Reservations
The Reservations page is where you manage everything around bookings — see what’s coming up today, browse the full booking history, build the schedules that decide when guests can book, design the public booking page, set up an AI phone assistant to answer your phone, and choose what reminder messages go out to guests.
It lives at Reservations in the left sidebar. The page title bar shows the current location — Reservations are always per location, so the location pill next to the title tells you which one you’re working with. If your account has more than one location, switch to the right one from the sidebar before you do anything.
Five tabs — Overview, All Reservations, Schedules, AI Reservations and AI Calls — only work when a single location is selected (not “All locations”). They show a small lock icon and a “Select a location” message until you pick one. Booking Page and Settings are always available — Booking Page lets you edit any of your venues’ public pages from the account view, and Settings holds messaging templates that apply across the account.
The tabs
Across the top of the page you’ll see five core tabs, plus up to two AI tabs that appear once you turn the AI assistant on:
- Overview — today’s numbers, plus a calendar of bookings in Day or Week view
- All Reservations — the full searchable list of every booking, past and future
- Schedules — the bookable services you offer (Dinner, Brunch, Tasting Menu…)
- Booking Page — design and publish your public booking page
- Settings — confirmation and reminder messages for guests
- AI Reservations — set up the AI phone assistant (only shown when the AI feature is on)
- AI Calls — log of every call the AI handled (only shown once the assistant has a phone number)
Overview tab
The home base — open it first thing in the morning to see how today is shaping up.
The three metric cards
Across the top, three at-a-glance numbers:
- Today’s Reservations — total bookings for today, with a green “X confirmed” pill and an amber “Y pending” pill if there are any booking requests still waiting on you.
- This Week’s Covers — total guests across all confirmed bookings this week (Sunday to Saturday). The smaller text underneath shows the booking count.
- Most Booked — the schedule (Dinner, Brunch, etc.) with the highest booking count, and how many bookings it has.
Weekly summary chart
Below the metric cards, a Weekly Summary Chart plots the covers and bookings for the current week so you can spot the shape of the week at a glance — heavy Fridays, quiet Mondays, etc.
The calendar
A big calendar card fills the rest of the screen with two views:
- Day view (default) — vertical lanes, one per active schedule. The left column is a time scale (10:00 to midnight); each booking shows up as a coloured block in its lane at its booking time.
- Green blocks — confirmed
- Amber blocks — pending (a booking request waiting for your decision)
- Blue blocks — anything else (waitlist, walk-in source, etc.)
- Each block shows the guest name, party size and time. Click a block to open the reservation details on the right.
- Week view — a 7-day grid (today highlighted in blue). Each day is a tile listing every active schedule with a count for the day (e.g. Dinner — 8).
A ◀ / ▶ arrow in the top-left of the calendar moves through days (or weeks). The header shows the current date.
Create reservation
The blue + Create reservation button (top-right of the calendar header) opens a small form to add a booking by hand:
Schedule
Pick which schedule the guest is booking (only active schedules are listed).
Date and Time
Calendar picker for the date, time picker for the slot.
Party Size and Seating
Number of guests, and which seating area (room) they’re booking. If the schedule only has one seating area, it’s auto-selected and locked.
Guest details
Name (required), Email, Phone.
Notes
Free text — special requests, allergies, anything else the team should know.
Tap “Create Reservation”
The booking is added with status Confirmed and source Internal. It appears immediately on the calendar and in the All Reservations tab.
Reservation details panel
Click any block in the calendar (or any row in All Reservations) and a panel slides in from the right with the full booking. It’s the same panel in both tabs.
Header — guest name with the date and time in a friendly format (“Saturday, 18 April · 19:30”). The current status sits on the right as a soft-coloured pill (green Confirmed, amber Pending, indigo Seated, etc.).
Guest summary row — an avatar with the guest’s initials, the guest name (clickable through to their guest profile if they have one), and a subline showing the source (Online / Internal / Phone / AI Call / Walk-in) plus the date the reservation was booked.
