By default, TripWorks shows a balance-due popup when a staff member checks in a guest who hasn't fully paid. 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 interrupts check-in on every guest — so you can turn it off. In this article When to turn it off Ho...

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 ...

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...

Ticket types are the options a guest chooses at checkout for an activity — Adult, Child, Senior, a group ticket, and so on. You set them up per activity, and you decide how guests pick them and how many they can buy. Prices are set separately, on the Ticket prices tab. In this article Add and edit ticket types One guest or a group Control the checko...

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 the sourc...

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...

Some bookings come with paperwork that doesn't fit anywhere else: a signed liability waiver from a third party, a photo from check-in, a completed rental agreement, a certification a guest emailed you. Instead of tracking that down in your inbox later, attach it directly to the trip. In this article Upload a document Who can see attached documents F...

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...

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...

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...

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...

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...

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 desktop...

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...

Overriding an activity's capacity for a specific date lets you manage availability around demand, special events, or operational changes — without touching the activity's default capacity. Common reasons: In this article Who can edit capacity Edit capacity for a single date Edit capacity for multiple dates Managing special events or large group book...

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...

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 Wha...

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...

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 ...

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...

Every conversation your AI chatbot has is saved so you can see what guests are asking — and where your answers fall short. In this article Open the conversation history What each conversation shows Put it to work (For phone calls handled by the callbot, see Review AI callbot calls & analytics instead — that's a separate log.) Before you begin. R...

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 your number...

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 Suggested items vs. add-ons F...

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...

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 password O...

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...

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...

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...

Your Knowledge Base is the content your AI assistants draw from when they answer questions. 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 Watch the sync status Keep it accurate Assign it to an assistant You can create as many knowledge bases as you...

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 guest wants to "pay by bank"...

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...

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. Set the default language In the widget bui...

Once someone is set up as a guide, you can assign them to the specific timeslots they're running so the whole team knows who's on each trip. In this article Assign from the calendar Double-booking warnings Frequently asked questions Assigning a guide is a scheduling label, not an availability control. It does not change ticket availability, capacity...

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...

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 What syncs (and what doesn't) Frequently asked questions Enable Mailchimp and choose your audience — noti...

There are a few ways to get help, depending on how urgent your issue is. In this article Phone Ask in the app Frequently asked questions Phone For urgent issues, or when you'd rather talk it through, call the support team directly: Phone: (908) 633-7166 Ask in the app For quick questions and how-tos, the built-in AI assistant can answer instantly wi...

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 Why a payout amount can diffe...

The TripWorks mobile app puts the tools you use most in your pocket — so you can check guests in at the dock, open a last-minute timeslot, take a booking, or check the day's numbers without opening a laptop. It's built for running operations on your feet. In this article Get the app Getting around Calendar Manifest Quick actions — the "+" button Qui...

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...

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. In this article Op...

The Timeslot Editor is a single grid for managing capacity, availability, status, and staffing across many timeslots at once, so you don't have to open and edit each slot individually. Reach for it when you need to make the same change across a week or a season: raise capacity on a busy weekend, close a range of slots for weather, or find the slots ...

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...

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...

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 Put it to work (This is the phone log. For website chat conversations, see Review AI chatbot conversations — that's a separate history.) The AI Callbot is in beta. ...

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...

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). I...

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...

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...

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 Frequently asked questions Two ways to split Apply an exact amount — take a payment for the specific amount one guest wants to c...

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...

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 stored W...

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 Frequently asked questions Set your busi...

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 Edit many at once with the Bulk Avai...

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 Frequently asked questions Activate Google Ads and add your Conversion ID and Label...

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 Waivers & tips Send guests the portal link Branding Frequently asked questions Turn on each action ...

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 signing stat...

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 Frequently asked questions Guests redeem at online checkout On you...

The Fotaflo integration connects your TripWorks account with Fotaflo’s photo delivery platform. It automates the process of associating photos and videos with specific customer reservations, enabling seamless delivery of personalized media to your guests. Key Benefits of the TripWorks-Fotaflo Integration Automated photo & video delivery – Reduce...

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...

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 who the add-on is for (Availability) Limit how ...

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. It is not a full retail store POS. It doesn't manage ...

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...

TripWorks connects to a range of third-party services so you can take payments, track marketing performance, capture calls, and automate the busywork around a booking, without leaving your existing tools behind. This is the map of what's available; each row links to the setup guide for that integration. In this article Payments Marketing & analy...

