Website Builder Integration Checklist

 

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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Step 0

Configure your Profile

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Merchant Profile

 

Check if completed

Filled out Profile Information

Added Languages if applicable

☐ Configured your Apps

☐ Accepted TrekkSoft’s Terms and Conditions

Set up Merchant Notifications

Connected a payment gateway

 

Step 2

View, Edit, Manage you Inventory

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Inventory Management 

 

Check if you Understand

How to edit your activities, schedules and pricing

How to view the Schedule Calendar and Trip Lists

How to edit your activities capacities

☐ How to block activities

 

Step 3

Customize your Brand Elements

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Step 4

Design your
Website

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Website Design 

 

Check if you understand

Create a page    

How to add and order content

How to organize your navigation menu 

Check if completed

☐ Created a “Contact Us” Page

☐ Created one or several activity pages

☐ Created an “About Us” Page if applicable

☐ Created an “Frequently Asked Questions (FAQ)” Page if applicable

☐ Created a “Gallery” Page if applicable

 

Step 5

   Redirect your Personal Domain

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Website Integration

 

Check if completed

Integrate the "book now"-button widget into your website

Redirected your Domain

 

Step 7

 Promote and Distribute your activities

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Promotion and Distribution

 

Check if you understand

Promotional Codes

☐ The differences between discount codes, vouchers and Gift Certificates

How to create discount codes

How to create Vouchers

☐ How to create Gift Certificates 

Agents and Resellers

☐ What agent bookings are

☐ How to add users as agents

☐ How to create agent structures

☐ How to allocate agent permissions

☐ How to make bookings as agents

☐ How to view the Agents report

TrekConnect- Partner Networks

☐ How the Partner Network works

☐ How to access TrekkMarket

How to connect with other partners

How to set partner comission and price structure

☐ How to view the Partners report

MarketPlaces

How to connect with major distribution channels

How to connect with Viator

How to connect with Musement

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 Database

Our online documentation 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 stefanis_button.png 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.

free content events webinars ebooks
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