take card payments in TripWorks and receive your payouts, you connect a bank account once, before you launch. TripWorks handles payments through our payments partner, Stripe, so the setup runs through a secure, guided flow. You never hand bank details to TripWorks directly. In this article Connect your account If you already have a Stripe account...

When you cancel a booking or activity, you can send the guest a cancellation message in the same step — so they know their trip is off and don't turn up for something that isn't happening. You choose the template right in the cancel dialog. This article is about that message. To write your cancellation policy itself, see Set your cancellation policy...

OCTO (Open Connectivity for Tours, Activities, and Attractions) is the open standard API that booking systems, resellers, and online travel agencies (OTAs) use to exchange products, availability, and bookings. Instead of building a custom connection for every partner, each side builds to one shared specification and connects to anyone else who does ...

Tips give guests a natural moment to show appreciation — and TripWorks can surface that moment automatically, whether they're paying on a card reader, a mobile device, or through your customer portal. In this article Configure tips Collect tips Add a tip to an existing booking Change who gets a tip View collected tips A note on processing fees for t...

TripWorks lets you add up to 20 taxes and surcharges to what you sell — a percentage like sales tax or VAT, or a flat surcharge like a trail, dock, or fuel fee. You control which items and channels each applies to, and whether it's shown separately at checkout or baked into the price. Find them under Setup Get paid Taxes & Surcharges . In th...

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...

Book from inside your TripWorks account whenever you take a booking for a guest by phone, chat, email, or in person. Your reports then show how each booking came in and which team member entered it. In this article Start a booking Record how the booking was received Build and reserve the trip Frequently asked questions Before you begin. Creating a t...

When a group books together, you can either collect one combined payment for the whole trip, or give each guest their own tab: their own balance, payment history, and receipt, so they can pay for just their own tickets and add-ons. In this article Turn on separate tabs How it changes the trip view Frequently asked questions Turn on separate tabs Go ...

After talking to the AI Callbot, a caller goes to the transfer destination: the one phone number you enter on the Callbot's Phone Number tab. The Callbot sends the call there when it is switched off, outside its business hours, under a manual override, or when the caller asks for a person. With no number set, the call ends. In this article When ...

Once you've built a widget, adding it to your site takes a copy and paste. On the Booking Widgets list, select Install on a widget to open Use this Widget, then choose the deployment method that fits your page. In this article Install the base snippet once How to create a booking link Choose how it appears Frequently asked questions One base sni...

The menu is how you get around TripWorks. It holds search, the pages your team uses most, a More menu for everything else, and your notifications and account options. You can keep it as a bar across the top of every page or dock it down the left side. In this article What's new What's in the top menu Put the menu on the left or the top Choos...

A reseller profile tells TripWorks who a partner is, how they pay you, and what commission they earn. Create one for each online travel agency (OTA) or private partner you work with. Bookings made through that reseller are then tracked, priced, and reported under their name. In this article Create the reseller Payment methods Adjust the reseller's s...

Conditional custom fields reveal follow-up questions based on how a guest answers an earlier field. Instead of showing every possible question at once, your booking form stays short and only asks what's relevant. In this article Before you begin Set up conditional logic How it works at checkout Common examples Frequently asked questions For exam...

Two numbers describe every timeslot, and they're easy to mix up. Capacity is the most you could sell. Availability is what's left to sell right now. Capacity is a setting you control; availability is a live number TripWorks calculates for you. In this article Capacity — the ceiling you set Availability — the live number What "holds"...

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. Frequen...

TripWorks regularly releases new tools in beta, giving you early access to try them before they're officially launched. Beta features are fully functional but still being refined, so they may change as the team acts on feedback. In this article Get access to a beta feature Frequently asked questions Get access to a beta feature Beta features are tur...

Booking widgets let you sell directly on your own website — no commissions, no redirects to a third party. You build them in a visual builder with a live preview, then drop a snippet on your site. Find them under Setup Tools & hardware Booking Widgets . In this article Choose a widget type Decide what it shows Shape the experience Manage your wi...

