Overview

This guide is intended to help you walk through the essential settings for creating a new product in rezio Admin. The following will cover adding product information, itineraries, sales options, pricing, cancellation policies, deposit policies, booking information, and more.


JUMP TO




Product > Add Product

Log in to rezio Admin, and click Add Product on the menu, or click +Add in the Product List to begin product setup.

       


  • Add Product 

  1. Go to Product > Add Product.
  2. Select a Product identity color, which will make it easier to identify a particular product in the Sales Calendar.
  3. Select the product Category.
  4. Select a Subcategory and Language. 

    Note: Make sure you use the correct language to create the content for this product. If you choose English but use Chinese instead, your customers will see Chinese even if they select English as the website language.

  5. Enter a Product Name, your own Product Alias, and a Product Code. 

    Note: Product Alias is only shown in rezio Admin for easier identification, and you can leave the Product Code blank to be generated by the system automatically. If you set up your own code, you cannot use the same code for different products

  6. Select the Timezone and Region where the product is based. 

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

  7. Select the Currency of this product.
  8. Select the settings for the Notification Email. If you choose Custom emails, it will be sent to an appointed recipient and not your customer.
  9. Select whether to send Travel Reminders to your customer. 
  10. You can add the vendor of this product from the Vendor List if necessary.
  11. Click Create. 

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


You just added your first product! Let's continue to the product settings, which consist of several sections: product description, photos, itinerary, price, and session settings.


Product Settings


  • Section Tabs 

  • The section tabs marked with ★ 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, “All Done, Ready to Go!” will appear.
  • A green checkmark will appear on the tab when you have completed that section.




  • Introduction 

  1. Enter information about this product with the fields for Brief introductions, Highlights, Descriptions, Purchase Notices, Special Terms and Conditions, and more. The ones marked with asterisk are required fields.
  2. User restrictions: Select if this product is available to or restricted for customers with specific nationalities, or you can enter other restrictions if required.
  3. Click Next to save data and go to the next section.






  • Sales Options 

  1. Sales Option Switch: If this switch is turned to blue, the sales option is available to customers, and when the switch is gray, the option is unavailable. 
  2. Enter the Name and Description of this sales option.
  3. Select Availability Type: You can set the availability by sessionby sales option, or unlimited. 

    Note: If Availability is set to by session, each session’s availability will not be affected by other sessions. 

    If Availability is set to by sales option, and you have multiple sessions, all the sessions will share the same stock quantity available for sale

  4. If the product category is Ticket, you will have to set the Ticket Validity Type. 

    Note: If the validity type is “Ticket is valid and must be exchanged only on the booked date,” you will also have to select whether redemption before session is allowed. You will also have to set the Ticket Expiration Mode, which sets whether a ticket can still be used after the booking date.

  5. Click Add, and this sales option will appear in a list below.
  6. You can add more sales options as needed. Once done, review any the sales options added and click Next to save the data and continue.



  • Taxes & Fees 

  • You can select the applicable taxes and fees for this product and inform your customers whether these costs are included in or excluded from the price. 
    1. Enter keywords to filter and find the tax & fee item you wish to apply.
    2. You can select multiple items to link with the product, and the selected ones will be shown at the top. If there are no suitable options, you can click +Add to create your own. 

      Note: For more details on adding taxes and fees, please go to Admin Settings | Taxes & Fees. 

    3. Click Next to save the data and continue.




  • Cancellation Policy

  1. You can select the default option, Non-refundable, or select Full refund or create another cancellation policy.
  2. Only one option can be linked with the product as a cancellation setting. The selected option will be shown at the top. If there are no suitable options, you can click +Add to create your own. 
  3. Click Next to save the data and continue.



Note: For more details on adding a cancellation policy, please go to Admin Settings | Cancellation Policy. 





  • Deposit 

  1. You can select the default option, No charge, or select Full amount or add another custom deposit.
  2. Only one option can be linked with the product as a deposit setting. The selected option will be shown at the top. If there are no suitable options, you can click +Add to create your own.
  3. Click Next to save the data and continue. 

