Account & Settings

Set up Stripe payments

Connect Stripe to your venue to accept online payments. Stripe is Rex's default processor and the only option included on the Core plan.

Invite users

Invite teammates to your Rex account, assign the right role, and manage existing users — change passwords, reassign venues, or remove access.

Can't log in — account access issues

Configure SFTP and daily reports

Push automated daily report exports to an SFTP server.

Configure your app preferences

Set your default page, venue, resource category, and calendar zoom level in the host app.

Edit your profile, change password, and manage payment methods

Update your account details, change your password, and add or manage saved credit cards from your guest account.

Export report data

Download reservation and discount data as a CSV file for accounting, tax reporting, or external analysis.

Export reservation data

How Heartland payments work

Understand how Rex processes credit card charges and refunds through Heartland.

How Square payments work

Understand how Rex processes payments, invoices, and refunds through Square.

Manage a reservation

View reservation details and take actions like refund, cancel, or resend a confirmation email.

Process a refund

How to issue a full or partial refund to a guest from the admin dashboard.

Resend a confirmation email to a guest

Reservation email vs. event email — which address gets which notifications

Understand the difference between the reservation email and event email address and how each one is used.

Set up Heartland payments

Connect your Heartland payment gateway to accept credit card payments on your reservation page.

Set up Square payments

Connect your Square account to Rex and configure per-venue payment settings.

Set up email notifications

Configure admin notification email addresses and connect your email sending domain.

Set up error notification emails for failed payments and integration issues

How to configure which email address receives system error alerts and booking failure notifications.

Understand your Rex plan and pricing

Overview of Rex subscription plans and what is included.

Update billing information

View and filter reports

Use the Reports dashboard to monitor reservations, revenue, and discounts across your venues for any time period.

View and search reservations

Find, filter, and sort reservations from the main reservations list.

View integration sync history

View the discount usage report

View, modify, and cancel reservations from your account

View upcoming and past reservations, modify or cancel bookings, and manage your guest list from your account page.