WeTravel

How to set and manage availability for your packages and trip

Managing Trip Availability within the trip builder

Learn how to easily manage your inventory on WeTravel!

Inventory Management: How-To Guide

Simplify your booking management, customize downloadable reports, and collaborate with ease using the Participant Table feature.

Participant Table

Learn how you and your customers can download a detailed receipt containing all the booking information for insurance claims and more.

How to download a buyer receipt?

Learn how to create tasks and collect important information from customers after the booking is confirmed.

Participant Tasks

Published your trip? Find out how to add the trip to your website, modify bookings, and other tips and tricks!

Managing Your Trips

Learn how to embed your trip check-out process into your website by adding a Book Now button.

How to embed a 'Book Now' button into your website?

How to embed your WeTravel trip into your Squarespace site?

Learn how to embed your downloadable trip brochure into your website.

How to embed a 'Download Brochure' button into your website?

Learn how to embed your trip check-out process into your website by adding real-time availability of pricing packages and a Book Now button.

How to show real-time availability of your trip on your website?

Learn how to embed an overview of all of your WeTravel trips by adding our All Trips widget into your website.

How to show an overview of your WeTravel trips on your website?

Learn how to embed a general (account-level) contact form into your website.

How to embed a general ‘Contact Us’ form into your website?

Learn how to embed a trip-level contact form into your website.

How to embed a Trip Inquiry form into your website?

Embedding a Trip into Your Website

Learn how to quickly modify client registration form for your existing bookings.

How to update participant questionnaire information on behalf of your client?

Learn how to cancel a participant’s add-on with a few easy clicks!

How to cancel an add-on for my client?

Learn how to modify or add payment plans as well as set the custom price to multiple clients at once with a few clicks.

How to make changes to the bookings in bulk?

Learn how to reinstate a booking that you have canceled.

How to reinstate a booking?

Learn how to book add-ons on behalf of your clients.

How to register an add-on on behalf of your client?

Learn what to do if one of your participants wants to change to another package/accommodation type.

Switch package/accommodation type for participant

This is a step-by-step description of how to change the price after a participant has signed up for your WeTravel trip.

How do I change the price after a participant has signed up already?

Learn how to cancel a participant's booking and what happens to the funds they have already paid after cancellation.

How to cancel a booking?

This is a step-by-step description of how to adjust the balance due after a participant has signed up for your WeTravel trip.

How do I adjust the balance due for my client?

Learn how to effortlessly transfer bookings to another trip whenever plans change.

How to transfer participants to a different trip?

Modifying a Booking

Learn how to allow your customers to offset their carbon emissions during the checkout process.

Carbon Offset feature

Learn how you can recover abandoned bookings and drive more sales in this quick article.

How does Abandoned Cart feature work on WeTravel?

Learn how you can manage automatic email notifications you receive from WeTravel.

Managing Email Notifications

How to archive a trip?

Ask A Question - Lead Generator

​This article will explain how to request a digital signature from your participants and how they can sign the documents

eSignature: How-To Guide

Learn how your existing and potential customers can access essential trip-related information in the form of a downloadable PDF document!

How does the Download Brochure feature work on WeTravel?

Learn how to easily manage your recurring trips.

How does Calendar feature work on WeTravel?

Learn how to postpone your trip on WeTravel with a few easy steps.

How to postpone your trip?

Learn how to set up early bird pricing using WeTravel?

How to set up early bird pricing on WeTravel?

Learn how to import customers who have already signed up elsewhere.

How to add previously registered clients to your trip?

Learn where to find your traveler information in a concise Excel spreadsheet form.

Where to find a summary of booking and participant information per trip?

Learn how to add a waitlist to your trip when it's sold out or when the booking deadline has passed.

How to add a waitlist to your trip?

Learn how to add a file upload option into the participant questionnaire.

How to collect documents and other files from your clients?

Learn how to add terms and conditions to your trip and how can your participants sign it.

Where to add your Terms and Conditions?

Learn various ways to help you stay legally protected as your bookings come in!

How to manage the cancellation policy and stay legally protected?

Learn how to modify your trip availability to show your trip or pricing package as "Sold Out".

How to show your trip or pricing package as sold out?

Learn why does your trip or a particular pricing package show as "Sold Out" and how can it be booked again.

My trip is sold out but I have available spots left. What to do?

Learn how to quickly copy a trip for easy invoicing purposes.

How to create and copy a template trip?

Learn how to easily create an attendance list using the  downloadable spreadsheet from your trip dashboard.

How to create an attendance list from WeTravel?

Learn how to add a direct link to a PDF or any other document in your WeTravel trip page by using a Google Drive URL/Link

How to add a PDF document to your WeTravel page with Google Drive?

Learn how to hide a trip without losing any of the information collected.

How to deactivate a trip?

How to delete a trip?

Learn what's the optimal resolution for pictures uploaded to WeTravel.

What's the recommended size for pictures on WeTravel?

Learn how to create excitement and measure interest in your trips by offering pre-registration

How to Use the Pre-Registration Feature

Would you like to conveniently access all of your upcoming trips in one organized view? Learn how to do it in this quick article!

Calendar View for Upcoming Trips

Learn how to easily access the resource calendar and determine which bookings utilized resources on a particular date.

Inventory Management: Resource Calendar

Learn how to easily access and manage your resource list!

Inventory Management: Resource List

Tips and Tricks

Multi-user management: how to add colleagues, other users and co-organizers to manage your trip without giving them access to transfer funds

Team Members: how to add colleagues and co-organizers to help you manage your trip

Team Members: how to create trips as a team member

Adding Team Members to Help You Manage Your Trip

Learn how to send an email to all of your clients at the same time with a few clicks.

How to message all of your clients at once?

Learn how to send an email to specific clients at the same time with a few clicks.

How to message specific participants at once?

Learn how to schedule emails to your clients with a few easy clicks.

How can I schedule messages to my participants on WeTravel?

How to message participants who booked a specific package or an add-on at once?

Learn how to request missing questionnaire answers with a few clicks.

How to request missing client information?

Easily request missing eSignatures in just a few clicks. Here's how.

How can I request missing eSignatures?

Messaging Your Clients

Learn how to showcase great feedback from your customers on WeTravel.

How do reviews work on WeTravel?

Reviews

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