# Docs - **Getting Started** - Getting Started: undefined - [Initial Setup](/docs/getting-started/initial-setup): Set up your Resytech account with your company profile, timezone, and currency in just a few minutes. - [Adding Locations](/docs/getting-started/locations): Add your first location in Resytech — the physical place where your business operates. - [Activities & Equipment](/docs/getting-started/activities-and-equipment): Understand how activities and equipment work together in Resytech, and choose the right setup for your business. - [Your First Activity](/docs/getting-started/your-first-activity): A hands-on walkthrough of creating your first bookable activity in Resytech. - [Booking Page Address](/docs/getting-started/booking-page-address): Choose the web address customers use to reach your booking page, either a free address from us or your own domain. - [Checkout Setup](/docs/getting-started/checkout-setup): Configure your public-facing booking page so customers can find and book your activities. - [Checkout Steps](/docs/getting-started/checkout-steps): Add dedicated screens between the date/time picker and checkout to sell add-ons, present trip protection, or collect guest details. - [Go Live](/docs/getting-started/go-live): Final checklist before launching your Resytech booking page to customers. - [Common Mistakes](/docs/getting-started/common-mistakes): Avoid these common setup pitfalls when configuring your Resytech account. - [Getting Help](/docs/getting-started/getting-help): Use the in-app Help panel to search the documentation and contact Resytech support. - **Features** - Activities & Experiences: undefined - [Activities & Experiences](/docs/activities): Define, configure, and manage the activities and experiences you offer. - [Creating Activities](/docs/activities/creating-activities): How to create and configure activities in Resytech. - [Activity Categories](/docs/activities/categories): Group your activities into browsable, linkable sections on the booking page. - [Scheduling & Time Slots](/docs/activities/scheduling): Configure when your activities are available for booking. - [Activity Schedule & Check-In Board](/docs/activities/tour-schedule): View daily departures and rental bookings, track check-in stages, and invite unsigned bookings to complete waivers. - [Pricing & Modifiers](/docs/activities/pricing): Set up pricing, seasonal modifiers, and dynamic pricing for your activities. - [Facilitators & Guides](/docs/activities/facilitators): Assign and manage facilitators for your activities. - Equipment & Rentals: undefined - [Equipment & Rentals](/docs/equipment): Manage your rental equipment catalog, availability, and add-ons. - [Managing Equipment](/docs/equipment/managing-equipment): How to add, edit, and organize your rental equipment in Resytech. - [Availability Tracking](/docs/equipment/availability): How Resytech tracks equipment availability and prevents double bookings. - [Add-Ons & Amenities](/docs/equipment/addons-amenities): Attach optional extras and filterable amenity tags to your equipment. - [Equipment Instances](/docs/equipment/instances): Track individual physical units of an equipment item — name them, record serial numbers / VINs, and file reports against them. - Incidents: undefined - [Incidents](/docs/incidents): Track operational events — collisions, injuries, equipment damage, and near-misses — as case files with notes, attachments, waivers, and linked records. - [Linking Records](/docs/incidents/linking-records): Connect an incident to the booking, customer, equipment units, and guests involved so the full context lives in one place. - [Notes, Attachments & Waivers](/docs/incidents/evidence): Build the evidentiary record for an incident with a timestamped notes log, file attachments, and signed waivers. - [Payments](/docs/incidents/payments): Charge a customer for damage right from the incident, or attach a payment that was already taken on the linked booking. - Booking Management: undefined - [Booking Management](/docs/bookings): Your command center for managing reservations and day-to-day operations. - [Booking Audit](/docs/bookings/booking-audit): Automated checks that flag bookings requiring action — missing pricing, unread messages, expiring soon, and more. - [Manager Review](/docs/bookings/manager-review): Manually flag bookings for follow-up and work through them from a single queue. - [Calendar Views](/docs/bookings/calendar): Navigate your bookings with month, week, day, and list calendar views. - [Creating Bookings](/docs/bookings/creating-bookings): How to create bookings from the dashboard as a staff member. - [Editing Bookings](/docs/bookings/editing-bookings): Modify booking details, add or remove items, and manage changes. - [Rescheduling](/docs/bookings/rescheduling): Move bookings to a new date or time with automatic conflict detection. - [Change Activity](/docs/bookings/change-activity): Switch a booking to a different activity with equipment migration, repricing, and operator-side pricing controls. - [Booking Statuses](/docs/bookings/statuses): Understand the booking lifecycle and status workflow. - [Check-In](/docs/bookings/check-in): Move bookings through check-in stages, resolve requirements, record arrivals, and confirm exceptions. - [Timer](/docs/bookings/timer): Run a per-booking countdown so operators know when guests actually went out and when they should be back. - [Booking Tags](/docs/bookings/tags): Label bookings with tags to categorize them and control automated behavior. - Payments & Billing: undefined - [Payments & Billing](/docs/payments): Accept payments online and in-person, manage invoices, and process refunds. - [Stripe Setup](/docs/payments/stripe-setup): Connect your Stripe account to Resytech for payment processing. - [Online Payments](/docs/payments/online-payments): Accept credit and debit card payments through your checkout. - [In-Person Payments](/docs/payments/in-person-payments): Accept payments with Stripe Terminal card readers. - [Tap to Pay](/docs/payments/tap-to-pay): Accept contactless cards and digital wallets right on an iPhone or Android phone with the Resytech app -- no card reader needed. - [Down Payments & Authorizations](/docs/payments/down-payments): Authorize a card without collecting funds, then capture or release the hold from the dashboard. - [Invoicing](/docs/payments/invoicing): Send customers a secure payment link to collect outstanding booking balances. - [Refunds & Disputes](/docs/payments/refunds): Process refunds and manage chargebacks. - [Taxes & Fees](/docs/payments/taxes-and-fees): Configure