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Support Articles

Let’s take a closer look at your Rezgo settings page. There’s a lot to go over, but these are the steps that will let you truly customize your Rezgo experience to your business. The pages here let you set the information about your company that shows up on your customer’s receipts, set up 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 Settings, in 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 edit button in the top right.

This is the information that will appear to customers on your receipts and tickets, 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.

The next section under ‘Settings’ is ‘Rezgo Account.’

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

We only accept direct credit card billing for monthly payments, but in certain cases where that’s not possible, we may be able to consider alternatives. Talk to your customer success representative if you have questions.

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

The final section under Management is Website & Widget. This is where you set any custom domain you want to use and set up any widgets you want to embed on your website. We talk about this is an earlier video.


Next, let’s look at the Operations sections of your settings page.

Under Payments You Accept, you can configure any payment methods you want to offer your customers.

By default, your options are to connect with Stripe, our partnered payments platform, to enable a Merchant 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 connect a PayPal account to your Rezgo account to accept payments through PayPal where available.

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

Next, let’s take a look at Notifications You Send.

This is the where you can adjust or add to notifications on your Rezgo account, or add completely new ones. These include messages to your customers and alerts sent to you, your staff or your partners.

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 ‘When’ section lets you pick if the notification is sent when a booking is made, if it is x amount of days or hours before or after the booked for date, or if the booking status is changed.

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.

The ‘And’ section lets you add other conditions. Right now, that includes unsigned waivers so you can remind customers to sign waivers before their event.

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 them 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.

In the next section, you’ll find Integrations. You’ll only need to visit this page if you’re setting up an API key.

‘Security Groups’ is where you can assign permission levels to users on your Rezgo account. This lets your staff and agent access the sections of the system they need access to, while restricting them from the sections you want to keep more secure.

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 your 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.

Look and Feel

Look and Feel is where you can make Rezgo your own. Customize your email and website templates, set up custom pages, tweak your Rezgo admin experience, and add or edit custom fields.

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.

Next, you can adjust your Title and Sidebar

This section is here if you want to change the Rezgo sections that 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 want to use the one already displayed as your header name.

Save any changes you make to this section.

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.

System Behavior

The System Behavior section is where you can adjust the ways Rezgo works. System Configuration changes fundamental behavior–you can turn certain features on and off, add restrictions, change how certain calculations work, and a lot more. This is complex stuff, so take care when making changes here.

General Settings let you set up analytics, verified guest reviews, and refund protection, attach accounts for certain integrations, choose date and time settings, and configure how you want your Rezgo fees to be handled.

In these sections, you can find most of the more specific settings for your Rezgo account. We’ll go through many of them 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 connect Google Analytics 4 or Google Tag Manager with your analytics codes. You can also a Google e-Commerce Account ID here. Any other accounts’ codes can be added to the Conversion Code or General code sections.

The Refund Protection section allows you to disable refund protection if you don’t want to offer it to your customers. You can read more about refund protection here.

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 page.

In the ‘Other Accounts’ section, you can attach credentials for certain third-party services that you have pre-existing relationships with.

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

Finally, 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.

Under System Configuration, you can tweak a lot more about the system. This section can make some pretty substantial changes to how Rezgo functions, so check out our help section or support site, or talk to support if you want to know more.

Here are a few of the things you can adjust in this section:

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 Purchasing section controls functions of Rezgo to do with how your customers interact with your page when booking, or specific settings for the Point of Sale. You can decide whether to send cart abandonment emails if your customers don’t finish their checkouts, enable availability holds to lock spaces for customers while they are checking out, and prevent customers from downloading their own tickets.

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.

You can also choose to bundle line items together if you wish to group line items as taxes and fees.

The Booking Management section controls how you and your staff can interact with bookings. You can auto-archive bookings to make your bookings list load faster, automate resource additional and removal, and set all kinds of restrictions and requirements for cancellations and comment display.

Gift Card Management lets you configure how you want gift card purchases to work, assuming you want to allow them.

Ticket Check-In lets you add restrictions that will keep your customers from easily checking themselves in erroneously.

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. Among other things, 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 settings 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 ‘Transactions’ section lets you configure, enable, or disable tips on front-end bookings, payment requests, and/or EMV transactions. You can set tips to be requested as percentages or fixed amounts, and you can optionally set recommended percentages and recommended amounts.

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 want commissions to only 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.

You can enable or disable our AI features, which let you compose tour descriptions more easily and can help you find the report data you need.

You can set the inventory list to paginate or stay on one page.

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 last setting is a toggle for SOX compliance. This is a setting that can be used if you want to protect against potential fraudulent accounting or auditing activities such as accepting your own stock transfers. This is an optional setting, but some businesses are required to follow these regulations. We recommend 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.