Three stat tiles — Party (guest count), Seating (room), and Experience (schedule name). Sit in a row as soft-bordered cards.
Contact — a thin bordered list with the guest’s email (clickable mailto:) and phone (clickable tel:). Each row has an icon on the left.
Special occasion (if set) — badge for the occasion type (birthday, anniversary, business, engagement, graduation, date night, other) plus any free-text detail.
Notes (if any) — the guest’s notes in a muted card with a sticky-note icon. Whitespace is preserved so multi-line notes stay readable.
Internal Note — a free-text box for staff-only notes. Shown on the Overview detail panel so the host can scribble a quick reminder while the booking is live.
Activity — a short timeline of every status change with timestamps (created → confirmed → seated → completed, or any cancellations / no-shows along the way). Shown on the Overview detail panel so you can see at a glance how the booking has progressed.
The footer changes with status:
- Pending — blue Confirm and red Reject buttons.
- Confirmed — Edit and red Cancel.
- Seated — info strip: “Guests are currently seated”.
- Completed — info strip: “Reservation completed”.
- Cancelled — read-only; “This reservation has been cancelled”.
- Waitlist — full-width blue Confirm from waitlist.
In the All Reservations panel, the guest name is a link — click it to jump to the full Guest profile with their visit history, tags, VIP status, and lifetime spend.
All Reservations tab
The full table of every booking — past, present, future — for this location.
Filters and search
Across the top of the table:
- Search box — name, email or phone (case-insensitive, partial matches)
- Date picker — show only one specific day (with an X button to clear)
- Schedule dropdown — limit to one schedule (e.g. only Dinner bookings)
- Status dropdown — All / Confirmed / Pending / Waitlist / Cancelled
- Occasion dropdown — All / Has occasion (any) / Birthday / Anniversary / Business / Engagement / Graduation / Date night / Other
All filters stack — e.g. “Everyone called Sarah, on Saturday, with Dinner, who has a birthday”.
The table columns
- Date & Time — date plus 24-hour time
- Guest — name (clickable if linked to a guest record)
- Party — number of guests
- Schedule — which experience they booked
- Status — coloured icon + label (Confirmed, Pending, Waitlist, Cancelled, Seated, Completed, No-show)
- Occasion — small badge if a special occasion was set
- Seating — the seating area / room
- Source — Online / Internal / Phone / AI Call / Walk-in
- Created — when the booking was made (date + 24-hour time)
The table is sorted newest-booked first (by the Created column), so last-minute reservations rise to the top even if they’re for a date far out.
Click any row to open the reservation details panel described above. Cancelling from here removes the URL parameter and closes the panel cleanly.
The URL updates with a ?reservationId=… parameter whenever you open a reservation. Copy the URL from your browser and paste it into Slack / email — your teammate will land on the dashboard with that exact reservation open in the detail panel. Handy for “can you have a look at this booking?” messages.
Schedules tab
A schedule is a bookable service — Dinner, Brunch, Saturday Tasting Menu, Live Music Night. Each schedule decides:
- The hours guests can book within
- How long each booking takes (the slot duration)
- How many guests per party (min / max)
- Which rooms the booking can be seated in
- Whether the schedule is sold online (Booking Page) or only entered by staff
- How the schedule accepts bookings — straight in, from a list of fixed slots, or by request
You’ll usually start with two or three schedules (Lunch and Dinner) and add seasonal ones over time.
The schedules list
Each schedule shows up as a row in the list with:
- The name in bold
- A type badge — Full Availability / Preloaded / Request-based
- A green Active badge (or grey Inactive)
- The service hours, party size range, slot duration, and total covers (sum of seats on the tables assigned to the schedule)
- A green Online booking toggle — flick on to make this schedule appear on your public booking page
The ⋮ menu on the right has Edit, Duplicate, and Activate / Deactivate.
A blue + New schedule button (top-right) opens the editor.