location-specific taxes and fees that apply automatically to bookings. - [Tipping](/docs/payments/tipping): Collect customer gratuities at checkout or with manual payments, and reconcile staff payouts. - Promotions: undefined - [Promotions](/docs/promotions): Drive revenue with coupons, gift cards and Activity Vouchers. - [Coupons](/docs/promotions/coupons): Create and manage discount codes for your customers. - [Gift Cards](/docs/promotions/gift-cards): Sell digital gift cards and accept them at checkout. - [Activity Vouchers](/docs/promotions/activity-vouchers): Sell a prepaid activity now and let the customer choose their date later. - Memberships: undefined - [Memberships](/docs/memberships): Sell membership plans that give customers ongoing discounts on your activities — a recurring revenue stream and a reason for guests to come back. - [Membership Plans](/docs/memberships/plans): The plan defines what a customer buys — its name, price, currency, and how long the membership lasts. - [Membership Benefits](/docs/memberships/benefits): Benefits are the discounts a plan grants — percentage off, amount off, or a flat member price on the activities you choose, with optional day and usage limits. - [Buying a Membership](/docs/memberships/buying-a-membership): How customers purchase a membership at checkout, the membership number they receive, and the receipt email. - Customers & CRM: undefined - [Customers & CRM](/docs/crm): Manage customer relationships, track leads, and segment your audience. - [Customer Profiles](/docs/crm/customer-profiles): View and manage customer profiles with booking history and communication logs. - [Leads & Contacts](/docs/crm/leads): Capture and manage leads from your website and convert them to customers. - [Segmentation & Tags](/docs/crm/segmentation): Organize and target customers with tag-based segmentation. - Marketing & Automation: undefined - [Marketing & Automation](/docs/marketing): Automate customer communication with email, SMS, and workflow triggers. - [Email & SMS Templates](/docs/marketing/email-sms-templates): Create reusable message templates with dynamic variables. - [Confirmation Email Builder](/docs/marketing/email-template-builder): Design fully customized booking confirmation emails with a drag-and-drop block editor. - [Workflow Automation](/docs/marketing/workflows): Trigger automated actions based on booking events. - [Booking Reminder Emails](/docs/marketing/booking-reminders): Automatically send reminder emails before a booking starts. - [Abandoned Cart Recovery](/docs/marketing/abandoned-cart): Automatically follow up when customers don't complete their booking. - [Post-Booking Surveys](/docs/marketing/surveys): Collect customer feedback and ratings after their experience. - Digital Waivers: undefined - [Digital Waivers](/docs/waivers): Go paperless with digital waiver forms that customers sign before their experience. - [Building Waivers](/docs/waivers/building-waivers): Create custom waiver forms with the drag-and-drop builder. - [Collecting Signatures](/docs/waivers/collecting-signatures): How customers sign waivers and how to track submission status. - [Counter-Signatures](/docs/waivers/counter-signatures): Require an admin or authorized staff member to co-sign a waiver after the customer signs, before the customer's confirmation copy is sent. - CMS & Content: undefined - [Blog & Content](/docs/blog): Attract customers with SEO-friendly blog content. - [Site Variables](/docs/blog/site-variables): Change your website's text, alerts, and toggles from the dashboard — no code changes required. - Reporting & Analytics: undefined - [Reporting & Analytics](/docs/reporting): Make data-driven decisions with comprehensive business reporting. - [How report calculations work](/docs/reporting/how-calculations-work): The rules every report follows for counting bookings, summing revenue, and bucketing by date. - [Revenue Reports](/docs/reporting/revenue): Track revenue by period, activity, equipment, source, and payment method. - [Booking Analytics](/docs/reporting/bookings-analytics): Analyze booking trends, conversion, lead time, and day-of-week patterns. - [Activity Performance](/docs/reporting/activity-performance): Measure revenue, booking volume, booking pace, cross-sell, and seasonal trends per activity. - [Equipment Reports](/docs/reporting/equipment-reports): Track rental frequency, revenue, and utilization per equipment item. - [Customer Analytics](/docs/reporting/customer-analytics): Track customer lifetime value, retention, segmentation, and cohort behavior. - [Location Comparison](/docs/reporting/locations): Compare performance side-by-side across all your locations. - [Year-over-Year](/docs/reporting/year-over-year): Overlay multiple years to spot seasonal patterns and growth trends. - [4-4-5 Fiscal Calendar Report](/docs/reporting/fiscal-calendar): Analyze your business in 4-4-5 fiscal periods with prior-year comparison. - [Operations Report](/docs/reporting/operations): Cart conversion, cancellations, AR aging, gift card liability, and coupon effectiveness. - [Guests Report](/docs/reporting/guests): Total guest headcount served in a date range — booked vs. checked in, with activity and demographic breakdowns. - [Tip Report](/docs/reporting/tip-report): Staff payout reconciliation — gross tips, refunds, and net amounts owed to staff. - [Accounting Summary](/docs/reporting/accounting-summary): Export each period as one balanced journal entry you can key into QuickBooks or any accounting system. - [Activity Voucher reconciliation](/docs/reporting/activity-vouchers): Compare voucher purchase money, outstanding entitlements and the bookings they fund. - Point of Sale: undefined - [Point of Sale](/docs/pos): Sell merchandise and extras with the built-in POS system. - Team Management: undefined - [Team Management](/docs/team): Manage employees, roles, permissions, and time tracking. - [Employees & Roles](/docs/team/employees): Add team members and configure their roles and permissions. - [User Groups](/docs/team/user-groups): Bundle permissions and notification rules, then assign them to team members in one step. - [Timesheets](/docs/team/timesheets): Track employee hours with clock-in/clock-out and admin management. - [User Profile](/docs/team/user-profile): Manage your personal profile, security settings, app preferences, and notification preferences. - [Two-Factor Authentication](/docs/team/two-factor-auth): How Resytech's two-factor authentication protects your account with an authenticator app or SMS codes, including