How To Use the Agenda

Overview

The Agenda view will give you a list of all product sessions and orders, starting from the day you have chosen on your calendar. You can confirm or cancel multiple orders, refund or generate vouchers for one or all orders and easily send email notifications to all customers.

You can also quickly block out or delete multiple sessions for your tours and experiences.

How to get there

1. Click Schedule.
2. Choose Agenda.

Update Orders

Selecting a single day to update

• Tick the box next to the day you want to update. This will automatically tick all sessions and orders for the day.
• Click the Update button.

Selecting multiple days to update:

• Click the Select All button. This will select all sessions and orders within visual range.
• The Update button will show you exactly how many orders have been selected.
• Click the Update button.

Selecting the type of update

Depending on the type of update you want to make, select from the below options:

• Change the order Status
• Refund all card payments
  • Only applicable to automated credit card transactions AND if your payment gateway supports refunds through Rezdy.
• Create and apply vouchers
  • This will create a voucher within the order/s for the value of each product and/or each of the quantities that were booked. 
• Select an email to send.

Note:  Creating and applying vouchers to all selected orders will automatically send the Gift Card email to the main customer contact within the order.

Once you have confirmed your updates, click the Apply Actions button (or Reset Form to start over).

Update Sessions

There are 2 types of session updates you can perform via the Agenda:

1. Close sessions

This update replaces the currently availability with a 0. All existing orders attached to sessions will remain in your calendar. For guests trying to book online, they will see Sold Out.

• Click Schedule.
• Choose Agenda.
• Tick the sessions you wish to close.
• Click the Update Sessions button.
• Select Close sessions from the actions.
• Click the Close sessions button and confirm OK.

Important: Updating an order, product or resource that is attached to a session (closed via the Agenda) will automatically trigger a re-calculation process and revert the availability for those sessions.

2. Delete sessions

Deleting a session will remove it from your Rezdy calendar, therefore removing the ability for your guests to book online.

Note: You cannot delete a session if an order is attached to it. For guests trying to book online, they will see Not Available.

• Click Schedule
• Click Agenda
• Select the sessions you wish to delete
• Click the Update Sessions button
• Select Delete sessions from the actions
• Click the Delete sessions button and confirm OK