If you don’t have any schedules yet, you’ll see an empty-state card with a big Create schedule button instead.
Schedules are built on top of your floor plan — you pick the exact tables each schedule uses. If you haven’t set up any tables yet, the Schedules tab shows “Set up your tables first” with a blue Go to Floor Plan button. Add rooms and tables in Floor Plan first, then come back.
Creating or editing a schedule
The editor is one long page, broken into sections.
Basic Information
- Schedule Name — required (e.g. Dinner Service)
- Booking Type — pick one (the description below the dropdown explains each):
- Full Availability — guests can book any slot inside your service hours, every X minutes (where X is the slot duration).
- Preloaded Slots — only the specific times you list are bookable.
- Request-based — guests submit a preferred time and you confirm or reject each one by hand.
- Description — free text, shown to guests on the booking page.
Party Size
- Minimum and Maximum Party Size — bookings outside this range can’t pick this schedule. Max must be greater than min.
Tables
Pick the exact tables guests can be seated at under this schedule. These decide both who can be seated where and the schedule’s total cover capacity.
- Tables are grouped by room — each room has its own subsection with a Select all in room / Deselect all in room shortcut on the right.
- Tap a table pill (e.g. T1 (4 seats)) to toggle it in or out. Selected tables go solid blue.
- Above the grid, Select all and Clear all buttons plus a live counter: “12 of 24 tables selected”.
- A blue Total covers: X badge in the card header updates live as you pick tables — the sum of seats on every selected table.
If no tables exist for this location, the card links you straight to Floor Plan with a Set up your floor plan → link.
Merge groups
A merge group is a set of tables the system is allowed to silently join together when a party is too big for any single table. If any member of the group is already taken, the group can’t be used until it frees up.
- The card lists every existing group as a row of table pills (e.g. T1 · T2 · T3) with a Σ X seats total and an X icon to remove it.
- Tap + Add merge group to pick two or more tables from the schedule’s selected tables, then Add group.
- Groups must contain at least two tables. All members must belong to this schedule.
- Merge groups are location-scoped under the hood — the editor only shows ones whose every member belongs to the current schedule, so you don’t see unrelated groups from other schedules.
During availability checks, the system tries individual tables first. If a party doesn’t fit any single table, it looks for a merge group whose seat total is large enough — and only offers that slot if every table in the group is free. The guest never sees the group; they just see a slot that accepts their party size.
Service Hours & Duration
- Start Time / End Time — when the schedule is open for bookings (e.g. 18:00 – 22:00).
- Slot Duration — how long each booking takes. Pick from 15 min, 30 min, 45 min, 1h, 1.5h or 2h. Used both to space out bookings and to know when a table will be free.
- Buffer Before — minutes blocked off before each booking (for setup).
- Buffer After — minutes blocked off after each booking (for cleanup / turnover).
Slot Preview (Full Availability only)
A small grid of the first eight times guests will be offered — handy sanity check while you tweak start/end and duration.
Request Settings (Request-based only)
- Response Time (hours) — how long you usually take to confirm a request. Shown to the guest as “We usually respond within X hours”.
Booking Rules
- Allow Online Booking — top toggle. If off, this schedule is invisible on the public booking page; staff can still use it from the dashboard.
- Automatically Accept Valid Requests (Request-based only) — auto-confirm requests that fit your availability, instead of needing you to tap Confirm each time.
- Allow Waitlist — when full, guests can join a waitlist instead of being turned away.
- Auto-close at Capacity — close bookings automatically when the schedule hits its limit.
Guest-facing Content
- Guest Instructions — free text shown to the guest at booking time (dress code, parking, arrival notes, etc.)
Status
- Schedule is Active — bottom toggle. Inactive schedules are hidden from both the booking page and from staff-side new-reservation forms.
The buttons at the top: Back to schedules (top-left), Delete (red, only when editing), and Save Changes / Create Schedule (blue, top-right).
