Orders

• How to cancel and refund a product, or an entire order.

  Sometimes plans don't work out, and your customer may need to cancel a product from their order or cancel the entire order. This article covers how to cancel products, edit cancellation fees, and process refunds. ||| If the order was placed through TrueConnect, your ability to make changes may be limited. Canceling One or More Products Open the order that needs updating. Select Cancel. ![Screenshot showing the Cancel button on an order](https://storage.crisp.chat/users/helpdeskSome readers

• How do I remove a cancellation fee?

  If your products have cancellation policies enabled, you may occasionally need to remove or adjust the fee under special circumstances. You can do this during the cancellation process or after a product has already been canceled. Removing the Fee During Cancellation Open the order. Select Cancel near the top of the order. If a cancellation policy applies, a notice will appear stating that a fee will be applied. If there is no reference to a cancellation fee, the policy is notFew readers

• How to use the direct booking link in Resmark

  The direct booking link lets customers book a specific session, even if the product is not set to allow online orders. This is useful for private trips where multiple parties are booking the same session separately. Creating a Direct Booking Link Navigate to New Order and switch to list view. Click the gear icoFew readers

• Adjusting Product and Participant Information on an existing Order

  You can move participant information from one product to another on the same order without generating a new order number. This is useful when a customer changes their mind about which trip or product they want to book. Adding the New Product On the order that needs to be updated, click Add Product and select the new product from your list. ![Screenshot showing the Add Product button on an order](https://storage.crisp.chat/users/helpdesk/website/51cecd630a16380/image-png-nov-22-2023-06Few readers

Products

• How can I set up the date and time of my inventory in Resmark?

  Set up launch dates and times for your product on a recurring schedule or variable dates for special events. Find these settings in Products > Inventory. Date When setting up your product dates, choose one of the following options: Regular Recurring Dates Choose this option if your product runs on a consistent schedule (for example, every weekday or every Saturday). After selecting this option, continue to the Time section below. Variable Dates Choose this option if yourPopular

• How do I set a location for my product?

  This step of the product creation process is required. It determines where your product is located and helps customers see where their activity is taking place. You can either select an existing location or create a new one. Select an Existing Location If you have already set up a location, select it from the droPopular

• How do I set up my product inventory: Save as Template & Generate Inventory

  This article covers saving inventory settings as templates and generating inventory in Resmark. You can find these options in Products > Inventory. After you have configured your inventory settings, you have two options: Save as Template Generate Inventory and Save as Template 1. Generating Inventory with Variable Dates [2. Automatically Create My InventoryPopular

• How to Edit or Delete Existing Inventory in Resmark

  This article covers how to edit or delete inventory that has already been generated. This is useful for adjusting pricing on peak days or removing inventory for days when you will be closed. You can update or delete a single session at a time, or bulk edit and delete as many sessions as you need. | Note: If you want to update future inventory that has not been generated yet, see [Inventory Templates](https://helpdesk.resmarksystems.com/en-us/article/how-do-i-set-up-my-product-inventory-savSome readers

• How do I set up my product inventory: General Settings

  These settings control how your customers can place orders and when they can do so. You can find them in the Inventory section of your products. After you have set up your inventory date settings, you will need to define your general settings. ![General inventory settings overview](https://storage.crisp.chat/users/helpdesk/website/e6d985d96d3c7000/bc19f5d2-96f0-4e5d-ad52-Some readers

• How to create a price tier

  Price tiers let you define pricing based on categories you specify, such as Senior, Adult, Youth, or Infant. When creating a price tier, you are setting the standard pricing for your product. The options available will vary depending on the product class you selected earlier: Participant-based activity - Set pricing by participant age group. Rental/unit-based activity - Set pricing by item size or capacity. Resmark provides recommended price tier names, but you can create custom nSome readers

• How 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. Select one of the three options below based on your configuration. | Note: The options in this step may vary depending on your time and duration settings. This step is disabled if you selected [Variable Dates](https://helpdesk.resmarksystems.com/en-us/article/how-can-i-set-up-the-daSome readers

• How do I set a meeting location for my product?

