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RESERVATIONS OVERVIEW: Start Here!

Create, edit and manage all of your Reservation Experiences with our robust Reservations feature

Quick Overview of the Reservations Feature

 

Accessing the Reservations Feature & Configuring Settings

  1. There are two ways to access the Reservations feature: Admin panel or POS panel
    1. Accessing Reservations from the Admin panel
      1. Choose Reservations in the upper right dropdown menu.
      2. Screen Shot 2023-09-12 at 11.23.00 AM
    2. Accessing Reservations from the POS
      1. Click the menu icon in the upper left of the POS screen.
      2. Screen Shot 2025-12-16 at 4.03.30 PM
  2. Click on Reservations > Settings in the navigation.

    Screen Shot 2025-12-17 at 2.49.10 PM
  3. Here, you'll find everything you need to set up your reservation program.

    Screen Shot 2025-12-17 at 2.44.27 PM

Configuring your Reservations Settings

To start setting up Reservations, you’ll first configure your settings. Review each of the Reservations Settings areas below to get everything configured properly.

  • General: Includes lead time for web Reservations and min/max guest counts. Learn more about editing the Reservations General Settings here.
  • Reservation Experiences: Includes all your Tasting Experiences, as well as availability and prices. Learn more about setting up Reservations Experiences here.
  • Locations: Includes the various areas of the winery your Experiences might take place. Learn more about setting up Reservations Locations here.
  • Notices: Setup messaging for your staff on your Reservations dashboard, admin panel or POS. Learn more about setting up Reservations Notices here.
  • Blackout Dates: Allows you to add in dates your winery might be closed so Reservations will not be booked on those dates (Note: you can also add blackout dates at the location level). Learn more about Blackout Dates for Reservations here.
  • Third Party: Allows you to add third party referrals that you might want to track on a Reservation (i.e. hotels or tour companies). Learn more about Third Party referrals for Reservations here.
  • Staff: Setup your Reservations Staff. Learn more about setting up Reservations Staff here.