How to change capacities globally:
This is done on the General tab via Promotions > RRV-100E / RRV-100 / RRV-200 / RRV-750 > Edit > General tab.
How to change capacities for select days of the week (e.g. Fridays):
This is done on the Availability tab via Promotions > RRV-100E / RRV-100 / RRV-200 / RRV-750 > Edit > Availability tab.
It will update globally for all Fridays avoiding any select dates you have fine-tuned on the Calendar.
How to change (fine-tune) capacities for individual dates:
Use the left navigation menu to go to Calendar > Select the date > Open the service > Press Edit Capacities > Adjust available capacities accordingly > Update.
NOTE: Any fine-tuned capacities will remain intact and not be changed even if the global capacity is changed via the General page or Availability page.
How to block out certain dates
There are two options to blockout availability; the individual experience or the entire date.
There is no need to block out dates beyond the dd/mm 2023. The offers end date automatically blocks any bookings beyond this date.
If your business is fully booked, it is critical that you block out dates in advance to prevent bookings. This includes Public Holidays (eg. Good Friday)
To make blocking out dates more convenient, you can rename your staff to the name of the offer/experience type. For example; 'Staff 1' can be renamed to 'Guided Garden Tour'.
To block out all experiences for a particular day:
In your calendar, under 'Staff & Resources' select 'All Staff' > Press ' Blockout' > Select the dates you wish to blockout (Red = Blocked out/ White = Available) > Update.
To block out a single experience type:
In your calendar, under 'Staff & Resources' select the experience you wish to blockout > Press ' Blockout' > Select the dates you wish to blockout (Red = Blocked out/ White = Available) > Update.
How to check-in customers
You are required to check-in all customers in order to be reimbursed for the full value of their vouchers. If you do not check a customer in you will not be reimbursed for the voucher value.
Checking in customers will not be possible until 1 hour before the tour/experience.
Customers can be checked in at any time after the tour/experience has finished.
When you first log in you will be within the Dashboard's Activity section. Under Upcoming or Past you can click Check-in on a customer's booking.
Alternatively, you can check in customers within the calendar. By clicking on a tour/experience you will bring up the tour/experience. Within the tour/experience you will see a checkmark. By clicking on the white check symbol, you will have checked in the customer.
Adding a booking manually via the diary
Using the left navigation menu, go to > Calendar > Select the staff assigned to display the schedules or go directly to the scheduled session > Press '+ Add booking' button > Fill in the required fields > Press 'Add Booking' button.
Processing a refund
If cancellation occurs and automatic refunds are not configured in your payment settings, partial refunds or full refunds can be issued to the customer.
Using the left navigation menu, go to CRM > Payments > select the customer from the list to open the booking window. You can also search by name in the search box at the top of the window.
The booking window will open to the payment tab and in the action field you can select the Amount to Refund. To provide a refund in full, enter the amount displayed or alternatively, you can provide a partial refund by entering a lesser amount and press Process refund.
How to cancel all bookings at once for a single schedule
Using the left navigation menu, go to Calendar > navigate to the scheduled booking > click 'Cancel Event'.
Please note: Once this button is clicked, it will cancel all bookings, close the event, and will not accept further bookings. While 'Close event' button will only prevent further bookings but will not cancel the bookings and can be reinstated.
Please click the link above that will direct you to our support article with detailed instructions for Rezdy integration.