  A meeting location is where your customers will meet before the activity begins, which may be different from the product location itself. You can select an existing meeting location or create a new one. | Looking to set a product location instead? See How do I set a location for my product? ![Screenshot of the meeting location settings on a product](https://storage.crisp.chatSome readers

• How do I set up my product inventory: Fields

  When a customer places an order in Resmark, you can choose what information to collect about them and other participants. The Fields feature gives you full control over this. Index Information Collection Standard Fields Custom Fields Information Collection | You have three options for information collection: | 1. Collect No Information -- Choose this if you do not want to collect any customer or gSome readers

• How do I add marketing information to my product in Resmark?

  Marketing information helps potential customers learn about your product before booking. It is also used by internal agents when providing product details to customers. If your product is publicly available for reservation, this content will appear on your public booking pages. To configure marketing information, navigate to Products > (Your Product Name) > Marketing. ![Screenshot of the Marketing tab on a product page](https://storage.crisp.chat/users/helpdesk/website/67846f86f4285c00/d0bSome readers

• How do I set up my product inventory: Automation Settings

  Create your inventory automatically or have it generate up to a specific date. You can find these options in the Inventory section of your products. || Wait! If you selected Variable Dates when configuring your date settings, [skip to the next step](https://helpdesk.resmarksystems.com/en-us/article/how-do-i-set-up-my-product-inventory-save-as-template-generate-inventorFew readers

• How do I manage my product locations in Resmark?

  Product locations help your customers see where their activity will take place. You can manage all of your product locations from Settings > Product Locations. 1. Create a New Product Location After creating a new location here, you will need to [manually add it](https://helpdesk.resmarksystems.com/en-us/article/how-do-i-set-a-location-for-my-product-1txoijbFew readers

• How to set up taxes for products

  Taxes can be set up during the product creation process or by navigating to Settings > Taxes. When creating or editing a product, you can set up a new tax or apply an existing one. Creating a New Tax Tax Name: The name you give your tax. It will appear throughout the app and on order confirmations. Percentage or Flat: Determines whether the tax is a percentage or a flat amount. Amount: The dollar amount or percentage that will be charged to your customer. **Valid FrFew readers

• How to create custom labels for your 'Units' or 'Participants' using the 'Available By' feature

  The Available By setting lets you customize how your product counts availability. Instead of using the default "Participants" or "Units" labels, you can create a custom name that better fits what you are selling. Choosing Between Participant and Unit Participant: Use this if you count the number of people (guests, passengers, riders) when determining availability. Unit: Use this if you count the number of items (kayaks, ATVs, surfboards, etc.) when determining availability. ||Few readers

• How do I add my cancellation policy to my product?

  Cancellation policies let you set clear expectations for your customers while deterring last-minute cancellations. You can create policies with tiered fees based on how close to the start time a cancellation is made. Adding a Policy to a Product Navigate to Products > (Your Product Name) and go to the Pricing tab. From there you can select an existing policy or create a new one. ![Animated walkthrough of adding a cancellation policy to a product](https://storage.crisp.chat/users/hFew readers

• How do I delete a product location in Resmark?

  To delete a product location from Resmark, you must first remove it from any products that use it. This article covers both steps. If you have already removed the location from all products, skip ahead to deleting the location from Resmark. Removing a Location from Your Products Navigate to each product that uses the location you want to delete. ![Animated walkthrough of navigating to a product's location settings](https://storage.crisp.chat/usersFew readers

• How to use price categories to set up variable pricing for your products.

  Price categories let you set up variable pricing for businesses you share products with through TrueConnect, as well as custom pricing for your Add to Cart widget. Price categories should only be used if you plan to offer unique pricing to a partner or outside sales source through TrueConnect. These additional categories will not affect your internal users or product listings. You can also assign a price category to the standalone Add to Cart button. To configure this, go to **Website Tools >Few readers

• How do I set up payment collection requirements for orders?

  After defining your price tiers, you can configure how payment is collected when a customer places an order. These options appear on the product pricing page just above your price tiers. PFew readers

• Discounts and Promo Codes

  This article covers discounts and promo codes in Resmark, including how to create, apply, and remove them. Index 1. Create a discount during product creation 2. Create or edit a discount from your account settings 3. Create a custom one-time discount 4. How to apply or remove a discount 1.Few readers

• How to set up your product image gallery

  The product image gallery lets you show customers what to expect from your product. You can upload one or more images that will appear on your product listing. The ideal image size is 990 pixels wide by 740 pixels tall. If your image is larger, Resmark will automatically crop it to fit. To add or update images, navigate to Products > (Product Name) > Marketing > Image Gallery. You can upload images one at a time or drag and drop multiple images at once. When uploading more than one image,Few readers