recovery codes, trusted devices, and the security model. - Mobile App: undefined - [Mobile App](/docs/mobile-app): Install and use the Resytech app on your iPhone, iPad, or Android device. - [Installing the App](/docs/mobile-app/installing): How to install the Resytech app from the App Store or Google Play. - [Passkeys](/docs/mobile-app/passkeys): Set up passkeys for instant sign-in to the Resytech Dashboard using Face ID, fingerprint, or device PIN. - [Push Notifications](/docs/mobile-app/push-notifications): Set up and manage push notifications for the Resytech Dashboard app. - **Live Events** - Live Events: undefined - [Live Events](/docs/live-events): Sell tickets to concerts, shows, and one-off events on Resyevents. - [Venues](/docs/live-events/venues): Save a venue's details once, reuse them on every event, and give the venue its own public page. - [Creating Events](/docs/live-events/creating-events): Create a draft event, fill in its details and images, and understand what stays editable after it goes live. - [Ticket Types and Add-Ons](/docs/live-events/tickets-and-add-ons): Set up the tiers buyers choose from, the optional extras sold with them, and the rules that protect tickets already sold. - [Publishing](/docs/live-events/publishing): Take a draft event live, and understand the checks Resytech runs before it lets you sell. - [Fees and Payouts](/docs/live-events/fees-and-payouts): How Resytech charges for ticketing, what the buyer sees, and how money reaches your account. - [The Storefront](/docs/live-events/storefront): What buyers see and do on the public Resyevents event page, from picking tickets to the confirmation email. - [Storefront Themes](/docs/live-events/themes): Design the colors, corners, and font of your public event and venue pages, then apply a theme to a venue or a single event. - [Orders and Refunds](/docs/live-events/orders-and-refunds): Review what buyers purchased, refund an order, and cancel an event with or without refunding everyone. - [Door Check-In](/docs/live-events/check-in): Scan event ticket QR codes at the door to admit attendees, with re-entry on multi-day events. - [Sales and Attendees](/docs/live-events/sales-and-attendees): How Resytech counts tickets sold, held, and available, what the revenue totals mean, and what the attendee list contains. - [Raffles](/docs/live-events/raffles): Run a prize raffle on Resyevents, from sponsors and prizes to numbered tickets, payment, and organizer payouts. - **Advanced** - Multi-Location: undefined - [Multi-Location](/docs/multi-location): Manage multiple locations with centralized control and local customization. - Integrations: undefined - [Integrations](/docs/integrations): Connect Resytech with your calendar, payment processor, and other tools. - [AI Assistants (MCP)](/docs/integrations/mcp-server): Give an AI assistant read-only access to your activities, availability, and bookings through the Resytech MCP server. - Plugins: undefined - [Plugins](/docs/plugins): Install pre-built add-ons that extend your dashboard with new functionality. - [Staff Assistant](/docs/plugins/staff-assistant): An AI assistant your team can ask about your operating procedures, grounded in your own knowledge base. - [SMS Inbox](/docs/plugins/sms-inbox): Text your customers two-way from the dashboard over your connected Twilio number. - [Broadcasts](/docs/plugins/broadcasts): Send a one-off email or text blast to your team, facilitators, or every customer booked in a date range. - [Message of the Day](/docs/plugins/message-of-the-day): Post a notice that every staff member sees when they sign in, with severity levels, location targeting, scheduling, and read receipts showing who has not seen it. - [Incoming Call Router](/docs/plugins/call-router): Route inbound phone calls to your Twilio number by rules — booking callers reach an AI voice agent, everyone else rings a person. - [Webhooks](/docs/plugins/webhooks): Push booking events to another system in real time — signed, retried, and logged. - [Webhooks developer reference](/docs/plugins/webhooks-reference): Payload format, signature verification, retry schedule, and event catalog for building a Resytech webhook receiver. - [OCTO Channel Distribution](/docs/plugins/octo): Distribute your activities to OTA resellers through the OCTO open standard — live availability, instant bookings, one integration. - [OCTO API reference](/docs/plugins/octo-reference): Authentication, endpoints, booking lifecycle, and error contract for resellers integrating against Resytech's OCTO supplier API. - [AI Assistant (MCP)](/docs/plugins/ai-assistant): Connect your own AI assistant to Resytech with a read-only MCP token and ask questions about activities, availability, bookings, and business trends. # How To - **Booking & Operations** - Activities: undefined - [Activities](/how-to/activities): How-to guides for creating, configuring, and managing activities in Resytech. - [Create an Activity](/how-to/activities/create-an-activity): How to create a new activity in Resytech, including choosing the right activity type and setting initial options. - [Set Up Pricing](/how-to/activities/set-up-pricing): How to configure pricing types and pricing modifiers for an activity in Resytech. - [Change Price for Specific Dates](/how-to/activities/change-price-for-specific-dates): How to increase or decrease prices for holidays, peak season, weekends, or any specific dates. - [Configure Demand-Based Pricing](/how-to/activities/configure-demand-based-pricing): How to use Equipment Utilization modifiers to charge more during busy periods and less when demand is slow. - [Configure Scheduling](/how-to/activities/configure-scheduling): How to set available dates, time slots, durations, cutoffs, and other scheduling options for an activity. - [Set Up a Multi-Stage Check-In](/how-to/activities/set-up-multi-stage-check-in): Configure activity check-in stages, authorization holds and waiver rules, or copy a flow from another activity. - [Manage Facilitators](/how-to/activities/manage-facilitators): How to create, edit, and delete facilitator roles for an activity in Resytech. - [Set Up a Dynamic Facilitator List](/how-to/activities/set-up-dynamic-facilitator-list): How to embed a list of available facilitators into the booking confirmation email so customers can contact one themselves. - [Set Up Activity Manifest](/how-to/activities/set-up-activity-manifest): How to configure guest limits, minimum guests, age restrictions, and demographic tracking for an activity. - [Add Custom Fields](/how-to/activities/add-custom-fields): How to