TourOptima, formerly Curated Planet, is a guest communication and location-sharing platform for tour operators. It reaches travelers by email, SMS, WhatsApp and in-app notifications before, during and after a tour, and supplies a branded mobile app with separate views for travelers, guides and office staff. It is built for operators running guided departures at volume.
Connecting TourOptima to Ventrata gives it your booking data and booking changes, so it can enhance or replace Ventrata's default email notifications and campaigns for guests who need more advanced communication. It also shows which messages are unread, so your staff can follow up.
To learn more about TourOptima, visit touroptima.com.
Primary website | |
Tags | Communications · Custom Apps |
Developed by | TourOptima (using Ventrata's OCTO API) |
This app connection links your Ventrata account with TourOptima so it can send guest messages and run its guide and location tools from your live bookings. Features of this connection include:
Reads all your booking data – including customer contact information.
Receives booking changes – as they happen.
Messages your guests – using the communications you configure in your TourOptima account, such as confirmations, welcome messages, reminders, waivers, on-trip documents, tipping requests, surveys, review requests, upsells, cross-sells and vehicle location updates.
‼️ IMPORTANT
TourOptima will process your guests' personal data. Review your privacy policy and terms before connecting.
Creating the TourOptima Connection
🔐 Required Role Permissions: See Connections, Modify Connections, See Connection Key
Before you begin:
You must have a TourOptima account. To get started, contact them through touroptima.com/schedule-demo or at [email protected].
In Ventrata Dashboard, go to Connections → Connections, click + New Connection, and select TourOptima from the list of partners.
(Optional) You can also set the connection Name of your choosing, which may be helpful if you plan to have multiple TourOptima connections and would like to differentiate between them more easily in the future.
Press the Create Octo Connection button.
📗 TIP
If needed, you can also allow or disallow products or destinations on the connection level to limit what TourOptima can access.
Sharing Access with TourOptima
Securely share the OCTO API key shown on the connection you've created with your TourOptima contact so they can complete the setup on their side.
Your Ventrata configuration is complete. You can revoke access at any time by deactivating the connection.
Sharing Dashboard access. If TourOptima also needs the Dashboard, create a Ventrata user for them with a role that has only the permissions they need (see How to Set Up Roles), and remove it when you stop working with them.
Managing the TourOptima Connection
Revoke access by deactivating the connection.
Allow or disallow products: limit which destinations, products and options TourOptima can access. See how to allow or disallow products.
Rename the connection to tell several TourOptima connections apart.
Add the TourOptima team: If you want help with setup and TourOptima configuration, invite them as Ventrata users and assign only the permissions they ask for.
Adding the TourOptima team to your account
If you need assistance with setup and TourOptima configuration, we highly recommend granting the TourOptima team access to your Ventrata Dashboard.
When inviting a new user, make sure they are from the TourOptima team and have an @touroptima.com or @curatedplanet.com email address, and assign only the necessary permissions as requested.
Required role permission: Users.
What TourOptima automates
TourOptima centralizes messaging across email, WhatsApp, SMS and push notifications within a fully branded mobile app. It automates booking confirmations, welcome messages, reminders, waivers, on-trip documents, tipping requests, surveys, review collection, upsells, cross-sells and vehicle location updates, and shows which messages are unread or viewed.
Connection Features Detailed
This section is for anyone who wants to know exactly how the TourOptima connection works: what TourOptima does with your Ventrata data, and which Ventrata OCTO API calls it makes.
Reads products | ✅ |
TourOptima reads the products enabled on the connection. This works as follows:
Typically with TourOptima: it does this around the clock. |
Reads bookings | ✅ |
Gets all booking data, including customer contact details. TourOptima retrieves all booking data from your account. This includes customer contact information. Gets booking changes in real time. TourOptima receives updates on booking changes as they occur. Uses the data for messages sent from its own platform. Messages are configured in your TourOptima account. It reports on unread messages so staff can follow up and see whether messages were viewed.
This works as follows:
Typically with TourOptima: it does this around the clock.
What this means for you: Guest names and contact details are shared with TourOptima. |
Creates and changes bookings | ✅ |
TourOptima creates or changes bookings in Ventrata. This works as follows:
|
Redeems tickets | ✅ |
TourOptima looks up and redeems tickets in Ventrata. TourOptima looks up a ticket and marks it as redeemed, so the redemption shows on the booking in Ventrata. |
✅ supported
FAQs
TourOptima cannot see some of my products.
TourOptima cannot see some of my products.
Check which destinations, products and options are allowed on the connection, and confirm that your products and options are enabled for sale on the Direct API source. If the issue persists, contact Ventrata Technical Support.
📚 More about Ventrata connections
Partner Information
Curated Planet, LLC
9 East Loockerman Street, Suite 311, 19901 Dover, DE, United States
Ventrata Partner ID: 1cff4e40-0c93-44bc-b159-d1f061d32be4