1. Create your activities 3. Connect your personal domain
2. Set your schedules and prices 4. Manage your bookings
Our software is packed with great features and we want you to take advantage of all of them, but we also understand it is a lot of information to take in at once.
We have broken down the onboarding process in a series of steps that will make it easier for you to get familiarized in using the software.
Your support package includes six 45 minute calls with one of our integration specialists, plus unlimited in-app and email support.
We know your time is valuable so in order to make the most of these calls and get you familiarized with the system, there are a series of action steps you need to complete prior to each call.
You are more than welcome (encouraged even) to look through the guides and tutorials below to get you familiarized with what we will cover.
This way, you can take advantage of our time together to review what you have done and personally answer any system or business questions that may come up as you are using the software.
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The first step in getting your store activated and online is to build your inventory of activities.
In the first call we will discuss: how to create your activities, how to establish scheduling rules and price categories, as well as how to develop a consistent brand experience through personalized emails and tickets.
Before scheduling your second call, you will need to complete the rest of your activities, schedules and prices as demonstrated during the call.
Once you have created the majority of your activities, we will go over the features for viewing, editing and managing your inventory, as well as how to upsell through add-ons and shop items.
We will also cover how to use the website builder to create your new pages, and choose your theme. As well as how to personalize your pages through fonts, colors, images and other content elements.
After the second call, you are well on your way to start selling! We will focus our next call on managing your bookings and guest manifests.
Before scheduling the third call please:
1. Choose a website theme, create a few of your website pages and add various content elements.
2. Run a few test bookings to simulate and review your customer's booking process and experience.
Since you have completed a few test bookings, we can go over all the features for: viewing, editing and managing your bookings and capacities, as well as viewing your guest manifest and trip lists.
Review these guides before the call:
Before scheduling the fourth call:
1. Map your domain and CNAME
2. Run a few more booking tests to make sure your customers are experiencing a smooth and easy booking process
Now that you have a deep understanding of the software, we will cover all of the promotional features such as agents and resellers, in addition to developing a broader network through partner connections and marketplaces.
During this call, we will discuss the implementation of the process so far and make sure you are being set up correctly.
We will also go more in depth on the features most relevant to your business needs and goals.
During this final call, we will review what you have done so far. We will tie everything together; answer any questions that may have come up and make sure you're set up for success.
At this point, you are ready to continue moving forward independently. You can now take and manage reservations; as well as resources and capacities. In addition, you can update and crossell your activities with the help of partners and agents. You have all the tools at hand to grow your business!
Congratulations and good luck!
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 practices, and guide you to success - right from the start.
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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 button on the bottom-right corner of your app or send us an email to firstname.lastname@example.org.
Click here to see our PDF explaining our in-app support software.
Find the answer in our Knowledge Database
Our online documentation will help you move beyond the basics and dive into all of TrekkSoft's powerful features and functionality.