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Getting Started 1 – Rezgo Settings

in Getting Started Tags: getting-started

To get you started with Rezgo, let’s take a closer look at Rezgo’s settings—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, set email addresses to be notified when you receive bookings, and a lot more.

 

You can start by navigating to where your company information is listed. This is under the main Settings tab. Click on the tab, and before you click any of the sub tabs, you can look to the right hand side to view your Company information.

Also listed here is the Location Map.

By default, this information will be filled out using what you provided on sign up, but can be changed by clicking the orange pencil button in the top right.

This is the information that will appear to customers on your receipts and vouchers, so be sure the information you’ve entered here is the address and email you wish your customers to use to contact you.

This is also the main account email where new booking notifications will be sent.

If you do make any changes, be sure to save them.

You can also toggle your booking page ‘On’ in this section. If you haven’t activated your account, you will be prompted to enter payment information for activation, and then you can turn your booking page ‘On’ so it is viewable by customers online.

The next tab under ‘Settings’ is the ‘Rezgo Account’ tab.

This is where your billing information is listed. You can edit it by clicking the ‘Change Billing Information’ button on the right side.

We’re only able to support direct credit card billing for monthly payments, but in certain cases we may be able to consider other options.

You can also view any invoices you’ve received from Rezgo below your billing information.

Next is ‘Customize Layout’.

This section is here should you wish to change what Rezgo sections are listed on your back end, or if you’d like to change what buttons are shown at the top. You can change the two buttons to a few other configurations up to and including 4 small square buttons. The default buttons are a large Point of Sale button and a small button for your ‘pinned’ items.

In the bottom area of this section, you can set what page you land on when you log in to your account, as well as hide any sections you don’t feel you need.

Below this is a text box where you can overwrite the company name displayed in the top left. Leave this blank if you wish to use the one already displayed as your header name.

Save any changes you make to this section.

The ‘Accept Payments’ tab is where you can configure any payment methods you want to offer your customers.

You have the option to enable our Built in Payments powered by TrustMyTravel, to use your own Payment gateway from our list of integrated gateways, or to not accept Credit Card payments from customers.

For a list of our supported payment gateways, please contact our support team, or check out our support site.

You can also attach a Paypal email to your Rezgo account to accept payments through Paypal standard where available.

Finally, if you have a custom way you’d like customers to be able to pay for bookings, you can add and enable them here.

The ‘Integrations’ tab is where you can view or edit any attached accounts or services. At the top, you can view your Rezgo account id also known as CID, as well as your API limit for any services attached via API keys.

Underneath this is a list of our currently available applications that can be integrated with Rezgo. These are presently in beta, so if you notice any issues with them please do let our support team know.

Further below this is the section where you can create an API key. You’ll need an API key if you want to use our Rezgo WordPress plugin, as an example, or if you want to create a custom integration with Rezgo and your website.

The ‘Templates’ section is where you’ll be able to customize the look and feel of your booking page, your interface, and any custom pages you have.

Each template that you can edit is listed here.  As an example, if you want to adjust the header of your Rezgo booking page, you’ll want to modify the Full Site Template.

If you want to change the colour of the buttons or of the calendar dates, you’ll want to modify the Rezgo Styles template.

This does take some knowledge of HTML and CSS, so if you aren’t comfortable with this yourself, you may want to work with a website designer or developer to make adjustments.

If you wish to match your website to your Rezgo booking page and plan to link to it directly, we do offer a paid service to co-brand your full site template to match your website, provided we are able. Please reach out to our support team for more information.

In this video, we’ll be starting with the Notification section of your Rezgo Settings.

This is the section where you can adjust or add to notifications on your Rezgo account, or add completely new ones if needed.

Firstly, if you’d like to change which Rezgo notifications are sent to you from the account, you can click on the ‘Manage Alerts’ button in the top right. Here you can add or remove emails from specific notifications, or disable the notifications entirely. We generally recommend leaving these enabled so you’re alerted when bookings or gift cards are purchased, but if you need to you can disable them.

If you’d like to create a notification, you can do so by clicking the Create Notification button.

You have a few different options and triggers you can use.

First, give it a name, then you’ll want to pick when it sends and why:

The ‘If’ section lets you pick if the notification is sent when a booking is made, if it is x amount of days before or after the booked for date, or if the booking is set to pending, received or cancelled.

The ‘For section allows you to control which Inventory Options this notification is sent for. For example, if you have a tour that has specific instructions for the customer, you may want to create a custom notification to be sent out when this option is booked.

The ‘Then’ section allows you to select if the notification is sent as an email or SMS to the customer, or even if you need to send an email or SMS to a completely different person or organization.

Finally, on the main Notifications page you can click on individual default notifications to customize them.

The default system notifications cannot be disabled, but certain parts of it can be adjusted.

For example, editing the ‘Status change to Confirmed’ notification allows you to add additional content to the notification that would appear before or after the booking information included in the default notification.

If you’d like a bit more control or need to send something specific, you may want to create a new notification instead.

‘Security Groups’ is where you can assign permission levels to users on your Rezgo account.

There are a number of default security groups you can use, or you can make your own.

If you require any users you work with to have access to your Rezgo settings, you’ll need to set them up with Site Administrator access, or create a custom security group. Default security groups cannot be modified, but you can make a copy of any and add or remove permissions as needed.

