Getting Started: Get up and running in less than 10 minutes

Wen Peng    Updated on 2020/01/ 15:27 p.m.

This article will guide you through the essential steps to get your tour or activity online and start selling within minutes. It will cover how to create a product, create a calendar inventory, and set up your customized website in less than 10 minutes!

10 to 15 Minutes Read

Store Setup

Log in to Rezio Admin and complete store settings.

Store Setup - Settings > General
Setup Regional Settings 

1. Go to Settings > General > Regional.
2. Select Language, Timezone, and Week starts on.   
3. Click  Save .

Enable Payment Settings

1. Go to Settings > General > Payment.
2. Click the toggle button for it to turn blue and enable the payment method.
3. Click on the - sign to open the message box and type in details.
4. Click  Save .

Remark: It is required to enable at least one payment method to start selling products in your store. The payment methods enabled in the settings will affect the payment option available during product setup in Admin and for your customer to choose when booking on MySite.

Setup Day off (Tour) / Day off (Office) Settings

1. Go to Settings > General > Day off (Tour) / Day off (Office).
2. Click  Setting  to enter edit mode.
3. Select the day off dates. The selected dates will be circled in red.
4. Click  Confirm  to continue.

5. Review the selected dates in the pop-up window and click  Save .

Note: The day off (tour) settings control the dates available for booking on MySite and in Rezio Admin. The day off (office) settings control the operation service time.

Add Product

You have now finished the store basic settings. Let’s start to add a product!

Add Product - Product > Add Product
ADD PRODUCT

1. Go to Product > Add Product or click +Add in the Product List. 

2. Select in Category

3. Enter Product Name and Product Alias (optional). 
4. Enter your own Product Code or leave blank for the system to generate for you.

Note: The product code can be set up by yourself or the system will generate a unique 6 character code. If you set up your own code, you cannot use the same code for different products. 

5. Select Region and Time Zone where the product is based.
6. Select the Language in which the product is based.
7. Click  Create 

Remark: Once the product is created, you will not be able to change the category, location and language settings. Please check your product basic settings are correct before continuing. 

Note: In the Location section, Region and Timezone are required fields and Country/Territory and Place/Landmark are optional. It will appear on the product card on MySite as shown below. 

Good Work!

Let's continue to product settings which consist of product description, photos, itinerary, price and session setting. We'll only be focusing on the essential steps to set up your product and sell online.

product setup - Product > Add Product
section tabs

。The section tabs which have ★ are required steps to set up a product. Rezio will remind you how many required steps are left on the top right corner.

。When all requirements are completed, it will show “All Done, Ready to Go!”.
。A green checkmark will appear on the tab when you have completed a section.

introduction

1. Enter in Brief and Description.
2. Click  Next .


Note: To show preview, click on the double column icon. To hide preview, click on the monitor icon. When in preview mode, input text on the left column and the preview is displayed on the right column. You can modify text with the text editor above the textbox. To hide the text editor, click the up arrow. To show the text editor, click the down arrow. 

Hint: To move text in the next line, click space twice. To move text to more than one line, enter   before clicking enter. 

image/video

1. Drag images to the upload area or choose from your computer to upload.
2. The first image is set as Cover Photo.
3. Click  Next .

Note: The cover photo is presented on MySite as shown below. 

sales options

1. Enter Sales Option Name and Description (optional).
2. Click  Add

3. Review the sales option added under the Add button and click  Next .

Note: If the sales option switch is turned to blue, the sales option is available for sale and when the switch is gray, the sales option is unavailable for sale.  

Taxes & Fees (Multiple choice)

1. Click +Add to enter add mode.

2. Enter in Label.
3. Select Currency, Type and Rule.
4. Enter a number in Value.
5. Turn on or off for Price inclusive to indicate whether the tax or fee is included.
6. Click  Create .

7. Select the item added in Taxes & Fees and click  Next .

Note: You can select multiple items to link with the product for taxes & fees settings. The selected item will be shown at the top. If there are no suitable options, you can click +Add to create your own.

cancellation (single choice)

1. Select the built-in option (Non-refundable, Full refund).
2. Click  Next .

Note: Only one label is allowed to link with the product for cancellation settings. The selected item will be shown at the top. If there are no suitable options, you can click +Add to create your own.

deposit (single choice)

1. Select the built-in option (No charge, Full amount).
2. Click  Next .

Note: Only one label is allowed to link with the product for deposit settings. The selected item will be shown at the top. If there are no suitable options, you can click +Add to create your own.

booking info (single choice)

The booking info section is set up for traveler information.
1. Click +Add to enter add mode.