add custom fields to an activity to collect additional information from customers during checkout. - [Clone an Activity](/how-to/activities/clone-an-activity): How to duplicate an existing activity to quickly create a similar offering in Resytech. - [Publish / Unpublish an Activity](/how-to/activities/publish-unpublish): How to control whether an activity is visible and bookable on your website. - [Set Up Trip Protection](/how-to/activities/set-up-trip-protection): How to offer cancellation protection to customers at checkout in Resytech. - [Configure Dynamic Duration](/how-to/activities/configure-dynamic-duration): How to set up flexible rental durations with hourly pricing for Dynamic Duration Equipment Rental activities. - [Manage Activity Media](/how-to/activities/manage-activity-media): How to upload, reorder, and delete photos for an activity in Resytech. - [Create Special Events](/how-to/activities/create-special-events): How to add one-off schedule overrides on specific dates with custom time slots and durations. - Equipment & Rentals: undefined - [Equipment & Rentals](/how-to/equipment): Guides for setting up, pricing, and managing rental equipment, add-ons, and amenities in Resytech. - [Add Equipment](/how-to/equipment/add-equipment): How to create a new equipment item in Resytech, including all required fields and initial configuration. - [Set Equipment Pricing](/how-to/equipment/set-equipment-pricing): How to configure the additional price charged when a piece of equipment is included in a booking. - [Sell Item Styles in One Session](/how-to/equipment/sell-styles-as-equipment): Let customers pick multiple priced items (styles, options, products) in a single booking — ideal for craft studios, classes, and workshops. - [Configure Equipment Properties](/how-to/equipment/configure-equipment-properties): How to add, edit, and manage custom properties on equipment items to display specifications like size, weight, or engine type. - [Manage Equipment Availability](/how-to/equipment/manage-equipment-availability): How to control equipment availability through quantity, enable/disable status, and the cross-activity exclusivity setting. - [Create Add-Ons](/how-to/equipment/create-addons): How to create optional extras that customers can add to their equipment rental, and how to assign them to equipment items. - [Assign Amenities](/how-to/equipment/assign-amenities): How to create location-wide amenities and assign them to equipment so customers can see features like WiFi, Bluetooth, or GPS. - [Manage Equipment Media](/how-to/equipment/manage-equipment-media): How to upload, reorder, and delete photos for equipment items so customers can see what they are booking. - [Assign Equipment to Activities](/how-to/equipment/assign-equipment-to-activities): How to link equipment to activities so it appears in the customer booking flow, including quantity allocation and status management. - [Track Equipment Performance](/how-to/equipment/track-equipment-performance): How to use the equipment dashboard to monitor rental counts, revenue, booking sources, and upcoming reservations. - [Add an Equipment Instance](/how-to/equipment/add-instance): Register an individual physical unit of an equipment item so it can be named, identified by serial / VIN, and have reports filed against it. - [Mark an Equipment Instance Out of Service](/how-to/equipment/mark-out-of-service): Toggle a specific physical unit off so it stops counting toward bookable availability — for repairs, damage, missing units, anything that takes a unit offline temporarily. - Incidents: undefined - [Incidents](/how-to/incidents): Guides for documenting operational events — creating incidents, linking records, adding notes and attachments, attaching waivers, and closing them out. - [Create an Incident](/how-to/incidents/create-an-incident): Open a new incident to start documenting a collision, injury, equipment damage, or near-miss. - [Link Records to an Incident](/how-to/incidents/link-records-to-an-incident): Connect the booking, customer, equipment units, and guests involved in an incident from its detail page. - [Add Notes and Attachments](/how-to/incidents/add-notes-and-attachments): Keep a running notes log on an incident and upload photos, forms, and supporting documents. - [Attach Waivers to an Incident](/how-to/incidents/attach-waivers-to-an-incident): Send a new incident waiver for signature, or attach a waiver the customer already signed for the booking. - [Take a Payment for an Incident](/how-to/incidents/take-a-payment-for-an-incident): Charge a customer for damage right from the incident page, or attach a payment already taken on the linked booking. - [Close or Reopen an Incident](/how-to/incidents/close-or-reopen-an-incident): Mark an incident resolved when you're done, or reopen it if more follow-up is needed. - Bookings: undefined - [Bookings](/how-to/bookings): Guides for creating, managing, rescheduling, and tracking bookings in Resytech. - [Create a Booking](/how-to/bookings/create-a-booking): How to manually create a booking from the Resytech dashboard using the six-step booking wizard. - [Use the Booking Calendar](/how-to/bookings/use-the-booking-calendar): How to view, navigate, and filter bookings using the calendar and list views in the Resytech dashboard. - [Reschedule a Booking](/how-to/bookings/reschedule-a-booking): How to move a booking to a different date or time using calendar-based or manual rescheduling in Resytech. - [Change Booking Activity](/how-to/bookings/change-booking-activity): Step-by-step guide to switching a booking's activity, including equipment migration, repricing, and pricing controls. - [Manage Line Items](/how-to/bookings/manage-line-items): How to add, edit, and remove custom charges on a booking in Resytech. - [Update Booking Status](/how-to/bookings/update-booking-status): How to change a booking's status between Confirmed, Pending, Draft, and Canceled in Resytech. - [Add Booking Notes](/how-to/bookings/add-booking-notes): How to create, edit, and delete internal notes on a booking in Resytech. - [Manage Booking Manifest](/how-to/bookings/manage-booking-manifest): How to update guest demographics and participant counts on a booking in Resytech. - [Check In Tour Guests](/how-to/bookings/check-in-tour-guests): Record arrivals, advance check-in stages, and confirm exceptions from a tour departure or QR scan. - [Check Availability](/how-to/bookings/check-availability): How the Resytech scheduling engine checks availability, handles conflicts, and prevents overbooking. - [Handle Guest