Orders
How do I remove a cancellation fee?
If your products have cancellation policies enabled, then there's a good chance you'll occasionally need to remove the fee under special circumstances. Here's how to remove a cancellation fee. Removing the fee during the cancellation process Open the order Select "Cancel" near the top of the order If the cancellation policy pops up notifying you that a "Fee will be applied for cancellation" then continue to step 4. If there's no reference to a cancellation fee, then a fee willSome readersHow to cancel and refund a product, or an entire order.
Sometimes plans just don't work out, and your customer may need to cancel a product from their order, or cancel their entire order. Here's how you'd process that. Section 1: Canceling one or more products Section 2: Editing the cancelation fee on an already canceled order Section 3: Refunding an order Canceling one or more products Step 1: Open the order that needsSome readersHow to use the direct booking link in Resmark
The direct booking link lets customers book trips, even if the product is not available for online orders. Perfect for private trips where different parties are all going together, but booking separately. Read on to learn more! How to create a direct booking link Go to New Order and make sure you are viewing in list view. On the right of each launch is a gear icon. ClicFew readers
Products
How can I set up the date and time of my inventory in Resmark?
Set up launch dates/times for your product either on a recurring schedule or variable dates for special events. Find this in Products Inventory Index Date Regular Recurring Dates Variable Dates Time Duration Date When setting up your product date(s) you have the following options available: Regular Recurring Dates If you selected regular recurring dates youSome readersHow do I set a location for my product?
Help your customers see where their activity is taking place. This step of the product creation process is mandatory to determine where your product is located. You can either Select An Existing Location or create a New Location. Select an Existing Location If an existing location is available, you can select itSome readersHow do I set up my product inventory: General Settings
These settings control how your customers can place orders and when they can do so. After you have set up your inventory date settings, you'll need to define your general settings. The following options are available for your general settiSome readersHow do I set up my product inventory: On the Following Days
This is the next step when setting up your products in Resmark under the Inventory tab. These instructions will walk you through all of the options available to you, select one of the three options below:Some readersHow do I set up my product inventory: Fields
When a person places an order in Resmark, you can choose what information you would like them to provide about themselves, as well as other participants. The Fields feature gives you full control over this. Index Information Collection Standard Fields Custom Fields Information CollectionSome readersHow do I add marketing information to my product in Resmark?
Help potential customers learn more about your trip! You can include what they should expect, what they can bring, etc. When setting up your product, it is required that you define marketing information for the product. This information is useful for internal agents to provide product details to your customers. If your product is publicly available for reservation, this information is also used for public pages to help your customers with their decision. You can find this section by visiting *Some readersHow do I manage my product locations in Resmark?
Product location helps your customers see where their activity will take place. Learn how to add, delete, or edit a product location in Resmark. You can find this feature in Settings Product Locations From Settings Product Locations you can manage all of your product locations in one place. You can do the following: 1. Create a New Product Location When creating a new product location, you will need to manually add it (https://helpdesk.resmarksystems.com/en-us/article/how-do-i-seSome readersHow to create custom labels for your 'Units' or 'Participants' using the 'Available By' feature
Available By is a way to customize your product to better fit what you're trying to sell. Rather than calling your customers "Units" or "Participants" you can give them a custom name/label. You have two options available to use: Participant - Do you count the number of total participants (guests, people) when determining your availability? Unit - Do you count the number of total units (kayaks, ATVs, surfboards, etc) when determining your availability?Some readersHow do I delete a product location in Resmark?
This article covers how to change/delete the location of where your product(s) are based. To delete a product location you must first remove the product location from any products that use that location. If you have already removed the product location from existing products and you just want to delete the product location from Resmark you can skip forward to learn how to delete a Product Location from Resmark. Otherwise, continue readingSome readersHow do I set up my product inventory: Manually Update or Delete Inventory
The following article will cover the process of editing or deleting inventory that has already been generated. This feature is useful for changing pricing for peak days or deleting inventory for one-off days that you may be closed. If you need to make changes to inventory that you have already generated you can easily update a single session or bulk edit as many sessions as you need to, the same goes for deletion.Some readersHow do I add my cancellation policy to my product?
Create a custom cancellation policy to give your customers ease of mind, but also deter last-minute cancellations. Policies can be added to your products by going to Products Your Product Name and going to the Pricing tab. You can select an existing policy or create a new cancellation policy for your products. New Cancellation Policy Policy Name is the name yFew readersHow can I receive notifications on my products in Resmark?
