Overview

This article is designed to be your comprehensive guide through the entire product setup process. We'll walk you through each step, from initial configuration to successfully publishing your product, ensuring you have all the information you need to get your offerings live on MySite. By following this guide, you'll gain the confidence to independently create and manage your products from start to finish.

JUMP TO 

• Product > Add Product 
• Product Settings
• Step 1:  Introduction
• Step 2:  Taxes & Fees
• Step 3:  Cancellation Policy
• Step 4:  Deposit
• Step 5:  Booking Information
• Step 6:  Package Settings
• Step 7:  Publish Settings
• Step 8:  Ready to Publish
• Important Notes

Product > Add Product 

Step 1: Log in to rezio Admin

Then click Add Product > +Add in the Product List to begin product setup.

Step 2: Select a Product identity color

In which will make it easier to identify a particular product in the Sales Calendar.

Step 3: Select the product Category

• If the new category is [Day Tour], [Multi-day Tour], [Private Tour], or [Activity] it will enter the newest product creation process. Please continue reading the instructions below.
• If the new category is [Ticket] or [Ticket (No session)] it will enter the original process. Please refer to this link. 

Step 4: Select a Language.

Select one language which will be the primary language you will use to edit the product information. 

Step 5: Enter a Basic Information

Enter Product Name, your own Product Alias, and a Product Code with the following explanation: 

• Product Name: You can choose your desired name for this product here.
• Product Alias: it is only shown in rezio Admin for easier identification.
• Product Code: Leave Product Code blank for auto-generation. Custom codes cannot be duplicated.

Step 6: Select the Timezone and Region where the product is based.

Step 7: Select the Country Code Setting & Currency of this product.

• The Country Code Setting for Booking Info: You can select the default country code or don't show default country code.
• Currency: we suggest you enter your product location currency/store-based location currency or your desired currency.

Step 8: Select the settings for the Notification Email 

You will receive the notification you select here including booking after the customer successfully orders. The 3 options are: 

• Store Administrators and Users: You are able to check your store admin emails at rezio admin > Account or refer to this article in the Account Info Page section 

• Custom Emails: If you choose this option, it will be sent to an appointed recipient and not your customer. Enter the designated email > Add to add email address.

• Don’t Send Email Notifications: **you will not receive any notification email, if you choose this option.**

Step 9: Select whether to send Travel Reminders to your customer.

Select whether the system automatically sends a Travel Reminder to your customers before departure or not.You either select “Do not send”, “Send one day prior to the departure date” or “Send three day prior to the departure date”

Step 10: You can add the Vendor of this product from the Vendor List if necessary.

Vender could be the product supplier or the external party from whom products or services are outsourced. You can add a new vendor or select the existing choices.

Step 11: Click Create.

Product Settings

Before we start set up let’s understand about our section tabs first:

Section Tabs

• The section tabs marked with ★ are required steps to set up a product. Rezio will remind you how many required steps are left on the top-right corner.
• A green checkmark ✅ will appear on the tab when you have completed that section.
• When all requirements are completed, “All Done, Ready to Go!” will appear.

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Step 1:  Introduction

This format editor applies to Brief, Highlight, Description, and Purchase Notice sections.

• Text Editing Tools: Built-in tools for formatting. (See "Using the Text Editor" for details.)
• Editor Layout: Input text on the left, preview on the right.
• Text Count Limits: Different limits per section (bottom left). "Entered" (characters typed) vs. "Count" (including formatting) shown (bottom right).
• Brief: Short product intro (2-5 sentences, max 1,500 chars).
• Highlight: Key product features (3-5 bullet points, max 2,000 chars).
• Description: Detailed product explanation (max 25,000 chars).
• Purchase Notice: Important pre-sale info (disclaimers, restrictions, charges, max 10,000 chars).
• Participant Restrictions: Set criteria (e.g., nationality, age) for buyers. (Note: Company does not support discrimination.)

• Special Terms and Conditions: "After-Sale Information" for travelers (e.g., required items). Max 10,000 characters.
• Product Image: Suggested size: 1920px * 900px, under 6 MB, Landscape (Horizontal).

• Video To add video, copy and paste your YouTube video URL here. Select Video Language (optional) > click Add
• 

Step 2:  Taxes & Fees

You can select the applicable taxes and fees for this product and inform your customers whether these costs are included in or excluded from the price. 

1. Enter keywords to filter and find the tax & fee item you wish to apply.
2. You can select multiple items to link with the product, and the selected ones will be shown at the top. If there are no suitable options, you can click +Add to create your own customize conditions.  
3. Click Next to save the data and continue.

Step 3:  Cancellation Policy

1. You can select the default option, Non-refundable, or select Full Refund or create Your Own cancellation policy.
2. Only one option can be linked with the product as a cancellation setting. The selected option will be shown at the top. If there are no suitable options, you can click +Add to create your own. 
3. Click Next to save the data and continue.

Step 4:  Deposit

1. You can select the default option, No charge, or select Full amount or add another custom deposit.
2. Only one option can be linked with the product as a deposit setting. The selected option will be shown at the top. If there are no suitable options, you can click +Add to create your own.
3. Click Next to save the data and continue.

