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Frequently asked questions

Unlock your business potential with TripWorks — the all-in-one booking platform for tour and activity operators, by tour and activity operators.

Account management
AI Assistants
Automated messaging
Booking management
E-commerce
Equipment & resources
Gift cards
Integrations
Marketing
Payments & refunds
Pricing
Reports
Waivers
How does TripWorks collect customer reviews?

Through your post-activity follow-up message. Collecting guest reviews works by star rating: a 4 or 5-star rating routes the guest to your public review sites, while 3 stars or fewer asks for private feedback that comes straight to you instead of going public.

Can TripWorks tell me which marketing channel or campaign drove a booking?

Yes, automatically, with nothing to switch on. Marketing attribution captures the landing URL, UTM parameters, and ad click IDs (Google, Microsoft, Facebook, TikTok) from a visitor's first visit and stamps them on the booking they eventually complete, so your reports show which channels and campaigns actually produce revenue.

What happens to guests who don't finish booking or hang up before buying?

They become a lead instead of disappearing. Lead Center automatically captures near-misses from several sources — abandoned online carts, after-hours chat questions, and calls where a caller wanted to think it over — into one pipeline your team can actually work.

Does TripWorks recover abandoned bookings automatically?

Yes, if the guest left contact details and opted in to marketing at checkout. TripWorks can email them automatically to finish booking, and abandoned-cart recovery shows up in your Sales Conversion report — how many carts started, how many completed, and what came back.

Can I get call recordings and transcripts from my business phone line?

Yes. Connecting your phone system is a one-time setup — you keep your existing provider, numbers, and hardware. Every call afterward is automatically recorded, transcribed, and analyzed for sentiment, intent, and CSAT, with nothing for your team to do per call.

Does TripWorks connect to Mailchimp?

Yes — and there's no API key to paste. Connecting Mailchimp uses a one-click login (OAuth); once authorized, every guest who books is added to the Mailchimp audience you choose automatically.

Can I track which Google or Facebook ad led to a booking?

Yes, two separate integrations. Google Ads conversion tracking reports each completed booking back to Google Ads using your Conversion ID and Label. Meta Pixel fires a PageView and a Purchase event (with the booking's value, currency, and confirmation code) — it's the browser-based Pixel only, not Meta's server-side Conversions API.

Can I text guests from my own business phone number?

Yes, by connecting your own Twilio account. Without it, TripWorks sends SMS from a shared number; with it, messages come from a number of your choosing, and two-way texting lets you receive and reply to guest replies directly. This is separate from the AI Callbot, which provisions its own phone numbers.

Is the AI Callbot available on every account?

The AI Callbot is currently in beta. You turn it on yourself under Setup → Beta Features — no need to contact TripWorks. The AI Chatbot (website) doesn't require this step. Set up the Callbot.

Where can I review what my AI chatbot and callbot said to guests?

They're two separate logs. Chatbot conversations are under Setup → Sell online → Chatbots → History; callbot calls & analytics have their own history since they cover phone calls, not chat.

Can the AI assistant modify or cancel an existing booking?

No. TripWorks' AI assistants can check availability and create new bookings with a payment link, but they can't modify or reschedule an existing one. If a guest wants to change a reservation, the assistant directs them to your team instead. See how AI bookings work.

Can the AI chatbot and callbot learn from my own help content?

Yes. You build a Knowledge Base once, and both the AI Chatbot (website) and the AI Callbot (phone) draw on the same content for "how does this work" questions — you don't write it twice.

Will the AI give customers wrong information?

It pulls pricing and availability live from your account and is instructed never to invent details — if it doesn't know something, it says so. Bookings aren't confirmed until the guest pays, and the final price is calculated at checkout.

Can TripWorks' AI actually complete a booking?

Yes. The Chatbot and Callbot check live availability, collect the guest's name, email, and phone, and create a draft booking. The guest then gets a payment link by SMS and pays through your normal TripWorks checkout — the AI never handles payment itself, and the booking confirms only once the guest pays.

