Welcome to TrekkSoft

Congratulations! You have just joined over 1,200 tour and activity providers worldwide who use TrekkSoft as their online booking and management platform.
 
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The Integration Process

This guide is to be used in conjunction with the "Integration Roadmap"

 

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

We also understand it is a lot of information to take in at once; so 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.

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This guide is to be used in conjuction with the "Integration Roadmap" which gives you access to all guides, tutorials and checklists to ensure you can get started right away.

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.

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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.

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.

There are 4 steps to get your store live as soon as possible

       1. Create your inventory                                     3. Design your website   

       2. Personalize your Brand Elements                4. Redirect your own Domain

 

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The first step in getting your store activated and online is to build your inventory of activities.

Please click here to review the onboarding roadmap and complete Step 1 before you schedule the first call. 

If you have difficulty adding the schedules and prices don't worry, we can go over that together during the call. 

 

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FIRST CALL

In the first call, we will review what you have done and make sure that your activities, scheduling rules and price categories are set up correctly. 

We will also review:

  • How to set up and manage your resources
  • How to collect important customer information. 
  • How to upsell through add-ons 

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Before scheduling the second call:

1. Review Step 1.2 so you understand how to view and edit your inventory

2. Complete Step 2 to develop a consistent brand experience through personalized emails and tickets.

3. Work on Step 3- Since you have your inventory ready you can start working on designing your website.

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SECOND CALL

In the second call, we will make sure the inventory, resources, custom fields  and add-ons are set up correctly and go over the features for viewing, and editing the inventory.

We will also cover all of the branding and customer communications features to ensure you are delivering a consistent experience to your customers. 

After the second call, you are well on your way to start selling!

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Before scheduling the third call:

1. Run a couple booking tests to simulate the customer's experience and make sure they have a smooth and easy booking process

2. Redirect your personal domain to set your site live

After these steps you are completely integrated and ready to start selling!

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THIRD CALL

Now that you are integrated and your store and website are live you are ready to start taking bookings. 

During this call, we will go over the features for: viewing, editing and managing your bookings  as well as your guests' information and manifests. 

In addition, now that your inventory is set and you have a deep understanding of the software, we will cover all of the promotional features such as agents and resellers, partner network connections and marketplaces.

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Now that the system is set up correctly. 

1. Review Step 6 and make sure you understand how to view, edit and manage your bookings. 

2. Review Step 7 and create your agent profiles if applicable, start connecting with other partners and set up your external marketplaces' accounts.

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FOURTH CALL

This call is only for Professional subscriptions and above.

During this extra final call, we will review the implementation process and go more in depth on the features most relevant to your business needs and goals. 

We will tie everything together; answer any questions and make sure you're set for success.

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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 practices, and guide you to success - right from the start.

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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.

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 app or send us an email to support@trekksoft.com

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

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