How to Navigate the TripWorks Platform as a Reseller Agent

Learn how to effectively utilize all features of the TripWorks Platform as a Reseller Agent to streamline your booking process and maximize your sales.

Written By Melanie

Updated on December 19th, 2024

As a reseller agent, your dashboard is tailored to help you book activities and track your commissions—all in one place. This guide will walk you through the key areas of the platform so you can navigate it with ease.

 

Home Dashboard Overview

After logging in, you’ll land on the Home Dashboard, where you can:

  • Create New Bookings: Quickly reserve activities or tours.
  • Access Recent Bookings: View a list of your most recent reservations, along with their current status.

 

 

Creating a New Trip

To create a new trip: 

  1. Select “New Trip” at the top right of the dashboard

 

  1.  Select the activity, date quantity of seats or tickets, and time

 

  1. Enter the customer’s contact details 

 

  1. Confirm and finalize the booking

 

Once finished, a confirmation page will display with the option to return to the catalog and book more trips

 

 

Viewing and Managing Your Bookings

Under the “Sales” section, you can:

  • View a list of all the reservations you’ve made
  • Check the status of bookings (e.g., Confirmed, Pending, or Canceled)
  • Edit customer details if changes are needed
  • Send email or SMS updates to customers directly from the system.
  • Add trip notes or special instructions to keep track of important details

To access and manage your bookings:

  1.  Select Sales from the top navigation

 

  1. Open the trip you would like to edit by clicking or tapping on the customer name 

 

 

Tracking Your Commissions

Navigate to the “Reports” tab to keep track of your earnings. You’ll see:

  • Total Commissions Earned: A summary of your commission totals.
  • Breakdown by Booking: A detailed view of commission earned per reservation.
  • Filters: Sort your commission data by date range, booking ID, or activity name.

To access Reports: 

  1. Select Reports in the top navigation

 

  1.  Use the dropdown menus at the top of the page to:

The data will update below based on your selected filters. Switch between the Detailed Report and Commissions tabs at the top of the report to refine your view.

 

 

Need Help? 

If you have questions about your dashboard or navigating the platform, reach out to your account administrator or check out additional resources available in the TripWorks Knowledge Base.