Does TripWorks have an AI phone assistant?

Yes — the Callbot answers your business phone line, handles common questions, and can take a booking or capture a lead when no one on your team can pick up. It runs on the same live availability, pricing, and Knowledge Base as the website Chatbot.

Does TripWorks have an AI chatbot?

Yes. TripWorks' AI Chatbot lives on your website and answers guest questions or takes a complete booking, 24/7, using your live availability and pricing plus a Knowledge Base you build once. It's one of two AI assistants (the other, the Callbot, answers your phone) that share the same Knowledge Base and booking engine.

What if I don't see the tool I use?

Check More → Discover More → See More… for the full catalog — it's larger than the featured list. If your tool still isn't there, Zapier or Webhooks can usually connect it without a native integration.

Can I connect TripWorks to Zapier or use webhooks?

Yes. Zapier sends bookings, payments, waivers, and leads to thousands of apps with no code required. Webhooks post those same booking, payment, and waiver events to any endpoint you choose, in real time, for custom integrations your team builds.

Do I need a developer to connect an integration?

No, for most integrations. Each one has a guided setup — usually connecting an account or pasting an API key. Webhooks and Zapier are the exceptions if you want fully custom automation, though Zapier itself needs no code.

What integrations does TripWorks offer?

TripWorks connects to third-party tools across six areas: payments (Stripe), marketing & analytics (Google Ads, Google Analytics, Meta/TikTok pixels, Cometly, Ambassador), phone & calls (CallRail, RingCentral, Dialpad, and others), calendar & email (Google Calendar, Apple Calendar, Outlook, Mailchimp), automation (Zapier, Webhooks, Twilio), and guest media (FotaFlo, PicThrive, VQuip, Google Business). Browse the full catalog under More → Discover More.

Why is dynamic pricing important?

Dynamic pricing gives you more control over your prices. Instead of watching and waiting to see if your tours and activities are priced effectively, you can change prices within minutes, with near-instantaneous results. Dynamic pricing can save you money because it involves the collection and use of data to make quick, informed changes in pricing.

What kind of reports are included?

TripWorks comes with a library of pre-designed reports covering Sales, Finance, Tax & Surcharge, Activity, and Payouts — so you can find the right report for the question you actually have. Custom reports can also be designed, saved, and shared with your team.

What kind of alerts can I set up?

The TripWorks platform is designed to help you and your team stay informed in real time. You can choose to receive alerts (by email, in-app notification, or text) when critical events occur. For example, you can receive alerts when a new booking arrives, an e-com purchase is abandoned, a booking is canceled, a refund is processed, a payout is sent to your bank, or a new review arrives.

What is the check-in process like?

From the Manifest View, you can see at a glance which travelers are checked in for upcoming tours or activities, along with many other details (who still needs to sign waivers, which equipment has been assigned to each guest, etc.). As guests arrive, you can update their status to show that they are checked in, right there from the manifest. If needed, you can also print a copy of the manifest for the tour guide, making it easy for them.

What is dynamic pricing?

Dynamic pricing is a strategy of pricing products based on various factors, including current market demand, the season, supply changes, and price bounding. Dynamic pricing changes can occur in real time. The main idea behind dynamic pricing is that it is flexible and based on real-time data.

What is an example of dynamic pricing?

There are multiple types of dynamic pricing methods that a tour or activity can use. Here are a few examples of how operators can change their prices with TripWorks:

  • Seasonal Pricing: Ticket prices are higher during peak seasons. For example, if you offer tours on holiday weekends, you can charge more for them during the holiday season.
  • Advance Window Pricing: Lower ticket prices for shoppers who book more than X days in advance. This can be a powerful incentive for out-of-market travelers to book before they arrive in market.
  • Last-Minute Window Pricing: Raise ticket prices for shoppers who book within X hours of an activity. This encourages out-of-market travelers to book before they arrive in market, and allows you to charge more for highly motivated travelers.
  • Channel-Based Pricing: Segment prices based on channel — walkup, e-commerce, phone, or OTAs.
  • Time of Day Pricing: If you have fixed inventory, charge less for less popular timeslots and more for popular timeslots. Get higher utilization for your resources.

