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. 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 readersHow 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 readersHow 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. Screenshot showing the list view toggle in New Order Click the gear icoFew readersAdjusting 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 yourPopularHow 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 InventoryPopularHow 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. Screenshot of the product location step during product creation Select an Existing Location If you have already set up a location, select it from the droPopularHow 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-PopularHow 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.Some readersHow 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 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. Select one of the three options below based on your configuration.Some readersHow 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. Screenshot of the meeting location settings on a product (https://storage.crisp.chatSome readersHow 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 CollectionSome readersHow 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 readersHow 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.Few readersHow 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. Product Locations settings page 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 readersHow 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 readersHow 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 readersHow 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 readersHow 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 readersHow 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 readersDiscounts 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 readersHow 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 readersHow 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 readersHow 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. Screenshot of the payment collection requirement options on the product pricing page PFew readersHow 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 readersHow 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. 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 readersHow 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 readersHow 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 readersHow 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 readersHow 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 readersWhere 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. ScreenshotFew readersHow 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 readersHow 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. Meeting Locations settings page 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 readersHow 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 readersHow do I archive or reactivate a product in Resmark?
Resmark lets you archive products you no longer offer and reactivate them later if needed.Few readersHow 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. Screenshot of the Product Video field in the Marketing sectionFew 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. 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 readersMinimum 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 readersHow 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. Index Date Ranges Additional Filters Rows and Columns Amount Figures Sales by Order report overview (https://storage.criFew readersHow 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 readersHow 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. Screenshot of the Reports menu with Payment Summary highlighted Use the filters at the top to narrow your results by date range, the uFew readersReports: 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. Screenshot of the navigation path to the Sales by Product report Filtering the Report Click the filterFew 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 Getting Started with Google Analytics 4 (GPopularHow 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 readersHow 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 readersHow to create and edit Policies through Settings
Settings Products Policies is a central place to manage your cancellation and general business policies. Screenshot of the Policies option under Settings Products 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.Few readersHow 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.Few readersHow 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. Business Logo Upload a logo for your business under the General seFew readersHow 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. Screenshot of the Settings menu showing Price Tiers & Categories Participant Price Tiers Standard Participant Price Tier These are the default price tiers (https://helpdesk.rFew readersHow 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. Screenshot of the Settings menu showing the General and Notifications path Managing Notifications From the Settings General Notifications page: To create a new notification, select *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: To better persoFew readersHow 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 readersHow 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 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 readersHow 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 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. 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 readersHow 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. Grant a user access to Check-In Go to Settings Users, select a user, and scrollFew readers