By organizing products into Categories, the booking experience becomes more intuitive and user-friendly. Guests can quickly find relevant offerings, navigate available options more efficiently and complete bookings with less effort.
In addition to improving the guest experience, Categories support back-office operations by simplifying the booking process for staff, enabling advanced filtering in reports and tables and providing greater control over user access management.
How to set it up
Step 1: From the left-hand menu navigate to More > Data Management > Categories.
Step 2: Click NEW CATEGORY in the top right-corner.
Step 3: In the pop-up window, complete the required fields.
Title: Enter the name of the category.
Example: Spa
Description: Enter a description for the category.
Note: This field is for internal use only and is not displayed on the widget or to customers. The information entered will appear in the Description column of the Categories table.
Internal notes: Enter any internal notes related to the category.
Note: This field is for internal use only and is not displayed on the widget or to customers. The information entered will appear in the Internal Notes column of the Categories table.
Expose category in widget filters: Enable this option to display the category as a filter in the booking widget.
Order: Enter the display order for the category within widget filters.
Note: Categories with lower numbers appear first. The default value is 0.
Photo: Upload a photo in the relevant box by dropping a file or selecting one from the device.
Note: Uploaded photos are displayed in the Guest app, when the Upselling feature is used and are also used as thumbnails within the Triparound dashboard.
Once all information has been completed, click SAVE.
Step 4: Open the newly created category to continue the configuration.
Fundamentals
About: In the About section, select Add Products.
Select one of the following options:
Add Transfers
Add Products
A drop-down list will appear, allowing the selection of the transfers or other products to be included in the category.
Products: The Products section displays all products associated with the selected category.
Content & Media
Media: Upload any photos that should be associated with the category by dragging and dropping files or selecting them from the device.
Note: This step is optional and can be skipped if a photo was already uploaded during category creation in Step 3.
Click on SAVE once all actions have been completed.
Display
Categories are displayed as filter options throughout the platform and serve as the primary method of organizing product groupings.
Depending on configuration, categories can be displayed in:
The booking widget
Back-office booking processes
The Guest App (if Upsells are used)
Display on widget
Important:
For a category and its associated products to appear in the booking widget, the category status must be set to ONLINE.
Note:
To change the order in which the products are presented within a category open the desired product, navigate to Content & Media and update the Order field. Products with lower order values are displayed first.
Display in back-office booking process
Categories are available as filters within the dashboard BOOK NOW and Book for Itinerary.
Display in Guest app
Categories can also be displayed within the Guest App when they have been selected during Upsells configuration.
You can preview the Category at any time using the Preview button.
Once the Categories have been created, they can be included in widget(s) and made available for online bookings.
Learn more here: How to create and use the new widget