When setting up your TripWorks account, it’s important to configure your company information and policies to ensure that your branding and essential details are displayed across all customer communications.
This article explains how you can add or make changes to your General Company Information.
How to Edit Your General Company Information
- From the toolbar, go to More > Discover More
- Select “Company Info, Links, & Policies” under the Settings section
- Select each tab to add your company details
Expand the sections below to learn more:
General
In the General section, you can input your business name, website, business phone, contact email, and “Reply to” name:
This information appears on all email communications, including booking confirmations and customer receipts. Having the correct contact details ensures your customers can easily reach out to you with questions or for support.
In the same tab, scroll down to upload your company logo and hero image, which will appear during the booking process and at the top of automated emails and receipts. You can also add your hours of operation to ensure your calendar and manifest view align with your business hours:
Social Media
Adding social media links will embed them into your email messaging:
This makes it easier for customers to connect with you on platforms like Facebook, Instagram, and Twitter (X). Including these links in your emails is beneficial for building customer engagement and encouraging reviews or feedback on social media.
Additionally, adding URLs for TripAdvisor, Google, and Yelp will appear as options when customers Leave You a Review.
Policies
Configure important global policies, such as:
- Cancellation Policies: Ensure your customers understand your terms for cancellations.
- Confirmation Notes: Add any important messages or reminders that will appear in booking confirmation emails.
- Transportation Notes: If your business involves transportation, you can include details such as pick-up locations or meeting times.
- Gift Card and Receipt Legal Footer: These sections allow you to add any required legal disclaimers or terms to receipts or gift cards sent to customers.
These policies apply account-wide, meaning they will be included in all communications sent out from TripWorks, ensuring consistency and professionalism.
Want to set up activity-specific policies?
While the general company policies apply globally across your TripWorks account, some activities may require unique policies or messaging. In these cases, TripWorks allows you to override the global settings with activity-specific policies and notes.
For details on how to set up these overrides, refer to the article: How to Override Policies and Notes for Individual Activities.