How do I add Prepaid Reservations?

August 15 2023 7:55pm • Est. Read Time: 2 MIN

Add a Prepaid policy to your reservations to have guests make a payment at the time of booking. Edit prepaid policies from the dashboard to adjust the price per guest. To have a Cancellation Policy or Prepaid Reservations, you are required to add your banking information in your Transaction Settings.

Please note: You cannot have both a Prepaid Policy and Cancel Fee. You can only have one or the other.

Add Prepaid Policy for All Reservations

  1. Log in to the Resy Dashboard, preferably using a Chrome browser.
  1. Click on the icon in the top left corner then “Service” and the “Shift Settings” tab.
  2. Go into all active shifts, click the three dots icon on the top right-hand corner, and select “Edit Shift”.
  3. Scroll to “Reservation Settings” in Step 4.
  4. Toggle on “Prepaid Reservation” and enter your policy information. 
  5. Click “Update Shift”.

Add Prepaid Policy for Specific Tables

  1. Log in to the Resy Dashboard, preferably using a Chrome browser.
  2. Click the icon in the top left corner, then “Service” and the “Shift Settings” tab.
  3. Select the shift you would like to edit by clicking the three dots icon in the top right-hand corner of the shift and select “Edit Shift”.
  4. Select “Step 5 Custom Policies” and tap on “Customize Tables”.
  5. Select the tables that will have the prepaid policy attached and tap “Next, Customize Policies”.
  6. Toggle on “Prepaid Reservation” and enter your policy information.
  7. Tap “Save” and “Update Shift”.

Please note: The policy is specifically attached to tables, not party size. For example, if you would like parties of 6 to be charged when booking, you will need to attach the policy to all tables of 6 or more, and in some cases this may include tables that accommodate parties of less than 6 guests (i.e., 4-6 top).