 

Note: For more details on adding deposit options, please go to Admin Settings | Deposit




  • Booking Info 

This section will help you set up the fields for your customer to enter necessary traveler information.

Booking Info options create the columns for your customer to enter traveler information. If you’re unsure which options should be included, you can use keywords to find an existing template.


  1. Click Edit to see or modify the template. If you can’t find suitable options, click +Add to create your own. 

    Hint: For more details on adding booking information, please go to Admin Settings | Booking Information.

  2. If you need more information to add, please click +.
  3. Click the right upper right corner if you want to custom your own options.
  4. Click Next to save and continue.



  • Publish Settings

  • Edit publish settings

  1. Select how and when the bookings will be confirmed: Instantly, Automatically, or Manually.  If not instantly, you need to set the time for when to send a confirmation email (after booking or before departure). 
  2. Set the Booking Cut-off Time by session start time or end time: 

    By session start time:                                                                            - Specific: If cut-off time is set to 0 day 12:00 AM, the session cannot be booked from midnight on the session date. If cut-off time is set to 1 day 6:00 PM, it will not be available for booking after 6:00 PM one day before the session starts.   - Relative: If the cut-off time is set to 6 hours, it will not be available for booking starting at 6 hours before the session starts.                                By session end time: If the cut-off time is set to 6 hours, it will not be available for booking starting at 6 hours before the session starts.

  3. Select how far ahead a customer can make a booking (unlimited or limited time). If you choose Limited to, enter the number of days before the session the customer can begin booking.
  4. Select the Payment Methods accepted for this product


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


  • Voucher Settings

The supported voucher types include Nonerezio VoucherCustom VoucherUpload Voucher Files, and OTA Voucher.


Custom Voucher is only available for the rezio Rise plan and above, for more information on how to create a custom voucher, please go to Creating Custom VoucherFor more details on voucher settings, please go to Admin Product | Voucher.

rezio Voucher (Use default template)

  1. You can choose to Use rezio QR Code or Upload Customized QR Code.  Contact your rezio Expert if you want to use an API QR code or Barcode.
  2. Select how the voucher will be generated and how many times one voucher can be redeemed. 

    For example, when the booking is for 3 adults, if you choose By Order, only 1 QR code will be generated, and if you choose By Identity/Item Quantity, a total of 3 QR codes will be generated.

  3. Select a Voucher Language.  

    - Custom: Select the language from a dropdown list you wish to use for the voucher. This language will display regardless of the language used when your customer makes the booking.                                                                     - According to the customers' order languages: The voucher will be in the same language as a given customer's language.

  4. Select how and when to send the voucher to your customer.
  5. Select the instructions on How to Use the voucher. You can choose from the default text or enter your own instructions.
  6. Click Next to save and continue.


Custom Voucher

Most settings are the same as for rezio Voucher, but with a Custom Voucher you’ll have to select the voucher template to be used.

  1. You can select from existing templates or create a new one. Please refer to Creating Custom Voucher.
  2. If you want to use for a different language, click + to add another language. 
  3. Select the template for your selected language.
  4. Click Add to save these settings.
  5. You need to set a voucher template for each sales option separately, but you can use the same template for all options.  Once you’re done, click Save.



Upload Customized QR Code

If you choose to use Customized QR Code, you will have to upload it under the Order Detail page after the bookings are made. Note the QR code cannot be redeemed through the rezio App.



  • Add Pricing

You need to set the pricing for each sales option individually.  You can bind one or multiple pricing policies to the same sales option, but once bound to a pricing, the sales option cannot be deleted.



Note: If you set the Advertising Price, this price will display on its MySite product thumbnail, and it will serve as the lowest price for Google to crawl. 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. In the following, we will show you how to set different pricing policies for weekdays and weekends.  First, let’s set up the pricing for weekdays:

  • Step 1: Select a Pricing Policy 

    1. To choose from existing pricing policy templates, click Edit to see or modify the product’s content.  If there is no suitable option, click +Add create your own.


Note: For more information on how to create pricing policy, please go to Pricing Policy.


  • Step 2: Bind Sales Option to Pricing Policy 

    1. Select Weekly as Binding Type and click Sat and Sun to disable weekends (blue = enabled, grey = disabled).
    2. Click Add to bind, and this policy will appear in the Bound pricing policy section below.  Next, let’s set up the pricing for weekends.
    3. Go back to the Select pricing policy section and choose the one you want to use for weekends.
    4. Select Weekly as Binding Type and disable Mon to Fri, and leave Sat and Sun blue. (Blue = enabled, Grey = disabled).
    5. Click Add to bind, and this policy will appear in the Bound pricing policy section below. 
    6. Now that we’ve completed the settings for weekdays and weekends, click Next to continue.  If you have multiple sales options, please make sure to set up each one separately. 

  • Remark: Besides Weekly settings, you can also set the binding type to
    Specific Date: Suitable for setting different prices for special holidays or promotional events.
    Date Range: Suitable for setting different prices for peak-season and off-season.

  • For more details, please go to Pricing Settings.




  • Add Session

You need to set the sessions for each sales option to create the Sales Calendar. Once the Sales Calendar is created, this product cannot be deleted.

  • Click on the sales options on the top of the page to start adding sessions or to edit it. 
  1. If the availability type of this sales option is by Session, please enter the available quantity here.
  2. Select the period available for sale in Session Time Range (from - to). 

    Remark: For tickets, the session time range cannot exceed the ticket validity date.

  3. Session Time Slot: Select All Day or uncheck the box to create sessions in a specific time slot.
  4. Click Add, and the session will appear in the section below. 
  5. You can leave the value in Apply to as the default setting or choose the days and times of the week when the sessions will be available.  For example, if the sessions are for weekdays only, you can click on Sat and Sun to disable them (blue = enabled, grey = disabled). 



  • Resource

If there are resources associated with this product, such as a tour bus or special equipment, you can click on + to add them here.  If not, just move on to the next step.


Remark: For more information on how to create resources, please go to Resource Settings.

After you have completed all the settings, click on Save or Next to preview the Sales Calendar. When you are done reviewing, click Save to continue.

All Done! You can see the sessions created on Calendar on the next page. The status ON  indicates it’s ready for sale.


Note: Not seeing anything on the calendar? Try refreshing the page. 

Meanwhile, you can check the product in the Product List and you will see that the Status is Available until 2020-03-31 (the session is set to end on 2020/03/31).

At this stage, you have successfully created a product. We suggest you add some images or video to make the product more attractive!



  • Image/Video

  1. Drag image files to the upload area or choose one from your computer.
  2. The first image will be the cover photo for this product. You can change it by arranging the order of the photos.
  3. To add video, copy and paste your YouTube video URL here.
  4. Select Video Language (optional) and click Add.
  5. Click Next to continue.


Remark: The URL site format must be https://youtu.be/



  • More Settings

Next, continue by setting up the itinerary, location, pickup service, guide services, price details, add-on items, and tags for this product.  You can find instructions in Product Setup: Additional Settings.



  • Itinerary 

  1. Select the duration of the itinerary under Duration.
  2. Choose whether the event includes BreakfastLunch, or Dinner. 
  3. Choose to add an item by Time Slot or Bullet Point. If you choose to add by Time Slot, adjust the time to the starting time of the item.
  4. Input a description of the item in the text field.
  5. Choose a photo to go with the item (optional).
    • Time slot without photo
    • Photo with a bullet point 
  6. Click Add and the added item will appear below the Add button. 
  7. When you have finished editing the itinerary, click Next.

    Hint: The order of items is adjustable by clicking the up and down arrows, and removable by clicking the bin icon.  Note: The itinerary will be shown on MySite as below. 



