How To Set Up a Product: All Tabs Explained

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Stevie
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Overview

All tabs can be found under Inventory > Products > New Product

Type Tab

There are several types of Products to select from, depending on the type of business you run. Most types have the same setup and tab configuration.

However, the below types of products have specific setup and configuration, click each type to learn more about the differences and how to setup:

Note: Private tour & Private Charter types will only take one booking, and automatically become full. The Merchandise type is useful for souvenirs, and does not require Extras, Scheduling, and Location settings.

 

Details Tab

  • Product Name: This can be up to 200 characters long, and should be unique.
  • Unique code: This is a unique code that you may use for your own records.This is an optional field, you do not need to enter this.
  • Product pricing:
    • By person - You charge by the customer. This can be one same price for everyone, prices per category (Adult, Child...) or group prices.
    • By item - You charge by the item, for example bike or kayak hire.
    • Fixed - You have one single price per booking, which does not change based on quantities or participant numbers.

Important: If you have selected a Custom Product, or Rental type and need help with Per Day, Hour or Minute pricing, please click here to learn more. Additionally for Shuttle/Transfer type pricing with one-way and return pricing, click here to learn more.

  • Advertised price: This is the "from" price that will appear when linking to your product.  Generally this should be the cheapest price available for the product.
  • Quantity: This is the unit you are using to count the quantities booked by this product.
  • Quantity Label: if you're renting out Kayaks you can change the label accordingly.

 

  • Brief description: Enter a basic description of this product (Max 240 characters)
  • Long description: Enter a long description of this product (Max 15000 characters)
  • Images: The first image you add will become the cover image for this product
    • You can add several images that will appear as a gallery to your customers.
    • High resolution photos taken with cameras are generally too big and cannot be used. They must be resized before you add them to Rezdy.
    • Max file size is 2Mb. 
    • Recommended image size is 1024px x 768px.

 

  • Videos: Provide a Youtube Video ID to display your youtube video on the product page. Only the ID is required i.e. https://www.youtube.com/watch?v=wkzKy6J6gJA
  • Can be purchased as a gift:
    • If ticked, your customers will have the option to buy this product as a gift.
    • Then you'll need to add the total number of days that the Product expires after.
    • When buying as a gift, the customer will receive a voucher code that can be used for a future booking.
    • This voucher code  is automatically generated and added to your vouchers list.
  • Private tour/Charter: Tick this box if this product only accepts 1 single booking per session. This will only appear if you have selected the Custom Product type
  • Use special deposit rules: Tick this box to set a product specific deposit rule that will only apply to this product.
  • Add product-specific terms and conditions: allows you to add any product specific T's & C's that are outside of your main business booking terms.
  • Click Save product

 

Extras Tab

Extras are paid options you want to sell to your customers when they book this product. For example: Photo souvenir, Optional activity, T-shirt, DVD, Equipment hire...

  • Tick the Extras that you want to offer for this Product
  • If you have not yet created any extras; Click the Create new extra button.

 

Scheduling Tab

The Scheduling tab will affect the way you schedule sessions in your calendar. There are 3 main methods:

  1. Fixed dates & times: Allows you to select dates and times when this product is available. Gives you the flexibility to change the price and availability for each date/time, and to blackout dates.
  2. Any date - Accept enquiries for any date: This means that a date is required, but the customer can choose any they wish.
  3. Date not required for booking: For example if you sell open tickets that do not require a specific date.

 

Method 1: Fixed Dates and Times

Availability

There are 6 Availability options to select from, each option requires sessions to be scheduled in your Calendar.

Unlimited - Free Sale

  • This will create sessions with unlimited spots available, no limits or resources required.

Limited - Fixed limit per session

  • Set the default availability Limit 
  • Tick the Show availability details to customers box if you want your customers to see your availability online.
  • Tick the Enable waiting list for this product box if you want to allow your customers to join a waiting list, when this product is sold out.

Note: You can increase/decrease availability for any particular date/time within your Rezdy calendar at any time.

