By using Categories for grouping related products and services, the browsing experience on the widget becomes clearer and more intuitive for guests.
Well-structured categories make it easier to navigate available offerings, quickly find relevant options and complete bookings easily, reducing friction throughout the user journey.
Beyond improving the guest experience, Categories also support more efficient back-office operations. They simplify the booking process for staff, enable advanced filtering in reports and tables and allow administrators to manage and restrict user access with greater control.
How to set it up
To create a new Category, navigate on the left-hand side under More > Data Management > Categories and follow the below steps:
Step 1: Click on NEW CATEGORY on the top right-hand side.
Step 2: On the pop-up window that appears complete the required fields.
Title: Insert a name/title of the Category.
Example: Spa
Description: Enter the description of the category.
Note: For internal use only. Not displayed on the widget or to the customer.
The information inserted will be displayed in the column Description on the Categories table.Internal notes: Complete in case notes are needed for the specific category.
The Internal notes are for internal use only and are not displayed on the widget or to the customer.
Note: The information inserted will be displayed in the column Internal notes on the Categories table.Expose category in widget filters: Activate this in order for the category to be visible in widget filters.
Order: This field gets a default value of 0.
Photos can be uploaded in the relevant box by dropping a photo or uploading one from file.
The photos will be displayed on the Guest app, if the Upselling feature is used, and they are also used as thumbnails in the Triparound dashboard.
Click on SAVE.
Step 3: Click on the newly created category to add the relevant products.
On the Add Products > Add or combine Products section, select from the drop-down menu the Product type from the available options (Experiences, Restaurants, Rentals, Services) and the relevant products that need to be included in the specific Category.
Photos can be uploaded in the relevant box on the Content & Media section by dropping a photo or uploading one from file.
Click on SAVE once all actions have been completed.
Display
Categories appear as filter options in both the online booking process through the widget and the back-office booking process, serving as the primary method for identifying and organizing product groupings.
Display on widget
Important note:
In order for the products included in a Category to appear on the widget and for the Category to appear as a filter option within the widget, its status needs to be set to ONLINE.
Note:
To change the order in which the products are presented within a specific category proceed to the Order field under the Content & Media section of the selected product.
Display on back-office booking process (dashboard BOOK NOW, Book for Itinerary)
You can preview the Category at any point using the Preview button.
Once the Categories are created, these can be included in widget(s) to receive online bookings.
Click here to learn how to create and use the new widget.