A voucher code redeems a ticket that was already paid for somewhere else. The classic case: a guest buys on Groupon or Travelzoo, the reseller collects the money, and gives the guest a code. The guest brings that code to you, and it comps the booking — because you've already been paid. You issue these as batches of unique, single-use codes: one ...

To create a payment receipt email, build a message template with the Order Detail Block and the Payment Ledger Block, or add those blocks to your Confirmation template. TripWorks sends the Confirmation automatically when a booking is reserved. To send a receipt later, open the booking, choose Email, pick the template, and click Send. In this article...

Every trip has one of four statuses: Draft, Reserved, Under Review, or Deleted. The status decides whether a trip shows on your Calendar and Manifest, whether it uses up capacity, and which automatic messages go out. In this article What each status does Trip status isn't activity or guest status How a trip changes status What happens to messages De...

The search bar at the top of TripWorks isn't just for looking up a booking — it's a global search across your whole account. It finds trips, customers, payments, gift cards, and resellers instantly, and it goes further than plain text matching: it uses semantic search to surface trip notes and phone calls too. In this article Open it with a ...

Connect ChatGPT to TripWorks and you can ask about your guests, bookings, activities, and phone calls in plain English, and have ChatGPT make changes for you after showing a preview. The connection uses MCP, an open standard for linking AI assistants to the tools you already use. For the full picture of what MCP is and how it compares with the REST ...

By default, TripWorks shows an Outstanding Balance popup when a staff member checks in a guest who hasn't fully paid, whether they check in from the Actions column on the Manifest or from inside the booking. That's a helpful prompt if you collect the remaining balance at the front desk. But if your model collects balances after the trip, that popup ...

TripWorks includes AI assistants that answer your customers' questions and take bookings for you, around the clock — using your own content and your live availability and pricing. There are three pieces: a shared Knowledge Base (the content the AI draws from), a Chatbot on your website, and a Callbot that answers your phone. The chatbot and call...

Fotaflo is a photo and video delivery platform. Connecting it to TripWorks automatically links guest media to the right reservation, so photos and videos from an activity land with the correct guest without anyone matching them up by hand. In this article Step 1: Sign up for Fotaflo Step 2: Generate an integration key in Fotaflo Step 3: Add the webh...

The TripWorks mobile app puts the tools you use most in your pocket. Check guests in at the dock, open a last-minute timeslot, take a booking, or check the day's numbers without opening a laptop. In this article Get the app Getting around Calendar Manifest Create availability and bookings Check in guests Manage a reservation What to do on the we...

By resources ties an activity's capacity to the real things a booking consumes — boats, kayaks, life jackets, guides, rooms. Instead of a fixed number, availability is derived from your resource pool: a timeslot is bookable only while the resources it needs are free, and it closes automatically the moment they're all spoken for. In this article Turn...

On a trip's Payments tab, the Promo button is disabled when something about the trip means a code can't be applied. Hover over it and TripWorks shows the reason as a tooltip. There are three: In this article A promo code is already applied The trip is deleted No items on the trip Frequently asked questions A promo code is already applied A t...

When circumstances change — bad weather, vehicle maintenance, low bookings, or a private buyout — you'll open, close, or change the status of a timeslot. TripWorks gives you four ways to do it, so you can pick the fastest for how many timeslots you're changing and across how many dates. In this article Four ways to change a status Reopen a c...

Zapier connects TripWorks to thousands of other apps without any code. When something happens in TripWorks — a trip is reserved, a payment lands, a waiver is signed — Zapier can automatically pass that data to the tools you already use: your email platform, CRM, Slack, Google Sheets, accounting software, and more. In this article Before you start Co...

Sometimes you want to hold a guest's card rather than charge it — for incidentals, a security deposit, or to settle a final amount at check-in. TripWorks lets you pre-authorize a card, so the funds are reserved without money moving until you decide. In this article What a pre-authorization is Using a pre-authorization Frequently asked questions ...