 

Limited - Fixed limit per price option

Adds a limit for each price option, that you can increase or decrease for any particular date/time easily on your Rezdy calendar.

  • Enter the Session maximum Limit
  • Enter the Limit for each of your pricing options
  • Tick the Enable waiting list for this product box if you want to allow your customers to join a waiting list, when this product is sold out.

Tip: Click here for examples on how and when to use this type of scheduling option.

 

Limited - by resources per session

This option will require Resources to be created and assigned to sessions.

 

Limited - By resources per price option

Adds a limit for each price option, that is dependent on resource availability.

  • Configure each price option to a specific Resource
  • Tick the Enable waiting list for this product box if you want to allow your customers to join a waiting list, when this product is sold out.

Note: The Resources you configure here will be automatically added when you schedule your calendar sessions.

 

Limited - Share availability with another product

Link this product's availability to another one of your products.

  • Tick the Show availability details to customers box if you want your customers to see your availability online.
  • Tick the Enable waiting list for this product box if you want to allow your customers to join a waiting list, when this product is sold out.

Note: The parent product must use Fixed dates and Times and have sessions created in your calendar.

 

Method 2: Any date - Accept enquiries for any date

Times available

There are 3 options to select from, Calendar sessions are not required for your customers to book online.

Fixed times

  • Select an Available time
  • If needed, click the + symbol to add more time slots

 

Online, your customers can book any date, but can only select the times you have set:

 

Any time - Allow customer to choose a time

  • Online your customers can book any date and any time they choose.

 

Time not required for booking

  • Online your customers can book any date, and not given a choice to select a time.

 

Method 3: Date not required for booking

This method allows customers to book online without selecting a date or a time, and the Calendar is completely removed from the booking process:

 

Scheduling Tab - Confirm bookings

When your customers book online, the status of their Orders will either be CONFIRMED or PENDING SUPPLIER. The following 4 options will determine the status:

  1. Automatically - Orders are set to CONFIRMED.
  2. Manually - Orders are set to PENDING SUPPLIER. You will need to manually change Orders to CONFIRMED.
  3. Start manual then automatic - Orders are set to PENDING SUPPLIER. When the number of participants is met, all Orders will be automatically CONFIRMED.

    In the above example, if the product is booked for 2 participants; the Order will be PENDING SUPPLIER. If another Order is made for 2 (or more) participants; the Order will be CONFIRMED. All existing Orders for that session (in a PENDING SUPPLIER status) will be automatically changed to CONFIRMED, and order notification emails will be automatically sent to the customers.

    Note: This option is only available if you are using Fixed dates & times.

  4. Start automatic then manual -  Orders will switch from CONFIRMED to PENDING SUPPLIER only when the quantity has been reached.

    In the above example, if two Orders are made both with 2 participants; then both Orders will be CONFIRMED. All following Orders for that session will be PENDING SUPPLIER, you will need to manually change Orders to CONFIRMED.

    Note: This option is only available if you are using Fixed dates & times.

 

Scheduling Tab - Minimum Notice (optional)

This is the minimum amount of time that you require for an order to be placed, also called minimum book ahead time.

  • Enter the amount of time
  • Select from Hours or Minutes
  • Select from:
    • Before session start time - is useful for when you want to prevent Orders x amount of hours/minutes before the start of an activity.
    • Before session end time - is useful for when you want to take Orders throughout the day, even after the start time of a session e.g. tickets to attractions, zoos, museums, or hop on hop off type Products.

 

Estimated duration

  • Enter the estimated amount of time.
  • Choose from Minutes, Hours, or Days 

Note: this will appear online to your customers as an approximate figure only.

 

Product Color

Selecting product colors is useful for when you have many products, allowing you to easily identify them within your Rezdy calendar. This color is internal only, and will not be displayed anywhere online to your Customers.

 

Within your Rezdy Calendar:

Tip: Darker colours are preferred, lighter colours will be difficult to see on the Calendar.

