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Getting Started 1 – Rezgo Settings

in Getting Started

To get you started with Rezgo, let’s take a closer look at Rezgo’s Settings options—some of the first things you’ll want to configure for your new Rezgo account. These pages let you set the information about your company that shows up on your customer’s receipts, add system users so your staff can securely access your Rezgo account, set email addresses to be notified when you receive bookings, and a lot more.

To begin, click Settings in the menu on the left side of the screen. If you don’t see a menu, you can open it by clicking the grey box with coloured lines.

Start customizing your settings by filling out your Company Profile.

Company Profile

Here, you can set your company’s contact information. This information will be shared with customers who book your tours, activities, events or attractions, so you’ll want to make sure you complete it accurately.

You can also select your company’s location on the map by zooming in to the location and clicking to set a pin.

Click Save Changes to save your company profile.

Rezgo Account


Before you can start taking bookings, you’ll need a payment method on file. If you’re not ready to enter a credit card you can skip this section for now. Please note that once you put a credit card on file, your account will be taken out of Test Mode. Any bookings made after this point will be subject to a transaction fee.

To add a card or change your billing address, click Change Billing Information. If you’ve already attached a credit card to your account and don’t want to change it, leave the credit card fields blank. Otherwise, enter the information of the card you’ll use to pay your invoices.

Click Save Changes to continue.

System Users

If more than one person will be accessing your Rezgo account, you can create a unique user account/login for each person. This is particularly useful if you have staff that will be taking bookings over the phone or by a Point of Sale interface at a ticket office. Setting up multiple system users will also let you track their activity in Rezgo and keep your account secure.

You can create as many system users as you’d like—there’s no limit,  and Rezgo doesn’t charge per user.

First, click Create New User. Enter a unique username, and choose a permission level from the list:

• System Administrators can access everything on your Rezgo account.

• Administrators can access everything but the settings.

• Product Managers can access inventory.

• Booking Managers can access all bookings.

• Booking agents can access the Point of Sale and any bookings they create or are assigned to them.

You can also create custom permission levels, but that’s a more advanced function.

Fill out the email address of the user in question, as well as their first and last name. You can activate the new system user immediately or toggle the Active setting off to save the user for later.

Finally, click Create User to continue.

Templates

By customizing templates, you can co-brand or “skin” your Rezgo website to match your existing website. You can also customize the look of messages, vouchers, and your mobile site template.

Co-branding your Rezgo site does require HTML knowledge, so you may need to ask your web designer to help you. If you’d like our support, please contact our support team.

To customize any template, find it in the list and click Modify. You can modify the existing HTML code and add your own. Click Save and Close when you’re done. To activate a custom template, click the slider from Default to Active.

To customize the Rezgo CSS, modify Rezgo Styles.

In this section, you can also manage the content of your site’s Introduction, About, Contact, and Terms and Conditions pages. Click Modify on the page in question, add your content, and click Save and Close when you’re done. Similarly, if you need more content pages within your Rezgo website, you can add custom pages by clicking Create New Page. Give your new page a name, add your content, and click Save and Close. Make sure to toggle your content pages to Active when they’re ready to go live.

Notifications

If you’d like to have an email sent to yourself or someone you designate whenever a booking is made in Rezgo, you can set that up here. You can also create webhook notifications.

To create an email notification, click the Create Notification button. Click Email, and enter the name and email address of the individual that you want email notifications sent to. Click Create Notification to save the entry. You can add as many notifications as you need—each email address you add will receive notifications of every booking made through your Rezgo account.

For advanced information about webhook notifications, please see our support website.

API Access

One of the most powerful features of Rezgo is the API. The API, or Application Programming Interface, allows other applications or websites to connect to your Rezgo account in order to access tour data and availability, make bookings, and even submit payments. If you plan to use the Rezgo WordPress plugin or the open source PHP application, you’ll need to have an active API Key with the correct permissions.

To create a new API Key, click Create API Key. Enter any IP addresses that will access the API with your key, and select the actions the API should allow. When you’ve made your selections, click Create Key. Your new API Key will appear in the list. You can create as many API Keys as required, but note that all Rezgo accounts have a combined hourly API limit for all keys.

Payment Methods

This section lets you set up the ways you can be paid by your customers.

If you plan to accept payments through Paypal, click the Accept PayPal toggle. Click Attach a PayPal Account and enter your PayPal Email. If you need more information about setting up PayPal Standard Payments, visit our support page.

If you plan to accept credit cards ONLY through PayPal standard, you DO NOT need to check any credit card types. You should also toggle Accept Credit Cards to the off position.

If you plan to process credit cards manually or through a payment gateway, make sure Accept Credit Cards is toggled on.  Select the credit card types that you accept from the available options.

If you are using a payment gateway, select “Process credit cards online using a Payment Gateway” from the selection box, then take the following steps:

  1. Select a gateway from the pop-up window, or click Attach Gateway and then select a gateway.
  2. Enter the credentials provided to you by your payment gateway.
  3. Select the credit cards you’ll accept through that gateway.
  4. Click Attach Account to save your configuration.

You can also enter any additional manual payment methods in the space provided. These might include options like gift certificates, cash on-site, cheques, or “bill me later.” Bookings that are made with a manual payment method or a credit card that isn’t processed through a payment gateway will be flagged in the system as Pending.

When you’re happy with your payment settings, click Save Changes.

Domain Names

Rezgo gives you the ability to co-brand your domain name. Using your own domain name gives customers the impression that they’re still on your website, rather than a separate booking site. Co-branding your domain also gives you some search engine benefits. To co-brand your domain, you will need to have access to your domain name manager. Most domain name registrars, like GoDaddy, Dotster and DomainPeople, offer domain name managers that let you control where your domain points.

We recommend creating a sub-domain, like booking.yourdomain.com or reservations.yourdomain.com, and pointing that to your Rezgo account. Follow the instructions on the settings page to create a CNAME record in your domain name manager. To check to see if the domain has taken effect, type your new domain in your browser address bar.  If you are taken to the Rezgo website, you will know that the CNAME is active. It may take time for the CNAME record to activate, depending on your domain name registrar.

To add a sub-domain to your account:

  1. Click Attach Domain Name
  2. Enter your sub-domain in the box labelled New Domain
  3. Click Attach Domain.

If the sub-domain is correctly pointed to Rezgo, you’ll be able to attach the domain. If not, the system will alert you.

Security Policies

If you’re going to set up multiple system users, you may want to set up some security policies to make sure your Rezgo account isn’t compromised with weak passwords.

By moving the sliders, you can enforce the minimum length of your users passwords, the complexity required, the maximum length of their logged-in sessions, and the length of time before their passwords must be changed. You can also toggle whether users are allowed to change their own passwords and whether they can keep the default password you set initially.

These policies also apply to your root user account.

Click Save Changes once you’re happy with your security policy settings.

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