How to manage reservations in the Reservics dashboard

Reservics lets you manage every reservation from the Bookings page in your Shopify admin. Use the status tabs (All, Confirmed, Pending, Seated, Cancelled, No-show) to filter the list, search by name or email, and open any booking to edit details or change its status. You can also add phone and walk-in bookings, send bulk reminders, and export to CSV.

Before you start #

• The Bookings page is in the Reservics app inside your Shopify admin.
• Creating, editing, and status changes work on every plan, including Free.
• CSV export and bulk reminders are Pro+ features. See the table below for plan details.
• A Calendar view of bookings is coming soon. Today the Bookings page shows a list.

The Bookings list #

The Bookings page is your home base for daily service. It shows all reservations in a single list with tools to find the one you need.

1. Open the Reservics app in your Shopify admin and select Bookings.
2. Use the status tabs across the top to filter: All, Confirmed, Pending, Seated, Cancelled, or No-show.
3. Search by name or email to jump straight to a diner’s booking.
4. If you run more than one venue, use the location filter to show bookings for a single location.
5. Select one or more bookings with the checkboxes to use bulk actions (send reminders or change status).

Accept a pending booking #

A booking is Pending when it is awaiting payment or manual approval. The seat is held while it waits.

1. Open the Pending tab.
2. Click the booking to open the booking detail view.
3. Change the status to Confirmed to accept it. The seat stays reserved.

If your location uses auto-confirm, bookings skip Pending and arrive as Confirmed. If you use manual approval, every booking starts Pending until you accept it.

Mark a no-show or seat a guest #

Keep statuses current during service so your capacity and reports stay accurate.

1. When a party arrives, open their booking and set the status to Seated.
2. After they leave, set the status to Completed.
3. If a party never arrives, set the status to No-show. This releases the seat and can trigger a waitlist offer if you use the waitlist.

Create a phone or walk-in booking #

You can add bookings yourself for diners who call or walk in.

1. On the Bookings page, click Create booking.
2. In the modal, choose the location (if you have more than one), set the party size, date, and time.
3. Enter the diner’s name, email, and phone, plus any custom fields you have added.
4. Save. The booking appears in the list like any storefront booking.

Reservics still checks capacity, so it will not let you overbook a slot.

Edit a booking #

Open any booking to make changes.

In the booking detail view you can:

• Edit the date, time, party size, and any custom fields.
• Change the status (Pending, Confirmed, Seated, Completed, Cancelled, No-show).
• View the deposit and issue a refund (if a deposit was paid).
• See the linked Shopify customer record.
• Add internal notes for your team.

Send bulk reminders (Pro+) #

Remind several diners at once instead of one by one.

1. On the Bookings page, select the bookings you want with the checkboxes.
2. From the bulk actions menu, choose Send reminders.
3. Reservics sends the reminder using your email template. Sending is best-effort and never blocks a booking.

The number of reminders you can schedule per booking depends on your plan. See Email and WhatsApp notifications.

Export bookings to CSV (Pro+) #

Export your filtered or selected bookings for accounting, planning, or backup.

1. Filter or select the bookings you want.
2. Click Export CSV.
3. Reservics downloads a UTF-8 file (with a BOM so it opens cleanly in Excel).

The CSV includes these columns: Code, Customer, Email, Phone, Date, Time, Party, Table, Location, Deposit, Status, and Notes.

Reservation statuses explained #

Status	What it means
Pending	Awaiting payment or manual approval. The seat is held.
Confirmed	Accepted and reserved.
Seated	The party has arrived and is at the table.
Completed	The visit is finished.
Cancelled	The booking was cancelled. A refund is issued if within the refund window.
No-show	The party did not arrive. Releases the seat and can trigger a waitlist offer.

What each plan unlocks for managing bookings #

Capability	Free	Pro ($9.99/mo)	Advance ($19.99/mo)
Bookings list, search, filters	Yes	Yes	Yes
Create phone/walk-in bookings	Yes	Yes	Yes
Edit bookings and change status	Yes	Yes	Yes
Bulk reminders	No	Yes	Yes
CSV export	No	Yes	Yes
Calendar view	Coming soon	Coming soon	Coming soon

Frequently asked questions #

Related articles #

• Capacity and party size
• No-show fees and refunds
• Email and WhatsApp notifications
• Dashboard and analytics