Do you want to receive an email whenever an order is placed for a specific product, or when change is made to any order containing that product? Read on to learn how! Using the notifications feature you can have Resmark automatically fire off an internal email every time an order is placed for a specific product, or when change is made to any order containing that product. Simply visit the marketing settings of any product, and look for Notifications near the bottom of the page. You can eitFew readersHow to create a price tier
Price tiers are a way to distinguish pricing based on tiers that you've specified. For example: Senior, Adult, Youth, Infant. When creating a price tier, you're determining the standard pricing for your product. The options available for pricing may vary depending on the product class settings that you previously chose. For example: If you chose a participant based activity you'd have the option to set the pricing based on participant age. If you chose a rental/unit based activity, youFew readersHow do I set up my product inventory: Save as Template & Generate Inventory
Setting up a template for your inventory in Resmark. You can find this in Products >Inventory After you have configured your inventory settings you have two options available: Save as Template Generate Inventory and Save as TemplateFew readersHow to set up taxes for products
Taxes can quickly and easily be set up during the product creation process, or by navigating to Settings Taxes. If taxes are applicable to your product, creating a tax only takes a few moments to set up. When creating or editing a product you have the option to quickly and easily set up a new tax, or add an existing tax. You have the following options when setting up a new Tax: Tax Name is the name you give your tax, it will show up throughout the app and on order confirmations.Few readersDiscounts and Promo Codes
This article covers all things discounts and promo codes. How to create a discount, apply a discount, or remove a discount. There are four sections to this article. Using one of the options below you can skip to the section you'd like to learn more about. Index 1. Create a discount during product creation 2. Create or edit a discount from your account settings 3. CreFew readersHow do I set a meeting location for my product?
Oftentimes a product location and a meeting location may be two different locations, that's when this feature will come in handy. You can either select an existing location or create a new location. (https://storage.crisp.chat/users/helpdesk/website/51cecd630a16380/file-bqimgfa6d11w2Few readersHow do I set up my product inventory: Availability Limit
Availability Limit will allow you to set your maximum quantity of guests/units, as well as the minimum quantity required for online bookings. Using the 'Availability Limit' feature of Resmark Inventory Templates, you can set up the following restrictions for each launch/session/trip: Quantity: The maximum number of participants per launch/session/trip. Minimum Quantity Required: Setting a minimum quantity will restrict online orders from being booked unless/until that minimum qFew readersHow to set up fees for products
Fees can quickly and easily be set up during the product creation process, or by navigating to Settings Fees If there are fees applicable to your product, you can easily set up fees by following these steps. You have the option to select an existing fee (if you've created one before), or you can create a new fee. New Fee: Fee Name is the name you give your fee, it will show up throughout the app and on order confirmations. Percentage or Flat determines if the fee is a pFew readersHow do I set up my product inventory: Automation Settings
Create your inventory automatically or have it update up to a certain date. When creating inventory with Regular Recurring Dates (https://support.resmarksystems.com/knFew readersHow can I update my product summary in Resmark?
Let people know when your product is available, how long it goes for, and who can attend by adding it to the Product Summary in the Marketing section of your product page. Using the Product Summary section of Resmark you can clearly define the accessibility of your product with simple wording for your customers to understand. Be it the time of year the product is offered, product duration, and age restrictions. Months of Operation Select the applicable dates of operation for this product.Few readersHow do I archive or reactivate a product in Resmark?
Resmark provides the ability to archive and reactivate products. If you no longer offer or need a product, simply archive it! If you ever need to restore a product, all you need to do is reactivate it and verify your inventory is generated.Few readersHow do I add a video to my product in Resmark?
Do you have a promotional video of your product on YouTube or Vimeo that you'd like your customers to see? Add it to your products in Resmark! By going to PRODUCTS MARKETING PRODUCT VIDEO you can add a video showing off your product. Simply grab the YouTube or Vimeo URL and drop it into the text box, the video embed will automatically generate once you click away from the text box. (https://storage.crisp.chat/users/helpdesk/website/a1475596862e4800/0f4a64e8-9d71-42c0-85fc-b5f7c9jozFew readersHow to set up your product image gallery
Using the product image gallery you can provide your customers with a preview of what's in store for them with their purchase. Images are a great way to provide your customers a better understanding of what your product is all about. Resmark provides the ability to upload one or more images of your product. The ideal aspect ratio (size) for your images is 990 pixels wide by 740 pixels high. If your image is too big, Resmark will automatically crop it down to the appropriate size. To add/updateFew readersHow do I set up payment collection requirements for orders?
