ApproveThis manages your Orioly Integration approvals.

Why Approval Automation Matters in Tours & Activities

Tour operators and activity providers face constant pressure to balance speed with accountability. Every new booking, last-minute change, or client update requires coordination between guides, vendors, finance teams, and external partners. Manual approval processes create bottlenecks that lead to missed opportunities – like turning away group bookings because your team couldn't quickly confirm guide availability.

ApproveThis solves this challenge by adding structured decision-making to Orioly's booking management capabilities. Together, these platforms create an operational rhythm where bookings move forward at the pace of customer expectations while maintaining financial and operational oversight.

How It Works: Orioly Triggers Meet Approval Logic

Through Zapier, ApproveThis connects to Orioly's real-time booking data to automate approval routing. When a new $5,000 group booking appears in Orioly, ApproveThis can:

• Route it to the operations manager for guide availability check
• Forward to finance if deposit exceeds standard thresholds
• Require CEO sign-off for VIP client discounts

Approvers receive email notifications with key details – no need to log into Orioly. This is critical when working with external guides or temporary staff who shouldn't have full system access.

Real-World Use Cases for Tour Operators

1. High-Value Booking Approvals

A Costa Rica rafting company uses the New Booking trigger to automatically flag reservations exceeding 15 participants. ApproveThis routes these to both the safety manager (to verify guide-to-guest ratios) and the operations director (to confirm vehicle capacity). Approvals happen in under 2 hours instead of the previous 3-day email chain.

2. Last-Minute Change Management

When a Paris walking tour company needs to modify bookings due to sudden venue closures, their Updated Booking workflow ensures:

• Route date changes to the affected guide
• Send alternative routes to quality assurance
• Automatically update Orioly upon final approval

3. Partner Commission Approvals

A safari outfitter integrated the New Contact trigger to handle partner agency referrals. When a new travel agent is added in Orioly, ApproveThis:

1. Verifies IATA certification with uploaded documents
2. Routes commission rate approval to accounting
3. Syncs approved rates back to Orioly for automatic payout calculations

Key Features That Make This Work

ApproveThis adds critical oversight layers to Orioly's operational foundation:

Approval Thresholds: Automatically approve standard bookings (under 10 guests) while flagging exceptions for review. Reduces approval volume by 60% for most operators.

Vacation Delegation: Ensure substitute guides can approve schedule changes when primary leaders are off-grid on multi-day treks.

Calculated Fields: Auto-flag bookings where the guide-to-guest ratio falls below safety standards or per-person costs exceed seasonal thresholds.

Implementation Guide

Step 1: Connect Orioly to Zapier using your existing credentials
Step 2: Choose trigger events (New Booking, Contact Update, etc.)
Step 3: Map Orioly fields to ApproveThis' dynamic templates
Pro Tip: Use ApproveThis' calculated fields to auto-determine approval paths based on Orioly's booking value or participant count.

Team-Specific Benefits

Operations Managers

Cut daily approval-related emails by 80% while maintaining compliance. Real-time dashboards show which bookings are awaiting guide assignments or vehicle confirmations.

Sales Teams

Close group deals faster with automated upselling approvals. If a client requests adding 5 more participants, sales triggers an immediate approval check against guide availability – often during the sales call.

Finance Controllers

Maintain budget oversight without micromanaging. Set automatic alerts for any Orioly booking exceeding $10K or commission rates above 15%. Approvals happen before the booking confirms, preventing post-facto disputes.

Why This Becomes Your Operational Backbone

Combining ApproveThis with Orioly isn't just about faster approvals – it's about creating an audit-ready system that scales. A Utah ATV tour company used this integration to:

- Handle 300% more last-minute bookings during peak season
- Reduce accounting errors by linking approved rates to Orioly's payout system
- Cut client dispute resolution time from weeks to hours with full approval trails

Getting Started

ApproveThis requires no per-approver licensing – your external guides or partner agencies can review requests via email without Orioly logins. Start with your highest-friction process:

1. Group booking approvals
2. Seasonal rate changes
3. Partner commission setups

Most tour operators launch their first workflow in under 45 minutes using pre-built templates.

Final Call: Approval Automation as Competitive Edge

In the experience economy, slow approvals mean lost bookings. ApproveThis + Orioly ensures you can say "yes" to complex requests while maintaining control. Every approved booking becomes a case study in responsive operations – from family reunions needing custom itineraries to corporate groups requiring last-minute adjustments.

Start your free trial or book a custom demo to see how approval automation applies to your specific workflow challenges.