Set up vouchers: sell now, schedule later

Let guests book an activity now and pick the date later. Turn on the voucher program, add a voucher style, and enable it per activity. Plus how guests redeem.

Written By Melanie Gannone (Super Administrator)

Updated at October 17th, 2026

A voucher lets a guest buy an activity now and choose the date and time later. They pay the activity's normal price, get a confirmation with a QR code that opens their customer portal, and schedule from there. It's a good fit for gifts and for guests who don't know their dates yet.

Vouchers are not the same as two other features that sound similar: - Gift cards hold a money balance a guest can spend on anything. See Set up gift cards. - Voucher codes are discount campaigns, for example for a partner. See Voucher codes.

A voucher is for the activity it was bought for. It can't be switched to a different one by the guest.

Before you begin. Setting up the voucher program and its styles requires the Manage gift cards permission, and turning vouchers on for an activity requires Manage activities or experiences. Both come with the built-in Owner group, or any custom permission group that includes them. If a screen below says you don't have access, ask an account admin to grant the permission.
Learn how to manage permission groups

Step 1: Turn on the voucher program

  1. Go to Setup → Settings → Vouchers.
  2. Select Settings in the toolbar.
  3. Turn on Enable Voucher Program and save.

Turning the program off hides the voucher option on every activity.

Step 2: Add a voucher style

A voucher style is the background image of the confirmation guests receive. You need at least one before you can turn vouchers on for an activity.

  1. On the Voucher Styles screen, select Add Style.
  2. Enter a Name. Only your team sees it.
  3. Add your design as a PNG or JPG, 2400 by 1600 pixels. You crop it to a 3:2 shape in the window.
  4. Leave the style Active and save.

If you delete a style that activities use, you're asked to pick another style for them first.

Step 3: Turn vouchers on for each activity

  1. Go to Setup → Activity Catalog and open the activity.
  2. Open the Vouchers tab.
  3. Turn on Enable voucher program and choose a Voucher style.
  4. Select Save at the top of the editor.

If you haven't added a style yet, the tab asks you to add one first.

How a guest buys and redeems

  • Buying online. On an activity with vouchers on, the booking widget shows a Calendar | Choose Date Later toggle. The guest picks Choose Date Later and checks out at the normal price. A This is a gift checkbox hides the guest details section at checkout.
  • Buying at the counter. Staff can sell the same way in point of sale using the same Choose Date Later toggle.
  • The confirmation. The booking confirmation can be attached as a PDF to the confirmation email. It uses your voucher style and has a QR code labelled "Scan to book a date!". The attachment is sent when the message template's Attach booking confirmation PDFs option is on, the booking has 5 or fewer guests, and the order is booked.
  • Scheduling. The guest opens their customer portal from the QR code or link and selects Schedule. Staff can schedule it too, by opening the trip and choosing Rebook → Schedule.
  • Capacity. No spot is held until a date is chosen.

A voucher doesn't expire on its own, and there's no separate refund process. It's an ordinary booking, so cancelling and refunding work as usual. See Reschedule, unschedule, or cancel a booking.

Find vouchers that haven't been scheduled

Run the Not Scheduled report to see open-dated bookings with no date yet, and the Vouchers Sold report to see what you've sold. Both are under Reports. See Reports overview.

Examples

  • Sell a gift ticket. Guest picks Choose Date Later, ticks This is a gift, and pays. The recipient scans the QR code to pick a date.
  • Sell a voucher at the front desk. In point of sale, choose Choose Date Later and take payment.
  • Chase unscheduled vouchers. Run the Not Scheduled report and email those guests.
  • Change the design for one activity. Add a new style, then choose it on that activity's Vouchers tab.

Frequently asked questions

What is a voucher in TripWorks?

An open-dated booking. The guest pays for an activity now and picks the date and time later from their customer portal.

Is a voucher the same as a gift card?

No. A gift card holds a money balance that can pay for anything. A voucher is the activity itself, bought at its normal price and scheduled later.

Can the recipient use a voucher on a different activity?

No. A voucher is tied to the activity it was bought for. To move a guest to another activity, change the booking from the trip.

Do vouchers expire?

Not on their own. Gift cards have expiry settings, but open-dated vouchers don't.

Why didn't the guest get a PDF?

The PDF is only attached when the message template's Attach booking confirmation PDFs option is on, the booking has 5 or fewer guests, and the order is booked. The guest can still open their customer portal from the email link.

Why can't I turn vouchers on for an activity?

You need at least one voucher style first, and the voucher program has to be on under Setup, then Settings, then Vouchers. Add a style and then enable it on the activity's Vouchers tab.

How do I see which vouchers still need a date?

Run the Not Scheduled report under Reports. It lists open-dated bookings that haven't been scheduled.

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