TripWorks Knowledge

Contact Us

Setting Up Resellers Inside Your Account

Add an online travel agency or private partner to your TripWorks account.

Written By Aaron

Updated on November 4th, 2024

Table of Contents

How to Set Up OTAs & Private Partners Step 1: Create the Reseller Profile Part 2: Adjust Reseller Settings Pro Tip

Before you can accept and track bookings made by Resellers (OTAs & Private Partners), you must first create a profile for those resellers through your TripWorks account. This article provides guidance on setting up reseller profiles and defining your ideal settings for your partnered resellers.
 

How to Set Up OTAs & Private Partners 

Step 1: Create the Reseller Profile 

  1. Select More > Resellers from the toolbar

 

  1. Choose New…

 

  1. Choose the desired reseller from the menu. If you select the Private Partner option, a text field will appear so that you can type in the private partner's name. If you select a preexisting OTA, the same text field will appear pre-populated

Private Partner

↓

 
 

OTA 

↓

 
 

 

  1. Select a Payment Method 
    1. Auto-Apply a payment at the time of booking: Available for OTAs like Viator, this option automatically marks a trip as paid once the payment is received from the OTA. It cannot be used for private or offline resellers.
    2. Invoice + Manually Apply Payment: Ideal for OTAs or hotels using a post-payment approach. No payment is made at booking; instead, the operator sends a monthly invoice and manually applies the payment after it’s received, usually within a month.
    3. Payment Required at Booking: This option is best suited for partners who prefer to receive upfront payments, allowing for immediate revenue recognition for the operator.
  2. Enter a Commission Rate if the reseller is eligible to earn a commission on sales 
  3. Choose Create 

 

 

Part 2: Adjust Reseller Settings

  1. Select the reseller you've just created


 

  1. Navigate to the Settings tab from within the Reseller profile 

 

  1. Use the provided sub-tabs (General, Rates, Activity, Remittance, and Communication) to define your preferred settings for this reseller

 

General 

Edit/adjust the name, physical address, accounting contact information, and tax information of the reseller.

 

Pro Tip

Adding an Email address under the Accounting Contact information will allow this reseller to book trips on your behalf and use the same email. This prevents trips from linking together. 

 

 

Remember to select Update to save your changes. 

 
 

Rates

Commissionable Items 

Select the items (e.g., products, add-ons, or taxes/surcharges) that the reseller should earn commissions on

 

 

Rate Sheets

This reseller will adhere to the standard pricing for your Activities by default. However, if you wish to set up and implement special pricing for specific Actvities, you can do so. 

Check off one or more Activities Rate Sheets for this particular reseller accordingly. Remember to select Update to save your changes. 

 

 

Credit Limit 

Optionally set a maximum credit limit for this reseller, commonly used for travel agents who pay monthly. If unpaid invoices exceed this limit, additional bookings will be restricted

 

 

Advanced Options 

  • Voucher Required at Check-In: Require the guest to present a voucher from this reseller before check-in.
  • Hide Rates from Customer: Conceal ticket prices from the customer in email confirmations, the Customer Portal, and during self-rebooking.

 

Remember to select Update to save your changes. 

 
 

Activities

Select the Activities that this reseller is authorized to sell. For partners connecting through API, like Get Your Guide and Viator, the chosen Activities will synchronize in real-time. For agents accessing your Reseller Portal, only the selected Activities will be visible in the Agent Portal. 

 

Remember to select Update to save your changes. 

 
 

Remittance 

Payment Method 

If a trip is booked under this reseller,  select who is responsible for settling any outstanding payments. 

You can select from a few different payment options: 

  • Auto-Apply a payment at the time of booking: Available for OTAs like Viator, this option automatically marks a trip as paid once the payment is received from the OTA. It cannot be used for private or offline resellers.
  • Invoice + Manually Apply Payment: Ideal for OTAs or hotels using a post-payment approach. No payment is made at booking; instead, the operator sends a monthly invoice and manually applies the payment after it’s received, usually within a month.
  • Payment Required at Booking: This option is best suited for partners who prefer to receive upfront payments, allowing for immediate revenue recognition for the operator.

 

Guest Payment Amount 

If payment is collected, select if the should the customer pay the Retail amount of Wholesale amount. 

  • Wholesale Amount: Select this option if you sell to the reseller at a wholesale rate. Commonly used for OTAs like Viator and Expedia or when invoicing the reseller monthly.
  • Retail Amount: Choose this option if the reseller’s commission is included in the sale price and paid by the guest.

 

Commission Rate 

Choose the commission rate for this partner 

 

Don't forget to select Update to save your changes.

 
 

Communication 

Disable Customer Communications 

Sometimes a reseller may send out their own confirmation email. If that's the case, check this box off to prevent automated confirmation emails from being sent to customers booked through this reseller.

 

Send a CC of All Booking Emails 

You can choose to forward a copy of all booking confirmations, reminders, and followups to the reseller

Don't forget to select Update to save your changes.

 
 

 

 

  1.  Select Update to save your changes