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Integration Roadmap 

Our software is packed with great features and we can't wait for you to take advantage of all of them!

We have broken down the onboarding process in a series of steps that will make it easier for you to get familiar with the use of the software and integrated as soon as possible. 

 
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There are 3 steps to get your store live as soon as possible

Step 1

 

Create and Manage your Inventory      

Step 2

 

Customize  your Brand Elements

Step 3

 

  Integrate  your Existing Website

The Integration Process

This guide is to be used in conjunction with the "Integration Process" outline
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Here you have access to all guides, tutorials and checklists to make sure you can get started integrating your website and become independent in the use of the software 

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Your support package includes unlimited in-app and email support, plus three  video calls with one of our integration specialists to review what you have done and make sure the system has been configured correctly.

 STEP 0- Complete Your Business Profile

 
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Complete your Profile

Upload your logo

 

Accept Terms of Service

Upload your documents on your Trekkpay account

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 Step 1

Create your Inventory

The Foundation of your online booking system is your inventory of bookable activities. So the first step in getting your store activated and online is to build your inventory by adding your activities, schedules and prices. 

Manage your resources

TrekkSoft's live inventory and resource management features allow you to limit capacities and avoid overbookings of multiple activities and rentals that depend on the same inventory (equipment, guides). 

Create Customized Experiences

Offer exclusive, private or custom tours and be known for the unique service you provide. With TrekkSoft you can provide variable activity pricing, and create tailor-fit guest booking fields.

Collect Important Customer Information

Create personalized custom fields to collect information from customers at the time of booking and display it on your manifest for easy reference.

Additional Revenue Streams

TrekkSoft allows you to create additional revenue streams through activity add-ons and shop items. 

 
Review these guides: 

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 Step 1.2

View, Edit and Manage your Inventory

Once you have created the majority of your activities, it is time to go over the features for viewing, editing and managing your inventory.

Visualize and modify your inventory

TrekkSoft makes it easy for you to have a clear overview of all activities through various schedule calendars and trip lists. As well as to modify your activities, schedules, and pricing at any point. 

Stay Up-to date with notifications
Review these guides:

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Step 2

Customize  your Brand Elements

Personalize your branding

Create a branding experience by uploading your logo and personalizing your brand colors. 

Delight your customers, stay in touch

TrekkSoft also allows you to develop a consistent brand experience through personalized customer email communications; as well as custom tickets and invoices.

Send automatic booking confirmations, pre- and post-trip reminders, and follow ups to keep your customers engaged and give them a memorable experience from the first point of contact.

Accelerate word of mouth marketing

With TrekkSoft you can set up your social profiles with ease and make social media a seamless part of your customer experience, 

You can also Integrate the TripAdvisor app to encourage customers to leave reviews and use your credibility to boost sales.

Review these guides: 

                       Test your Booking Process                         

Please run a few test bookings to simulate and review your customer's booking process and experience; as well your own booking management process. This will help to ensure all your activities, schedules, pricings, resources, custom fields and templates are set up correctly before you go live.

 

Run a Full Booking Test

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Step 3

 Integrate your Website

Once you have completed a booking test and ensured everything is set up correctly, it is time to set your website LIVE

Integrate your website 

Integrate the "Book Now" buttons into your existing website. Choose from a variety of integration types and widgets. 

This is the last step in your integration process.

Now you are all set!

 
Review these guides:

Integration Finished

 At this point you are completely integrated, your store and website are live and you are ready to sell. You have your inventory,  resources and capacities set up and you can take and manage your bookings.

Now you can focus on promoting and distributing your activities through agents and resellers, partner network connections and external marketplaces.

Check your progress

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Step 4

View and Manage your Bookings

After you have finished integrating, it's time to go over all the features for: viewing, editing and managing your bookings and guest information

Manage your Bookings with Ease

TrekkSoft's Dashboard and bookings overview helps you stay on top of your bookings; while the basket details allows you to see and keep track of everything that has happened with the reservation. 

Manage your guest's information and manifest 

Manage all of your customer data from one place and easily export it for quick referencing and analysis. 

Explore your Offline Booking Platforms

TrekkSoft allows you and your resellers to take direct and point of sale bookings through a variety of offline booking platforms.

Booking Management Checklist

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Step 5

Promotion and Distribution

Your distribution channels, all on one platform

Sell via the channels that are important to you with the Channel Manager. Manage direct and POS bookings via online and local partners, hotel and activity desks, and incoming tour operators and be confident that your availability and pricing are up to date.

Better together with the Partner Network

Cross-sell with other TrekkSoft users on the Partner Network and build a powerful community to scale-up your business. You can even give your booking partners a customized web portal to help them sell your tours for you.

Easily track your Agents and resellers commisions

With the Agent Desk interface you can similarly let agents and resellers book directly into your system. Customize agent access rights, rates and payment methods to individual agents.

Promotion and Distribution Checklist
Moving Ahead
 
Now that you are set up you can know exactly how your business is performing. Monitor your growth reports and analytics and map your direction forwards with clear performance indicators. 

 

Reports and Accounting

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Account and Subscription

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Payouts and Transactions 

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FAQ & Release Notes

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We're here to support you all the way

TrekkSoft was founded to address the needs of our local tour and activity industry in Interlaken, Switzerland. We understand the industry and you can rely on our team to onboard your business, introduce you to digital best practice, and guide you to success from the start.

online documentation
Find the answer in our Training pages

Our training pages will help you move beyond the basics and dive into all of TrekkSoft's powerful features and functionality.

support

We're just a click away

Do you need help or have an urgent question? We will do our best to solve your problem as quickly as possible.

Click on the "Help Desk" button on the bottom-right corner of your software window or send us an email to support@trekksoft.com. 

Click here to see PDF explaining our in-app support software.

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Enjoy our free events and resources

As a customer, you can take your TrekkSoft skills to the next level with our events, webinars and ebooks