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" are Where you se...

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...

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 (explain...

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 ways to add an activity Set the b...

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 ...

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...

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 won't hand any bank details to TripWorks directly. In this article Connect your account Check your connection status On...

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 article...

When you need the big picture — who's working when, where the gaps are, who's off — pivot the calendar to show your guides. From there you can staff a single day or set up a whole recurring schedule. In this article Group the calendar by guide Assign in bulk & set recurring schedules Block out time off Frequently asked questions Group the calend...

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 Step 1: Create the chatbot Step 2: Install it on your website Step 3: Test it What the chatbot can do ...

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 ...

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 — emai...

You don't have to check TripWorks to know what's on the books. TripWorks publishes a calendar feed (iCal) of your bookings that you can subscribe to from Google Calendar, Apple Calendar, or Outlook — once you add it, your trips appear alongside the rest of your day and the feed keeps itself up to date. In this article Which feed to subscribe to Get ...

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...

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 Frequently asked questions A guide's upcoming assignments and time off, on their profile. 1. Sign in to TripWorks A guide is a team member, s...

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 guest to th...

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...

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 Delete vs cancel vs unschedule Remove a batch of imported bookings (duplicates or test data) Frequently ask...

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...

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...

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 ope...

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 ...

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. In t...

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 keystrok...

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 callbot ...

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...

A handful of settings shape what guests see when they book online — how prices are shown, 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?" Customer information fields Frequently asked questions Cont...

The AI Callbot Beta 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 cho...

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 View collected tips A note on processing fees for tips Frequently asked questions Configure tips Go to Set...

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 Accuracy & safeguards Customer experience Payments & security Leads, reporting & general How they work How is the AI trained? Three layers...

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...

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, summarized and scored automatically. Think of it...

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 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...

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 ...

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...

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...

Your profile picture (avatar) is personal to your own TripWorks login — it's how teammates recognize your actions and messages. You can update it from any page. In this article Change your avatar Frequently asked questions Change your avatar Select your avatar in the upper-right corner of any TripWorks page. Select the edit icon over your profile pi...

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...

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...

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...

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 ...

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...

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...

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. In this article Create a...

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...

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 Channel ticket caps Frequently asked questions Reach for it when a single headcount is your real co...

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 adding Pricing an...

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 read what guests entered in the Waiver report. In this article What a waiver can collect Turn fields on or off Where the data goes Frequently asked questio...

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...

"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 If you'd rather your guests cover card costs Where to see and reconcile them Frequently asked quest...

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 this ar...

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 use" Change a team member's...

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...

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 email ...

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 four: In this article No balance due A promo code is already applied The trip is deleted No items on the trip Frequently asked questions No balance due The trip is pa...

The TripWorks Ticket Scanner app lets your team check guests in by scanning the QR code on their ticket, right from a mobile device — quick, accurate, and ideal for a busy door or gate. It's a free app for Apple iOS (iPhone and iPad). In this article What you need Set it up Frequently asked questions What you need The TripWorks Ticket Scanner app in...

A saved view captures how you like the Manifest or Calendar laid out — its grouping, sorting, columns, and filters. You can mark one saved view as your default so it opens automatically every time you go to that screen, instead of starting from the standard layout and re-applying your settings each time. In this article Before you begin Set your def...

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...

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 scrolling everything. In this a...

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 After importing Undo an import (remo...

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, enquiry...

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...

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...

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 wid...

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. Refund the purchase A gift card sale is an order like any other, and you refund it from that order's payments. Go to Gif...

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 Custom...

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...

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...

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 Are processing fees refunded? "I refunded them, but they don't see it" Frequently ask...

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...

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 Custom booking statuses Frequently asked questions Check in from the Status colu...

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...

A rate sheet is a pricing rule you layer on top of your base rate to charge differently by date, season, channel, or group size. You can add as many as you need — your base rate always stays underneath as the fallback. In this article How pricing is decided Add a rate sheet Check your work Frequently asked questions How pricing is decided Bookings a...

The Calendar gives you a clear overview of your activities, bookings, and availability — the companion to the Manifest, which zooms into a single day's guests. Open it from Calendar in the top navigation. In this article Choose your view Customize what shows Filter by work group Multi-day activities Frequently asked questions Choose your view Switch...

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 match your sales Fre...

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 Hero vs. gallery photos Hero photo — the lead image, f...

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...

