The BOOK NOW button is always visible on the top right-hand side of the page.
Once clicked, select a product type from the drop-down menu.
Note:
If a PMS integration is enabled, the guest validation step is required in order to validate the customer before proceeding with the booking.
More information on this can be found here.
Next, select a specific product from the drop-down menu.
Note: The text field is searchable. To find a product, simply start typing its name.
Additionally, filters (Type, Suppliers, Category, Tags) can be used to help locate products that have been associated with these specific elements more easily.
Type: Select the product type to be displayed:
Own Experiences: Refers to experiences that belong to the Business and have been created within the platform.
Products deriving from integrations
Suppliers: Select one or more suppliers in order for the associated products to be displayed.
Category: Select one or more Categories in order for the associated products to be displayed.
Tags: Select one or more tags in order for the associated products to be displayed.
Note: Tags can be added in the product's Fundamentals > About section.
Click Preview to view more details about a specific product.
Next, click BOOK at the bottom of the page to proceed to the booking process of the particular product. Alternatively, click Back at the top of the page to return to the product list.
1. Schedule
On the Schedule step, select the number of participants/quantity and the desired date from the calendar.
Note: Available days are indicated in blue.
After selecting an available date, the available time slots will appear.
Choose a time slot and click APPLY to continue.
2. Price
On the Price step, select the appropriate price option and click APPLY to continue.
3. Checkout
On the Checkout step, complete the required sections (Customer Info & Booking Info).
The appropriate action (Book or Propose) can be selected. By default this option is set to Book.
Book
Availability is reserved and the appropriate status is applied according to the product's configuration.
Propose
Availability is not reserved and the status Proposed is applied.
Note: The Propose action can be used for marketing and sales purposes in conjunction with the Guest App feature.
To learn more about the booking statuses click Booking Statuses.
Search Customer
In case the customer already exists in the Triparound platform from a previous booking, entering the customer's email address will automatically populate certain fields on the Customer Info section.
Customer Info
In this section essential customer data need to be completed:
First Name
Last Name
Email Address
Phone Number
Nationality
If the booking is made without validating the customer first (ie. the Guest validation step is skipped, or PMS integration is not enabled), the only mandatory fields are the customer’s first name and last name - a booking cannot be completed without this information.
If the email is not entered, the system creates a customer record and automatically assigns a system-generated email. As a result:
The booking is linked to the newly created customer record.
The customer will not receive email notifications, booking status updates, or marketing email templates until a real email address is added.
More information can be found here.
Note:
If the booking is made by validating the customer first (via the dashboard BOOK NOW with the guest validation step, or BOOK FOR ITINERARY), certain customer data - including first name, last name and email address - will already be prefilled on the Checkout step and cannot be edited.
Checkout input fields
Any Checkout input Fields configured in the Company Booking Settings will appear on the Checkout step. Depending on the selected configuration, these fields may be mandatory in order to complete the booking.
Examples: Date of birth, Passport number, Country
Require customer to accept terms
This section is displayed only if the specific function Require customer to accept terms in Back Office has been enabled in the Company Booking Settings.
Note:
Enabling this function creates a specific email and booking sequence that requires the customer to accept the terms and conditions of the particular experience before the automated booking process can proceed. During the Checkout step, the concierge can bypass this requirement by temporarily deactivating the feature.
Booking Info
Custom fields
This section includes any Custom Fields created on the product setup page that have been configured to appear for the selected activity. Depending on the selected configuration, these fields may be mandatory in order to complete the booking.
Example: Room Number
Payment Method
Select the desired payment method from the drop-down menu. Only payment methods enabled in Company Payment Settings will be available.
Examples: Room charge, Pay on the day, Debit/Credit Card
Pay on the Day
The customer pays directly on the day of the experience.
Room Charge
The payment is added to the customer’s room bill.
Note: This does not occur automatically and must be handled externally.
EveryPay Credit/Debit Card
The customer pays using a credit/debit card.
Note: The customer must be sent the Payment Link, available under Bookings > Actions for the specific booking.
Stripe Credit/Debit Card
The customer pays using a credit/debit card.
Note: The customer must be sent the Payment Link, available under Bookings > Actions for the specific booking.
Bank Deposit
The customer pays via bank deposit.
Card on File
The customer pays using a previously stored card.
Customer Notes (exposed to customer)
Fill in any required note (will be displayed on the email notification sent to customer).
Internal Notes (not exposed to customer)
Fill in any required note (for internal use only - not exposed to customer).
Participant fields
Any Participant Fields created on the product setup page will appear on the Checkout step. These fields must completed for each of participant included in the booking. Depending on the selected configuration Participant Fields may be mandatory in order to complete the booking.
Examples: First Name, Last name, Nationality
Note:
At any stage of the booking process, click on Back at the top of the page to return to the list of products.
Click BOOK NOW to complete the booking.
Use of Coupons
If applicable, coupons can be used by the Business when making a booking on behalf of a customer, provided that the selected product is associated with a coupon.
During the Checkout step, if a coupon is available for the selected product, the Coupon option will be displayed.
Click Coupon and enter the coupon code to apply it.
Click APPLY to apply the coupon on the transaction price.
Click BOOK NOW to complete the booking.
To learn more about coupons click on the following link: How to create & use coupons.
Email notifications through the BOOK NOW
Once the booking is completed, an email is automatically sent to the selected parties - Customer or/and Business & Supplier - with all relevant booking details.
Note: The default Email Notifications settings can be configured in Company Communication Settings by enabling or disabling the following features:
Send email notifications to customers
Send email notifications to Business and Suppliers
During the booking process, the user (e.g. concierge) can manually override these default settings.
Important note:
If none of the options (Customer, Business & Supplier) are selected, no email notifications will be sent to any of the involved parties.
Click on the following links to find out How to manage your bookings, How to create the Guest App.