  

Booking Info Tab

The Booking Info tab is where you setup questions for your customers to answer during the online booking process. This tab comes with default questions, for example:

  • First and Last Name
  • Billing and address info
  • Special Requirements
  • Marketing Information such as "How did you hear about us?"

With Custom Fields, you're able to obtain even more information, including;

  • Special Dietary requirements
  • Specific Pick Up locations
  • Current Accommodation and Hotel locations

 

Ask once per Order VS Ask for each Participant

  • Ask once per order - is used to obtain information about the person who is making the booking, this will include contact and billing information
  • Ask for each Participant - is used to obtain any and all information specific to the participants of the tour/activity, including dietary requirements, ages, and any other participant specific information.

Mandatory: Online Orders & Agent Orders

You also have the choice to Ask for the information without making it Mandatory to answer. Making a question mandatory will not allow a booking to be made without the customer (Online Orders) or Agent (Agent Orders) first answering all mandatory questions.

 

Custom Fields

There are several options for setting up Custom Fields:

  • Text - allow your customer to provide their own answer

  • List - allows your customers to choose from several answers that you provide

  • Checkbox - have your customers check a box as an answer to a question.

  • Multi-line text - allow your customers to provide an extended answer.

  • Inline text (read-only) - allows you to create a text header or statement that is read-only.

  • Multi-Line text (read-only) - Allows you to create a read-only header as well as a body of text.

  • Hidden Field (read-only) - This value will be visible in reports, but will not appear to customers or staff creating orders

Internal Orders VS Online Orders

Custom Fields also allows you to set if a question will be public, or internal only.

  • Online Orders: Tick this box if you want the question viewable both internally and publicly
  • Internal Orders: Only tick this box if you want the question viewable internally online.

 

Publish Tab

This tab is where you can set the online visibility of your products. You can choose if a product can be viewed online only on your website, within the Rezdy Marketplace, or hidden from the public eye.

Categories - is where you set the visibility for this product on your website. By default, a Tours Category is created allowing you to drop all of your products into the one category.

  • Click the checkbox for each catalog where you want your product to appear.

 

Negotiated Rates - is where you set the visibility of this product to Agents who you have shared a Negotiated Rate with, in the Marketplace.

  • Tick the appropriate Negotiated Rate.
  • Set the commission settings.

 

  • Promote in Marketplace: Untick this box if you do not want this product visible within the Marketplace. If this box is ticked, Agents can see this product and request a Negotiated Rate, but cannot book it.

 

Marketplace Rate - is where you can set the visibility of this product to any Agent within the Marketplace using the Rezdy automated payments.

  • Tick All Marketplace Agents
  • Set the commissions.

 

Location Tab

Show this product's location to your customers. 

  1. Enter a Destination and select from the best option
  2. Enter the address of the Business.
  3. Click Find.
  4. Drag and drop the marker to the location.

 

Note: if you are creating a Shuttle/Transfer type product, click here to learn more about From/To location settings.

 

Pickups Tab

 

Important: My Pickups is not supported with Shuttle/Transfer type Products.

 

Messages Tab

This tab is optional, and allows you to add product specific information to the confirmation, reminder, followup, and payment request emails. If you simply want all products to have the same information within these emails; you can configure each email template separately.

Follow the below links for each template setup:

This tab is also where you can enable SMS alerts for both you and your booking customers. SMS fees will be added to your monthly subscription charge

  • 0.09$ per SMS sent to United States and Canada
  • 0.19$ per SMS to Australia and New Zealand
  • 0.29$ per SMS to other countries

Note: SMS is only supported for Notifications (confirmations), Reminders, and Followups. You cannot configure SMS alerts for payment requests.