• How to set up your product class and product type

  Product Classes and Product Types help you organize your products internally. The class you choose also influences how the product creation process is set up, as well as search and purchase behavior. Product Class When creating a product, you will need to select a Product Class. Choose the class that is most relevant to your product. For example, a zipline tour would use Tour or Activity. Product Type After choosing a Product Class, the Product Type dropdown will appear.Few readers

• How do I set up my product inventory: Availability Limit

  The Availability Limit setting lets you control the maximum number of guests or units per launch, session, or trip, as well as set a minimum quantity required for online bookings. Quantity Set the maximum number of participants allowed per launch, session, or trip. Minimum Quantity Required Setting a minimum quantity restricts online bookings from being placed unless the minimum number of guests is met for that launch. This is useful for businesses that cannot operate profitably beloFew readers

• How to connect a waiver to your products in Resmark

  Connecting a WaiverSign document to a Resmark product lets you collect participant information and signed waivers in one place, tied directly to the order. || Before you start: Both your product and your document must be published before you can link them together. 1. Choose your product in Resmark Your product must be set up as a participant-based product. Unit-based products will not work, so if yours is unit-based you will need to create a new participant-based product. To check, gFew readers

• How to set up fees for products

  Fees can be set up during the product creation process or by navigating to Settings > Fees. You can select an existing fee or create a new one. Creating a New Fee Fee Name: The name you give your fee. It will appear throughout the app and on order confirmations. Percentage or Flat: Determines if the fee is a percentage or a flat amount. Price Tiers: Choose whether the fee applies to all price tiers or only specific ones. Amount: The dollar amount or percentage tFew readers

• How do I add Product-Specific Confirmation notes to my product in Resmark?

  You can add product-specific notes and instructions that appear on order confirmations for individual products. These notes are shown below your general confirmation message and are unique to each product. General vs. Product-Specific Confirmations All products share a general confirmation message that appears on every order. To update it, go to Settings > Business > Checkout And Confirmation Settings. ![Screenshot of the Checkout And Confirmation Settings page](https://storage.crisp.Few readers

• How do I set up my product inventory: Template Automation Status

  This article explains how inventory generates based on your template settings. You can find these options 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 automation options available for your templates. ![Template automation status options](https://sFew readers

• How can I set up my inventory template for products in Resmark?

  When adding a new product, you can configure inventory criteria such as the number of seats available per session. Navigate to Products > Inventory to get started. Date/Time Label Choose what to call each scheduled date and time. You might refer to it as a departure, an event, a session, or something else. Select from the available options or create your own label. This label will appear throughout the inventory creation process to keep things intuitive. Limit By Select how you wFew readers

• Where can I add Custom Fields?

  Custom fields let you control what information customers provide about themselves and other participants when placing an order. You can manage all custom fields from Settings > Custom Fields. Any fields created during the product setup process will appear here. You can also create new fields or edit existing ones from this page. || Do not use custom fields to collect sensitive information such as credit card numbers or social security numbers. These fields are not encrypted. ![ScreenshotFew readers

• How can I update my product summary in Resmark?

  The Product Summary section lets you display key details about your product's availability, duration, and age restrictions. This information appears on your product details listing so customers can quickly understand when and how they can participate. To configure, navigate to your product page and find the Product Summary in the Marketing section. Months of Operation Select when this product is available. Choose Year Round or Specific Date Range. If selecting a specific rFew readers

• How to Create Meeting Locations for Your Products

  If your product location and meeting location are different, you can use this feature to manage meeting locations separately. To edit or manage your meeting locations, go to Settings > Products > Meeting Locations. From here you can edit any of your meeting location settings, delete a meeting location, and more. If you want to add or remove a meeFew readers

• How can I receive notifications on my products in Resmark?

  Resmark can automatically send an internal email notification whenever an order is placed or changed on a specific product. This is configured in the Marketing section of each product. Navigate to Products > (Product Name) > Marketing and scroll to the Notifications section near the bottom of the page. From here you can add a new contact to notify, select an existing one, or remove any existing notifications. ![Animated walkthrough of adding a notification contact in the product MarketFew readers

• How 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. Creating a New Discount Discount Name -- The name you give your discount. It will appear throughout the app and on order confirmations. Percentage or Flat -- Determines whether the discount is a percentage or a flat dollar amount. Price Tiers -- Choose whether the discount applies to all price tiers or only to specific [price tiers](htFew readers

• How do I archive or reactivate a product in Resmark?

