getting started with rezgo guide

Rezgo ® Getting Started Guide of 27

© Copyright Sentias Software Corp 2005 – 2012. All Rights Reserved


Copyright Notice

This document and the software to which it refers to is copyrighted by Sentias Software Corp. Use of

this documentation and the software to which it refers is subject to the acceptance of the Terms of

Use referenced in this documentation and available online at http://www.rezgo.com. Rezgo ® is a

registered trademark of Sentias Software Corp. All rights reserved. All other trademarks, and

registered trademarks are the property of their respective owners.

All rights reserved. No part of this guide may be reproduced or transmitted in any form or by any

means, electronic or mechanical, including photocopying, recording or by any information storage or

retrieval system without written permission from Rezgo.

Rezgo ® (A Division of Sentias Software Corp.)

718-333 Brooksbank Avenue, Suite 320

North Vancouver, British Columbia, V7J 3V8 Canada

Tel: (604) 983-0083

Email: [email protected]



Table of Contents

1. About this Guide...........................................................................................4

2. Who Should Use this Guide?..............................................................................5

3. Customizing your Rezgo Settings........................................................................5

3.1 My Company Profile...............................................................................6

3.2 My Rezgo Account.................................................................................6

3.3 My Site Template..................................................................................7

3.4 My Site Pages.......................................................................................7

3.5 My Vouchers and Tickets.........................................................................8

3.6 My Payment Methods.............................................................................8

3.7 My Analytics Code.................................................................................9

3.8 My Domain Names................................................................................10

3.9 My Rezgo Settings................................................................................11

3.10 My Administrators..............................................................................11

4. Creating Your First Tour.................................................................................12

5. Create a new option.....................................................................................14

6. Adding Custom Form Fields.............................................................................16

7. Add your first rule........................................................................................18

8. Link your Rezgo booking engine to your website....................................................20

9. The Customer Booking Experience....................................................................22

10. Add a new booking using the point of sale.........................................................23

11. Managing Your Bookings................................................................................25

12. Rezgo reports and manifest...........................................................................26



1. About this Guide

Welcome to Rezgo and thank you for taking the time to sign up and explore the system. Our

goal is to have you set-up and accepting bookings from your online customers as quickly and

comfortably as possible. To that end, the following guide is a series of tutorials that will

guide you through the main sections of the system and provide you with directions on how to:

1. Customize your Rezgo Settings

2. Creating your first tour

3. Add your first rule

4. Link your Rezgo booking engine to your website

5. The customer booking experience

6. Add a new booking using the point of sale

7. Rezgo reports and manifest

We’ve worked hard to make Rezgo easy to use. That said, there are a lot of parts to the

system and we certainly don’t expect you to know all of them right away. If you ever find

yourself confused or unsure about how to do something, just pick up the phone and give us a

call at one of our support numbers, email us, or chat with us live. We don’t just provide

technical support either, we work with a lot of businesses just like yours and can often

provide best practices for you as well.

Toll Free US/Canada +1 (888) 310-3652

UK/Ireland +44 (20) 3286 3683

Australia +61 (2) 8003 4803

Canada +1 (604) 983-0083

Email support @ rezgo . com

Skype rezgo.support


mailto:[email protected]






In addition to this guide we have full user documentation, a vibrant support forum, and

additional tutorials available for you online. They can be found at:

Rezgo User Documentation http :// support . rezgo . com

Rezgo customer community http :// www . getsatisfaction . com / rezgo

Video Tutorials http :// www . youtube . com / rezgo videos

2. Who Should Use this Guide?

This guide is designed for tour, activity, attraction, and event operators who have signed up

for Rezgo and would like to learn more about how to use the system. This is guide is most

effective when used in tandem with the Getting Started video series.

3. Customizing your Rezgo Settings

Watch the Tutorial Video:

http://rezgo.me/gs1

Let's take a closer look at the Settings section of the Rezgo administration system. The

Settings control things like the business name and address that gets displayed on receipts and

vouchers, the look and feel of your booking engine, your payment methods, and who has

access to log into your administration account.

Generally speaking, once you’ve customized your settings you probably won’t need to go into

the settings area very often.

From the Dashboard, click on the setting button located in the upper right side of the screen.

You’ll be presented with the main settings page. This page shows you:


http://rezgo.me/gs1

http://www.youtube.com/rezgodotcom









http://www.getsatisfaction.com/rezgo









http://support.rezgo.com/








1. Your CID (unique company account ID)

2. Your API Key. If you have not created one already, click on the “Create API Key” to

generate your API Key. Don’t worry about writing it down, it will be stored with your

account.

