How do I add Prepaid Reservations?
August 15 2023 7:55pm • Est. Read Time: 2 MINAdd 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
- Log in to the Resy Dashboard, preferably using a Chrome browser.
- Click on the icon in the top left corner then “Service” and the “Shift Settings” tab.
- Go into all active shifts, click the three dots icon on the top right-hand corner, and select “Edit Shift”.
- Scroll to “Reservation Settings” in Step 4.
- Toggle on “Prepaid Reservation” and enter your policy information.
- Click “Update Shift”.
Add Prepaid Policy for Specific Tables
- Log in to the Resy Dashboard, preferably using a Chrome browser.
- Click the icon in the top left corner, then “Service” and the “Shift Settings” tab.
- 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”.
- Select “Step 5 Custom Policies” and tap on “Customize Tables”.
- Select the tables that will have the prepaid policy attached and tap “Next, Customize Policies”.
- Toggle on “Prepaid Reservation” and enter your policy information.
- 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).