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 guide is a team member you can schedule to run trips — a guide, instructor, captain, pilot, or crew member. Marking someone as a guide lets you assign them to timeslots so your team can see who's leading each trip on the calendar and manifest. (If your account uses different wording, "Guides" may appear as "Staff," "Crew," or similar.) In this art...

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 black...

Pick-up locations define the specific places guests are collected for an activity — especially useful if you offer transport or a shuttle. Setting them up means guests choose their pickup when they book, and your team sees it on the manifest, so no one's left waiting at the wrong corner. In this article Create a pick-up location Frequently asked que...

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 mistake. Apply a code Open the trip and go to the Payments tab. Select Promo to open the Apply Promo Code window. Search for the code, then choose whether...

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 th...

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 ...

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 alr...

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 Choose how it appears Frequently asked questions One base snippet, then the deployment method ...

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 cancelled...

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. In this article Send a cancellation message Good to know Frequently asked questions The picker in that dialog ...

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 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 ...

Keeping track of your invoice payments helps ensure that your financial records are always up-to-date and accurate. In this guide, we’ll walk you through how to log a payment to an invoice and how to view both pending and paid invoices.   How to Log an Invoice Payment  Once you’ve created an invoice , follow these simple steps to log a payment: Navi...

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 example,...

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 Turn on beta features Frequently asked questions Turn on beta features Select your profile icon in the top...

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...

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...

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 Frequently asked questions Coaching tips, business tips, extracte...

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 — there's nothing to turn on. Why offer Klarna Higher conversion and order values — guests book more when they can spread the cost. No ri...

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...

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 tickets, changed a price, or p...

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...

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 what ...

Online travel agencies and resellers — Viator, GetYourGuide, Klook, and many others — can feed bookings straight into your TripWorks calendar so you manage everything in one place. How a given channel connects depends on the channel. There are three paths, and it helps to know which one you're on. In this article 1. Direct integrations 2. Channel ma...

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 Frequently asked questions Apply a payment A guest ...

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 calendar, or a ...

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...

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 code...

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 ...

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...

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...

Guides in TripWorks can stay in sync with their schedule by enabling alerts for key trip activity. These alerts let you know when you're assigned to a time slot, when a booking is created, and when a guest reschedules, cancels, or rebooks. This article explains how to set up those notifications so you never miss an assignment or change. Important No...

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 template ...

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, you have three options...

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...

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 the 3D Secur...

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...

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...

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...

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 The basics What is Lead Center? Lead Center is TripWorks' built-in pipeline for the would-be bookin...

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-business-name.tripwork...

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...

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...

TripWorks doesn't have a separate "receipt" template type. Your booking Confirmation template is the receipt — it shows the guest what they bought and what they paid. You give it that receipt detail by adding two blocks: the Order Detail Block and the Payment Ledger Block. For gift cards, the Gift Card confirmation template plays the same role. In t...

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 fixes that: it's a one-time setup that turns every future call into a recording, a searchable transcript, and a full AI analy...

When an activity uses manual seat assignment, you'll assign guests to specific seats before each trip using the Seat Assignment view. This is accessed from the Manifest. Before You Begin: Make sure you've created and published a seat map and connected it to your activity. See Seat Maps: Overview & Setup for instructions. Accessing Seat Assignmen...

Maximize your business's online presence by integrating your TripWorks booking widget with your Google Business Profile. With this integration, people who find you on Google Search and Maps can book your services directly from your profile, helping you turn online interest into real customers. This means they can easily book your services without ne...

There are several reasons why you may want to book multiple activities under one reservation, including: Convenience for Customers – Guests booking multiple activities (e.g., one in the morning and another in the afternoon) can pay with a single credit card and receive one receipt. Streamlined Management – Keeping all activities within the same rese...

Linking TripWorks with GetYourGuide lets you streamline your operations by syncing activities, ticket types, and availability between platforms. Once connected, you'll map your offerings in both systems to enable seamless bookings across channels.   How to Connect GetYourGuide Step 1: Access the Connection Settings in TripWorks Navigate to More >...

This integration provides you with the flexibility to set up a phone number of your choice, enabling two-way communication and direct engagement with your customers.   A few key features with the Twilio integration include  Flexibility in Phone Number Selection: Choose a phone number that aligns with your brand identity or geographical location to e...

TripWorks lets you connect multiple Viator supplier accounts to a single TripWorks dashboard. This is ideal if you operate under different brand names, manage separate locations, or run a franchise model—all while consolidating bookings and availability in one place. Who This Is For Multi-brand operators managing separate Viator profiles under diffe...