3. You’ll find the link to your front-end booking engine. This is where your tours and

activities will be made available for customers to book.

4. You’ll find an option to turn your site on. You can leave this for now and we’ll come

back to it when you’re ready to go live.

On the left hand side of the screen you’ll find a number of buttons that relate to the different

settings you can control.

3.1 My Company Profile

The company profile is your company name and address as you would like it to appear to

customers who book your tours, activities, or events. Complete the information as best you

can.

You also have the option to geo-tag your company address if you choose to.

If you have a twitter account, you can add your twitter account name in the field provided.

Your twitter name will be added as an @mention when customers share your tours or

activities on twitter using the twitter share buttons in Rezgo.

The next area gives you the option to specify email addresses that will receive confirmation

emails from Rezgo. Each address that you enter in these fields will receive booking

confirmations and other notices from Rezgo.

To save your changes, click on the “Save Changes” button.

3.2 My Rezgo Account



If you are ready to add your credit card information to your account, you can do so by clicking

on the “Change my credit card”. Enter in your credit card information and click the Save

button.

To update your billing address, click on the “change my billing address”. Enter your billing

address and save the changes.

If you are not ready to add your credit card, you can skip this section and continue on to the

next section.

3.3 My Site Template

This section allows you to co-brand or “skin” your Rezgo website to match your existing

website. If you have an existing website and you would like to make Rezgo match your

current design, click on the tab that says “I want to use my own template”. You’ll be

presented with a text area where you can copy and paste HTML code.

Co-branding your Rezgo site does require some HTML knowledge, so you may need to ask

your web designer to help you. If you would like us to help you with this, just let us know.

In most cases, we can co-brand your Rezgo site for you as a complimentary service.

You also have the ability to adjust the Rezgo CSS. Use the box labeled “Customize the Rezgo

CSS” if you would like to make adjustments to the booking engine display. You can access the

existing Rezgo CSS by clicking on the link that says “View the Default Rezgo CSS”.

Once you are happy with the changes to your template, click the “Save Changes”.

3.4 My Site Pages



This section lets you manage the content for your site introduction, about us, and terms and

conditions. To edit the contents of these pages, click on the tab corresponding the page you

wish to change. Be sure to check your terms and conditions for accuracy. This content is

made available to customers during the booking process and should accurately reflect your

current policies including cancellations, refunds, and liability.

Once you are happy with your content, click on the “Save Changes” button.

3.5 My Vouchers and Tickets

By default, Rezgo will issue a printable voucher during the booking process. This voucher

contains all the pertinent the customer will need in order to redeem your tour, activity, or

event. The voucher is also designed with several security features in place in order to

prevent voucher fraud and voucher duplication.

If you wish to print tickets on site at a ticket window, you can enable back-end ticket printing

by checking the box next to “Use back-end ticket printing”. Once checked, you will have the

option to create the design for your tickets. If you would like more details about this, feel

free to refer to the Rezgo support site.

If no changes have been made you can proceed to the next section. If you have made

changes to this page, be sure to click the “Save changes” button before you continue.

3.6 My Payment Methods

This section allows you to define how you wish to be paid by your customers.

If you plan on accepting payments via Paypal, select “Yes, I would like to accept PayPal”

from the drop down menu. In the text box to the right, enter your PayPal email address.



If you plan to accept credit cards for processing manually or through a payment gateway, you

can check off the credit card types that you accept in the list.

Remember, if you plan to accept credit card through Paypal standard or express, you do not

need to check off any credit card types.

If you are using a payment gateway, check the box next to “Use Payment Gateway”. Choose

your gateway by clicking on the button that says “Select/Configure Gateway”. In the popup

window, select your gateway from the available list of gateways. Once selected, enter in the

credentials provided by your gateway. Click the “Submit” button to save your configuration

and close the popup window.

If you offer any manual payment methods, you can enter them in the spaces provided.

Examples of manual payments might include gift certificate, cash on site, check, or bill me

later. Remember that bookings that are made with a manual payment method or a credit

card not processed through a payment gateway will be stored in the system as Payment

pending.

If you are happy with your payment settings, click on the Save Changes button.