  Resmark lets you archive products you no longer offer and reactivate them later if needed. ||| There is currently no way to delete a product, only archive. Once you archive a product, you will no longer be able to place new orders for it, but it will still appear in previously made orders and reporting. | You can only archive a product if your business created it. If you are connected to a product through [TrueConnect](https://helpdesk.resmarksystems.com/en-us/article/how-do-i-get-started-withFew readers

• How do I add a video to my product in Resmark?

  You can add a promotional YouTube or Vimeo video to any of your products in Resmark. Navigate to Products > (Product Name) > Marketing > Product Video, paste your video URL into the text box, and the embed will generate automatically. Embed video to Resmark Products | The screen capture in tFew readers

• Minimum and Maximum Quantities for Price Tiers

  Summary How It Works Configuration Examples Customer Experience Setup Guidelines Troubleshooting Summary The Min/Max/Increment feature provides greater control over how products are booked by allowing quantity limits at the price tier level. This is especially useful for participant-based products such as adventures, tours, or events where yoFew readers

• How do I add new pricing for alternate days in Resmark?

  Resmark lets you customize pricing based on date ranges or days of the week. You can schedule a price change for a future date, or set different rates for specific days like weekends or holidays. To get started, navigate to Products > Select Product Name > Pricing New Date Range Use this option to set a different price starting on a specific date. This is useful for seasonal pricing, holiday rates, or scheduled price increases. ![Screenshot showing the New Date Range option in pricing seFew readers

Reports

• Reports: Sales by Order

  The Sales by Order report shows product sales data for a given date period with any number of applied filters. The report can be exported as a .csv to Excel for further analysis. | To open the Sales by Order report, go to Reports > Sales > Sales by Order. Index Date Ranges Additional Filters Rows and Columns Amount Figures ![Sales by Order report overview](https://storage.criFew readers

• How do I reconcile my credit card transaction sweeps with the Resmark payment summary report?

  To reconcile the credit card transactions deposited to your bank account, compare your payment gateway's settlement or batch report with the Resmark Payment Summary report. Each transaction line in the gateway report will include an Order Payment ID that corresponds to the Payment ID on a specific line of the Resmark Payment Summary. To open the Payment Summary, navigate to Reports > Payment Summary. NMI Log into your NMI transaction gateway account. Click *Transaction ReportsFew readers

• Reports: Sales by Product

  The Sales by Product report groups product sales data by product name for a given date range. You can apply filters, customize which columns are displayed, and export the results as a CSV file. To open the report, navigate to Reports > Sales and Marketing > Sales by Product. Filtering the Report Click the filterFew readers

• How do I filter Transactions by Payment Type?

  The Payment Summary Report lets you view transactions filtered by date, user, and payment method. This is useful for tracking which users processed specific transactions or seeing how many customers paid with a particular method. Navigate to Reports > Payment Summary. Use the filters at the top to narrow your results by date range, the uFew readers

Website Tools

• How to Set Up Google Analytics 4 (GA4) with Resmark

  Looking to set up Google Analytics 4 (GA4)? Everything you need to know can be found in this article. Page Index Video Tutorial Getting Started Guide Important Update: October 2025 Video Tutorial GA4 Setup Video Getting Started with Google Analytics 4 (GPopular

• How do I add the Resmark add to cart button to my website?

  The Resmark Add to Cart button lets you sell your products directly on your own website. Three pieces of code are required to get your first button set up, and your website must support JavaScript. To get started, navigate to Website Tools and click Get This Widget. Use the dropdown menu to select the product you want to generate code for. ![Animated walkthrough of navigating to Website Tools and selecting a product](https://storage.crisp.chat/users/helpdesk/website/7ba853dabaeaa800/89Some readers

Settings

• How to Set Up Gift Cards in Resmark with GiftUp

  Resmark offers gift card redemption through an API integration with GiftUp. Getting Started with GiftUp It takes only a few minutes to get started. Visit the GiftUp website to create your account. Signing up is free, and real-world usage charges are based on your actual gift card sales, completely external to Resmark. More information on their fees can be found here. After you create your account, GiftUp will walk you throuSome readers

• How do I add additional marketing sections to my product in Resmark?