You can also set up a Security Policy for all Rezgo users that controls when they must update their user passwords, how long a login session can last, or if you want to enable 2-Factor Authentication for all Users on the Account among other security settings.

The ‘Custom Fields’ section allows you to hide or add fields in your Inventory Items. If for example your tours do not need a section for ‘Things to Bring’, you can hide it so it will not appear on the booking page or on receipts.

You can also create additional fields for your inventory items, visible to your customers or not, where you can add more content that differs from the original fields in Rezgo. This can be used to add questions you’d like your agents to ask customers when booking, among other things.

When creating custom fields for your Contacts, or for the Waiver, they will appear below the inventory waivers on this page.

The final settings section is ‘General Settings’.

Here is where you can find most of the more specific settings for your Rezgo account. We’ll go through them here in this video, but if you have any further questions please do let our support team know. Please note that changes are saved as you make them on this page.

First, the Analytics code section gives you space to add a General Code, a Conversion Code or Google e-Commerce codes. If you’re using Google analytics to track conversions on your booking page, you can add your e-Commerce Account ID here. Any other accounts’ codes can be added to the Conversion Code or General code sections.

In the ‘Booking Line Item Labels’ section, you can set specific labels for your line items that all Rezgo users on the account can choose from. If this is left blank, any label can be entered and used when adding a line item to a booking. You can also choose to allow users to both select from label choices but also enter new labels as needed.

The TourShield section allows you to disable or enable offering TourShield protection to your customers. TourShield is an optional trip coverage that your customers can choose to purchase that is available at no cost to you. Your customers can pay for the coverage, and should they be unable to attend your tour for a covered reason they would work with TourShield to cover the cost of the tour.

If you have any questions about TourShield, please check out our support pages.

The Verified Guest Reviews section allows you to disable or enable Rezgo’s built-in Reviews system. Rezgo’s reviews are tied to the system and cannot be displayed through other services. You can also read more about reviews on our support site.

In the ‘Other Accounts’ section, you can attach a Twitter account, attach SeaWorld Credentials (if applicable) or attach a TripAdvisor URL.

Email Import is a legacy section that allows you to enable an email address that you can use to import bookings manually by email. You can review the format to be used for email importing on our support page.

The ‘Distribution Fields’ section is another legacy section for use with older integrations with Expedia or Viator. This is not needed if you are connected with them via API.

The System Formatting section allows you to adjust the Date Format, Time zone that your tours run on, as well as change what day of the week you’d like the calendar to start on.

The Rezgo Fees section is where you can adjust if you’d like your customers to cover the cost of your Rezgo fees or not. You can disable one or both of these options, as well as adjust the name of the fee on your booking should you choose to forward this charge on to your customers.

Display and Layout controls functions of Rezgo to do with how your customers interact with your page when booking, or specific settings for the Point of Sale. Using the order system allows your customers to book multiple tours at once, and disabling or adjusting some of the other options can result in quicker loading. You can also choose to bundle line items together if you wish to group line items as taxes and fees.

The Point of Sale section controls some functions and behavior of the back end. You can choose to let Rezgo decide where to land when a booking or order is created, or force it to land on only one or the other. You can:

  • display and hide availability
  • collect or disable collection of group information
  • wait for a search before displaying results
  • require entered confirmation numbers for purchases
  • require a desk selection when searching
  • allow or not allow bundles to be used on the point of sale
  • or allow or not allow pos bookings without filling in required fields.

Some of these options require the use of forms, or desks, so if you have any questions about set up or what may be best for what you’re setting up, please let our support team know.

The ‘Sales Desks’ section allows you to limit products that can be sold through desks, as well as disable the opening and closing of desks if you need to. This is primarily used by businesses with a lot of physical locations and agents, so if you’re working with a larger group this may be something that you need.

Price Sheet Commissions is where you can adjust the specifics of how commissions are calculated account-wide. If you wish commissions only to be calculated on Received bookings, this is where you would adjust that. Same with split commissions, or allowing negative commissions.

Other Settings is the final section in the general settings, and where a few of the more core settings are located.

Here you can set up or disable an auto-archive of bookings, you can adjust how booking status is managed, you can disable the cancellation of checked-in bookings or you can require a cancellation reason in order for a booking to be cancelled.

You can also set up waiver signature behavior, and whether or not you’d like to use the default web form or a Wacom signature tablet.

You can even allow or disable new payment methods when adding transactions to bookings.

The marketing consent form can be disabled if you do not want to request consent to market to your customers, but if you plan to email your customers at any point after the tour we recommend you keep this enabled, especially if you’re subject to the new GDPR rules or other federal spam regulations.

The last setting is a toggle for SOX compliance. This is a setting that can be used if you wish to protect against potential fraudulent accounting or auditing activities such as accepting your own stock transfers. This is not mandatory but we suggest that you research Sarbanes-Oxley compliance if you are concerned and wish to know more.

As always, we at Rezgo support hope this video was helpful to you, and hope that you let us know if you have any lingering questions.

 

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4 thoughts on “Getting Started 1 – Rezgo Settings

  1. We’ve made some updates to the system so the videos don’t quite match any more but you should still get a good sense for where everything is and how it all works. If you run into any problems, just let the support team know and they will help out. New videos are on the way.


  2. What i see on my dashboard layout is different from what the videos shows. How should i proceed?


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