Information](/how-to/bookings/handle-guest-information): How to view and manage individual guest records, demographics, and contact details on a booking in Resytech. - [Send a Booking Invoice](/how-to/bookings/send-booking-invoice): How to create, send, update, and cancel payment invoices for outstanding booking balances in Resytech. - [Manage Booking Tags](/how-to/bookings/manage-booking-tags): How to add and remove tags on a booking to categorize it and control automated behavior like reminders and surveys. - [Assign a Facilitator to a Booking](/how-to/bookings/assign-a-facilitator): How to assign a facilitator (such as a guide, instructor, or captain) to a booking, including the conflict warning and override flow. - Payments & Billing: undefined - [Payments & Billing](/how-to/payments): How-to guides for processing payments, issuing refunds, sending invoices, and configuring Stripe with Resytech. - [Set Up Stripe](/how-to/payments/set-up-stripe): Connect your Stripe account to Resytech to accept card payments, process refunds, and send invoices. - [Process a Payment](/how-to/payments/process-a-payment): Charge a card, use a saved payment method, or record a manual cash/check/electronic payment on a booking. - [Create a Down Payment](/how-to/payments/create-a-down-payment): Place an authorization hold on a customer's card, then capture or release it from the dashboard. - [Issue a Refund](/how-to/payments/issue-a-refund): Refund a Stripe card payment or record a manual refund for cash, check, and other offline payments. - [Create an Invoice](/how-to/payments/create-an-invoice): Send a payment link to a customer so they can pay their booking balance online through Stripe. - [Configure Taxes and Fees](/how-to/payments/configure-taxes-and-fees): Set up sales taxes, service fees, and surcharges that apply automatically to bookings at your location. - [Handle Payment Disputes](/how-to/payments/handle-payment-disputes): Respond to Stripe chargebacks by generating evidence documents and submitting them before the deadline. - [Set Up Auto-Expire](/how-to/payments/set-up-auto-expire): Automatically cancel or change the status of unpaid bookings when a payment deadline passes. - [Adjust Booking Pricing](/how-to/payments/adjust-pricing): How to use the Pricing Override feature to set a custom grand total on a booking. - [Accept In-Person Payments](/how-to/payments/accept-in-person-payments): Use Stripe Terminal hardware to accept tap, chip, and swipe card payments at your location. - Point of Sale: undefined - [Point of Sale](/how-to/pos): How-to guides for setting up and using the Resytech POS system to sell products and process in-person payments. - [Set Up POS](/how-to/pos/set-up-pos): Enable the Point of Sale module, configure taxes and payment methods, and prepare your location for in-person sales. - [Register a Terminal](/how-to/pos/register-a-terminal): Connect a Stripe Terminal card reader to your Resytech POS so you can accept tap, chip, and swipe payments in person. - [Create POS Products](/how-to/pos/create-pos-products): Add products to your Stripe account and sync them into the Resytech POS catalog for in-person sales. - [Process a POS Order](/how-to/pos/process-a-pos-order): Build a cart from your product catalog, apply discounts, and create a POS order ready for payment. - [Accept Terminal Payments](/how-to/pos/accept-terminal-payments): Collect card-present payments on POS orders using a Stripe Terminal card reader. - [Manage POS Orders](/how-to/pos/manage-pos-orders): Search, filter, review, void, and record payments on POS orders. - **Customers & Marketing** - Promotions: undefined - [Promotions](/how-to/promotions): Guides for creating and managing coupons, gift cards, and other promotional tools in Resytech. - [Create a Coupon](/how-to/promotions/create-a-coupon): How to create a new discount coupon in Resytech, including discount types, coupon codes, and activity targeting. - [Configure Coupon Rules](/how-to/promotions/configure-coupon-rules): How to set up purchase windows, arrival windows, usage limits, activity restrictions, and blackout periods on a Resytech coupon. - [Create Gift Cards](/how-to/promotions/create-gift-cards): How to manually issue a gift card from the Resytech dashboard, including amount, recipient details, and delivery options. - [Manage Gift Card Settings](/how-to/promotions/manage-gift-card-settings): How to configure location-level gift card settings in Resytech, including online sales, pricing options, usage restrictions, cross-location redemption, and expiration policies. - [Adjust Gift Card Balance](/how-to/promotions/adjust-gift-card-balance): How to add funds to, debit from, or void a gift card in Resytech, including balance adjustments and understanding the transaction history. - [Apply a Coupon to a Booking](/how-to/promotions/apply-coupon-to-booking): How customers apply coupon codes and gift card codes during checkout, and the validation rules the system enforces. - [Track Promotion Usage](/how-to/promotions/track-promotion-usage): How to monitor coupon redemptions, gift card balances, and transaction history in Resytech to measure promotion performance. - [Create an Activity Voucher Promotion](/how-to/promotions/create-an-activity-voucher-promotion): How to set up, publish and share a "buy now, choose your date later" voucher promotion for a rental activity. - [Redeem an Activity Voucher](/how-to/promotions/redeem-an-activity-voucher): How customers book with their voucher codes online, and how staff apply vouchers when creating a booking in the dashboard. - [Manage Voucher Orders](/how-to/promotions/manage-voucher-orders): How to look up an Activity Voucher purchase, resend voucher codes and refund unused vouchers. - Memberships: undefined - [Memberships](/how-to/memberships): Guides for creating membership plans, configuring their benefits, and managing them over time. - [Create a Membership Plan](/how-to/memberships/create-a-membership-plan): Set up a new membership plan with a name, price, currency, and validity period. - [Configure Membership Benefits](/how-to/memberships/configure-membership-benefits): Add the discounts a membership plan grants — percentage off, amount off, or a flat price — with optional day and usage limits. - [Manage Membership Plans](/how-to/memberships/manage-membership-plans): Edit, enable, disable, and retire your membership plans from the plan list. - Customers & CRM: undefined - [Customers & CRM](/how-to/customers): Guides for managing your customer database, tracking leads, viewing booking history, and using CRM tools in Resytech. - [Create