3.7 My Analytics Code

This section gives you the ability to add your analytics to Rezgo so you can keep track of how

visitors are navigating through your booking website. If you are using Google analytics, you

can copy and paste your Google Analytics code directly into the text area labelled “General

Tracking Code”. If you are using a conversion tracking code, for example with an affiliate

program, you can add your conversion tracking code directly into the text area labelled

“Conversion Tracking Code”. You have the ability to add pseudo tags to your tracking code in

order to track variables such as booking number, order total, sku, tax, city, state, and

country.



If you are using Google Analytics e-commerce tracking, you can add the account id for the

profile you wish to add e-commerce tracking for. Follow the instructions on the setting page

to activate your e-commerce tracking. If you need help with getting E-commerce tracking

set-up, google “Set-up Google Analytics E-Commerce Tracking” and you’ll find lots of

resources online that can provide you with guidance.

If you are happy with your settings, click on the Save Changes button to continue.

3.8 My Domain Names

Rezgo gives you the ability to co-brand your domain name. By using your own domain name,

you give customers the impression that they are still on your website. Co-branding your

domain also provides you with some search engine benefits. To co-brand your domain, you

will need to have access to your domain name manager. Most domain name registrars such as

GoDaddy, Dotster, or DomainPeople, offer domain name managers that let you control where

your domains name point.

We recommend creating a sub-domain such as 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 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. You can now add the sub-domain

to your account.

1. Click on the “Add a New Domain Name” button.

2. Enter the domain into the space provided.

3. Click on the green check button to activate the domain on your account.

4. If the domain is successfully added, you will receive a message that tells you as such.



Once you have added a domain, or if you want to come back later, you can safely navigate

away from this settings page.

3.9 My Rezgo Settings

The Rezgo settings page lets you select your date format as well as your time zone. Picking

the correct time zone means that availability and booking dates will be based on your time

zone.

If you have a partnership with Expedia, where Expedia sells your tours through their website,

you have the ability to import in the booking confirmations that Expedia sends you. We will

take a look at this feature in more detail later. For now, however, you can skip this section

and scroll further down the page.

If you would like to change your Book Now button to say something else, you can change the

text in the field marked “Book Now Label”. Common alternatives include “Reserve”, “Book”,

or “Buy Now”.

The last option on this page allows you to automatically add customer billing contact

information into your Contacts. The Contacts is a address book or customer contact database

that is built into Rezgo.

If you are happy with the changes you have made to the settings on this page, click on the

“Save Changes” button. Once saved, you can safely navigate away from this page.

3.10 My Administrators

If you have more than one person who will be accessing your Rezgo account, you have the

ability to create a unique user account for each person. This is particularly useful if you have

staff who will be taking bookings over the phone or using the Point of Sale interface a ticket

office. There is no limit to the number of administrative users you can have in your account



and Rezgo does not charge per seat. This allows you to provide a unique login to each staff

for security and tracking purposes. To create a new user:

1. Click on the “add a new user” button.

2. Enter the username you wish to create

3. Choose a permission level for the user. The available permission levels include:

• System Administrator - Has access to everything

• Administrator - Has access to everything except settings

• Product Manager - Has access to inventory

• Booking Manager - Has access to all bookings

• Booking Agent - Has access to the point of sale and to bookings they create (or

are assigned to them.

4. Enter the user’s email address, first name, and last name

5. Click the “Save” button.

The user will be sent a temporary password which they can update once they log into Rezgo.

You can repeat these steps to create additional users if required. Once you are finished

adding users, you can safely navigate away from this page.

4. Creating Your First Tour


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Before you add your first tour, make sure you have the following information handy:

1. Your tour/activity name, description, itinerary, pricing. Preferably this should be in

electronic form, but if not, don’t worry.

2. Images (or at least one image) of your tour/activity in electronic form.


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If you are ready to add your tour:

1. From the Dashboard, click on the Inventory icon.

2. Click on the “Create a New Tour” button

3. Complete the fields as presented in each tab:

a. Summary tab - Name, starting from price, introduction, whether you need to

collect group information or not, and tags.

b. Location tab - Attach at least one location. This is usually the primary location

or the location of the starting point of the tour. You can also geo-tag the tour,

again we recommend this be the starting or meeting point of the tour. The

geo-tag will create a map that can be clicked by visitors.

c. Schedule – Departs, Unavailable dates, Itinerary, Pick-up/Departure, Drop-

off/Return, Things to bring. If you are copying and pasting content from a

Word document or another website, make sure to use the paste from MS Word

feature. This will ensure that all extra formatting is stripped from the content

before it is saved with your tour.

