Managing and Reviewing Booked Reservations

In this Article

• Reviewing upcoming Reservations
• Reservations Standups (Daily AI Summary)
• Notices and Staff Notes
• Searching and Filtering your Reservations
• Reservation Status 
• Printing Reservations list
• Downloading Reservations to CSV
• Editing Reservations, Editing a Reservation Payment, Checking in Guests (VIDEOS)

Reviewing Upcoming Reservations

1. From the Reservations screen, select the choose a date using the date picker - or click the Today button to choose today's date. 
2. A list of all the Reservations booked for that date will appear on the right.
3. By default is displays the List View. The listed Reservations provide a convenient overview that includes the time, type of Experience, Reservation number, Reservation Status (whether it is reserved or incomplete), the number of guests, the name of the primary Customer on the Reservation, the Location, the table (identified by name or number), and the check-in Status.
   
4. You also have the ability to view Reservation by day or week. Click on the view that you prefer.
   
   1. Here's the Week view:
      
   2. Here's the Day view:
      

Reservations Standups (Daily AI Summary)

You may have dozens or even hundreds of reservations per day. It's important for your staff to be as informed as possible about those guests so they can personalize each visit, anticipate needs, and prioritize their time effectively. With the daily AI summary, your team can quickly review a concise snapshot of the day that surfaces VIP guests, highlights repeat visitors and members, and calls out key behavioral or purchase insights. This tidy summary helps staff understand who is arriving, what matters most to them, and where the strongest opportunities for connection and conversion exist—before the first guest even checks in.

1. From the Reservations page, click the View Summary button.
   

2. You’ll see an AI summary of all guests for that day, outlining the expected flow of your schedule, highlighting VIPs, and identifying guests who are most likely to convert based on their history.
   
   
3. You’ll also see alerts and reminders for staff so that critical details are not overlooked.
   
   

Notices and Staff/Schedule Notes

If any Notices have been created, you will see it as a banner on the Reservations page. Learn more about setting up Notices here. 

If any Staff or Schedule Notes have been created, you will see an orange dot on the alert icon. Click on the icon to view or add notes.

Searching and Filtering Your Reservations

The Reservations list also includes Reservations that are on Hold.

Use the Search field to look for specific Reservations numbers or Reservation names.

Filter by Experience.

Filter by Reservation Date, Status, Channel or Tag.

Once filtered, under the More Actions button, you are able to Print the list.

Want to download to CSV?

1. Click on the More Actions button and choose the Search From All Reservations link.
   
2. Set your desired filters. Under the Actions button, choose Export Reservations. This will export your list to CSV.
   

Reservation Statuses and what they mean

Complete: This indicates that all applicable fields have been entered into the Reservation. Automatic payment will capture based on the settings for that Experience.

Incomplete: This indicates that all applicable fields have not been entered into the Reservation. Automatic payment will not capture.

• If you add the information to the reservation to make it complete, the system will automatically capture payment at 8:00 a.m. PST the following day.

Address: This indicates that there is no Billing Address on the Reservation. Therefore, the automatic payment will not capture. To resolve, click on 'Address' and enter the Billing Address on the Reservation.

Printing Reservations

Print a list of the Reservations you have selected by using the More Actions > Print List option at the top. The printed list will include: Time, Reservation #, Status, Name, number of Guests, Experience andLocation. 

Here's what the printed PDF looks like: