Recommended: Update Your Company Profile, Invite a User & Legal Page

Overview

We highly recommend that you update your company profile before beginning the Fast Track Guide to Rezdy. This article walks through updating the Company Profile, Users, and Legal sections in the Settings drop-down menu.

Update Company Profile and Details

1. Click Settings.
2. Select Company Profile. 
3. Update your Phone Number.
4. Enter a Company Description (optional).
5. Upload a Logo (optional).
6. Scroll down and click Save Company.

How to invite a User

Users are people in your company on Rezdy (e.g., your staff). They have their own Rezdy login and configurable access to your company's inventory, calendar, manifest, orders, and customers.

Note: You must be an Owner user to create and invite new users.

1. Click Settings.
2. Select Users.
3. Click Invite user.

Within the New user page:

1. Enter the User's details.

• Enter the first name (required).
• Enter the last name (required).
• Enter the email address (required). The email address is the username and MUST be unique.

2. Select the appropriate Access role (click here to learn more about all user access roles)

How to set up the Legal page (Terms & Conditions, Privacy Policy, and GDPR Follow-Up Emails)

The Legal page contains GDPR compliance tools that help you comply with the rules and regulations introduced in late May of 2018, while protecting you from fines & penalties.

How to configure the Legal settings

1. Click Settings.
2. Select Legal.
3. Enter your booking Terms & Conditions.
4. Enter your Privacy Policy.
5. Set the acceptance for both Terms & Conditions and Privacy Policy. 

• Implied Consent: Your customers implicitly agree to the terms by clicking the pay button to complete their booking.
• Explicit Consent: Your customers need to check a box before they can pay and complete their booking.

6. Enable GDPR Compliant Follow-up emails.

• Enabled: Your customers can opt in to receive marketing emails when they check out. If your customers choose not to receive marketing emails, follow-up emails are not sent. Please Note: Enabling this option automatically ticks the "I Agree to receive marketing emails" checkbox for every Product.
• Disabled: Your customers are not given the option to opt in to receive marketing emails upon checkout; follow-up emails continue to be sent, which puts you at risk of GDPR fines & penalties.

7. Click Save.