d. Description - Overview, Inclusion, Exclusions, tour specific Cancellation Policy,

and Additional Information. Additional information is for any content that does

not fit in any of the other fields. As with the Schedule tab, if you are copying

and pasting content from a Word document or another website, make sure to

use the paste from MS Word feature. This will ensure that all extra formatting

is stripped from the content before it is saved with your tour.

e. Media - This is tab allows you to upload images and videos that become part of

the tour/activity image gallery. You can have as many images as you like in

the image gallery. To add photos to the gallery, click on the large blue button

that says “Click here to add images”. A browse window will open. Select the

images that you want to add and click the “open” button. The images will all

be uploaded to Rezgo. Once uploaded, you can add captions to the images,

edit them, or change their order by dragging the images around on the screen.



To add a YouTube video to your tour, click on the “Attach a Video” button.

Find the URL to the YouTube video you want to attach, copy it and paste it in

the field that says “enter youtube address”. Click on text box below to add a

caption. You should see the video thumbnail appear to the right.

4. Once you are satisfied with your entries and assuming all the required fields are

complete, you can click on the “Save item” button to save your tour/activity details.

5. You should see your tour appear in the list on the left sidebar.

6. Now you must create at least one option that can be booked by a customer. Options

are often either:

• times in the day that your tour/activity runs (for example 9am or 1pm)

• a specific date if it is a one day event (Event Tickets)

• specific departure dates for a tour (January 15th, February 12, etc.)

• different versions of the same tour (Departure Point A, Departure Point B)

7. In this example, my tour runs twice a day, once at 9am and again at 2pm. First I’ll

create my 9am option.

5. Create a new option


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1. Click on the “Add a new option” button.

2. Complete the fields for each tab as follows:

3. Summary - The name of your option is required, but the copy emails, item duration,

and minimum per booking are optional.

4. Availability - Enter the number of spots or seats that are available for this option. If,

for example, you have a 15 passenger van, then you might set this value to 15. You

can also choose to display or hide the actual availability from customers. If your

availability is generally less than 20 I recommend leaving the “Hide” checkbox

unchecked. Choose the start date of your season and the end date of your season. If


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you run all year round, just choose some date in the future. Remember that when

your end date is reached, your tour will no longer display. If you require some lead

time to prepare for your tours, you may want to set a booking cutoff of greater than

“0”. For example, 1 day is actually midnight the day before. As we have yet to

discuss vendor channels, you can ignore the “Sales Channel” and “Expedia ID” fields.

5. Pricing - The first section on the pricing page allows you to specify your price levels

for this option. You will notice that the first three price levels are labeled already,

but you can change these labels to whatever you like. The checkbox next to the label

indicates whether the price level is required or not. If a price level is required then at

least one of the required price level must be booked. For example, if at least one

adult or senior ticket must be booked, then the checkboxes next to the adult and

senior price levels would be checked. If you want to take a deposit at the time of

booking, then enter either a flat fee or a percentage amount in the space provided.

Flat fee amounts are per booking NOT per person. The minimum price field protects

you against underselling your tours or activities. For example, if you create multiple

rules that result in significant discounts on your tours/activities, the minimum price

will override these rules and ensure you do not go below the minimum price set. The

last field on the pricing page is the “Taxes” field. This field is an aggregate taxes and

fees field and will calculate taxes and fees on the booking sub-total. You can enter a

flat fee or a percentage. Note that flat fee amounts are added to the booking total

where as percentage amounts are calculated based on the booking total. Once you

are happy with your entries, click the “Submit Option” button.

Now that your option has been created, you can either follow the same process to create new

option or you can use the “Copy Option” to duplicate an existing option and change only the

information required. To copy an existing option, click on the “Copy option” link. The new

option will have all the same content as the original option. In this example, change the

Option title to “1pm”, check the remaining tabs and when you are satisfied with your entries,

click on the “Submit Option” to save your new option.



6. Adding Custom Form Fields


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Custom form fields allow you to ask specific questions of your customers during the booking

process. For example, if you need to ask your customers for their height, weight, shoe size, or

other information, you can create questions that will be presented to either the primary

booking customer or to all passengers who book. Custom questions are specific to options, so

you can ask different questions for different options if need be.