a Customer](/how-to/customers/create-a-customer): How to manually add a new customer to your CRM in the Resytech Dashboard, including all available fields and validation rules. - [Search and Filter Customers](/how-to/customers/search-and-filter-customers): How to find customers in the Resytech CRM using text search, source filters, tag filters, pagination, and global search. - [Manage Customer Tags](/how-to/customers/manage-customer-tags): How to add, remove, and use free-form tags to organize and segment customers in the Resytech CRM. - [View Customer History](/how-to/customers/view-customer-history): How to view a customer's full profile including booking history, guest appearances, communication logs, survey responses, and lifetime analytics in Resytech. - [Configure Demographics](/how-to/customers/configure-demographics): How to set up and use demographic categories for booking guests in Resytech, such as Adult, Child, Senior, or custom categories. - [Manage Contacts and Leads](/how-to/customers/manage-contacts-and-leads): How to work with contact form submissions, subscribe form entries, lead tracking, consent management, and follow-ups in the Resytech CRM. - [Delete a Customer](/how-to/customers/delete-a-customer): How to permanently delete a customer record from the Resytech CRM, what data is affected, and alternatives to deletion. - Marketing & Automation: undefined - [Marketing & Automation](/how-to/marketing): Guides for creating communication templates, configuring automated messages, recovering abandoned carts, and reviewing your communication history in Resytech. - [Create an Email Template](/how-to/marketing/create-email-template): How to create a reusable email template with a rich-text body, subject line variables, company logo, and custom reply-to address. - [Create an SMS Template](/how-to/marketing/create-sms-template): How to create a reusable SMS template with variable placeholders and character-count tracking. - [Customize Your Confirmation Email](/how-to/marketing/customize-confirmation-email): Use the email builder to redesign the booking confirmation email for an activity or a whole location. - [Use Template Variables](/how-to/marketing/use-template-variables): Complete reference for every variable available in Resytech email and SMS templates, including customer, booking, activity, location, payment, refund, waiver, and system variables. - [Set Up Abandoned Cart Recovery](/how-to/marketing/set-up-abandoned-cart-recovery): How to enable abandoned cart recovery so customers who leave the checkout flow without completing a booking receive automated follow-up emails. - [View the Communication Log](/how-to/marketing/view-communication-log): How to review every email and SMS sent from your location, filter by channel or date range, and track message delivery. - [Configure the Daily Summary](/how-to/marketing/configure-daily-summary): How to schedule a daily email that lists upcoming bookings so your team starts each day prepared. - Surveys & Feedback: undefined - [Surveys & Feedback](/how-to/surveys): Guides for creating post-booking surveys, configuring automated feedback emails, and analyzing customer responses in Resytech. - [Create a Survey](/how-to/surveys/create-a-survey): How to create a new post-booking feedback survey with questions, configure its scope, and activate it for customers. - [Configure Survey Settings](/how-to/surveys/configure-survey-settings): How to configure automated survey email delivery, email templates, timing, token expiration, review platform links, and per-activity survey overrides. - [View Survey Responses](/how-to/surveys/view-survey-responses): How to browse individual survey submissions, understand analytics dashboards, and interpret rating distributions and per-question metrics. - [Link Surveys to Bookings](/how-to/surveys/link-surveys-to-bookings): How surveys connect to bookings through the automated workflow, access tokens, and email delivery -- and how to test the full flow. - Chat & Messaging: undefined - [Chat & Messaging](/how-to/chat): Guides for communicating with customers through the built-in booking chat system in Resytech. - [Respond to Customer Messages](/how-to/chat/respond-to-customer-messages): How to read incoming customer messages and send replies from the Resytech dashboard. - [View Chat History](/how-to/chat/view-chat-history): How to find past conversations, review message threads, and access linked booking details from the chat interface. - [Manage Unread Messages](/how-to/chat/manage-unread-messages): How to track unread message counts, identify threads that need attention, and mark conversations as read. - **Content & Legal** - Waivers: undefined - [Waivers & Digital Agreements](/how-to/waivers): Guides for creating, theming, distributing, and managing digital waivers and liability agreements in Resytech. - [Create a Waiver](/how-to/waivers/create-a-waiver): How to create a new digital waiver in Resytech so you can start building your liability agreement or consent form. - [Use the Waiver Editor](/how-to/waivers/use-the-waiver-editor): How to build a waiver form using the drag-and-drop editor, configure field properties, set conditional logic, and manage waiver-level settings. - [Create Waiver Themes](/how-to/waivers/create-waiver-themes): How to create and customize waiver themes to brand the customer-facing signing experience with your company colors. - [Link Waivers to Activities](/how-to/waivers/link-waivers-to-activities): How to share your waiver URL with customers and control whether a booking is required before signing. - [Send Waivers to Customers](/how-to/waivers/send-waivers-to-customers): How to send a waiver signing request by email or text message to a customer, a booking, or a whole time slot, or automatically with a workflow. - [Track Waiver Submissions](/how-to/waivers/track-waiver-submissions): How to view, search, and monitor signed waiver submissions from the dashboard, individual waivers, and booking detail pages. - [Counter-Sign a Waiver](/how-to/waivers/counter-sign-a-waiver): How to review a customer-signed waiver and add your counter-signature on behalf of your company, or reject it with a reason. - [Download Signed Waivers](/how-to/waivers/download-signed-waivers): How to download or view the digitally signed PDF for any waiver submission from the dashboard. - Blog & Content: undefined - [Blog & Content](/how-to/blog): Guides for creating, organizing, and publishing blog posts to boost your website's SEO and engage customers. - [Create a Blog Post](/how-to/blog/create-a-blog-post): How