Choose how you will collect payment upon purchase. You can collect the full amount or wait for payment until a later time. Read on for all of your options. After defining your price tiers, additional pricing options will automatically generate in the product pricing page. Just above your newly defined price tiers, you'll find the option to set up collection requirements for payments. !Few readersHow can I set up my inventory template for products in Resmark?
When adding a new product, you can set the inventory criteria like number of seats available in the Inventory Settings. Simply go to Products Inventory to get started. Date/Time Label When you set up a date and time such as June 21 at 9:00 am, what do you call it? Do you refer to it as a departure, an event, a session, or something else? Make your selection here or create your own label. This label will display throughout the inventory creation process, making it more intuitive. LimiFew readersHow to connect a waiver to your products in Resmark
Connect your document in WaiverSign to your product in Resmark to collect the information you need all in one place. 1. Choose your product in Resmark Your product must have the following: It needs to be set up as a participant-based product. If your product is unit-based, this will not work and a new product will need to be created. To see what your product is set to, visit Products >(PrFew readersHow to set up your product class and product type
Product Classes and Product Types help you internally organize your products. The settings you choose for your product class will also help streamline the process of setting up your products. When creating your product you will need to define the Product Class. Product Class will influence product creation, search, and purchase. Select the class that is most relevant to your product. In this example, I'm creating a zipline tour, so I'll select Tour or Activity as my Product Class. After chFew readersHow do I set up my product inventory: Template Automation Status
Learn more about how inventory will generate based on your template settings. Find this in the inventory section of your products. Custom inventory settings are saved as Templates for fast and easy generation of additional inventory. There are three different automation options available for your templates. (https://storage.crisp.chat/users/helpdesk/website/51cecd630a163Few readersHow do I set up discounts for my products?
Discounts can be added in Resmark under Settings Products Discounts. They can also be set up during the product creation process. To set up a New Discount: Discount Name is the name you give your discount, it will show up throughout the app and on order confirmations. Percentage or Flat determines if the discount is a percentage or flat amount. Price Tiers allow you to choose if the discount can be applied to all price tiers or if it is applicable only to spFew readersHow to use price categories to set up variable pricing for your products.
Using the price categories feature of Resmark, you can set up variable pricing for the businesses that you share your product via TrueConnect, along with custom pricing for your Add to Cart widget. Additional price categories should only be used if you plan to offer unique pricing to a partner or outside sales source (shared via the TrueConnect feature). These additional price categories will not be used for your internal users and product listings. Alternately, you can add a new prFew readersHow to create meeting locations for your products
Meeting locations can be created, edited, or deleted through Settings Oftentimes a product location and a meeting location may be two different locations, that's when this feature will come in handy. If you need to edit or manage any of your meeting locations, visit Settings Products Meeting Locations. From there you can edit any of your meeting location settings, delete aFew readersWhere can I add Custom Fields?
Quickly access custom fields by going to Settings Custom Fields When a person places an order, you can choose what information you would like them to provide about themselves, as well as other participants. The fields feature gives you full control over this. Any fields you create during the product creation process will be listed in Settings Custom Fields. If you need to edit a field or create a new one, it can be done from the Custom Fields settings page.Few readersHow do I add Product-Specific Confirmation notes to my product in Resmark?
Do you have something specific about a product that you want your customers to know about? Like what to bring, or where to meet? Read on to find out how you can set this up in Resmark. When defining the marketing settings of your product, you can create notes or instructions that will be unique to that specific product and will appear below the general confirmation message and email. Along with your product-specific confirmation, all products sold by your business will contain a general confirmFew readers
Reports
How do I reconcile my credit card transaction sweeps with the Resmark payment summary report?
To reconcile the daily credit card transaction deposited to your Bank Account with your Resmark account, review and compare your Transaction Gateway’s Sweep or Batch Report with Resmark’s Payment Summary Report. Comparing the Sweep or Settlement Report to the Resmark Payment Summary will give you an accurate sense of the exact transactions that were deposited to your bank account for a given date. In the Report, the transaction line will include an Order Payment ID, which will correspond to theFew readersReports: Sales by Order
The Sales by Order report will show product sales data for a given date period and any number of applied filters. The report can be exported as a .csv to Excel for further adjustment. This article will cover the specifics of the report. Index Filters: * Date Ranges * Additional Filters Rows and Columns Amount Figures (Few readersReports: Sales by Product
This report will show product sales data based off of product information such as Product Name and other filters. The Basics The Sales by Product report is a grouping of product sales data based on Product Names for a given date period and any number of applied filters. The report can be exported as a .csv file to Excel for further manipulation. This article will cover the specifics of how to understand all of the data provided on this report. To open the Sales by Product report, go tFew readersHow do I filter Transactions by Payment Type?