The fastest way to add a similar schedule (e.g. weekend Lunch from a weekday Lunch) is to use the Duplicate option in the ⋮ menu — the new schedule starts as Inactive so you can edit and review it before turning it on.
Booking Page tab
This is where you build the public booking page that guests see when they book online — your branded site at book.zavo.io/<your-slug>. The page itself is a full-bleed, SevenRooms-style hero layout: a rotating photo banner across the top, a search panel (date / time / party), a long restaurant description, and a map.
The screen is split in two: a settings panel on the left (400 px, with its own sub-tabs) and a live preview on the right (Desktop or Mobile).
The top action bar
- Desktop / Mobile toggle — Monitor / Smartphone icons that swap the preview between the two device widths.
- Status pill — green Published (with a globe icon) or grey Not published (with a lock icon).
- Copy link (when published) — copies
https://book.zavo.io/<slug>to your clipboard. Turns into a green tick for two seconds. - Embed to website (when published) — opens the Embed dialog so guests can book from inside your site, not only from our hosted page.
- View live (when published) — opens the booking page in a new tab.
- Unpublish (when published) — opens a confirmation dialog before taking the page offline.
- Save changes — saves whatever you’ve edited in the panel.
- Publish (when not published) — opens the publish dialog where you pick your URL.
The sub-tabs
The settings panel has four sub-tabs that mirror the steps a guest moves through on the live page. Switching tabs also switches the preview so you always see the page whose settings you’re editing.
- Search — the landing step (hero images, restaurant info, booking panel)
- Slot confirm — the popup that shows after a guest picks a time
- Guest details — the checkout step (name, email, phone, allergies…)
- Confirmation — the success page after the booking is made
Search tab
- Logo — drag-and-drop or click to upload a PNG/JPG (up to 2 MB). The logo sits in the top navbar on every step. Flip the “Use text logo only (restaurant name)” switch to show your name in plain text instead.
- Restaurant name — overrides the location name in the navbar and info card. Leave blank to use the location name as-is.
- Hero images — up to 5 images in a rotating carousel at the top of the search page. Each row has a thumbnail, ▲/▼ reorder buttons, and an X to remove. When you have fewer than 5, an “Add hero image” dropzone appears.
- About the restaurant — long-form description shown next to the booking panel. Plain text, fixed 5-row textarea.
- Menu file — upload a PDF or an image (up to 5 MB) to enable the public “View menu” button under the description. Replace or remove anytime; removing hides the button.
- Address — address line, city, postcode. Used in the info card and to geocode the venue map on the confirmation page.
- Contact — phone, email, website URL.
- Primary button color — colour picker + hex input. Used on the Confirm reservation button and the confirmation check icon.
- Footer — toggle “Show ‘Powered by Zavo’” for the small credit at the bottom.
Slot confirm tab
Between the search step and the guest-details step, the page can layer an extra slot confirmation popup — a chance for the guest to see per-room copy (dress code, “this is our outdoor terrace…”, etc.) and an image before they keep going.
- Show the popup — master toggle for the popup.
- Show room image on the popup — controls whether the per-room image is displayed (requires the popup toggle on).
- Per-room config — one card per room configured in your Floor Plan, each with:
- Room image — upload a PNG/JPG (up to 2 MB) shown when the picked slot belongs to this room. X button to remove.
- Room note — free text (3-row textarea) — dress code, room description, anything specific.
If no rooms exist yet, the tab shows “No rooms configured for this location. Add rooms in the Floor plan tab first.”
Guest details tab
- Checkout photo — single photo (PNG/JPG, up to 3 MB) shown alongside the reservation summary on the guest-details step. Separate from the hero carousel so you can use a dedicated dining-room shot.
- Guest form fields — switches that decide which inputs the guest sees:
- Require phone number — phone is mandatory
- Show allergies field
- Show special requests field
- Booking note — optional Title and Text (5-row textarea) shown under the reservation summary on this step. Use it for dress code, cancellation policy, minimum spend, or anything else the guest should know before confirming.
