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As a tour operator, you are likely to have the occasional customer call in and request that you add one or more guests to their reservation. Rather than starting the booking process all over by Booking a New Trip ...
September 9th, 2022 1909 views 1 likes
In your TripWorks dashboard, you can manually compensate, uncompensate, and reprice tickets at any point in time. Here is a quick breakdown of the distinction between these terms: Compensate: Make a guest's experience fully complimentary; includes setting the ticket price...
September 13th, 2022 2250 views 0 likes
While it is not uncommon for a customer to pay for an upcoming trip in full at the time of booking, it is also possible for customers to apply payments toward their total amount due before or after their experience....
September 21st, 2021 2433 views 1 likes
Credit card payments are the most common form of payment method. Credit card payments are common with E-Commerce purchasing, over-the-phone booking, walk-ins, and reseller bookings. There are two ways to complete the trip payment with a credit card payment:...
May 18th, 2021 1855 views 1 likes
There may be times where walk-ins or in-person transactions require a check payment. Follow these steps to log a check payment on a trip. From within the trip, select Payments Select Payment Select Check Fill out...
May 11th, 2021 611 views 1 likes
Gift card payments are common with E-commerce and walkup bookings. Follow the steps below to apply a gift card payment to a trip. From within the trip, select Payments Select Payment Select Gift Card Enter...
May 11th, 2021 778 views 1 likes
There may be instances where your customers wish to pay separately or for multiple guests at a time. This experience is similar to when you dine at a restaurant - you might say to your server, "I'd like to pay...
September 30th, 2022 2196 views 2 likes
There are situations that occur where customers may need to receive a payment refund. For example, A customer on the trip has cancelled due to unexpected circumstances, such as last minute scheduling or emergencies. The customer no longer wants...
May 10th, 2021 4686 views 2 likes
Managing travel plans can be challenging, and there may be times your customers need to cancel or reschedule their activity. When this happens, understanding the options available for modifying trips can simplify the process. This article provides a guide on...
May 10th, 2021 5134 views 2 likes
Sometimes, customers are unable to make their reservation and cannot reschedule. In these instances, it’s important to cancel their trip. Failing to properly update a cancellation can result in discrepancies in availability and reporting. Accurate cancellations ensure that the system...
August 27th, 2021 1715 views 2 likes
There may be times you want to give a complimentary gift card to one of your guests. You might run a contest on social media and the winner receives a gift card to apply towards a trip. Or, maybe you had...
November 16th, 2021 1444 views 1 likes
In your TripWorks account, both the Dashboard View and Sales View provide quick links to the most common purchases your customers are likely to make on site or over the phone, including product purchases. Sales made from either of these...
September 16th, 2022 2181 views 1 likes
For you to receive funds, TripWorks makes payouts to your bank account. Payout availability can vary based on the country you’re operating in. In most cases, when you start processing live payments from your customers with TripWorks, you won’t receive...
January 10th, 2022 1969 views 1 likes
The TripWorks Ticket Scanner app lets your team scan QR codes from a mobile device for a quick, efficient check-in process. It is a free Apple iOS app that can be downloaded from the App Store. Review the provided video...
March 31st, 2023 2001 views 1 likes
When a customer arrives for their activity, you have the ability to add a product to their trip, at which point the customer can apply a payment to cover the total amount due all at once or to cover only...
May 9th, 2023 1653 views 1 likes
Security deposits play a vital role in various industries, including hospitality, vehicle rentals, and asset usage scenarios. They act as a safeguard against potential damages or cancellations, ensuring businesses are protected while maintaining trust with customers. TripWorks solves this with...
April 18th, 2024 931 views 1 likes
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...
June 5th, 2024 930 views 1 likes
The self-rebooking feature allows customers to reschedule their bookings seamlessly through the customer portal, saving both you and your customers time and effort. This article provides a detailed guide on setting up and utilizing the self-rebooking feature on TripWorks. ...
March 1st, 2024 1645 views 1 likes
There are multiple ways to locate a customer, trip, gift card, or payment in your dashboard, depending on the information you have: Global Search Advanced Search Reports This article explains each search method. Expand the sections below to learn more....
April 20th, 2021 1867 views 0 likes
Flagging allows you to alert another team member to review and follow up on a specific trip. You may want to flag a trip in the following situations: Partial Refund or Payment Issue: If a booking requires a partial refund,...
May 13th, 2021 1970 views 0 likes
Adding notes to a trip is a great way to keep your team members informed about the reservation, such as a request to reschedule to a different date or time. Adding a note to a reservation is for internal purposes...
August 25th, 2021 2046 views 0 likes
Trip statuses help convey important trip information and work in sync with your Automated Messaging and Alert Settings , ensuring your team is informed of the trip’s progress and any required actions. Each trip saved to your TripWorks account...
January 24th, 2023 2455 views 1 likes
This article details how to enable the "Under Review" trip status in TripWorks, explaining its purpose for instances when immediate confirmation is not possible, such as when coordinating with third-party providers. It outlines the default trip statuses and their triggers,...
January 25th, 2023 2024 views 1 likes
When a guest adds products to a trip or makes additional purchases, sending them a receipt helps reinforce trust and transparency. While they may receive a receipt in their initial confirmation email, a separate receipt can provide proof of these...
September 26th, 2024 865 views 1 likes
Requesting payments from your customers has never been easier. Whether they owe a deposit, have an outstanding balance from additional tickets, or need to pay for products or add-ons, you can quickly send them a link to settle the payment...
September 26th, 2024 950 views 0 likes
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...
February 25th, 2025 247 views 1 likes
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 Tab Select the Register tab in your TripWorks dashboard This will open the...
June 12th, 2025 52 views 0 likes