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.
In this article
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.
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Step 1: Turn on the voucher program
- Go to Setup → Settings → Vouchers.
- Select Settings in the toolbar.
- 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.
- On the Voucher Styles screen, select Add Style.
- Enter a Name. Only your team sees it.
- Add your design as a PNG or JPG, 2400 by 1600 pixels. You crop it to a 3:2 shape in the window.
- 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
- Go to Setup → Activity Catalog and open the activity.
- Open the Vouchers tab.
- Turn on Enable voucher program and choose a Voucher style.
- 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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