Product - Global Settings

The Global Settings allow you to set up Reviews, Questionnaires, Terms & Conditions, Blackout Schedules, and more for all your experiences. This way you do not have to set them up individually for your experiences if they should be the same. Some Global Settings also have a product-specific counterpart, if needed.

You can use any combination of product-specific and global elements: For example, Global Blackout Schedules and Reviews, but a few product-specific Questionnaires and Terms & Conditions for some experiences that require different customer information. Totally up to you!

What's covered in this article:

• Blackouts and Restrictions
• Check-in Preferences
• Checkout Preferences
• Custom Email Footer
• Date Picker
• Global Reviews
• Global Questionnaire
• Global Terms and Conditions 
• Global Demographics  
• Global Add-ons

Blackouts and Restrictions

To learn more about Blackouts and Restrictions, click here. 

Check-in Preferences

To learn more about Check-In preferences, click here. 

Checkout Preferences

In Xola, you can customize the price-specific information that is displayed to your customers during checkout on your website. You may choose to show the range of prices for your experiences, the lowest price, a price range, or simply no price information. You can also customize how Taxes & Fees are shown. If you use Timeline checkout, you can control the information that appears on the tiles displayed on the first page of checkout. 

Customize your Price Messaging

1. Navigate to the Products > Global Settings > Checkout Preferences.
2. Select from one of the following options:

• Do not show price: No prices will show at all at checkout.
• Show price range: Checkout will display the lowest-highest prices for the experience.
• Show lowest price: Will show the lowest demographic price for the experience.
  

   

Additionally, you can customize how Taxes and Fees are shown.

• Include Taxes & Fees in final price: This indicates at the start of checkout that the price shown includes taxes and fees.
• Show Taxes & Fees Breakdown: You can opt to show each tax and fee as a line item on hover and in emails to customers or have them lumped as a single line item.

Finally, you can show an event's duration in checkout:

• Display Duration of Event: Show the event's duration during checkout.

Customize Timeline Checkout's Appearance 

1. Navigate to the Products > Global Settings > Checkout Preferences
2. Select from one of the following options.
   • Price Per Person: On timeline checkout, this will display prices for all demographics associated with a given experience.
   • Open Seat Count: Display the remaining seats available to be booked for this particular time slot.
     • Conditionally show the open seat count: You can choose to only display the seat count once it is equal to or below a specific number. 
   • Show unavailable timeslots
   • Show a custom message for unavailable dates: If you don't enter anything here, the default will be to display "0 Available".

Split Pay

To learn more about Split Pay and how to configure click here. 

Custom Email Footer

In Xola you have the option to customize the footer of emails sent from within Xola (including both automated and manually sent emails). This can be done at the global level, or on an experience by experience basis. 

To set up a global custom email footer, follow these steps:

1. Navigate to Products >  Global settings > Custom Email footer.
2. Use the text editor tool to create a footer section that will appear at the bottom of your emails sent through Xola. (for example, purchase confirmation and reminders, purchase modification, or emails sent via the communication subtab).

Here's what the above footer would look like when used in a purchase confirmation or reminder email:

Date Picker

In Xola, you can customize the information displayed to your customers while they are choosing dates inside your online checkout windows. This can be put to use in many different ways, depending on what type of message you'd like to send to your customers.

For example, using Show Open Seat Count along with "Sold out" messaging for unavailable departures, you can create a sense of urgency to book or showcase the popularity of certain experiences. Alternatively, if your site has a clean and minimalistic design, you may consider choosing not to display information like Trip Price or Open Seat Count at all.

Customize Your Date Picker (Reservation Details Page)

This Date Picker appears in the Reservation Details section of all Xola checkout types (except for Gift Certificate checkout). This is the page where customers input items like date, guest count, and contact information, and the Date Picker itself appears when the customer clicks to choose a date. To customize this, follow the steps below.

1. Navigate to the Products > Global Settings > Date Picker
2. Select from one of the following options.

• • Price Per Person: This will display either the highest or lowest base price according to the experience pricing configured. 
  • Open Seat Count: This will display the number of seats available. Note that if a day with multiple time slots is available, the individual time slots will show the number of available seats.
    • Conditionally display availability: Displaying availability when the open seat count is less than a threshold may instill 'Fear of missing out' (FOMO) in travelers. 
  • None: All days will be shown green, indicating tours are going out.
    • Show unavailable timeslots: When disabled, days with available time slots will be green and unavailable dates white
    • Show a custom message for dates with 0 availability: Add "Sold out" messaging, "Call us", or whatever you would like customers to do.
    • Show a custom message for dates that fall after your last active schedule’s final date: This is also beneficial for experiences with schedules that aren't active year-round (i.e. seasonal schedules)
    • Show time slots past midnight
    • Hide early morning time slots

Global Reviews

To learn more about Global Reviews, click here. 