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. A blackout prevents new assignments only — it does not cance...

Booking statuses help you visually and operationally manage customer check-ins, no-shows, and other key milestones.  Each guest on a trip has its own booking status. You can create your own booking statuses and assign them distinct colors to better fit your workflow.  Built-In Booking Statuses By default, your account includes three booking statuses...

Customize your device’s interface based on your needs. Whether you’re managing your full dashboard, running a point-of-sale, or using the device as a waiver portal, setting the right mode ensures you get the most optimized experience. Expand the options below to learn about each view, and continue reading to see how to change between views.   Full D...

If you’re a reseller agent using TripWorks, this guide will help you get familiar with the platform so you can make bookings, view reservations, and track your performance with ease. Once your account is set up and you’re logged in, here’s what you’ll find inside the TripWorks dashboard:   Home Dashboard Overview After logging in , you’ll land on th...

For operators using resellers with payment required at booking, saving and charging a reseller’s credit card in TripWorks offers key benefits: Efficiency – Avoid the hassle of repeatedly entering the same credit card details for every booking. Accurate Attribution – Ensure sales are still attributed to the reseller while simplifying the payment proc...

The Register tab in TripWorks is designed for fast, streamlined walk-up bookings — perfect for same-day reservations when customers arrive in person.    Accessing the Register Select the Register tab in your TripWorks dashboard   This will open the Quick Checkout page, where you’ll see a scrollable list of your activities starting with today’s date ...

A seat map is a visual representation of your seating layout that allows you to assign guests to specific seats or tables. Seat maps are ideal for: Dinner shows and luaus with assigned table seating Tours with specific vehicle seats (boats, buses, etc.) Events with reserved seating sections Any experience where guests need to be assigned to specific...

From your TripWorks account, logged in members of your team can book a trip from the Dashboard View, Sales View, Calendar View, or (in most cases) the Manifest View. Regardless of which view you use to book the trip, you will be prompted to specify the trip method for that sale (walkup, phone, chat, etc.). This data, along with the name of the logge...

Global policies convey important information to guests inside their confirmation emails and upcoming reminder emails. These policies apply to all activities but can be overridden by policies specific to individual activities. For instructions on how to override global policies for individual experiences, refer to this article .    Defining Global Po...

Reseller invoicing is an essential part of managing your business relationships with third-party vendors who sell your products or services. By generating and tracking reseller invoices, you ensure clear communication, accurate record-keeping, and timely payments, helping to maintain a smooth business workflow. Follow these steps to create, send, an...

Self-rebooking lets customers reschedule their own trips through the customer portal after you cancel or unschedule them. You send a cancellation email with a rebook link, and guests choose a new date and time themselves — without needing to call or email you. Before using self-rebooking, make sure your cancellation email template includes a rebook ...

The Group Name field in TripWorks allows you to label a booking with a meaningful title instead of relying solely on the lead guest’s first and last name. This is especially useful when managing: Large group bookings Special events like birthday parties or bachelorette trips Corporate or school outings Assigning a group name makes it easy to referen...

If certain policies or confirmation notes apply to specific activities or just one, consider overriding your global policy with one tailored for those particular instances. Global policies provide important information to guests within their confirmation and upcoming reminder emails. For guidance on defining your global policies, refer to this artic...

The PicThrive integration allows you to seamlessly manage and share guest photos and videos by automatically syncing reservation details from TripWorks. This integration eliminates manual data entry, ensuring guests receive their media efficiently.    Key Benefits Automate Media Organization – Guest names, booking details, and activity information a...

If you accidentally booked a trip under the wrong reseller or need to update the reseller agent tied to the reservation, you can make those changes directly from the trip view—depending on the trip’s status and payment history.   Change the Reseller on a Booked Trip To update the reseller associated with a trip: Navigate to the trip  Locate the rese...

The VQuip integration in TripWorks automates the transfer of reservation data post-checkout, ensuring accurate customer and booking details for rental protection. This integration helps you streamline insurance verification and manage risk for land, water, and snow-based rental vehicles and equipment.   How to Set Up The VQuip Integration  Step 1: C...

Viator is a leading online travel agency (OTA) that specializes in tours, activities, and attractions. Owned by Tripadvisor, Viator connects millions of travelers with high-quality, bookable experiences around the world. If you’re an experience provider, listing your offerings on Viator can help you reach a global audience and drive more bookings fr...