 

Notifications

Emails:

  • Add information to confirmation emails - tick this box if you want to include product specific information to the confirmation emails. This will be added to the default information within the Confirmation email template.
  • Add attachment to emails - tick this box and upload any product specific attachments. If you have also added an attachment to your Confirmation email templates, your customers will receive both attachments.
  • Also send supplier notification email to these recipient(s) - tick this box if you want other staff in your company to receive the Supplier notification email when this product is booked. To add multiple emails, separate each emails with ';' character i.e : john@doe.com; tony@doe.com
  • Show a QR Code for each Participant:
    • Show a Rezdy generated QR Code for each Participant - tick this if you wish to have QR Codes to be shown for each of your Participants.
    • Show an external QR Code for each Participant - tick this if you have a 3rd Party system/POS system that you use to generate and scan QR Codes for each participant. Click here to read more

SMS:

  • Send me an SMS when I get a booking - tick this box if you want to receive an SMS each time this particular product gets booked online. The SMS will be sent to the Mobile Number defined within your Edit My Profile page.
  • Send an SMS to the customer to confirm his order - tick this box if you want your customers to receive an SMS after they have completed their booking online.

 

Reminders

Emails

  • Send a first reminder:
    • Only ticking the Send a first reminder box: the reminder email will be sent based off your main template settings.
    • Click Customise: this is optional, and only required if you want to set a product specific message to be sent x amount of days/hours. Otherwise your template settings will take affect.
    • Set the amount of Days/Hours before the session start time
    • Enter the reminder message

  • Send a second reminder
    • Only ticking this box: the email will be sent based off your main template settings
    • Click Customise - see above
  • Send a third reminder
    • Only ticking this box: the email will be sent based off your main template settings
    • Click Customise - see above

SMS

  • Tick the Send a reminder SMS to the customer box
  • Enter the amount of Hours/Days/Minutes before the session start time

 

Followups

Emails

  • Send a follow-up Review Request (1st)
    • Only ticking the Send a follow-up Review Request box: the follow up email will be sent based off your main template settings.
    • Click Customise: this is optional, and only required if you want to set a product specific message to be sent x amount of days/hours. Otherwise your template settings will take affect.
    • Set the amount of Days/Hours after the session end time
    • Enter the reminder message

SMS

  • Tick the Send a follow up SMS to the customer box
  • Enter the amount of Days/Hours/Minutes after the session end time

 

Payment Request

Emails

  • Tick the Automated Payment Request boxes. This will enable the product to send an automated payment request email using the main template settings. Click here to learn more.
  • Click the Customise button to set up product specific settings.
  • For the requested amounts, select between: 
    • Percentage of order total amount: Allows you to request a percentage amount of the order total. Enter the percentage amount.
    • Fixed amount per order: Allows you to request a specific dollar amount of the order total. Enter a specific dollar amount, must be a whole number e.g. 50.
  • For the requested date, select between:
    • Days before tour date: This will trigger an email X amount of days before the start of the tour/activity.
    • Days after order date: This will trigger an email X amount of days after the booking was made.
    • Specific date: This will trigger an email on the date specified. This follows the Coordinated Universal Time or UTC Timezone.

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Note: In the above example, this product will have 3 automated payment request emails sent. Request 1 and 2 will use each of the main template settings, however Request 3 will use the product specific settings.

 

Taxes and Fees Tab

This tab allows you to add taxes and fees to your products:

  • Tick the appropriate tax/fee
  • Click Save product

 

If you have not set up any taxes or fees; click the following links to create:

 

Related Products Tab

This feature allows you to upsell and cross sell your products to your online booking customers.

  • Tick the products you want to show as related products online to your customers

 

Tip: if you want to see how related products are presented online, or learn more; click here.

 

Tags Tab

Complete the Marketplace tags for this product, this will improve the visibility of this product on the Marketplace during searches

 

SEO Tab

  • Enter an SEO Title
  • Enter an SEO Description
  • Tick the Search Engine Indexing to tell search engines not to index/deindex the Rezdy URL for this product e.g. https://myrezdyurl.rezdy.com/1234/my-product
  • Rel Canonical URL: enter the URL that you would prefer to be ranked for this product e.g. https://mywebsite.com/my-product

Note: there is no set time for search engines, like Google, to initially rank or index/deindex a website. It is possible for a site to be crawled/indexed within 4 days to 4 weeks. In some cases, it may take longer.

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