  • Location

You can add destination and meeting place details to make your customers aware of the event location. The steps to set up Destination and Meeting place are the same. The location settings for destination will be used in the following example.


Note: To display the destination or meeting place, switch the toggle button to blue. When the button is gray, the information won’t be shown on MySite. To expand the field, click the + sign, and to hide the field, click the - sign.


  1. Enter the Destination / Meeting place name.
  2. Enter the location’s Address.
  3. Input a Note and fill in Latitude and Longitude (optional).
  4. Choose Use Your Image or Use Google Maps (optional).
  5. Click Add and the added location will appear below. 
  6. When you’ve finished editing the location settings, click Next. 



Hint: After entering the address, click Generate Map. The system will automatically generate and pinpoint the location on Google Maps. You can also enter latitude and longitude to help the system generate a more accurate location on Google Maps. 


Note: When the toggle button is enabled, the location shown on MySite will display as below. 



  • Pickup

For sessions that provide a pickup service, you can set up pickup routes for your customers to choose from according to the session they select.

If you have already created pickup routes for other sessions, you can type keywords in the search bar to find your required pickup option. If you can’t find any suitable pickup routes, you can add a new pickup route in the settings.

All the pickup routes successfully added will be shown in the list.


Note: For more details on adding pickup routes, please go to the Pickup tab.


  1. Select the pickup route required.
  2. Click Next.





  • Guide Services

In the Guide Services section, you can select the guide language for the event.

  • To add, click the + sign and select your desired guide language
  • To remove a language, click the x sign
  • To remove all the languages, click xRemove All, and to select all languages, click +Select All
  • When finished adding, click Confirm




  • Price Details

In the price details section, you can list down the price details of the event to inform your customers what kind of fees are price inclusive or exclusive.

You can choose to add the built-in fees or type in customized fees. When finished adding, click Next


System 

  1. Click the + sign in the Fees included or Fees excluded bar and wait for the fee list to appear. To remove a fee, click the x sign.
  2. Select the fees. You can use the filter function, or enter keywords to search for the fee you would like to select.
  3. After selecting all your required fees, click Confirm.


        Custom 

  1. Enter the item name to be fee inclusive in the custom bar.
  2. Click the + sign and the added item will appear below the custom bar. To remove a fee, click the x sign.



Note: The price details will be shown on MySite as below. 



  • Add-ons

In the add-on section, you can set up add-on options if you provide other purchase options on top of the base product.

If you have already set up many add-on options, you can type keywords in the search bar to find the add-on option required. If you can’t find any suitable options, you can add a new add-on in the settings.

All the add-on options successfully added will be shown in the list.


Note: For more details on creating add-ons, please go to Admin Settings | Add-on.

  1. Select the add-on options required
  2. Click Next




  • Tag

If you wish to categorize your products for your customers to find a suitable product, you could add tags along with your product, including product type, recommended age, skill level, intensity, place/landmark, and more, or you can even customize your own tags.

To add a tag: 

  1. Click the + sign to enter the tag list.
  2. Select desired tags and click Confirm. 
  3. Review your selections and then click Next. 


Excellent! Your product is all set for sale.


Translating Your Product Info

If you wish to provide a multilingual interface for foreign customers, you can also translate your product information shown on MySite into different languages using Rezio Admin. 

  1. Go to Settings > Translation.
  2. Click on the product for which you wish to add a translation to enter translation mode.  

    Hint: All the products with complete settings will automatically appear in the translation section. You can enter keywords or use the filter function to find your product. Note: For more details on the translation section, please go to Admin Settings | Translation

  3. Click the + sign and select the language you want to translate into and click. 
  4. After confirming, you can start translating in the corresponding text box. 
  5. When you have finished translating, click Save. 



Remark: Only the system built-in content will change according to the language your customer selects. If you used English for your product setup and you did not translate your content in the translation section when your customers entered your MySite, they will only see the product information in English no matter which language they choose to view (as shown in the below photo).