Confirmation tab
- Reservation handling — two toggles for what goes out when a reservation is made:
- Send confirmation email
- Send confirmation SMS
- Custom confirmation message — optional free text appended to the confirmation email.
- After-booking button — optional CTA shown on the confirmation page. Set a Button URL (leave empty to hide) and Button text (default “Back to our website”). Handy for pointing guests back to your own site.
Live preview
The right side updates as you type. The Desktop / Mobile toggle at the top of the screen swaps the preview width. Switching a sub-tab also switches which step of the real page is shown in the preview — Search, the slot-confirmation modal layered on top, Guest details, or the Confirmation page with the confirmed reservation, map, and “Add to calendar” dropdown (Google Calendar / Apple Calendar / Outlook / iCal .ics download).
Publishing the booking page
The first time you publish, you’ll be asked for a URL slug:
Click “Publish”
A dialog opens.
Pick your URL
The slug goes after book.zavo.io/. Default is your location name in lowercase with dashes. Only lowercase letters, numbers and hyphens are allowed — anything else is stripped out as you type.
Click “Publish” to confirm
The page is now live. The status pill turns green and the Copy link, Embed to website, and View live buttons appear.
To take the page offline later, click Unpublish in the top bar — a confirmation dialog will warn that guests can no longer book online.
Embedding on your website
Click Embed to website in the top action bar (only visible once the page is published) to open the embed dialog. You’ll see two integration methods plus a developer-handoff PDF.
- Method 1 — Direct link — paste the URL on any button, menu link, email signature, or social profile to send guests straight to your booking page. Each snippet has a Copy button that flips to “Copied” for two seconds.
- Method 2 — Embed on your website — an
<iframe>snippet you paste on any page of your own site. Guests book inline without leaving your domain. - Share with your developer — downloads a multi-page PDF containing both methods, ready to forward to whoever maintains your website.
If none of your schedules have Allow Online Booking turned on, you’ll see an amber warning at the top: “No bookable experiences”. The booking page will publish, but the experience list will be empty for guests. Turn on online booking on at least one schedule first.
AI Reservations tab
Optional add-on: a fully AI-driven phone assistant that answers calls for the location, takes bookings, answers basic questions, handles special requests, and hands the call to your team when needed.
The tab only appears if your account has the AI Reservations feature enabled. (Talk to support if you’d like it turned on.)
First-time setup
The first time you open the tab, you’ll see a welcome screen with six feature cards (Answer Calls 24/7, Take Reservations, Handle Questions, Remember Occasions, Hand Off to Staff, Recommend Times) and a single big blue button: Set Up Your AI Assistant. Click it to start — the rest of the screen unlocks.
Status & Phone Number
The top card has two things:
- AI phone assistant Off / On switch (with green when on). It stays disabled until you have a phone number.
- AI phone line panel — either prompts you to Get phone number (which provisions a fresh phone number for the assistant) or shows the number you already have, with Copy number and (top-right) a small red Release number button.
This is a brand-new number we provision for your restaurant — you can list it on Google, your website and social media, or forward your existing landline to it. Whoever calls hears your AI assistant.
If you flip the assistant on without a phone number, an amber warning appears: “You need to generate a phone number before turning the assistant on.”
Voice & Identity
A grid of available voices. Each tile has the voice name, a short description, gender and accent pills, and (on hover) a small Play / Pause button so you can preview how it sounds. Click anywhere on a tile to select it — a tick appears on the chosen one.
Below the grid:
- Selected Voice — read-out of the chosen name.
- Assistant name — the name your assistant uses to introduce itself. Defaults to “Your restaurant assistant”.
- Preview line — the assistant’s intro shown back to you exactly: “Hello, thank you for calling [Restaurant]. This is [Assistant name]. How can I help you?”
Reservations Behaviour
- Send confirmations via — radio buttons for SMS, Email, or Both. The assistant will always also confirm the basics (name, phone, date, time, guests) verbally before booking.