To create a custom question:

1. Click on the inventory icon on the Rezgo Dashboard.

2. Select the option from the left side bar.

3. In the option details screen, click on the “Forms” tab.

4. If you had existing form fields, they would be presented on the screen. Since this is

a new form, click on the “Add a new Field” button.

5. You will be presented with the “Add Custom Field” window.

6. Since this is a new field, click on the “Create New Field”.

7. You’ll be presented with a form that allows you to create the new field. The new

field will consist of the following:

• Name – This is the name of the field as presented to the user.

• Type – This is the type of field. Your choices are text, checkbox, select,

multi-select, and text area.

• Instructions – These are the instructions associated with the field. This

may be a description of the information you need.


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• Show to the primary user only OR Show to all users booking this item –

This will determine whether the form is displayed with each

passenger/guest information or just to the primary booking customer.

8. As you complete the form, a preview of your form field will appear below.

9. If the form looks correct, you can click on the “Add this field now”. The form will

be added to the “Form” tab and you will have the option to create a new form

field.

10. Repeat the process for each new form field you need to create.

Once you have created form fields, you have the ability to assign them to other options. To

copy all or some of the form fields from one option to another

1. From the Forms tab, click on the “Copy these fields to another option”.

2. You will be presented with the “Copy Custom Fields” window.

3. On the left hand side, select the form fields you would like to copy.

4. On the right hand side, select the options to which you want the forms copied.

5. In the select menu below the “Copy these fields” box, select whether you want to:

• Append – Which will add the fields to the end of the existing list of fields

• Prepend – Which will add the fields to the beginning of the existing list of

fields

• Replace – Which will delete all existing fields and replace them with the ones

that you are copying.

6. If you are satisfied with your choices, click on the “Copy Fields” button to complete

the copying process.

Check the Forms tab of one of the other options to verify that the copying was successful.



7. Add your first rule


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Rules are used to define pricing and availability based on specific conditions. Examples of

rules include day of the week availability, for example if your tour or activity only takes place

on certain days of the week, or a pricing rule that changes your pricing based on a date

range. This is useful for example if you want to offer your low times at a discounted price in

order to fill seats.

Rules are made up of three main parts:

1. Rule Triggers - define the criteria under which the rule will take effect.

2. Items affected by the rule - defines the options that will be affected by the rule.

3. Rule actions - are the outcomes of the rule. These could be a pricing or availability

change.

There are two primary ways to create a rule, from the option details page or by clicking on

the rules icon on the Rezgo Dashboard. We'll review both these methods.

Firstly, let's create a day of the week rule for a specific option:

1. In Inventory, click on the option for which you'd like to create a rule.

2. On the right hand side of the option details page, click on the "Add rule to this option".

3. You'll be presented with the "Add Quick rule" page.

4. By default, the name of the rule will be set, but I recommnend you change this to

something like M-W-F Rule.


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5. In the rule triggers section, select the day of the week option. Since we created the

option to have 15 seats everyday, we need to create a rule that sets the other days to

"0" availability. On the days of the week, select T-T-S-S.

6. In the "Items affected by this rule" you should see your option listed on the right hand

side. If you need this rule to affect other options, select them from the menu on the

right.

7. In the rule actions section at the bottom of the page, click on the check box next to

change availability.

8. In the details, Set your availability to "0".

9. If you are happy with your selections. Click on the "Save changes" button at the

bottom of the page.

Once completed, you'll be returned to the Option details page. To see if the rule is working,

you click on the "Calendar" link in the upper right hand side. This will show you a day by day

break down of your availability. As you can see, the new availability rule is working as

intended.

The second way to create a rule is to add the rule directly through the Rules system. From

the dashboard:

1. Click on the Rules icon.

2. Click on the "Create a new Rule" button

3. Create a name for your rule. In this case, we're going to create a promotional code.

So let's call this "promocoupon".

4. Under rule triggers, check the box next to "Trigger this rule with a promotional code".

You can either generate a unique code or create your own unique promotional code.

Note that codes should not contain spaces or special characters.

5. Now select the items that will be affected by this promotional code.

6. Scroll down the page and check the box next to "I want to change the price of this

item".



7. You now have the option to increase, decrease, or set the price per person. You can

choose a fix amount or a percentage change.

8. Once you are happy with your entries, click on the "Save Changes" button.

You should see the new rule appear in the left side bar.

8. Link your Rezgo booking engine to your website


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Now that you have created your tours and options and set up your rules and updated your

settings, you’re ready to link your your Rezgo booking engine to your website.