Want to see how many customers paid with Gift Cards? Or which user processed certain transactions? You can view this information in the Payment Summary Report! Navigate to Reports Payment Summary Utilizing the Filter, you can narrow down results based off Date, who processed the Transaction, and what Payment Method was used. (https://storage.crisp.chat/users/helpdesk/website/35b44ea148ed4c00/3a0efFew readers
Website Tools
How do I add the Resmark add to cart button to my website?
If you want to sell your products directly on your own website, simply use the Resmark add to cart button code on your JavaScript compatible website. There are three required pieces of code that you'll need to place in your website source code to get your first Resmark add to cart button set up. To get started, go to Website Tools and click Get This Widget. Once on the setup page, you'll need to use the drop-down menu to select which product you want the code for. (https://storage.crispPopularGoogle Analytics 4: Video Walkthrough and Documentation
Looking to set up Google Analytics 4 (GA4)? Everything you need to know can be found in this article. Video tutorial for setting up GA4: Creating and configuring a GA4 property Creating a GA4 Property a. Go to analytics.google.com and create an account if you have not already b. Click into Admin on the left menu and click Create Property c. Name the property and selectSome readers
Settings
How do I adjust my Brand settings?
Using the Brand Settings found in Settings Brand, you can control the look and feel of your public Resmark page. Index About Us Tagline Do not index my content in search engines Brand Colors Primary Header and Logo Social Accounts About UsSome readersHow do I add a general policy to my product?
Create rules and restrictions to inform your customers of important information. You can create general policies to set rules and restrictions for your product. Common uses for these policies include, but are not limited to: Age restrictions Height restrictions Weight restrictions Mandatory equipment Bring your own lunch Waiver needs to be filled out and signed before departure Safety warnings ...and much more You can select an existing policy to apply to yourFew readersGiftUp.com Integration with Resmark
Resmark Reservations now offer redemption of Gift Cards via our API Integration with GiftUp Getting started with GiftUp It takes only minutes to get started. Simply visit the GiftUp website to create your account: https://www.giftup.com/, signing up is free, though real world usage and charges to your GiftUp account will be based on your actual gift card sales, completely external to Resmark. More information on their fees can be found here.Few readersHow do I add additional marketing sections to my product in Resmark?
Customize the marketing fields you see when adding your products to Resmark. Navigate to Settings Marketing Sections to manage your Marketing Section Labels. Changes to these labels impact what is found in the Marketing step of the product creation process. See the examples below. Customizing a default label, and creating an additional customFew readersHow do I create/edit/delete taxes in Resmark?
When setting up products, you're given the option to create a new tax or apply an existing tax. Eventually, taxes may change and you'll need to create something new or edit your existing tax. To do this, simply visit Settings Taxes. Index Create New Tax Update An Existing Tax Delete Tax Create New Tax Creating a new tax from Settings Taxes is nearly identical to the steps taken when creating a newFew readersHow to manage price tiers and categories
Price tiers and categories can be created, edited, or deleted through settings When initially setting up your products there are various steps to get your price tiers and categories set up. If you want to manage your price tiers and categories for all of your products (and connected products) in one place, visit Settings General Price Tiers & Categories. From Settings General Price Tiers & CFew readersHow to create and edit Policies through Settings
Create and edit cancellation and general policies through settings Settings Products Policies is a central place for you to manage your general business policies and cancellation policies. When setting up any of your products, you are given the option to create policies or reuse any policies you've previously created. This page allows yFew readersHow to set up and manage notifications
You can create, edit, and delete notifications for actions that users take on products in the Settings page When initially setting up your products you will be given the option to create a notification or apply an existing notification. To do this, simply visit Settings General Notifications. From there you can create a new notification, edit an existing notification, or delete a notification. (https:/Few readersHow can I customize my confirmation emails?
Using the Checkout and Confirmation Settings in Resmark, you can customize the introductory text that will be displayed in all confirmation emails. You can also manage how confirmation emails can be printed by your customers. Customize confirmation emails by going to Settings Checkout and Confirmation. By default, Resmark will provide you with: Hi $customerfirstname, Thank you for your order! Please verify your confirmation for accuracy and additional details. To better personFew readers