Tourseta Glossary

An abandoned booking is created when a traveler starts checkout but does not complete payment. These bookings can trigger automated follow-up emails. They help recover lost conversions.

Auto-charge means payments are charged automatically to a saved payment method. This is typically used for installment payments. If an auto-charge fails, the payment must be handled manually.

The back office is the admin-facing part of Tourseta used by operators. It is where tours, bookings, payments, and customers are managed. Travelers do not have access to the back office.

The Booker is the person who creates and pays for the booking. They receive most transactional emails and manage payments.

A booking is a confirmed reservation for a tour departure. It includes travelers, rooms, extras, payments, and status. One booking always belongs to one tour and one departure.

A customer is a person stored in your database with one or more interactions. Customers have access to the Customer Portal. Their profile aggregates booking and payment history.

The customer portal is the traveler-facing area after booking. Travelers can view trip details, manage payments, access documents, and see tour messages. Also, they can modify settings (emergency contact details, payment methods) and see past trips.

A coupon is a discount code that can be applied during checkout. Coupons can be a fixed amount or percentage and can be limited by usage, tour, dates, or departure.

A deposit is the initial payment required to confirm a booking. Paying the deposit usually reserves the traveler’s spot. The remaining balance is paid later. The deposit can be 0.

A departure is a specific date on which a tour runs. Each departure has its own pricing, availability, and bookings. Travelers always book a departure, not just a tour.

A document is an e-document that travelers must sign electronically. It can be required before checkout or after booking. Signed documents are stored with a timestamp and IP address.

An extra is an optional add-on that can be purchased with a booking. Extras can be priced per booking or per traveler. Examples include transfers or optional activities.

Forms define which traveler details are collected during checkout or after booking. They are used to request information such as personal details, preferences, or documents. Forms can be requested at checkout or post-checkout.

An installment is a scheduled payment that is part of a Payment Plan. Each installment has its own due date and status. Installments can be charged automatically or manually.

A lead is a potential customer who has not completed a booking. Leads are created through brochure downloads, waitlists, preregistration, or contact forms.

A manual payment is a payment added or charged by an admin. It is commonly used for bank transfers, cash, cheques, or special cases. Manual payments still affect balances and reports.

The operations itinerary is a detailed, hour-by-hour plan for a specific departure. It is used by travelers and guides and can differ per departure, unlike the general tour itinerary. Guides can see both traveler-facing details and internal guide notes.

A payment charge is a manual card charge made by an admin using a saved payment method or a new card added to the customer.

A payment plan defines how a booking is paid over time. It can include a deposit and one or more installments. Payment plans are configured per tour or departure.

A resource is a link or document attached to a tour or departure. Resources are used to share additional information with travelers or internal teams.

A room type defines accommodation options and capacity rules. Examples include single, double, or shared rooms. Room types affect pricing, availability, and rooming lists.

A tag is an internal label used to organize records. Tags can be applied to tours, leads, or customers. They help with filtering and workflows. Tags can be added and managed in the organization settings.

A tour is the main product you sell. It defines the trip content, structure, and pricing logic. Tours do not have dates on their own, but via Departures.

A tour message is a one-time or scheduled communication sent to travelers. Scheduled messages are sent automatically at a defined time or relative to an event, such as before departure.

A traveler is an individual participating in a booking. A booking can include one or more travelers. Traveler details are collected during or after checkout.

A user is an admin account with access to the Tourseta back office. Users manage tours, bookings, payments, and customers. Travelers and bookers are not considered users.

A waitlist allows travelers to register interest in a fully booked departure. Waitlisted users are stored as leads. A waitlist does not reserve a spot.

A widget is an embeddable component placed on an external website. Widgets are used for booking links, brochures, or lead capture. They connect external pages to Tourseta.