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, then provides a step-by-step guide for setting up the "Under Review" status, including adjusting alert and message settings to accommodate this status within the booking process.

 

About Trip Statuses

By default:

1. The Draft status is applied when a customer, team member, or reseller begins booking a trip.
2. The Reserved status is applied when the trip is officially booked (meaning either a payment is applied to the trip, or a team member manually updates the trip status to Reserved).
3. When the trip status changes to Reserved:
   1. An Order Confirmation Message‍ is automatically sent to the trip's point of contact, immediately.
   2. Event Reminder Messages and Event Followup Messages‍ are queued to send to the trip's point of contact automatically, at later dates.

In most cases, these default settings save time for tour operators while ensuring their customers receive relevant messages and reminders in real time.
 

Using the "Under Review" Trip Status

There may be occasions in which you do not want a trip status to go directly from Draft to Reserved. For example, if you offer a Fishing experience, and you need to check with a third-party equipment provider before confirming each customer's chosen date and time, you may want to incorporate the Under Review trip status into the booking flow. The process would then look something like this:

1. A shopper begins booking a trip online. A Draft trip is created in your dashboard.
2. The shopper completes the purchase, at which point the trip status changes to Under Review
3. If you have Enabled Alerts‍ using the Under Review status as a trigger, you will receive an alert

4. If you have Customized Your Order Confirmation Message Auto-Send Settings‍ using the Under Review status as a trigger, the trip's point of contact will receive the message associated with that automation at this time.
5. Your team reviews the trip to confirm you will have everything needed for the chosen date and time, then manually updates the trip status to Reserved.
6. An Order Confirmation Message‍ is automatically sent to the trip's point of contact.
7. Event Reminder Messages and Event Followup Messages‍ are queued to send automatically to the trip's point of contact. 

Enable the Under Review Trip Status

To utilize the Under Review trip status for one or more activities in your catalog, complete the steps below.

1. Navigate to your Activity Catalog by selecting More > Activity Catalog from the toolbar

2. Choose the activity you would like to edit from the list. If you do not have activities set up yet, Create an Activity before proceeding 
3. Choose Description from the sidebar menu, then select the Advanced tab

4. Select Under Review from the Auto Change Experience Status After First Payment drop-down menu

5. Save your changes