When you place a card hold as a deposit, for a rental, incidentals, or a damage buffer, the money is reserved on the guest's card but not collected. To collect some or all of it, you charge (capture) the hold. This article shows how to capture the right amount, including the common case where the trip is already paid in full and the capture scre...

TripWorks records every REST API request and every AI assistant call, and shows them in a set of screens you can read, filter, and search. You can see how many requests your integrations made, which ones failed and why, which key made each one, and exactly what was sent and returned. This article walks through each screen and shows how to use them t...

Sometimes you need to return money to a guest: a cancellation, a change of plans, dropping an add-on, or switching payment methods. TripWorks lets you refund a payment in full or in part, right from the trip's Payments tab. In this article Full and partial refunds Choosing Refund doesn't refund anything yet Refunding many trips at once The B...

Groups often want to split the cost of a trip: everyone paying their own share, or one person covering a few tickets. TripWorks gives you a few ways to do it. In this article Two ways to split The Split Payment Calculator Send each guest a payment link for their share Frequently asked questions Two ways to split Apply an exact amount — take a paymen...

Short answer: your guests see your business name as the sender and their replies come straight back to you — but the literal send address is a TripWorks address (like booking@tripworks.com), and that part can't be changed to @yourdomain.com. It's a TripWorks address on purpose, so your emails are authenticated and reliably reach the inbox. In this a...

Every booking comes with a customer portal — a self-service page, branded with your company name and hero image, where guests can handle their booking themselves instead of calling you. What guests can do there is up to you; you turn each action on under Set up the customer portal. In this article How guests get to the portal What guests can do Gues...

Every lead in Lead Center sits at a status that tells you, at a glance, how far along the guest is toward booking. The status is what turns a flat list of near-misses into a pipeline you can actually work: the leads nobody has touched, the ones you've reached, the ones with a payment link out, and the ones that closed one way or the other. Most of t...

Every conversation your AI chatbot has is saved, scored with an outcome, and searchable, so you can see at a glance what's working, follow up on the conversations that need a human touch, and find the gaps in your Knowledge Base. In this article What conversation history is for Open the conversation history At-a-glance stats What each outcome means ...

When a booking comes in from an OTA like Viator or GetYourGuide, any details the OTA collected from the guest at checkout (passenger weights, ages, dietary needs) can flow straight into your TripWorks custom fields automatically, with no manual entry. When one of those details arrives blank, it's almost always because the name of your custom field d...

If you see Pending Review on a payment — with a message that the payment was accepted and processed but not yet posted to the trip — here's the important part: the payment went through. The guest's card was charged successfully. In this article What happened What happens next Frequently asked questions What happened Pending Review means a technical ...

Note (Aaron): This feature no longer works and is being deprecated/removed. Do not use this article to support customers until it's updated or retired. Guests entering a promo code themselves at online checkout is the usual path. But for a phone or walk-up booking, you can apply a promo code to the trip yourself — and remove one that was added by mi...

A TripWorks card reader lets you take in-person card payments at your desk, dock, or gate — and it all flows into the same TripWorks account as your online bookings. One place for every sale, every refund, and your reporting. Card readers run on Stripe Terminal, so they meet the same security bar as the rest of TripWorks payments. In this article Wh...

There are two ways to sign in to TripWorks. Knowing which screen you're on is the key to getting in smoothly. In this article Option 1 — your direct business URL Option 2 — the main login Stuck on the login page? Frequently asked questions Option 1 — your direct business URL Enter your login URL in a browser, formatted as your-account.tripworks.com/...

Connect Google Analytics 4 and TripWorks reports every booking as an ecommerce purchase — with revenue and the exact activities booked — so you can see which campaigns, pages, and channels actually drive sales. It works right through your booking widget, no tag-manager wiring required. In this article Connect Google Analytics What TripWorks sends to...

