Travel & Hospitality

WhatsApp Automation for Tour Operators

Fill your group tours faster with instant tour info, automated registrations, real-time trip updates, and seamless coordinationโ€”all through WhatsApp.

60%
Faster tour bookings
Instant tour info converts interest to registrations
85%
Participant retention
Automated reminders reduce last-minute dropouts
10+ hrs
Saved per tour
Automate coordination, payments, and documents
4x
More referrals
Post-tour engagement turns guests into advocates
The Problem

Challenges Tour Operators Face

Coordinating groups while filling seats and managing logistics

Filling Group Tours

Tours need minimum participants to be viable. Last-minute dropouts mean scrambling or cancelling at a loss.

Payment Collection

Tracking deposits, balance payments across 30+ participants manually leads to errors and awkward follow-ups.

Document Collection

Collecting ID proofs, medical certificates, and consent forms from each participant is tedious. Someone always forgets.

Group Communication

Important updates get lost in noisy WhatsApp groups. Not everyone sees the pickup time or meeting point.

On-Trip Emergencies

When plans change mid-trip (weather, road blocks, delays), reaching everyone quickly is challenging.

Repeat Business

Past tour participants forget about you until they see competitor ads. No systematic way to stay connected.

Solutions

WhatsApp Solutions for Tour Operators

Automate tour bookings, coordination, and participant management

1

Instant Tour Catalog

Rule Starter+ $29

When prospects message, instantly share upcoming tours with dates, itinerary highlights, pricing, and seat availability.

WHEN message contains "tour" OR "trip" OR "package"
THEN send Tour Catalog Template
  โ†’ Include tour dates and pricing
  โ†’ Show available seats
  โ†’ Add difficulty level for treks
  โ†’ Include trip highlights

This instant catalog response converts curious browsers into registered participants by showing exactly what's available when they're most interested.

Pro Tip: Update the catalog weekly to show real-time seat availability. Tours with fewer seats create urgency!
2

Tour Registration Flow

Journey Starter+ $29

Guide interested travelers through a complete registration process: collecting details, preferences, emergency contacts, and initial payment.

JOURNEY: Tour Registration
  START when contact requests specific tour

  STEP 1: Collect participant details
    โ†’ Full name, age, city
    โ†’ Prior experience level

  STEP 2: Group size confirmation
    โ†’ Number of people
    โ†’ Names of co-travelers

  STEP 3: Medical & emergency info
    โ†’ Health conditions
    โ†’ Emergency contact details

  STEP 4: Send payment link
    โ†’ Deposit amount
    โ†’ Payment deadline

This structured flow ensures you collect all necessary information before taking payment, reducing back-and-forth and incomplete registrations.

Pro Tip: Add group discount calculation in the flow. "Bringing 4+ friends? Get Rs 11,000 off per person!"
3

Payment Collection Automation

Sequence Starter+ $29

Send deposit requests, track payments, and follow up on balance dues automatically with personalized reminders.

SEQUENCE: Payment Collection
  Day 1: Deposit request with payment link
  Day 3: Deposit reminder if unpaid
  Day 5: Final deposit warning

  IF deposit paid:
    Day 14: Balance reminder (15 days before)
    Day 7: Balance reminder (7 days before)
    Day 5: Final balance warning

  STOP sequence when fully paid
  ADD to "Confirmed Participants" list

Automated payment reminders eliminate awkward follow-up calls and ensure no participant's payment slips through the cracks.

Pro Tip: Include personalized payment links (Easypaisa, PayU) that auto-update CRM when payment is received.
4

Document Collection Sequence

Sequence Starter+ $29

Remind participants to submit required documents (ID, medical fitness, consent forms) with deadline tracking.

SEQUENCE: Document Collection
  Day 21: First document request
    โ†’ List all required documents
    โ†’ Attach templates/forms

  Day 14: Reminder with status
    โ†’ Show completed vs pending

  Day 10: Urgent reminder
    โ†’ Highlight missing documents

  Day 7: Final warning
    โ†’ "Submit by tomorrow or lose seat"

  STOP when all documents received
  UPDATE contact with "Docs Complete" tag

Systematic document collection with status tracking ensures no participant shows up on departure day with missing paperwork.

Pro Tip: Accept documents directly via WhatsApp - they're automatically saved to the participant's profile for easy reference.
5

Pre-Trip Preparation Guide

Sequence Starter+ $29

7 days before departure, start sending packing lists, fitness tips, weather updates, and day-wise schedules.

SEQUENCE: Pre-Trip Preparation
  Day 7: Packing list
    โ†’ Essential gear checklist
    โ†’ What we provide vs bring

  Day 5: Fitness tips
    โ†’ Last-week preparation
    โ†’ Hydration advice

  Day 3: Weather update
    โ†’ Expected conditions
    โ†’ Gear adjustments if needed

  Day 2: Final checklist
    โ†’ Day-wise itinerary
    โ†’ Emergency contacts

  Day 1: Departure reminder
    โ†’ Pickup time and location
    โ†’ What to carry for Day 1

Well-prepared participants have better experiences and fewer complaints. These daily tips build excitement while ensuring readiness.

Pro Tip: Include rental links for gear they might not have. Partner with outdoor stores for affiliate commissions!
6

Departure Confirmation

Rule Starter+ $29

Send individual confirmations with pickup details, trek leader contact, and vehicle information.