There are several ways to integrate Rezgo into your website. The simplest method is to add a

book now link on your marketing website to your new Rezgo booking engine website.

To do this, you can either link directly to your Rezgo booking engine URL or you can link

directly to one of your detail pages. For example, in this demo you can link to:

http :// adventuredemo . rezgo . com - This would be the main list page

http :// adventuredemo . rezgo . com / details /29438/ river - rafting - demo - This would be the details

page for the River Rafting Demo

To create a link to the tour details page:

1. Click on Inventory

2. Select the tour to which you want to create a link.

3. On the Tour Details page, click on the “link to” button

4. The Link to this Tour window will appear.


http://adventuredemo.rezgo.com/details/29438/river-rafting-demo















http://adventuredemo.rezgo.com/







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5. Select a Button Style

6. Select the Button Text

7. Select the Button Color

8. The preview of the button will appear in the lower left hand side, and the HTML

code will appear on the left.

9. Copy the HTML code by clicking in the text field and using your keyboard shortcuts

to copy the text.

10. Paste the HTML code that you copied into the source code of the page on your

website where the button should appear.

To create a link to the tour list page:

1. Go to Settings

2. On the Settings main page, right click on the link to your Rezgo website

3. Paste the link using standard HTML in the source on the page on your website.

There are also two other options for integrating your Rezgo booking engine. They are:

• Rezgo WordPress Plugin

• Open source Rezgo PHP application



9. The Customer Booking Experience


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Now that your Rezgo site is set up and you have added your tours or activities, your customers

can now book your services on-line. Let’s take a look at the customer bookings experience.

When a customer clicks on a link or a “Book Now” button on your website, they will be

directed to your Rezgo booking engine.

The first page your customers will see, depending on where you have linked them is the list

page. The list page shows all of the services you offer. You will notice that list includes a

thumbnail which you uploaded, the name, the introduction text, and the starting from price.

The list page also has a date search which allows customers to search for available tours by

date range, a tag cloud on the side bar which shows tags associated with each tour, and a

smart search which allows for searching based on keyword, location name, or any content in

the description, itinerary, or tour name.

Once the customer finds a tour that they are interested in, they can click on either the

thumbnail, name or details button to go directly to the details page.

The details page is designed to provide your customer with all the information they need to

make a booking decision. All the information that you enter into Rezgo is sorted and

displayed on the details page, including the media gallery (photos and videos), geotag, and

social bookmarks.


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In the upper right hand side is the booking calendar which allows the customer to choose from

available dates. Any dates that are available are displayed in blue, unavailable dates are

grey, and fully booked dates are in orange.

When a customer clicks on an available date, they are presented with a list of available

options. In this example, there are two available options. The customer can choose from

either option. Once clicked, the page is refreshed and the available price levels are

presented. The customer enters the number of people per price level and clicks on the book

now button to continue to the secure booking page.

On the secure booking page, the customer completes the guest information page for each

guest (if required) and then continues to the payment page. The payment page shows the

total amount owing and (if a deposit is required) the deposit amount owing. The customer

completes the billing contact information and selects a payment method. Finally, the

customer has to check the “Agree to terms” box before completing the booking process.

Once complete the customer is presented with a booking confirmation and an email is sent to

the customer’s email address confirming their booking that includes a link back to their web

receipt and voucher.

10. Add a new booking using the point of sale


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The Rezgo point of sale interface is designed to allow you or your booking agents to create

bookings quickly and easily. To add a booking using the point of sale:

1. Click on the “POS” tab located in the upper right hand side of the Rezgo Dashboard.

2. You will be presented with the point of sale interface. The POS consists of a search

area, including a calendar, on the left hand side, a list of recent bookings on the right


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hand side, and the search results in the area below. By default, the search will return

inventory items that have availability for today. If you have no availability today, the

screen will show that there are no results.

3. Use the calendar and search fields to find availability. For example, if your customer

is coming to town between May 1 and May 5, you can do a date range search by

clicking on May 1 and May 5 and then clicking on the search button.

4. The results of the search will appear in the space below. You can then choose from

any of the available options. Notice that current availability is displayed on the left

hand side of the option.

5. When you click on an option, the price levels for the option will appear on the left.

6. Enter the number of each price level you wish to book and click on the book button.

Pricing for the option will be automatically adjusted based on the rules that you

create.