The AI Callbot is a voice agent that answers your business phone line, so an inbound call never rolls to voicemail just because your team is busy with guests, out running your activities, or closed for the day. For most operators a missed call is a missed booking. The callbot exists to close that gap: it picks up in a voice and greeting you choose, ...

The Activity editor is where you set up everything about one activity, from its name and photos to its prices, dates, and capacity. Every setting sits in a side menu grouped by job, and one Save changes button at the top saves whatever page you're on. In this article How is the editor laid out? What's in each section? How do I save my change...

If your reader isn't responding, won't connect, or fails to process payments, work through the steps below. Not sure which reader you have? The BBPOS WisePOS E has a touchscreen; the Stripe Reader M2 is a smaller handheld with LED lights. In this article BBPOS WisePOS E Stripe Reader M2 Still not working? Frequently asked questions BBPOS WisePOS E 1...

Each waiver a guest signs can collect their contact and identity details at the same time. You choose which details to gather by turning fields on or off in the waiver's Guest fields tab, and you review the key contact details guests entered in the Waivers report. In this article What a waiver can collect Turn fields on or off Where the data goes Re...

Selling to a tax-exempt customer — a school, a university, a nonprofit? You can remove tax from that specific booking so they pay the tax-free total, then take their card as usual. In this article Remove the tax from the booking Exemption is per booking, not per customer Frequently asked questions Toggle a tax off on the trip's cost breakdown before...

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 is in the Viator supplier portal, under Account, Connectivity, once you choose TripWorks as your reservation system. It's a number Viator gives you (also called your supplier number), and it appears next to your Viator API Key. TripWorks doesn't create it. You copy it from Viator and paste it into your Viator reseller...

When you refund a guest, TripWorks can email them a refund confirmation so they know the money is on its way and see exactly what was returned. It's part of the refund step — you don't send it separately. In this article Send a refund message Good to know Frequently asked questions Send a refund message Open the trip's Payments tab and start a refun...

VQuip provides rental protection and insurance verification for land, water, and snow-based rental vehicles and equipment. The TripWorks integration automatically sends reservation data to VQuip right after checkout, so every rental booking has accurate customer and equipment details for coverage, without any manual entry. In this article Connect VQ...

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 i...

A promo code is a discount code your guests enter at checkout. When you create or edit one ( Setup → Sell online → Promo Codes ), the When and Where tabs decide the dates the code is valid and the parts of your catalog it discounts. Leave a tab untouched to keep the code broad. For the full setup, see promo codes. In this article When: dates and bla...

You don't have to open TripWorks to know what's on the books. A calendar feed is a link you subscribe to from Google Calendar, Apple Calendar or Outlook. Once you add it, your trips show up next to the rest of your day, on your phone and your watch too. You choose what goes in each event: the pickup location, add-ons, products, the guide, ev...

A location is a physical venue your activities take place at: a park, a dock, a ticket office, a trailhead. You create your venues once here, and then each activity points at the location where it runs. It's the list of places you choose from when you set up an activity. In this article Add a location The location's timezone runs its activities Acti...

TripWorks tracks where each booking came from — automatically. When a visitor lands on your site and books, TripWorks captures the marketing context and records it right on the booking, so your reports show which channels, campaigns, and ads actually produce revenue. There's nothing to switch on. In this article What TripWorks captures How attri...

TripWorks works as your channel manager. It connects you to a marketplace of hundreds of OTAs and resellers and brings their bookings, availability, and cancellations into one calendar. You manage Viator, GetYourGuide, Klook, and the rest in one place. In this article How it works Three ways a channel connects If a channel isn't connected yet Fr...

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...

Your phone is already ringing all day: guests checking availability, asking about pickups, changing a booking, or calling to buy. The only thing missing is a record of what was said. Connecting your phone system to TripWorks gives you that record. It's a one-time setup that turns every future call into a recording, a searchable transcript, and a...