- Ask about dietary restrictions / allergies — green toggle. When on, the assistant will ask each caller if anyone has food allergies or dietary restrictions and note it on the booking.
Additional Business Context
A free-text field (up to 4,000 characters) for anything you want the assistant to know about your restaurant — opening hours, parking, dress code, payment methods, accessibility, nearby landmarks, private dining options, etc.
The assistant uses this to answer general caller questions. If something isn’t written here, the assistant will say it doesn’t have that information rather than guessing.
Auto-fill from web — the Auto-fill from web button opens a small prompt where you can paste your official website URL (or skip, and the agent will try to find it). The research agent then visits your site plus public listings (Google Maps, TripAdvisor, OpenTable) and returns a draft summary. It takes up to a minute. The draft appears in a review panel — edit it, then click Use this draft to replace the textarea, or Discard draft to keep what you had. Nothing is saved until you click Save changes at the top of the page.
Human in the Loop
Sometimes callers need a real person. Turn this on to forward complex calls to your staff.
- When should we send the call to a human? — tick the triggers:
- If the assistant doesn’t understand the question
- If the customer is angry or has a serious complaint
- For big bookings (more than N guests — number is editable)
- For VIP customers
- Where should we forward the call? — phone number for the staff. Without one, you get an amber warning.
- What should the assistant say before transferring? — the exact line. Default: “It sounds like this needs a bit more attention. I’ll connect you to a member of our team now.”
Call scripts
- Opening message — what the assistant says when it picks up.
- How should the assistant end the call? — the closing line.
Defaults already use your restaurant name and the assistant name — edit if you want a different tone.
Preview & Test Call
A reminder card: call the AI phone number from your own phone to hear the assistant in action. The number is shown big, with a Copy number button.
Saving changes
A sticky save bar appears at the bottom of the screen as soon as you change anything — it shows “Unsaved changes” with Discard changes and Save changes buttons. After save, a small toast pops up: “Your AI phone assistant has been updated.”
AI Calls tab
Once your AI assistant has a phone number and starts taking calls, every call shows up here. The tab is only visible after the assistant has been provisioned a number.
Filters
- Date — date range picker (defaults to the last 7 days). Use the presets to jump to last 24 hours, last 30 days, etc.
- All outcomes dropdown — Completed / Reservation Made / Transferred / Error / Abandoned.
A small spinner appears next to the filters while calls load.
The calls table
Each row is one call:
- Date & Time — date and 24-hour time the call started
- Caller — name (linked to their guest profile if recognised) plus the phone number underneath
- Duration — minutes and seconds, e.g. 2m 14s
- Outcome — coloured badge:
- Completed (green)
- Reservation Made (emerald) — a booking was created
- Transferred (blue) — handed off to your staff
- Error (red)
- Abandoned (grey) — caller hung up
- No Answer (amber)
- Sentiment — the assistant’s read of the caller’s mood: Positive / Neutral / Negative / Frustrated.
- Summary — short AI-generated description of what the call was about (truncated at 60 characters).
Click any row for the full call detail dialog — see below.
Call detail dialog
Slides open with everything we captured for the call — one of the most powerful views in the dashboard when you want to understand exactly what the assistant said and did:
- Header — caller name (linked to their guest profile if the number matches an existing customer), phone number, full date and time, and the outcome badge.
- Three quick stats — Duration, Sentiment, Cost of the call.
- Reservation link — if the call produced a booking, a small link jumps you straight to that reservation in the Reservations page.
- Summary — the AI-written summary of the call (full length, with a sparkles accent) so you can tell in two lines whether anything needs a follow-up.
- Call Details — Started, Ended, Outcome, Transferred (Yes / No, plus the escalation reason if Yes — “Caller was angry”, “Booking over threshold”, etc.).
- Transcript — the full conversation, split into AI (“Bot” avatar) and Caller (“User” avatar) bubbles. The assistant’s lines are on the left, the caller’s on the right. Scroll through to verify wording, tone, or catch anything the assistant misheard.