What is Abandon Cart?

The TripWorks platform is uniquely designed to capture customer information the moment it is entered online. That way, even if the shopper abandons the purchase, the platform has the details needed to help complete the booking. Or, you can contact the guest directly by phone or text, answer questions, and complete the booking process.

Do I need any special hardware?

No. The platform supports several waiver models.

  • You can include a link in the booking confirmation message, requesting that each guest complete a waiver before arrival. You can automatically send additional reminders.
  • When guests arrive, you can send them an individual link by text or email. With this link, they can complete the waiver on their own device.
  • When guests arrive, you can send their booking to a tablet device at your facility, such as a tablet physically mounted on a desk in your facility. The guest will see their booking information and can complete their waiver.
  • When guests arrive, you can direct them to a tablet device to complete an unattached waiver. Unattached waivers can be connected to the guest booking.
What are customer profiles?

When a new booking is made on your platform, a unique customer profile is created. This dramatically simplifies the process for return guests, and eliminates the need to re-enter contact and payment information. You’ll also get a view of each customer’s lifetime spend, payments, signed digital waivers, and you can quickly identify your most loyal customers.

Do I have to pay an additional monthly backup storage fee, or per-waiver fee like other e-waiver solutions?

No. There are no additional monthly backup fees, or per-waiver fees, with TripWorks.

Are digital waivers built into the platform?

Yes. Customers are prompted to sign digital waivers electronically as part of the booking process. And — to encourage all travelers to sign before their arrival — email reminders are sent in advance up until their activity takes place. Best of all, your team can easily see who still needs to sign waivers simply by viewing the manifest.

Are multiple waiver templates supported?

Yes. You may create multiple templates and assign a template to one or more activities. For example, you can create a waiver template and use it for your Hiking Activity and your Climbing Activity. You can create a second waiver template and assign it to the Swimming Activity.

Is it easy to see what bookings are coming up this month?

The Calendar View is packed with features to help you understand your business. You can view your calendar of upcoming tours by day, week, or month; filter out tours that are full, unavailable, or empty; and even make new bookings.

The Manifest View is another tool to help you see your bookings and resource usages for a specific day. It’s an efficient way to help your team see today’s activity, at a glance.

Can I charge different ticket prices for holidays, peak business hours, last-minute bookings, large-group bookings, or veterans?

Yes. Our dynamic pricing features give you the power to set ticket prices based on a wide range of criteria. You can raise prices for last-minute bookings, offer discounts to certain types of customers (veterans, senior citizens, children, etc.), offer Happy Hour pricing for specific times of day on specific days of the week, and so much more.

If I cancel an activity, can customers self-rebook?

The TripWorks platform dramatically reduces labor costs, thanks to smart self-serve rebooking tools. If you need to cancel an event or activity, simply pull up the manifest, and optionally use the platform to notify all travelers by email or text. Customers can rebook to a new date and time in their customer portal.

Do I have to pay an additional monthly fee for a gift card program?

No, we want to help you grow. There are no additional fees for utilizing our gift card or voucher program.

How do I sell tickets on my own website?

The platform offers a powerful collection of booking widgets that you can seamlessly embed into your website, marketing emails, social media campaigns, and more. Whether you want to initiate the booking flow through booking calendars, booking links, or “Book Now” style buttons, the platform makes it easy to customize your widget to fit your needs.

How do I add new tours or activities to my account?

You can create a new tour, activity, or availability in your account at any time. Any changes made are published in real time to your website and to connected OTA/reseller channels — TripWorks connects directly to GetYourGuide and Viator, with other OTAs connecting through a channel manager or manual entry. Our support team is available to assist.

Do you offer discounts?

We offer discounts to businesses that qualify for our Enterprise Plan! Book a demo or chat with us if you’d like to learn more!