RULE: Tour Confirmation
  WHEN tour status = "Confirmed"
  AND departure is in 2 days

  SEND confirmation message:
    โ†’ Final headcount
    โ†’ Exact pickup location and time
    โ†’ Vehicle details
    โ†’ Trek leader contact
    โ†’ Group WhatsApp join link

Individual confirmations ensure every participant has all departure details saved in their WhatsApp - no searching through emails or group chats.

Pro Tip: Include a Google Maps pin for the exact pickup location to avoid confusion on departure day.
7

Real-Time Trip Updates

Campaign Starter+ $29

During the tour, send important updates about schedule changes, weather alerts, or emergency information to all participants instantly.

CAMPAIGN: Trip Update Broadcast
  SELECT all contacts
    WHERE tour = "Kedarkantha Dec 26"
    AND status = "On Trip"

  SEND schedule update

  TRACK responses:
    โ†’ Mark who acknowledged
    โ†’ Follow up with non-responders
    โ†’ Alert trek leader of no-responses

Individual messages to each participant ensure everyone sees critical updates - unlike noisy group chats where messages get buried.

Pro Tip: Ask for acknowledgment ("Reply OK") and automatically flag non-responders for trek leader follow-up.
8

Post-Tour Feedback & Photos

Sequence Starter+ $29

After tour completion, collect feedback, share group photos/videos, and request reviews with referral incentives.

SEQUENCE: Post-Tour Engagement
  Day 0: Thank you + photo sharing
    โ†’ Google Drive link
    โ†’ Basic feedback request

  Day 3: Review request
    โ†’ Google/TripAdvisor links
    โ†’ Mention referral program

  Day 7: Referral reminder
    โ†’ Personalized referral code
    โ†’ Explain benefits

  Day 30: Photo reminder
    โ†’ "Drive link expires tomorrow"
    โ†’ Download your memories

Strike while the iron is hot! Participants are most likely to leave reviews and refer friends immediately after an amazing experience.

Pro Tip: Create personalized referral codes (RAHUL500) that track who referred whom for reward fulfillment.
9

Upcoming Tours Campaigns

Campaign Starter+

Send targeted campaigns for new tours based on past participants' interests, preferences, and travel history.

CAMPAIGN: Seasonal Tours Announcement
  SELECT contacts WHERE:
    โ†’ Past participant = true
    โ†’ Difficulty preference = moderate/challenging
    โ†’ Last tour was winter trek

  PERSONALIZE:
    โ†’ Recommend similar difficulty
    โ†’ Calculate alumni discount
    โ†’ Show early bird pricing

  TRACK:
    โ†’ Interest responses
    โ†’ Convert to registrations

Targeted campaigns to past participants have 10x higher conversion than cold outreach. Your alumni list is your most valuable asset!

Pro Tip: Segment by difficulty level - don't send Stok Kangri to someone who struggled on an easy trek.
10

Waitlist & Seat Alert

Journey Starter+ $29

When tours fill up, add interested travelers to waitlist and automatically notify them when seats open up.

JOURNEY: Waitlist Management
  WHEN tour is full AND contact requests
    โ†’ Add to waitlist with position
    โ†’ Send waitlist confirmation

  WHEN cancellation occurs:
    โ†’ Notify #1 on waitlist
    โ†’ Give 24-hour window

  IF no response in 24 hours:
    โ†’ Move to #2 on waitlist
    โ†’ Repeat notification

  IF confirmed:
    โ†’ Start registration journey
    โ†’ Remove from waitlist

Automated waitlist management fills cancelled seats within hours instead of days, maximizing revenue per tour.

Pro Tip: Create urgency with the 24-hour window. Most waitlisted travelers will act fast when they know the seat goes to the next person!
CRM

Tour Participant Pipeline

Track every participant from inquiry to tour completion

Inquiry
Tour interest received
Registered
Details collected
Deposit Paid
Seat reserved
Docs Complete
All documents submitted
Confirmed
Full payment done
Completed
Tour finished

CRM Lite add-on: +$10/mo on Pro plan, included in Business

Capabilities

What You Can Achieve

Fill tours faster and coordinate groups seamlessly

Capability Starter
$29/mo
Pro
$99/mo
Business
$470/mo
Tour catalog sharing 5 tours 20 tours Unlimited
Registration flows Basic Multi-step Custom fields
Payment collection Manual tracking Auto reminders Multi-milestone
Document collection Basic With tracking Deadline alerts
Pre-trip sequences - 7-day sequence Custom per tour
Real-time updates Basic Individual Segmented
Post-tour automation - Feedback + photos Full sequence
Waitlist management - Basic Auto-notification
Participants per tour Up to 20 Up to 50 Up to 100
Team members 2 5 15

Prices in USD. View pricing in your local currency โ†’

Recommended for Tour Operators

Tour operators running multiple group tours need the Pro plan. Multi-step registration flows, automated payment reminders, document collection with tracking, 7-day pre-trip sequences, and post-tour feedback automation streamline operations. Manage up to 50 participants per tour with waitlist management for sold-out departures.

Start with Pro Plan

Fill Your Tours Faster with WhatsApp

Join tour operators across India who manage group trips seamlessly with automated communication.