"Fees" can mean a few different things in TripWorks, which is what makes them confusing. Here's how to tell them apart: what your guest pays, what you absorb, and where to see each. In this article The guest's Booking Fee The processing fee you absorb How the Booking Fee is calculated Refunds and the Booking Fee Card holds Gift car...

A guest wants the morning kayak and the afternoon sunset cruise? You can put both on one reservation — a single confirmation code, a single total, and one payment covering everything. In this article Build the booking The quick cross-sell at checkout Frequently asked questions Stack activities on one trip with "Add activity" — they share a confirmat...

Gift cards sell two ways: guests buy them online from your store, or you sell one directly from the dashboard. Both use the same flow. In this article Guests buying online Selling one yourself Frequently asked questions Pick a design, then an amount — the same flow online and in the dashboard. Guests buying online When your gift card program is enab...

A resource is something you only have so many of that an activity needs in order to run. That can be equipment (a kayak, a bike, a paddleboard, a seat on a bus, a rental scooter) or a person (a guide, driver, or crew member). You add your resources here so TripWorks can keep availability in line with what you actually have: when every kayak is commi...

No. TripWorks platform fees (also called booking fees) are calculated on the pre-tip amount, so a guest's tip never increases what you pay in platform fees. For example, if a guest leaves a $10 tip on a $100 payment, the platform fee is figured on the $100 — not the $110 they paid. What about card processing fees? A tip paid by card still runs throu...

You can add a "Leave a tip" button to an email so guests can tip your team online. The button uses the tip URL variable (#tip_url#), which sends each guest to their tip page in your Customer Portal. It works in any template, but it lands best in the Event Follow-up email — the one that reaches guests right after their activity, when the experience i...

Team members are the people who can sign in to your TripWorks account: your staff, your guides, and outside partners like a bookkeeper or marketing agency. This article covers how to invite them, control what each person can access, set how they're notified, and suspend or remove them safely. Nothing here affects your customers; it only shapes w...

The Documents tab on a trip holds the paperwork for that booking: a guest's ID, a signed waiver, an insurance card, a rental agreement. When you upload a file, TripWorks reads it, tells you what it is, shows its key details, and, for IDs, offers to fill in blank details on the guest's profile. Nothing on a guest's profile changes until y...

Most automated messages start from your account-wide settings, but a single activity can carry its own. An overnight trip might need a reminder days ahead; a quick walking tour might not want a follow-up at all. The Email Automations tab on an activity is where you set that — and it's the only place event reminders and follow-ups live, because they ...

Anything you collect from guests with a custom field — a question at checkout, a note on the booking — can be dropped straight into your email and SMS templates. Each guest's own answer fills in automatically, so a confirmation can say "Hotel: The Grand" or "Shirt size: L" without anyone copying it over by hand. In this article Insert a custom field...

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...

TripWorks supports three separate ways to print, and which one applies to you depends on the device you're printing from and the hardware you have. A laptop, an iPad, and a dedicated ticket printer each work differently, so this article gets you to the right one. In this article Which one do I need? Frequently asked questions Printing from a des...

The Guides tab is part of the new calendar, which is in beta. If your Calendar page shows an A new calendar is coming banner, select Try the new calendar to switch, and switch back anytime. Learn how to enable beta features The Guides tab of the Calendar is where you staff your trips. It shows who is working when, which trips still need someone, and...

A promo code is a discount code your guests enter at checkout. When you create or edit one ( Setup → Sell online → Promo Codes ), the Limits tab sets the booking conditions and caps that decide when the code is allowed — how many times it can be used, who can use it, and on what size booking. Each limit is optional; leave it blank for no limit. For ...

No — TripWorks doesn't accept ACH or bank-transfer (direct-debit) payments. There's no setting to turn it on, and it won't appear on any checkout page or payment link. Here's what you can accept, and the best way to collect when a guest asks about paying "by bank." In this article What TripWorks accepts Collecting when a gu...