- Recording — a built-in audio player to listen back to the call, plus a link to open the recording in a new tab so you can share it with support or training.
This same dialog appears on the Guest profile timeline when a caller matched an existing customer — so a guest’s profile always shows their full call history alongside their visit history.
Settings tab
Two cards: Booking behaviour — controls how new reservations land — and Notifications & Reminders — what messages go out to guests and when.
Booking behaviour
A single toggle:
- Auto-confirm reservations — when on, new reservations land directly as Confirmed instead of Pending approval. Applies to the public booking page and bookings entered from the POS. Defaults on so new locations don’t have to manually confirm every booking. Turn off if you’d rather approve each one.
Booking Confirmation
Sent the moment a booking is created (whether by you, the guest online, or the AI):
- Send confirmation email — toggle.
- Send confirmation SMS — toggle.
Reminders
Sent before the reservation:
- 24-hour reminder — toggle, plus a channel picker (Email / SMS / Both).
- 2-hour reminder — toggle, plus a channel picker (Email / SMS / Both).
The channel picker is greyed out unless the reminder is on.
Reconfirmation
For asking the guest to confirm they’re still coming, in the run-up to their booking:
- Request reconfirmation — main toggle. Off by default.
- When on, two extra controls appear:
- Send request X hours before reservation — number input (defaults to 24).
- Auto-cancel if no response — toggle. When on, releases the table if the guest doesn’t reply.
- Cancel after X hours with no response — number input that appears under auto-cancel.
Waitlist
- Auto-promote from waitlist — toggle. When on, the next guest on the waitlist gets a notification automatically when a cancellation frees up a slot.
How statuses, sources and occasions are colour-coded
The same conventions appear across the calendar, the table and the detail panel.
Statuses
- Confirmed — green tick — booking is locked in.
- Pending — amber clock — a booking request waiting for you to Confirm or Reject.
- Waitlist — blue people — guest joined a waitlist for a full schedule.
- Cancelled — grey X — the booking was cancelled (by guest or staff).
- Seated — indigo armchair — the host has marked the guest as arrived.
- Completed — emerald tick — service is finished.
- No-show — red X — guest didn’t turn up.
Sources
Where the booking came from:
- Online — the guest booked themselves on your booking page
- Internal — a staff member typed it in from the dashboard
- Phone — manual booking by phone
- AI Call — booked by the AI phone assistant
- Walk-in — created when a guest was seated without a reservation (from the iPad)
Special occasions
- 🎂 Birthday (pink)
- ❤️ Anniversary (red)
- 💼 Business (slate)
- 💍 Engagement
- 🎓 Graduation
- 🌙 Date Night
- ✨ Other — with a free-text field for detail
Quick recap — common tasks
- Check today — Reservations → Overview → glance at the four metric cards and today’s calendar.
- Confirm a booking request — Overview or All Reservations → click the amber pending booking → green Confirm button (or red Reject).
- Add a phone-in booking — Overview → blue + Create reservation button → fill the form → Create.
- Find a guest’s history — All Reservations → search by name → click the row → click the guest’s name in the panel.
- Add a new bookable service — Schedules → blue + New schedule → fill the editor → Create Schedule.
- Sell a schedule online — Schedules → flick the green Online booking toggle on the schedule’s row.
- Change branding on the booking page — Booking Page → Branding tab → upload logo / change name → Save changes.
- Go live with online bookings — Booking Page → blue Publish → choose URL slug → confirm.
- Get an AI phone number — AI Reservations → Get phone number → tweak voice and capabilities → Save changes → flip the green switch.
- See what the AI handled today — AI Calls → date range Today.
- Turn on a 24h reminder — Settings → flick 24-hour reminder on → choose channel.
Next steps
- Floor Plan — set up the rooms that schedules use for seating
- Reception (POS) — what the host stand iPad does with these bookings every shift
- Guest List — guest profiles, visit history, VIP status
- Marketing — campaigns and templates that tie in with bookings