Global Questionnaire

Questionnaires collect additional information from your customers after they complete checkout. What is included in the Questionnaire is completely customizable, and it can be set up as Global or Product-Specific. A Questionnaire can be skipped in the back office by a Xola user (it can always be updated in the customer purchase), but customers must complete them if they book through your website checkout.

The following details how to set up a Questionnaire in Global Settings, meaning you'll have one Questionnaire that prompts for all your various experiences. For details on how to set up a Product -Specific Questionnaire, click here.

To enable a Global Questionnaire:

1. Navigate to the Products > Global Settings > Questionnaire.
2. Customize to your needs. 

Questionnaire Display:

• During checkout: The questionnaire will populate immediately after the payment screen during the checkout process.
  • Per guest: One questionnaire is filled out per guest. 
  • Per reservation: One questionnaire is filled out per reservation.
• In Xola Waiver: Will show up in the Xola Waiver you created.
  • To learn more about setting up Xola Waivers, click here. 

Note: You can only designate the questionnaire to populate either during checkout OR in the Xola waiver, not both. 

Predefined Questions 

• There are predefined questions you can choose from to build your questionnaire that cover a variety of general themes like Date of Birth, Medical Conditions, Addresses, etc. You can access these by clicking on +Add New Question. 
• When customizing the question, you will have the option to add additional content, a link, and even change the question response type (i.e. change from short text to dropdown items).
• You can also make the field Required (select asterisk icon), Include on the roster (select clipboard icon), and/or Asked only to the trip organizer (select person icon).
• If you have In Xola Waivers selected it will show Minors and Adults as fields. 
  • You can choose who you want to answer those questions on the waiver. 

Custom Questions

• There are custom questions you can create such as:
  • Short text
  • Long Text
  • Checkbox
  • Dropdown
• When customizing the question, you will have the option to add additional content, a link, and even change the question response type (i.e. change from short text to dropdown items).
• You can also make these fields Required (select asterisk icon), Include on the roster (select clipboard icon), and/or Asked only to the trip organizer (select person icon).

Question Type

• Text: The customer types in response.
• Dropdown: Create and edit your own dropdown menu for customers to choose from.
  • Dropdowns should not exceed 110 characters, if you exceed this the characters will be cut off. 
• Opt-In Checkbox: Add a custom link, give it a description, and Xola will hyperlink it to that website. Great for newsletter and update opt-ins as well as privacy policies or additional terms and conditions.

Global Terms and Conditions 

You may have Terms and Conditions (T&Cs) that you want your guests to read and/or agree to before booking and arriving for your experience. In Xola's Global Settings, you're able to paste in not only your T&Cs in that heavy legalese, but you can even include a reader-friendly version that's easier for us plebeians to understand.

The best thing about Xola Terms and Conditions? You can require your customers to agree to them before completing their reservation. The customer will have to check a checkbox agreeing to T&C before they will be able to reserve. 

The following details how to set up Terms and Conditions in Global Settings, meaning you'll have one set of T&Cs that apply to all of your products. For details on how to set up Product-Specific T&Cs, click here.

Set Your Terms and Conditions

1. Navigate to the Products > Global Settings > Global Terms and Conditions
2. Enter the Full Legal Text of your T&Cs in the first text box.  
3. Optional: If you'd like to summarize or paraphrase the legal text for your customers, enter the terms in the Human-Friendly text box as well.
4. To have your terms and conditions shown to customers on the checkout, tick the box "Force customer to agree in order to complete the purchase". This will make the customer agree to these T&Cs before they pay."
   • The customer will have to check a checkbox agreeing to T&C before they will be able to reserve.
5. Click Save.

Note that Xola will tell you if any products have product-specific T&Cs that override the Global in the Overrides section. 

The Customer Experience

Once you configure your Terms and Conditions, the customer will have to check a checkbox agreeing to Terms and Conditions before they will be able to reserve.

Note: Customers will be forced to agree to the terms and conditions set regardless of the 'Force customer to agree in order to complete the purchase' toggle being enabled. 

Global Demographics  

You can set your pricing demographics on a product-specific or global basis. If you've got five different tours and you offer the same demographic discounts across the board, Xola makes it easy to set these up just once.

1. Navigate to the Products > Global Settings > Global Demographics
2. Click +Create Demographic to add a new global demographic.
3. Enter in the Name of the demographic.
4. Optional: Enter a caption for this demographic.
5.  Click Create.

Click Edit to edit the Name and caption for the demographic. These changes will apply to all experiences the demographic is applied to.

Click Delete to delete this demographic across all experiences it is applied to.

Global Add-ons

To learn more about Global Add-ons, click here.