to create a new blog post in Resytech using the block editor, including all available fields, content blocks, and image uploads. - [Manage Blog Categories](/how-to/blog/manage-blog-categories): How to create, edit, and delete blog categories in Resytech to organize your posts by topic. - [Publish and Unpublish Posts](/how-to/blog/publish-and-unpublish-posts): How to control which blog posts are live on your website and which remain as drafts using the Resytech Dashboard. - [Optimize Posts for SEO](/how-to/blog/optimize-posts-for-seo): How to configure URL slugs, meta titles, meta descriptions, and author information to improve search engine visibility for your Resytech blog posts. - **Configuration** - Checkout Customization: undefined - [Checkout Customization](/how-to/checkout): Guides for configuring your customer-facing booking checkout, including general settings, theme design, display ordering, custom code, analytics tracking, and self-service booking management. - [Configure Checkout Settings](/how-to/checkout/configure-checkout-settings): How to set the page title, success message, return URL, behavior toggles, and section title text for your Resytech booking checkout. - [Customize Checkout Theme](/how-to/checkout/customize-checkout-theme): How to choose an activity page layout, configure brand colors, toggle display options, and apply preset themes in the Resytech checkout. - [Set Activity Display Order](/how-to/checkout/set-activity-display-order): How to reorder activities and equipment in the Resytech checkout using drag-and-drop or arrow controls. - [Configure Tipping](/how-to/checkout/configure-tipping): How to enable tipping at checkout, set preset percentages, and control whether customers can enter a custom amount. - [Add Custom CSS and Scripts](/how-to/checkout/add-custom-css-and-scripts): How to inject custom CSS, JavaScript, and purchase-complete tracking scripts into the Resytech booking checkout. - [Configure Customer Booking Management](/how-to/checkout/configure-customer-booking-management): How to enable and configure the Resytech customer self-service portal for cancellations, rescheduling, messaging, add-ons, and guest information management. - [Set Up Analytics Tracking](/how-to/checkout/set-up-analytics-tracking): How to connect Google Analytics 4 and Facebook Pixel to the Resytech booking checkout for traffic and conversion tracking. - Calendar Integrations: undefined - [Calendar Integrations](/how-to/calendar-integrations): Guides for connecting external calendars to Resytech so bookings automatically sync to Google Calendar and other providers. - [Connect Google Calendar](/how-to/calendar-integrations/connect-google-calendar): How to authorize Resytech to create, update, and delete events on your Google Calendar using OAuth. - [Configure Calendar Sync](/how-to/calendar-integrations/configure-calendar-sync): How to choose which Google Calendar receives booking events, understand multi-calendar support, and control what data appears on each event. - [Disconnect a Calendar](/how-to/calendar-integrations/disconnect-calendar): How to remove a Google Calendar link from an activity and what happens to existing synced events. - Workflows & Automation: undefined - [Workflows & Automation](/how-to/workflows): Guides for building event-driven workflows that automate emails, SMS, status updates, and more when bookings and customers change. - [Create a Workflow](/how-to/workflows/create-a-workflow): How to build an automated workflow using the visual graph editor, including events, conditions, and actions. - [Configure Workflow Triggers](/how-to/workflows/configure-workflow-triggers): Complete reference for every trigger event, condition type, condition operator, and action available in the Resytech workflow builder. - [Test a Workflow](/how-to/workflows/test-a-workflow): How to fire test events to verify your workflow logic before it processes real bookings. - [Monitor Workflow Executions](/how-to/workflows/monitor-workflow-executions): How to track workflow execution history, inspect step-by-step logs, and troubleshoot failures. - Team Management: undefined - [Team Management](/how-to/team): Guides for adding team members, assigning roles and permissions, tracking time and attendance, and managing employee timesheets in Resytech. - [Add a Team Member](/how-to/team/add-a-team-member): How to create a new dashboard user in Resytech, including setting permissions, location access, and a default employee role. - [Configure Roles and Permissions](/how-to/team/configure-roles-and-permissions): How to create employee roles, assign administrator access, manage location permissions, and control what team members can do in Resytech. - [Set Up User Groups](/how-to/team/set-up-user-groups): How to create a user group, set its permissions and notification rules, assign team members to it, and understand what members can still change themselves. - [Enable Two-Factor Authentication](/how-to/team/enable-two-factor-authentication): How to set up two-factor authentication on your Resytech account with an authenticator app or SMS, save your recovery codes, and start using trusted devices. - [Recover Account Access](/how-to/team/recover-account-access): How to sign in to Resytech when you have lost your phone or cannot receive 2FA codes, using a recovery code or by asking an administrator for help. - [Manage Employee Timesheets](/how-to/team/manage-employee-timesheets): How to view personal timesheets, access admin reports, review hours by employee, and understand the timesheet summary in Resytech. - [Clock In and Out](/how-to/team/clock-in-and-out): How to use the Resytech dashboard clock widget to start and end shifts, select an employee role, and track time. - [Edit Time Entries](/how-to/team/edit-time-entries): How to correct clock-in and clock-out times, add notes, create manual time entries, and delete erroneous records as an administrator in Resytech. - [Restrict Where Staff Can Clock In](/how-to/team/restrict-clock-in-location): How to draw allowed clock-in areas on a map, choose between warning and blocking, and tune the accuracy allowance so real staff are not turned away. - **Analytics** - Reporting & Analytics: undefined - [Reporting & Analytics](/how-to/reporting): Guides for running reports, interpreting metrics, and using data to make better business decisions in Resytech. - [Run a Revenue Report](/how-to/reporting/run-a-revenue-report): How to generate a revenue report in Resytech, understand every metric, and use filters to answer specific financial questions. - [Analyze