Support

Welcome

Welcome to reserVie support pages. If you are unable to find what you are looking for, please log in to reservie and raise a support ticket.

Basics

The basics of reservie - what it is and how it works.

• Getting started with reserVie

• Understanding the reserVie dashboard

• Key concepts of reserVie

• Accepting payments online

• Pricing and fees

Settings

The settings section allow ou to configure how reservie works

• Policy manager

• 2FA manager

Facilitators

Facilitators are third-party who you would like to provide limited access to

• Setting up and managing facilitator access

Events

What is a event and how is it used?

• What is an event?

• Generating a physical event

• Generating a virtual event

• Accessing the event registers.

Schedules

reserVie provides a schedule or timetable mechanism that can be added directly to your website for easy management and publishing of events.

• Getting started with reserVie schedules - version 3

• Getting started with reserVie schedules - version 4

• Integrating reserVie into Wordpress via schedules

Discounts and Payment rules

reservie offers a number of options enabling you to reduce your clients.

• Prepaid vs discount vs payment rules - what are the differences and when should I use them?

• Setting up discount vouchers

• Setting up pre-paid vouchers

• Setting up payment rules

  
  
  
  
  

Passes

Passes offer a flexible way of allowing clients to pre-purchase credits which can later be redeemed against an eligible class.

• Using passes

• Setting up a pass

Zoom

Zoom is a popular way of providing classes, 1:1’s and other events virtually via a video live stream. reserVie ( versions later that 1.18.0.0 ) integrates with zoom to automate the creation of meetings and the sending of zoom meeting details to participants.

• Zoom support guide

• Using reservie with Zoom - a brief video guide.

• Getting started with zoom

• Creating a reservie event with Zoom

• Creating a reservie event with manually configured Zoom invites.

• Configuring event notifications with Zoom

• De-authorizing reservie access of your Zoom account.

• reservie with Zoom - FAQs

  
  
  
  
  

Customer portal

The customer portal allows your customers to access and manage their account.

• Customer portal - an overview

• Customer portal - adding payment methods.

• Customer portal - management of subscriptions and invoices

Subscriptions and memberships

Subscriptions and memberships allow clients to subscribe to a pass on an ongoing and rolling basis.

• Subscriptions support guide

• Setting up and management of subscription plans

• Management of subscription mandates and invoices

• Customer registration / sign-up to a subscription plan

• Customer management of their subscription mandates and invoices

Questionnaires

Questionnaires allow you to define questionnaires that clients are asked to complete during the checkout.

• Overview of questionnaires

• Getting started

• Customers interface

• Viewing the clients answers

FAQ

Frequently asked questions by our clients:

• How can I link reservie with my Facebook page?

• Do you have a facility for refunds?

• Do I get a notification when people book into a class or do I have to go into reservie to check?

• Can I change the original settings so my notifications come to my new email address?