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 logged in team member, will be reflected in your reports.
Please Note
Although it is possible to book a trip for a customer without logging in to your TripWorks account, we highly recommend creating the reservation using one of the logged in methods discussed in this article. This ensures accurate booking details within your reporting metrics.
For more information, see Can I book a trip without logging in to my TripWorks account?
Accessing the Different Book Options from Your Dashboard
Begin the booking process from the desired view. Expand the items below for further instruction on accessing each option.
Dashboard View
- Navigate to the Dashboard View by selecting the Home icon from the toolbar
- Select Sell a Trip from the sidebar menu
- Proceed through the booking process. For steps on the entire booking flow, see below on Booking a Trip on Behalf of a Customer
Sales View
- Navigate to the Sales View by selecting Sales from the toolbar
- Choose the Book Trip button
- Proceed through the booking process. For steps on the entire booking flow, see below on Booking a Trip on Behalf of a Customer
Calendar View
- Navigate to the Calendar View by selecting Calendar from the toolbar
- Select the name of the activity for which you want to book the trip, on the date you want to book it. A booking menu will appear specifying available times for the activity on that date
- Proceed through the booking process. For steps on the entire booking flow, see below on Booking a Trip on Behalf of a Customer
Manifest View
You can book trips from the Manifest View if the activity in question already has at least one reservation for the desired date and time. For instance, if you are reviewing the manifest for a tour that begins in one hour, and a new customer walks in asking to join that same tour, you can save time by booking their trip without exiting the Manifest View.
- Navigate to the Manifest View by selecting Manifest from the toolbar
- The Manifest view will default to today's date, however you can select the date picker to choose another, future date
- Select the Book button associated with the desired activity and timeslot
- Proceed through the booking process. For steps on the entire booking flow, see below on Booking a Trip on Behalf of a Customer
Booking a Trip on Behalf of a Customer
- Begin the booking process from the above desired view
- Select the desired ticket information, date, and time for the activity. When you select the desired time, you will automatically be taken to the Contact Information screen (the next step in the booking flow)
- Fill out the Contact Information fields with the details provided by the trip's point of contact. This ensures they receive an Order Confirmation Message for the purchase, along with any other messages dictated by your account's Automated Messaging settings
Important Note
- Logged in team members may opt to leave the Phone and Email fields blank, though we strongly recommend completing these fields to ensure optimal communication
- Pay attention to the "will be one of the travelers on this booking" checkbox. It should only be selected if the point of contact is actually going on the trip (as opposed to purchasing the trip as a gift for someone else)
- Select Next Step
- Complete the prompts for additional traveler details, if applicable. Depending on your activity settings, the data fields (name, email, phone number) may be required, optional, or hidden, and this step may include Custom Fields and/or Suggested Products. If the core booking fields are set to hidden and your activity does not include custom fields or suggested products, this screen will be automatically skipped in the booking flow
- Choose Next Step
- If your activity settings include Add-Ons, you will be prompted to specify whether the customer wants to upgrade their trip. Make the desired selection, then Save & Continue
- Complete the final, additional information prompts. These prompts are visible only to logged in team members and may include Private Custom Fields depending on your activity settings
- Choose Next Step
- Select the customer's desired payment method, then follow the resulting prompts to add a payment. If the customer does not pay for the trip in full at the time of booking, you can apply further payments as needed at a later time. For details, see Apply a Payment to a Trip