2. Enter booking information description in Label.
3. Select the data field needed from traveler to Optional or Required. If the data field is not needed, select None.
4. Click  Create .

5. Select the item added in Booking Info and click  Next . The selected item will be shown at the top. 


Note:
There are 5 category fields in Booking Info including Contact, Delivery, Participant, Dietary, Flight Fields. You can also create your own in the Custom Fields.

Default as REQUIRED: Last Name, First Name, Mobile, Email in Contact Fields are set as required by default. All data fields are changeable except for Last Name and Email because both are required fields for your customer to check order on MySite.

Default as OPTIONAL: Last Name, First Name, Mobile, Email in Participant Fields are set as optional and per person by default and other fields are set as none by default.

publish setting

Edit publish setting
1. Select bookings to be confirmed automatically or manually and choose the number of hours to confirm after booking date or before departure date.
2. Select to cut-off booking at a specified time or relative time.
3. Select the time limit for accepting bookings to unlimited or limited. If you choose limited, enter the number of days limited.
4. Choose payment method acceptable for this product.

Hint: If you do not see the payment type option you’re looking for, please go to Settings > General > Payment to check if you have enabled the payment settings.

Note:
Specified Time means to cut-off booking time at a specified time. If booking cut-off time is set to 1 day 18:00, it will not be available for booking after 6pm one day before the session starts.

Relative Time means to cut-off booking time within a duration before the session starts. If the booking cut-off time is set to 6 hours, it will not be available for booking 6 hours before the session starts. 

add pricing

*It is required to set up pricing policy for different sales options.

Remark: If you set the Advertising Price, it will be shown on MySite product card and will be served as the lowest price for Google crawler. If you leave it blank, Rezio will calculate from all unit prices in the associated pricing policies and set the lowest price as the advertising price. However, the customized price of a single session will not trigger the calculation of Advertising Price. 

The pricing policy set for “weekday departure” and “weekend departure” will be shown in the following as example. The steps for “weekday departure” pricing policy are shown first, followed by the steps for “weekend departure” pricing policy. 

Note: To switch to different sales options, click on the sales option you want to start adding pricing. 

Select Pricing Policy 

1. Select the sales option you would like to add pricing.
2. Click +Add to add pricing policy.

3. Enter in Label.
4. Select Currency.
5. Select Rule to be set by person or by item. If the rule is set by person, select Identity and enter price.
6. Click Add and view your result under the Add button.  
7. When the rules are all set, click  Create

Note: Only Selling Price will be shown on MySite. 

8. Repeat the previous steps for “weekend departure” pricing policy. When finished adding both pricing policies, it will be displayed in the Select pricing policy section as below

Note: Please note that the currency selected when adding pricing policy has to be the same as the product currency for it to be shown in the Select pricing policy section. 

9. Select “weekday departure” pricing policy then continue to Bind Sales Option to Pricing Policy

Binding Sales Option to Pricing Policy
1. Select Weekly as Binding Type and click Sat and Sun to disable weekends.
2. Click  Add  to bind. 

Hint: Specific Date is suitable for setting price for special occasions. Date Range is suitable for setting price for a particular time period.

3. Go back to the Select pricing policy section and select “weekend departure” pricing policy.

4. Continue to Bind Sales Option to Pricing Policy and click Sat and Sun to enable weekends and click Mon to Fri to disable weekdays. 

5. Click  Add  and the pricing policy bound to a sales option will be shown in the Bound pricing policy section. 
6. When the pricing policies are all set, click  Next .

Remark: If there are multiple sales options, clicking  Next  will go to the next sales option. Please finish adding pricing policy for all sales options before moving to the next section. 

add session

*Every sales option requires different calendar settings.

The selected sales option is in blue highlight followed by all the pricing policies associated with this sales option.

Note: To switch to different sales options, click on the sales option you want to start adding session. 

1. Scroll down to Session Setting and enter seats provided each day for this product in Availability.  
2. Select the period available for sale in Open (from - to).
3. Select the starting time and duration in Session Time Slot.
4. Click  Add .

Note: The session added will be shown under the Add button. The order of sessions is adjustable by clicking the up and down arrows and removable by clicking the bin icon. 

