Setting Up an Activity
About This Course
Transcript
Everything that makes an activity ready to sell — its identity, its marketing copy, its operational settings, its photos, its policies — lives in one organized editor. TripWorks walks you through each piece in order, so setting up or polishing an activity takes minutes, not guesswork.
The short version: open an existing activity, work through Basics, Photos, and Policies in order, and every setting is exactly where you'd expect it — with smart defaults already filled in wherever they can be, like policies inherited straight from your account.
What you'll learn
- How the Activities list and Manage Categories work together to organize what you sell.
- The three real sub-tabs inside Basics — General, Description, and Advanced — and what each one actually controls.
- How to translate an activity's copy into every language you sell in with one click.
- How the Photos tab separates your hero image from a reorderable gallery.
- How Cancellation policy and Confirmation notes inherit from your account default, and when to override them.
Prerequisites
You'll need an existing activity to open — this lesson covers configuring an activity end to end. As of this recording, this Setup screen doesn't yet have a way to create a brand-new activity from scratch, so we're working with one that already exists.
Setting it up
- Start from your catalog. Every activity you sell lives in the Activities list — search it, and see status, capacity, and next availability at a glance. Manage Categories is right here too: drag a category up or down to change the order guests shop by.
- Basics: General. Open an activity and you land on Basics, General sub-tab — the identity fields your team needs. Name is what guests see; Internal name is optional and only shown to your logged-in staff, handy when you want something shorter or clearer than the guest-facing name on the Calendar, Manifest, and Reports screens. Then advertised length and duration, a display color for the calendar, and which categories this activity belongs to.
- Basics: Description. Switch to the Description sub-tab and you're writing for guests, not staff — a short headline hook, a shopper-facing location line, a persuasive short summary, and the full detailed description shown further down the booking page. Short summary and Detailed description are both real rich-text editors — bold and italic text, bulleted or numbered lists, and links.
- Basics: Advanced. Advanced is the operational side — receipt footer text guests see after they pay, which business location runs this activity, and whether the trip status should auto-change once the first payment comes in.
- Translate it. Set your activity up once in English, then click Generate Translations next to the language pill bar. TripWorks supports twelve languages — English, Spanish, Chinese, Portuguese, German, Italian, Japanese, Korean, Dutch, Swedish, French, and Russian. Our AI drafts every enabled language's copy at once; review the field-by-field diff per language, then apply everything you approve in a single click.
- Photos. The hero photo is the first thing a shopper sees, on the booking page and at checkout. The gallery below it fills out the story — drag a thumbnail to reorder it, and the grid updates immediately.
- Policies. Cancellation policy and Confirmation notes both start "Inheriting account default," using the same wording as every other activity and staying in sync automatically. Only override either one for the activity that genuinely needs different terms.
Good habits worth knowing
Lean on inherited account defaults instead of rewriting Cancellation policy or Confirmation notes per activity — they stay in sync automatically. And once you've filled in an activity's copy in one language, let Generate Translations do the multi-language work for you instead of hand-writing it.
Common mistakes
- Stopping at General and never opening Description. This leaves the booking page with a blank headline or summary.
- Overriding a policy field that should have stayed inherited. It silently falls out of sync the next time your account default changes.
Expected final result
A fully set-up activity has a complete identity, real marketing copy, the right operational settings, a hero photo and an ordered gallery, and policies that are either intentionally customized or simply inherited — nothing left blank by accident.
FAQ
What's the difference between the General and Description sub-tabs?
General holds identity fields your team needs (name, internal name, duration, color, categories). Description holds the customer-facing marketing copy — headline, short summary, and detailed description — that actually sells the activity on the booking page.
Do I need to write a new cancellation policy for every activity?
No — every activity starts "Inheriting account default" for both Cancellation policy and Confirmation notes. Only override the wording for an activity that genuinely needs different terms.
How do I reorder photos in the gallery?
Drag a gallery thumbnail past another one's position — the grid reorders live and saves immediately.
How does Generate Translations work?
Click it next to the language pill bar on the Basics tab. It drafts every enabled language's translatable fields at once; review the field-level diff per language and click "Apply N translations" to land them all together.
Transcript
Everything that makes an activity ready to sell — its identity, its marketing copy, its operational settings, its photos, its policies — lives in one clean, organized editor. TripWorks walks you through each piece in order, so setting up or polishing an activity takes minutes, not guesswork.
Here's the short version: open an existing activity, work through Basics, Photos, and Policies in order, and every setting is exactly where you'd expect it — with smart defaults already filled in wherever they can be, like policies inherited straight from your account.
By the end of this lesson, you'll be able to sell your activities across every channel — ecommerce, walk-ups, phone, and resellers and affiliates, both offline and OTA — all from the same setup you build once.
You'll need an existing activity to open — we'll work through configuring it end to end.
Every activity you sell lives here in your catalog — search it, see its status, capacity, and next availability at a glance. Manage Categories is right here too: drag a category up or down to change the order guests shop by.
Open an activity and you land on Basics, General sub-tab — the identity fields your team needs. Name is what guests see; Internal name is optional and only shown to your logged-in staff — handy when you want something shorter or clearer than the guest-facing name on the Calendar, Manifest, and Reports screens where your team is scanning a long list. Then advertised length and duration, a display color for the calendar, and which categories this activity belongs to.
Switch to the Description sub-tab and you're writing for guests, not staff — a short headline hook, a shopper-facing location line, a persuasive short summary, and the full detailed description shown further down the booking page. Short summary and Detailed description are both real rich-text editors, not plain boxes — bold and italic text, bulleted or numbered lists, and links, so your description can actually look like part of a real booking page instead of a wall of plain text.
Advanced is the operational side — receipt footer text guests see after they pay, which business location runs this activity, and whether the trip status should auto-change once the first payment comes in.
Set your activity up once in English, and you don't have to hand-write every other version yourself. TripWorks supports twelve languages — English, Spanish, Chinese, Portuguese, German, Italian, Japanese, Korean, Dutch, Swedish, French, and Russian — enable whichever ones you sell in, then click Generate Translations. Our AI drafts every enabled language's copy at once; review the field-by-field diff per language, then apply everything you approve in a single click.
Photos splits into two jobs: the hero photo is the first thing a shopper sees, on the booking page and at checkout. The gallery below it fills out the story — drag a thumbnail to reorder it, and the grid updates immediately.
You set a Cancellation policy and Confirmation notes once, account-wide, in your global settings — and every activity starts out "Inheriting account default," using that same wording automatically, kept in sync if you ever update the default. Only the activities that genuinely need different terms — a stricter cancellation window, different arrival instructions — get their own override, right here on that one activity, without touching the account default or any other activity.
Two habits that pay off everywhere else in Setup too: lean on inherited account defaults instead of rewriting them per activity, and let Generate Translations do the multi-language work for you instead of hand-writing it.
A fully set-up activity has a complete identity, real marketing copy, the right operational settings, a hero photo and an ordered gallery, and policies that are either intentionally customized or simply inherited — all in the same few minutes it took to read through this lesson.
Open one of your own activities and work through Basics, Photos, and Policies in that order — or book a demo if you want a walkthrough on your own account.
Related lessons
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Try it yourself
Open one of your own activities and work through Basics, Photos, and Policies in order — or book a demo if you want a walkthrough on your own account.