Step 5:  Booking Information

This section allows you to create an empty field for your customer to enter traveler details. If you’re unsure which field to include, you can use keywords to find an existing template.

There are some customizable options available here that you can select to tailor your preferences.

1. Required Field - Select this option to make certain information mandatory for customers to enter during the booking process.
2. Reordering - Drag the fields up or down to rearrange them in your desired order.
3. +Add - Select this to include additional fields in your settings.
4. Add Custom Field - If no available field suits your needs, you can create and add a custom field.In this tab consisted of several sections as follows:

1. Order Contact Information 

Required fields here (Last Name, Email are default) are for post-order contact. All order emails are sent to this provided information.

2. Traveler Information - Representative

Request additional participant info by setting fields under 'Traveler Representative' (for one) or 'Participants' (for all).

3. Traveler Information - Participants Set up the required information for all participants under this section. 

Step 6:  Package Settings

This crucial step involves defining the details of your product's packages. There are six key sections to complete here:

1. Package Description: Add important details about your package.
2. Item Settings: Configure the items included in your package.
3. Sales Calendar: Define when your package is available for sale.
4. Session Settings: Set up specific times or sessions for your package.
5. Price Setting: Determine the pricing for your package.
6. Available Quantity Settings: Specify the number of packages or spots available.

Step 7:  Publish Settings

Section 1: Edit Publish Settings

1. Select how and when the bookings will be confirmed: 

• Instantly: Instant Confirmation, the system will automatically confirm within 1 minute. 
• Automatically: Automatically Confirmation, you can choose N days and N hours (1 day = 24 hours) from the date of the order or from the date of departure.
• Manually: Manual Confirmation, Bookings must be manually confirmed by you. The confirmation time set here is for customer reference only and will be displayed on the product page and in the confirmation letter.

2. Select Payment Method

If you have not connected to a payment gateway, only Cash/Onsite Payment or ATM/Bank Transfer options will be available for selection. However, if you connect to a payment gateway, you will also have the option to offer Online Payment to your customers.

Section 2: Voucher Settings

1. Select your Voucher Type The supported voucher types are include as follows:

• None: No voucher will be generated. Select this option if you do not require the customer to receive a voucher.
• Rezio Voucher: A voucher generated by Rezio in its default format.
• Custom Voucher*: You can create your own custom voucher. Go to Settings > Custom Voucher Template to add and customize your voucher.
• Upload Voucher Files: If you’ve already generated your own voucher, you can upload files from other OTA systems to our system.

2. Select how you want your customer to Redeem the code: 

If you choose rezio Voucher, the voucher will use the default template and can be generated in the language you choose. 

• No Redemption Required
• Use Rezio QR Code - select this option to use rezio default form of QR code
• Upload Customized QR Code in Order Details - if you generate your own code, you can upload your QR code as well.

3. Select how the voucher will be generated, and how many times one voucher can be redeemed

4. Set the Number of Times for Redemption. **If you set repeated redemptions, you can set whether to ** Allow repeated redemptions by the same user account. 

5. Select Swipe to redeem

Swipe to Redeem combines the rezio Voucher and rezio QR code functionality, whereas you can choose to allow customers to self-redeem their vouchers on the rezio website or not. This option must be used in conjunction with switching on Swipe to Redeem on the Sell Online - Vouchers module

6. Select Voucher Language

• Custom: The voucher will be in your chosen language, regardless of the language used when your customer made the booking
• According to customers’ order languages: The voucher will be in the same language as the customer’s language

7. Select How to Send a voucher to your customer. You can choose to send a voucher by the following methods in photos:

• Send Automatically with Order Confirmation: Automatically send the voucher simultaneous with an order’s confirmation. E.g. if a booking is manually confirmed, the voucher will be sent after you manually confirm the order
• Send Automatically at a Specified Time: Automatically send the voucher at a specified time.
• Send Manually: Send the voucher on your own, using rezio Admin
• Times can be set by N days and N hours, either From Order Date or Before Departure Date. This time will be displayed on the product itinerary of the booking website.

8. Select the instructions on How to Use the voucher. You can choose from the default text or enter your own customized instructions. It will be displayed in the “How to Use” section of the product itinerary and the voucher.
9. Click Next to save and continue

Step 8:  Ready to Publish

You're just one step away from publishing your product.

To add your product to a channel, go to the top left of the product settings page, select **[+Add to Channel] **> click **[+ Add] **next to your desired channel. For this instance, choose Rezio MySite.

After publishing, you'll see the product's status update to “Available for sale” and Channel published.

Important Notes

Currently, the new version of product does not yet support:

• Listing product on channels other than MySite (expected to gradually expand support by enabling one channel per week)
• Copying product
• [Person], [Multi-People], and [Group] identity categories
• Session times that span across days (e.g., 23:00 ~ 01:00)
• Application forms (limited to Japan stores)

After the product is published, you will see the product status update to [On Sale] and display [Add to Channel]

Your Product is Live!

You've successfully published your very first product. It's now live and ready for your customers to discover and book!

In our next article, we'll guide you through the customer journey, helping you understand how your clients will experience your products from their perspective.

Updated on: 31/10/2025