5. Leave the value in Apply to as default setting.

Note: All the days of the week are selected and the time period is set to 8am-5pm as default. If you wish to adjust and apply the same settings to other days, you can change the time on Monday and click Copy this to all.

If there are resources needed for this session, continue to add resources in Resource.

6. Click +Add to enter add mode. 

7. Enter resource name in Name
8. Select type, usage time length and first available time.
9. Select resource occupation rule and mode.
10. Enter resources available in Availability and click  Create .

11. Click the + icon.

12. Select the resource and click  Confirm .

13. Review the selected resource and click  Next .

14. Preview the session setting and click  Save .

All Done! You will be led to the Sales Calendar to view the sessions created in the next page. The status  ON  indicates it’s available for booking.

Note: If you don’t see a product newly added to the sales calendar, click Reload to refresh the page and try viewing again.

Meanwhile, you can check the product in the Product List and you will see that the Status is shown as  Available until 2020-12-31  (Because the session is set to end on 2020/12/31). 

Excellent!

Last step, set up MySite!

MySite Homepage Setup - Sell Online > MySite



Browser Tab Icon
1. Go to Sell Online > MySite. 

2. Upload image to use as browser tab icon. (optional) 


Browser Tab Icon on MySite 

Header Title
1. Select to use Store Name or Logo

Hint: If you wish to change the store name, please go to Settings > General to edit.

Store Name on MySite

Logo on MySite

Banner 


1. Upload image to use as MySite banner (Recommended Size 1920 * 600).
2. Enter in Banner Headline, Banner Subheadline and Banner Link


Note: If there is a banner link added, your customer will be directed to the link after clicking the banner image on MySite. 

Banner on MySite

Display

1. Click the + icon to add items to display on MySite Menu. 
2.Click the + icon to add information to display on MySite Footer.
3.Click the + icon to add tags on MySite in Tag. (limited to Pro plan) 

Note: All the items including Currency, Language, Store Name, Business Address, Email, Telephone, Social Media Link and Privacy Policy & Terms of Service are displayed by default. To display About Us, please input text in About Us section.

4. Click + sign to add and x sign to remove or click  Select All  or  Remove All .
5. When done selecting, click  Confirm .

Contact Form

1. Enable the contact form.
2. Enter the contact email. 

Remark: If your customer fill in contact form on MySite, email will be sent to the contact email. The contact email is the same as the billing account email by default setting.

Contact Form on MySite

Custom Footer

1. If you would like to display additional information that’s not included in the display section, you can add information in the custom footer section.
2. If there is a site link, select Hyperlink and enter the URL.
3. When done adding, click  Save  or  Save & Preview .

Footer & Custom Footer on MySite

MySite Introduction 
1. Enter in Title.
2. Enter in Introduction Texts

Note: To show preview, click on the double column icon. To hide preview, click on the monitor icon. When in preview mode, input text on the left column and the preview is displayed on the right column. You can modify text with the text editor above the textbox. To hide the text editor, click the up arrow. To show the text editor, click the down arrow. 

Hint: To move text in the next line, click space twice. To move text to more than one line, enter    before clicking enter. 

MySite Introduction on MySite

About Us
1. Enter in Details About Us

Note: To show preview, click on the double column icon. To hide preview, click on the monitor icon. When in preview mode, input text on the left column and the preview is displayed on the right column. You can modify text with the text editor above the textbox. To hide the text editor, click the up arrow. To show the text editor, click the down arrow. 

Hint: To move text in the next line, click space twice. To move text to more than one line, enter   before clicking enter. 

About Us on MySite 

Once you’re done, your store is activated for your customers to start booking. Just click Go To MySite to view your booking site!  

Remark: If it’s the first time to open MySite, it will take at most 24 hours to enable DNS domain and MySite. 

MySite Theme Design -
Sell Online > Theme Design

When you finish adjusting MySite homepage, go to Sell Online > Theme Design to customize your color scheme.

Color Setting
In the color setting, you can adjust the color scheme of your MySite: main color, auxiliary color, main text color, auxiliary text color, and button color.

Click Reference to view how the color is applied to each part of MySite and click Confirm when finished viewing. 

Example: Rezio default color setting is used below as example.

1. Click on the color box to open the color palette.
2. You can move around the color palette or enter the hex code to change color.

3. When finished adjusting, click  Save  or  Save & Preview  to preview your changes.

Congratulations!

Your booking site is now live! No Rezio account yet? Signup at Rezio now!