7. The edit booking window will appear. This window will allow you to add the customer

information for the booking. Any custom form fields that you have created will also

be shown on this screen. Unlike the front-end or web booking form, you are not

required to complete all the fields in order to complete the booking. Once you have

updated all the information, you can click the “Save Changes” button to continue.

8. Once saved, you will be presented with the booking details page for the booking you

have just created. At this point, you can ask the customer how they intend to pay and

present them with the payment options you have available. If you are using a credit

card payment gateway, you have the ability to process the payment directly through

the POS. In this example, we are going to assume that you are processing the credit

card using a separate merchant terminal.

9. Once payment has been processed, you can add a transaction to reconcile the

booking.

10. To complete the booking and send the customer their receipt and voucher via email,

click on the Payment status drop down located in the upper right hand side of the

booking details page. Select “Received” from the drop down box.



11. You will be presented with a box that asks you whether or not you wish to notify the

customer and to confirm the change in payment status. Check the box next to the

message regarding notification and click the “Change Status” button. The customer

will receive an email confirming their booking along with a link to their online receipt

and voucher.

12. If you other actions are required, you can click the close button on the upper right

hand side of the window and you will be returned to the Rezgo Point of Sale interface.

You are now ready to make your next booking.

11. Managing Your Bookings


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Once a booking has been created through your customer booking engine, you will receive a

summary email and your customer will receive a confirmation email. When you log into your

Rezgo dashboard, you will see the new booking appear in your “Recent Bookings” box. To

manage the booking:

1. Click on the booking in the Recent Bookings box.

2. You will be presented with the Booking Details

3. In this example, the payment for this booking has been made using the Credit Card

capture method, similar to a phone or mail order.

4. Once you process the credit card, you must click on the “Hide Card” button to

secure the credit card details.

5. Apply the payment to the booking by clicking on the “Add Transaction” button.

6. Enter the amount of the payment in the “Amount” field and the authorization

number if appropriate.

7. Click the “Enter” button to save the transaction.

8. Once the payment is applied, the amount owning will show “Nothing Owed”.




9. Change the payment status of the booking by selecting “Received” in the Payment

Status select box.

10. In the window that shows, check the box that says “Notify customer of this

change”. This will ensure that the customer receives an email notification that the

payment status of the booking has been updated.

11. Click on the “Yes, change it” to continue with the status change.

To cancel the booking:

1. Select the booking you wish to cancel.

2. From the booking details, select “Cancelled” in the Payment status select box.

3. In the Change status box that appears, add a note about the reason for the

cancellation.

4. If you need to notify the customer of the change, click on the “Notify customer of

this change”.

5. Click the “Yes, change it” button to continue with the status change.

Archiving a booking:

1. If you have searched for a single booking, they will appear in the left side bar.

2. Below the list of bookings, you will see a message that says “Archive all X results”

3. Click on the “Archive all X results” to archive the bookings.

4. A message will appear confirming that messages have been archived.

5. When searching for archived bookings, make sure to check the box in the “Include

Archive” when conducting a search.

12. Rezgo reports and manifest






There are three main reports in Rezgo: the passenger manifests, booking reports, and

inventory reports. These three reports provide you with all the information you need to

manage your revenues, bookings, and customer information. Let’s take a look at each report.

1. To access the reports, click on the Reports tab in the upper right side of the Rezgo

Dashboard.

2. The report summary screen provides you with a snapshot of your booking revenues for

the last week, last month, and last 6 months. The pie chart is a break down on your

top 5 selling tours. The box on the right lets you know of any bookings that are

coming up in the next 2 days.

3. To access the Passenger manifest reports, click on the “Passenger Manifest” button on

the left.

4. To access a report, choose a date from the calendar.

5. When date is selected, the bookings for that date will appear in the box on the right.

Notice that there are two options above the box. One called Basic and called Full

Manifest.

6. To view a basic list, select the basic option and click on a tour from the list in the box.

7. The basic manifest list will appear in the report area below. Notice that the basic list

provides you with passenger information and basic contact information. This report is

ideal for a driver or someone who might be picking up or meeting the guests.

8. If you require a more detailed report, you can select the full manifest option and click

on the tour. The full manifest report will appear in the report area.

9. Notice that this report is much more detailed and provides detailed contact

information for each passenger as well as ll custom form fields requested during the

booking process.

10. To print, export, or enlarge the reports, use the buttons above the report area.


getting started with rezgo guide

Documents