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...

Every activity has a base rate — the price each ticket type charges, set per channel. Open your activity and go to the Ticket prices tab to set it. For most activities, the base rate is the whole story; you only add more when you want to charge differently by date, season, channel, or group size. In this article The base rate, by channel Check your ...

Express Checkout gives guests a faster way to pay on your booking widget. Instead of typing in card details, they pay in one tap with the wallet their device already supports. What your guests get One-tap payment with Apple Pay, Google Pay, and Link. Klarna as a pay-over-time option, where eligible. Only the options the guest's device and your payme...

If you or a guest can't increase the ticket quantity at checkout — even though the timeslot clearly has room — the cause is almost always a booking restriction, not capacity. A restriction caps how many tickets a single booking can add (the party size for one checkout). By default that cap is 25. In this article Restriction vs. capacity Find the res...

If you've spotted a charge on your card or bank statement that doesn't match up with a specific guest booking, it's most likely your monthly plan fee: a recurring subscription charge tied to your TripWorks plan, separate from anything a guest paid you. This is different from the per-booking fees covered in Understanding your fees. In this article Wh...

When someone wants to join a booking that's already made — "can my friend come too?" — add them to the existing trip instead of starting a separate booking. Everyone stays on one reservation and one order, which keeps the manifest and payment clean. In this article Add a guest Clone an existing guest's booking Adjust a ticket after...

The new calendar is in beta. Try it from the banner at the top of your Calendar, and switch back to the classic calendar anytime. Your bookings, guide assignments, and saved views are the same in both. Learn how to try the new calendar The new calendar brings everything you plan around your timeslots into one place. Instead of jumping between the ca...

Beacon is the AI assistant built into TripWorks. It answers how-to questions, looks up details in your own account, and points you to the right setting, all in a panel next to whatever page you're already on. In this article Open Beacon What you can ask Beacon Examples Frequently asked questions An overview of the five AI tools in TripWorks: the...

TripWorks supports up to three waivers per activity, an unlimited library of waiver templates, per-guest signing status, bulk actions for paper waivers, and a way to handle portal signers who don't have a ticket. Here's how each piece works. In this article How waivers work Build your waiver templates Assign waivers to an activity Track sign...

Your AI Callbot can answer around the clock, but that isn't always what you want. If it takes a booking or promises a callback at 2 a.m. and nobody's there to follow up, that's a worse experience than no answer at all. Business hours let you tell the callbot exactly when it should handle calls itself and when it should hand off to a pers...

A guest needs a receipt for their expenses or their business — and usually they want it emailed to them. You can send a guest their receipt straight from the booking, and re-send it any time they ask. (If they'd rather have a paper copy or a PDF, you can print it too.) Either way it pulls from the booking, so the amounts, taxes, and payments are...

Not every interested guest finishes booking on the first try. Someone gets halfway through checkout and their toddler starts crying. Someone asks your website chat a question at 11 p.m. and means to come back. Someone calls to check availability but wants to talk to their partner first. In most businesses, all of that demand simply evaporates — ther...

A handful of settings shape what guests see when they book online: how prices are shown, how guests pay, whether you ask how they found you, and what details you collect. Most live under Setup Sell online E-Commerce Settings . In this article Pricing & fees Marketing opt-in "How did you hear about us?" Payment methods at online checkou...

Minors usually need different waiver language and a guardian's signature. TripWorks handles this in two ways: a single waiver can give minors their own body and collect guardian details, or you can assign a separate parental consent waiver to your Minor ticket type. This article covers both. Give minors a separate waiver body A waiver's Settings tab...

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...

Add-ons let guests customize their experience — and lift your average order in the process. Unlike products (physical items), add-ons are optional enhancements or upgrades chosen during booking: VIP seating, a skip-the-line pass, a photo package, a drink upgrade. In this article Create an add-on Choose how the add-on is sold Limit how many can be so...