  You can customize the marketing section labels that appear when adding or editing products in Resmark. Navigate to Settings > Marketing Sections to manage your labels. Changes made here will update what appears in the Marketing step of the product creation process for all products. Customizing a Default Label or Adding a New One ![Animated walkthFew readers

• How to create and edit Policies through Settings

  Settings > Products > Policies is a central place to manage your cancellation and general business policies. When setting up a product, you can create new policies or reuse ones you have previously created. This settings page lets you create additional policies, revise existing ones, and delete policies you no longer need. || Any chFew readers

• How do I add a general policy to my product?

  General policies let you set rules and restrictions to inform your customers of important information before they book. Common uses include: Age restrictions Height or weight restrictions Mandatory equipment Bring your own lunch Waiver must be signed before departure Safety warnings And more You can select an existing policy to apply to your product, or create a new one. | Note: To edit or delete a general policy instead of creating a new one, go to **Settings > Products > PFew readers

• 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, order confirmations, and business listing. | Your brand settings are also used to help other businesses find and connect with you through the Supplier Network included with TrueConnect. Business Logo Upload a logo for your business under the General seFew readers

• How to manage price tiers and categories

  You can create, edit, and delete price tiers and categories from Settings > General > Price Tiers & Categories. Changes made to any existing price tier or category here will be reflected across all applicable products. Participant Price Tiers Standard Participant Price Tier These are the default [price tiers](https://helpdesk.rFew readers

• How to set up and manage notifications

  Resmark can automatically send internal email notifications to specific people whenever an order is placed or changed on a product. You can manage all notifications from Settings > General > Notifications. Managing Notifications From the Settings > General > Notifications page: To create a new notification, select *Few readers

• How 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 $customer_first_name, Thank you for your order! Please verify your confirmation for accuracy and additional details. To better persoFew readers

• How do I create/edit/delete taxes in Resmark?

  When setting up products, you can create a new tax or apply an existing one. If your tax rates change later, you can manage all taxes from Settings > Taxes. Create New Tax Creating a new tax from Settings > Taxes is nearly identical to creating a tax during the product creation process. The only difference is that you will have the option to apply the tax to selected proFew readers

• How do I set up custom search filters for my products?

  Custom search filters let you organize your products by categories like season, difficulty, or trip type. Once set up, these filters appear as options when placing internal orders, making it faster to find the right product. Creating Search Categories Search Categories are the top-level filter groups. To create one: Navigate to Settings > Custom Search Filters. Click New Search Category. Enter a name for your category. Common examples include "Season" and "Difficulty."Few readers

General Information

• How to Connect a Nexio Terminal via Ethernet Using a WiFi Repeater

  To improve the stability of the connection on Nexio Terminals, you can connect the terminal via Ethernet using a WiFi repeater. This provides a more reliable connection compared to the terminal's built-in WiFi, and is a great option for clients who use WiFi hotspots or don't have a nearby Ethernet connection. These instructions are based on this specific WiFi repeater: GL.iNet GL-SFT1200 (Opal) Plug the adapter into a USB-C power source (either the onFew readers

• How to add notes and tags (colored dots) to your inventory (launches/sessions/departures).

  You can add custom notes and colored tags to individual sessions or multiple sessions at once. Notes can be displayed in different locations depending on whether they are intended for internal use, online customers, or manifests. Editing a Single Session From New Order View, find the session you want to tag. Click the settings gear icon on that session and select Edit. In the Edit Session window, select + Add Notes. Enter your note text and choose where you want itFew readers

• How to use Resmark's QR code for Check-In

  Resmark's QR code feature gives your team a faster way to check in guests — scan the code on their confirmation and the order loads instantly, no typing required. || NOTE: QR codes will only appear on orders created after the toggle is turned on. Orders placed before enabling this setting will not have a QR code retroactively added. Enable the QR code feature Go to the Check-In tab. Click Check-In Settings in the upper right corner. Switch the toggle on for **Display QR cFew readers

• How do I use Resmark's Check-In feature?

  Resmark's Check-In feature lets your team set a time-frame window during which guests can be checked in for their reservation. Only participants whose product start time falls within that window will appear in the Check-In view. || Before you begin: Confirm this feature is enabled on your account by going to Settings > Check-In. If it does not appear, contact Resmark Support to have it turned on. Grant a user access to Check-In Go to Settings > Users, select a user, and scrollFew readers