A rebooked trip message tells a guest their booking has moved — it confirms the new date and time and recaps the trip details. It's a Booking Change-category message that fires when a booking's date or time changes. In this article When it sends Turn on automatic rebooking messages Sending it manually instead Frequently asked questions Turn on Auto ...

You build and change every guest email and SMS in the Message Templates Studio — the full-screen editor you reach by opening any template in your library. This article covers creating a template, editing it in the Studio, and managing it over time (clone, reset, and retire). For where templates live and how they send, see email & SMS message tem...

A message template is a reusable email or SMS message that TripWorks personalizes and sends to guests. You write it once — with variables that fill in each guest's real details at send time — and it powers both the messages TripWorks sends automatically (a booking confirmation, an event reminder) and the ones you send by hand. One template serves ev...

You'll see this when a manually entered payment method — Cash, Check, EFT/Wire, Voucher, or Other — is temporarily unavailable on your account. It means your account was automatically flagged for taking too many manual payments relative to card payments over the prior period. It's a safeguard: because manual payments are recorded by hand rather than...

A follow-up is an automatic message sent after an activity ends — most often the request that asks a guest to leave a review. You can send up to three follow-ups per activity, each with its own timing, recipients, and template. In this article Follow-ups are set per activity Follow-ups and reviews No-shows pause follow-ups Frequently asked questions...

Invite anyone who needs to sign in to your account — your own staff, or outside partners like an accountant, bookkeeper, or marketing agency. When you invite someone, TripWorks emails them to join: if they're already a TripWorks user, they're added to your account right away; if not, they're prompted to create an account and password. In this articl...

Plenty of activities depend on something physical: a boat, a jet ski, a van, a set of kayaks, or a guide. TripWorks can assign those automatically as bookings come in, track what's in use, and stop you selling more than you have. In this article Set it up How TripWorks chooses a resource When two guests book at the same time Rebooking and changes FA...

Yes — a team member can place a booking through your public booking site without signing in to TripWorks, the same way a customer would. It works, and the guest gets a valid booking. But it comes at a cost to your reporting, so it's not the way to book on the job. In this article Why logging in matters What to do Frequently asked questions Why loggi...

An event reminder is an automatic message sent before an activity starts — the nudge that keeps guests from forgetting and cuts no-shows. You can send up to two reminders per activity, each with its own timing and template. In this article Reminders are set per activity Reminders skip if the guest books too late Choosing the template Frequently aske...

Yes. After a trip is booked you can change either one from the Trip View. They're two different roles: Lead traveler — the first guest listed on the trip. Point of contact — the person who booked and receives the automated messages about the trip. They're often the same person, but not always (a reseller or a parent booking for others is the point o...

The order confirmation is the message a guest gets the moment their booking is confirmed. It sends immediately, tells them the trip is booked, and doubles as the booking receipt — so it's the one automated message most operators leave on. In this article When it sends Turn it on or off, and pick the template The confirmation is also the receipt If y...

You can sell a product — a T-shirt, a water bottle, a gift item — to a walk-up or call-in customer without attaching it to a booking. It's a straight retail sale, so it works even for someone who has never booked a trip with you. In this article Ring up a product sale Frequently asked questions Ring up a product sale Open Point of Sale (labeled Reta...

Demand for an experience rarely stays flat across the year. A whale-watching tour, a museum day pass, or a kayak rental is often worth more in peak summer, on weekends, or over a holiday than it is in the quiet off-season. Seasonal pricing lets you charge a different rate depending on when a booking falls (a date range, certain weekdays, a single ho...

When a booking comes from one of your resellers, attributing it to them keeps your commissions, performance reporting, and partner management accurate. There are two ways to do it. In this article Option 1 — from the reseller's record Option 2 — while booking, choose "Reseller" as the method Frequently asked questions Option 1 — from the reseller's ...

When you build a dynamic pricing rule based on guest count — a group discount, for example — you'll see a ticket types must be the same checkbox. It answers one question: should the special rate apply any time the guest count is met, or only when the guests who make up that count are the same ticket type? In this article A worked example Which shoul...

When you edit the details of a trip's lead traveler (the first guest on the trip) and the new details differ a lot from the original, TripWorks shows an Unlink Customer? prompt. It's asking a simple question: are you correcting this person's info, or is this actually a different person? You answer with Update or Split. Update vs. Split Update — repl...

If TripWorks won't let you delete something, it's almost always for one of two reasons: In this article Common cases and what to do instead Frequently asked questions It's in use (or has been). Deleting it would break the records that depend on it — reports, sales history, audit logs. TripWorks protects your data integrity by keeping it. It's built ...

An abandoned cart is an online booking a shopper starts but never finishes. The abandoned-cart flow chases those shoppers back with a timed series of messages, each with a button that returns them to exactly where they left off — turning lost sales into completed bookings. In this article The three-step flow Offering a discount Overriding the flow p...

When someone shouldn't be signing in for a while — a seasonal guide between seasons, a partner whose engagement has paused, or an employee on extended leave — disable their login instead of removing them. They can no longer sign in, but their account and everything they've done stay on your account, so you can switch access back on later without re-...

TripWorks processes payments through Stripe. Once your Stripe integration is connected and you're taking charges, TripWorks watches for disputes (also called chargebacks), notifies you when one is filed, and manages the process through Stripe on your behalf. You stay in control of the decisions — TripWorks handles the mechanics. In this article The ...

TripWorks can notify a team member when something happens on your account — a new booking is reserved, a customer abandons checkout, an email bounces, a refund is processed, and more. You control which events each person is alerted about and how they're notified. In this article Before you begin Choose a team member's alerts The in-app alerts center...

When someone leaves or no longer needs access, remove them from your team. They lose access immediately. In this article Before you begin Remove a team member Remove vs. disable What happens to their work TripWorks protects your records while doing it: if the person owns account history that can't be reassigned — trips they created, actions in the a...

Every trip has two roles that are easy to mix up — the lead traveler and the point of contact. They're usually the same person, but not always, and the difference decides who gets the emails. In this article How the roles get set at booking Fixing it after the fact Frequently asked questions Lead traveler — the first guest listed on the trip (one of...

Most trips have messages lined up to send later — a reminder before the activity, a review request after it. If one shouldn't go out (the guest cancelled, the details changed, the plan is off), you can stop it before it sends. In this article Cancel a scheduled message What you can and can't cancel FAQ You cancel a message from the trip it belongs t...