Does TripWorks support tipping?

Yes. The TripWorks platform lets you charge tips with card readers, via mobile checkout, and through the customer portal. Tour guides can hand a smart device to the customer at checkout and ask them to add a tip, which prompts an easy “Add tip?” step and charges the selected amount to the card on file. Tips can be pooled for the whole team or assigned to individual guides, and you can review them anytime with the Tips report.

Can team members access my account?

Yes. Additional team members can be added at any time to your TripWorks account. A robust security permission model is used to make sure that the right team members can see the right information.

Can I sell in-store gift cards? What about digital gift cards?

The TripWorks platform accommodates both physical and digital gift cards. You have the option to choose a pre-made template or upload your own design. Digital gift cards are immediately available for purchase through the platform, and you can order any physical gift cards you want to sell in-store.

Can I track the use of my equipment?

Our Resource Management features are designed to help you make sure that you have the right equipment in the right place at the right time. For each tour or activity in your catalog, you can create automations that will automatically assign the appropriate equipment to customers at the time of booking, manage return times, and much more.

Can I display a note when only 2 tickets are left?

You can create rules so that specific messages will appear when the criteria you define for that rule are met. For instance, you can configure the platform so that your website displays an “Only 2 seats left!” message when a timeslot is down to 2 tickets available for purchase.

Can I refund a guest payment?

Refunding customers is simple. You can process a full or partial refund via credit card, cash, check, or wire transfer. Built-in workflows allow you to optionally notify the guest by email or text message, with the details of their refund.

Can I customize my “Sold Out” message?

Yes. Many of our clients choose to adjust the messaging associated with their oversold timeslots. For example, maybe you want a timeslot to show a “Call to Book” message when it reaches full capacity, and to give your team the ability to sell additional tickets, even on an oversold timeslot.

I require a minimum of 2 people to book a trip in order for my tours to be cost-effective. Can your platform accommodate this need?

Yes, it can. Booking restrictions allow you to operate your business in a way that makes sense for you. Choose the minimum number of travelers and advance booking window. You can even set a minimum number of guests for empty dates & times, and have a different minimum number of guests for dates and times that already have at least one booking. This protects your team from running tours for a single traveler when it is not cost-effective to do so.

Can automated messaging be set up for things other than confirmation emails?

Automated messages can be set up for both emails and text messages. These are some of the most popular automations used by our clients:

  • Confirmation emails. These are emails that send a confirmation message and virtual receipt to the customer who booked the trip.
  • Tour/activity reminders. Usually sent in advance of the tour or activity, advising the guest of equipment to bring, location, etc.
  • Abandoned cart emails. Abandoned cart workflows are designed to bring e-commerce shoppers back to your site, encouraging them to complete their booking.
  • Request for review emails. By default, customers will receive emails 24 hours, 48 hours, and 72 hours following an experience, each of which asks them to leave your business a review.
Can I create promo codes for my tours & activities?

Absolutely! You can create as many offer codes as you'd like. Simply choose which experience(s) they’ll be redeemed on, maximum number of uses, date availabilities, blackout dates, and more. Our advanced offer code panel allows you to customize your promotions in various ways. For instance, you could create a promo code that is applicable to a minimum of 2 guests, 3 hours before they book, and make that promo code applicable to only 1 of your 5 activities, that’s redeemable only on Tuesdays and Fridays.

Can I collect deposits using TripWorks?

Yes, you can. Extensive options are available. For example, you can require:

  • A single deposit per group
  • A deposit for each guest
  • A fixed amount per ticket
  • A percentage per ticket
  • Full payment at checkout

These options offer maximum flexibility, particularly for higher priced tickets.

My tours require 24 hours’ notice. Can we add a booking cutoff time?

Yes! Booking cutoff times are one of many settings you can define using our Booking Restriction feature. Simply specify the minimum amount of time your team needs to prepare, and the platform will automatically stop accepting new bookings.

Still have questions?