Open any call from the Calls list to see the whole conversation two ways at once: a recording you can play and a full transcript you can read, kept in sync. In this article Play the recording Read the transcript You often won't need to do either What you can do with a recording Frequently asked questions Listen on the waveform, read the synced trans...

When a timeslot shows a number you don't expect, such as sold out when you thought there were spots, the Availability Breakdown shows you why. It lays out the capacity model, the resources involved, and the exact calculation that produced the number, so you or support can settle "why is this showing what it's showing?" in seconds. ...

The Manifest is your command center for the day — every booking and guest for a selected date, organized by timeslot, with everything you need to run operations in one place. Open it from Manifest in the toolbar. In this article What the Manifest is Why it matters What you do on the Manifest Customize what you see See and change custom fields Seat g...

When weather, equipment failure, or an unexpected closure forces your hand, you can cancel a whole timeslot — or an entire day — straight from the Manifest, and notify everyone affected in the same step. Canceling by timeslot handles isolated disruptions while leaving the rest of the schedule intact; canceling the day handles full closures. In this ...

Connect Google Ads and TripWorks reports each completed online booking as a conversion — so Google Ads can tie your spend to real bookings and revenue, and optimize toward the campaigns that actually fill your calendar. In this article Connect Google Ads How it works Test and troubleshoot with Debug Mode Frequently asked questions Activate Google Ad...

Availabilities (also called timeslots) are the specific dates and times when an activity is open for booking. They're what shoppers see on your booking widget and what your team books against on the Calendar. In this article Create availabilities for an activity How repeat frequency works Fixed-time vs. flex-time Filter what you see in Dates &am...

Yes. TripWorks has a REST API for developers, plus three other ways to connect that fit different jobs: Zapier, AI assistants, and OCTO for resellers. An API is a way for other software to read and change your TripWorks data. You don't need to write code to use one. You can automate with Zapier, ask an AI assistant like Claude to do things for you, ...

TripWorks collects reviews through the follow-up message you send after an activity. The message carries a review link; the guest rates their experience; and where that rating goes depends on how many stars they give. This article covers the flow itself — the message and its timing are covered in Event follow-up messages. In this article How the rev...

Your cancellation policy is written here. Your account-wide policies are the default text guests see for every activity. Set them once here, and override them for a single activity only when it needs different wording. In this article Write your policies What each field is for Formatting, links, and images Where the time windows live Use different w...

Each guest on a trip has a booking status that shows where they are, such as Not Checked In, Checked In, or No Show. You can add your own statuses and give each a color, so your team can read the Manifest at a glance. In this article The built-in statuses Add your own Where statuses show up What changing a status does Check-in rules to know Examples...

Dynamic pricing in TripWorks means layering rate sheets on top of a base rate so the price changes with the booking. A rate sheet is a pricing rule that charges a different price by date, season, day of the week, time of day, group size, how far ahead the guest books, how many spots are left, or sales channel. You set the rules and the prices. TripW...

Booking statuses let you track who has arrived, who's a no-show, and anything in between — so your team always knows the state of the day. You check guests in right from the Manifest. In this article Check in from the Status column Quick check-in with the Actions column Who can check guests in Checking in from more than one device When a guest s...

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 sends the money you collect to your bank account as payouts. This guide covers when they arrive, what's included, why an amount can differ from what you expected, and how to update where the money goes. In this article The payout schedule You don't have to wait for trips to be paid in full Viewing your payouts Get an alert when a p...

The Guest Contacts report pulls every guest's contact details into one downloadable list. Use it to build a mailing list, check who's opted in to marketing, or look up a guest's address without opening each booking individually. In this article Open the report What's in the report Filter, save, and download Frequently asked questions Before you begi...

As a reseller agent you can book trips for your customers, manage your reseller's reservations, and see your commission. You use your operator's normal TripWorks sign-in. This guide shows where each of those lives. In this article Sign in for the first time What you see Book a trip for a customer Manage your reservations Track your commission Exampl...