Booking Trends](/how-to/reporting/analyze-booking-trends): How to use the Analytics Report to understand booking patterns, conversion rates, lead times, and peak demand periods. - [Track Activity Performance](/how-to/reporting/track-activity-performance): How to use the Activities Report to compare revenue, bookings, booking pace, and cross-sell rates across your activities. - [Monitor Equipment Utilization](/how-to/reporting/monitor-equipment-utilization): How to use the Equipment Report to track rental counts, revenue, utilization rates, and popularity across your inventory. - [Compare Locations](/how-to/reporting/compare-locations): How to use the Locations Report to compare bookings, revenue, and customer counts across all your business locations. - [Use Year-over-Year Reports](/how-to/reporting/use-year-over-year-reports): How to use the Year-over-Year Report to compare bookings, revenue, and customer growth across multiple years. - [Understand Fiscal Reports](/how-to/reporting/understand-fiscal-reports): How to use the 4-4-5 Fiscal Calendar Report for period-based financial analysis with configurable fiscal years and prior-year comparison. - [Review Operations Metrics](/how-to/reporting/review-operations-metrics): How to use the Operations Report to monitor cart conversion, cancellations, payment methods, accounts receivable, gift cards, and coupon effectiveness. - [View Customer Analytics](/how-to/reporting/view-customer-analytics): How to use the Customer Report to understand segments, lifetime value, retention, churn, cohorts, and your top customers. - [Run a Tip Report](/how-to/reporting/run-tip-report): Generate the per-period payout reconciliation export — see what you owe staff, what was refunded, and what Stripe took. # Use Cases - [Boat & Yacht Rentals](/use-cases/boat-yacht-rentals): How boat and yacht rental businesses use Resytech to manage their fleet, bookings, waivers, and payments. - [Jet Ski Rentals](/use-cases/jet-ski-rentals): How jet ski rental businesses use Resytech to manage their fleet, waivers, damage holds, check-in, and customer communication. - [Kayak & Paddleboard Rentals](/use-cases/kayak-paddleboard-rentals): How kayak and paddleboard rental businesses use Resytech to manage fleet inventory, bookings, and operations. - [Bike & E-Bike Rentals](/use-cases/bike-ebike-rentals): How bike and e-bike rental businesses use Resytech to manage their fleet, guided tours, multi-day rentals, and operations. - [Surf Schools & Board Rentals](/use-cases/surf-schools-board-rentals): How surf schools and board rental businesses use Resytech to manage lessons, rentals, instructors, and operations. - [ATV & Off-Road Rentals](/use-cases/atv-offroad-rentals): How ATV and off-road rental businesses use Resytech to manage their fleet, guided rides, waivers, and operations. - [Guided Tours & Excursions](/use-cases/guided-tours-excursions): How tour operators use Resytech to manage bookings, guides, capacity, and customer communications. - [Zip Line & Adventure Parks](/use-cases/zipline-adventure-parks): How zip line operators and adventure parks use Resytech to manage capacity, group bookings, waivers, and safety operations. # Developers - **Getting Started** - [Installation & Setup](/developers/installation): Install resytech.js and resyevents.js via script tag or CDN and configure them for your site. - [Build a Custom Booking Flow](/developers/custom-booking-flow): Step-by-step guide to building a complete custom booking experience using the ResytechApi client, from initialization through payment confirmation. - **Booking Widget** - [ResytechClient Reference](/developers/resytech-client): Complete API reference for ResytechClient — the iframe-based booking widget. - [Embedding the Booking UI](/developers/embed-booking-ui): Use data attributes and showUI() to embed the Resytech booking modal on any page. - [Checkout Events & Callbacks](/developers/checkout-events): Listen to booking lifecycle events — track conversions, redirect after checkout, and integrate analytics. - [OTA Partner Integration](/developers/ota-integration): Embed the Resytech booking flow on an OTA partner's site with operator-configured attribution, pricing, and origin-allowlist enforcement. - **API Client** - [ResytechApi Overview & Setup](/developers/resytech-api): Initialize and configure the ResytechApi client for building custom booking flows with the Resytech platform. - [Activities, Calendar & Timeslots](/developers/activities): Browse activities, check availability calendars, retrieve time slots, and discover eligible add-ons using the ResytechApi client. - [Cart Operations & Checkout](/developers/cart-and-checkout): Create shopping carts, manage customer info and discounts, and process checkout with Stripe payments using the ResytechApi client. - [Invoice Operations](/developers/invoices): Retrieve and pay outstanding invoices using the ResytechApi client. - [Contact & Subscribe Forms](/developers/crm-intake): Capture leads and mailing-list signups from your marketing site with the ResytechApi CRM intake controllers, including Google reCAPTCHA v3 setup. - **Web Components** - [Web Components](/developers/web-components): Drop-in UI components for building custom booking experiences with automatic theming from the Resytech API. - [Activity & Equipment Components](/developers/web-components-activities): Display activities and equipment with themed card and list components. - [Booking Flow Components](/developers/web-components-booking): Duration selector, calendar, time slots, add-ons, and cart summary components for building custom booking flows. - [Inline Booking Embed](/developers/web-components-embed): Embed the full Resytech booking UI inline on your page using the booking embed web component. - [Framework Integration](/developers/web-components-frameworks): Using Resytech web components with React, Vue, Svelte, Angular, and other frameworks. - **Live Ticketing** - [Resyevents Ticketing](/developers/resyevents): Sell tickets to live events on your own website with resyevents.js — a separate library from the booking client. - **Blog** - [Blog Content Renderer](/developers/blog-renderer): Render Resytech CMS blog content as styled HTML using the ResytechBlogRenderer class. - **Reference** - [API Reference](/developers/api-reference): Complete reference for ResytechClient, ResytechApi, and all TypeScript types in resytech.js. - [Error Handling & Troubleshooting](/developers/error-handling): Handle API errors, shopping cart validation, gift card issues, network failures, and debug common integration problems.