Before going live, make sure everything is set up correctly and aligns with your preferences.
From product configuration (availability, schedule, pricing) to booking flows and email notifications, reviewing each element ensures a smooth operation and a seamless experience for both customers and internal users.
1. Check your product configuration
Once the products are created, review all key elements (Fundamentals, Content & Media, Associations and Settings & Policies) to ensure everything is set correctly.
This includes availability and pricing and other important settings, such as internal notifications for new bookings (under Settings & Policies > Notifications).
To validate your setup, use the Preview functionality available within each product and go through the booking process to see how the product appears to guests and how each configuration element is presented.
Learn more here: The importance of testing your setup in Triparound
2. Make test bookings
Test bookings help identify issues and fine-tune both your product setup and booking workflows.
Create both online (through the Preview functionality available on each product)and back-office test bookings to fully understand the customer journey and internal processes, ensuring everything runs smoothly before going live.
Learn more here: How to make a booking using the BOOK NOW button
3. Organize products using categories
Use categories to display products clearly in the booking widget, making it easier for customers to browse and select options.
Categories also support more efficient backend management.
Learn more here: How to create and use Categories
4. Set products and categories online
To make products available for booking, ensure their status (and their category status, if applicable) is set to online.
Only online products and categories will be visible and bookable by customers.
Learn more here: Set up your Products , How to create and use Product Categories
5. Embed booking buttons/widgets across your channels
Add Triparound booking buttons/widgets to your website and other digital touchpoints (such as email campaigns, mobile apps or QR codes) to enable direct online bookings.
This improves your online presence while reducing manual workload for your Reservations or Concierge teams.
You can also track where bookings originate using the referral source functionality.
Learn more here: How to create and use the new widget
6. Enable online payment
If required, activate an online payment gateway to streamline the booking process and improve operational efficiency.
Learn more here: How customers can pay online
7. Review company settings
Verify that company settings are properly configured:
General Settings: Language, currency, time zone and time format
Learn more here: Configure the company's general settings
Communication Settings: Notifications and booking-related communication
Learn more here: Configure the company's communication settings
Payment Settings: Payment configuration for bookings
Learn more here: Configure the company's payment settings
Booking Settings: Guest validation and marketing preferences
Learn more here: Configure the company's booking settings
8. Configure the email sender
Customize the sender name for notification emails so customers can easily recognize your business.
By default, emails are sent from Triparound ([email protected]). Contact the Triparound team to use your business name as the sender.
9. Train your team
Ensure your Reservations or Concierge team is familiar with how to create and manage bookings. Proper training will help maximize efficiency and daily operational value.
Learn more here: How to use Triparound – Guide for Concierge Teams