# Book a Reservation on the Resy OS App

> Book a reservation by selecting the date, time and party size, adding the guest information and sending a confirmation. Reservations can be made from the flo...

Source: https://helpdesk.resy.com/en_us/how-to-book-a-reservation-in-resyos-app-rJxfGvXIu

Last updated: 2025-01-29T23:00:35.081Z

Book a reservation by selecting the date, time and party size, adding the guest information and sending a confirmation. Reservations can be made from the floor plan or timeline views and with or without a guest's phone number but we do recommend starting with the phone number first whenever possible! Learn more [here.](https://helpdesk.resy.com/resyos-faq-B1ciD7Uu) 

**In this article:**

*   [Booking a Reservation through the following tools on iPad:](#part1)
    *   [Booking Module](#part2) 
    *   [Timeline View](#part3) 
    *   [Bookings Panel](#part4) 
*   [How to complete the Reservation](#part5)
*   [How to View Reservation on Booked List](#part6)
*   [Additional Resources](#part7)

* * *

##   

## Book a Reservation through the following tools on iPad:

  

### **Booking Module** 

1.  Access the Booking Module through the Floorplan view. 
2.  Tap the 'Booking' button in the top right corner to open the Booking Module.
3.  Select the date, party size, time, and table type by scrolling on each column in the 'Booking Module'.
4.  Tap 'Add Guest'.
5.  Enter in the guest's full phone number. **Phone numbers are required to book a reservation.** If the guest doesn't have a profile, click 'Create New Guest' to add them to your guestbook (scroll down to learn how). If you're booking on behalf someone (ex. concierge or executive assistant calls in) - follow the book on behalf of instructions [here](https://resy.kustomer.help/en_us/how-to-book-without-a-guest's-phone-number-in-resyos-app-Bk8fDXL_).

![](https://cdn.kustomerhostedcontent.com/media/6036f66758799c770950d98d/345b34aba7eba7548d210728f49bc478.png)

  

### **Timeline View**

1.  From the Resy OS app on your iPad, tap the grid icon to the right of the restaurant name to toggle from the 'Floor Plan' view to the 'Timeline' view.
2.  Select the correct 'Service Date' and 'Service Period' along the top of the screen.
3.  Locate the table and time you would like to book the reservation, tap and hold that block, then select the '+' Reserve icon.
4.  Tap 'Add Guest'.
5.  Enter in the guest's full phone number. **Phone numbers are required to book a reservation.** If the guest doesn't have a profile, click 'Create New Guest' to add them to your guestbook (scroll down to learn how). If you're booking on behalf someone (ex. concierge or executive assistant calls in) - follow the book on behalf of instructions [here](https://resy.kustomer.help/en_us/how-to-book-without-a-guest's-phone-number-in-resyos-app-Bk8fDXL_).

![](https://cdn.kustomerhostedcontent.com/media/6036f66758799c770950d98d/cf38af814d0821efd15b40a66939f6d8.png)

  

### **Bookings Panel** 

1.  On the Floorplan view, click the plus sign (+) in the bookings panel on the left side of the screen next to 'Booked'.
2.  Select the date, party size, time, and table type by scrolling on each column in the Booking Module.
3.  Tap 'Add Guest'.
4.  Enter in the guest's full phone number. **Phone numbers are required to book a reservation.** If the guest doesn't have a profile, click 'Create New Guest' to add them to your guestbook (scroll down to learn how). If you're booking on behalf someone (ex. concierge or executive assistant calls in) - follow the book on behalf of instructions [here](https://resy.kustomer.help/en_us/how-to-book-without-a-guest's-phone-number-in-resyos-app-Bk8fDXL_).

![](https://cdn.kustomerhostedcontent.com/media/6036f66758799c770950d98d/a31e204cd661babcc114ce309f3cddf2.png)

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###   

## **How to Complete the Reservation** 

1.  Tap blue "Reserve" button at the bottom of the Booking Module.
2.  This will bring up the accountability screen: Tap the name or initials for the person completing the reservation. If not listed, tap 'Add Name'.
3.  Confirmation emails are automatically toggled on, if a guest has an email on their Resy profile. To disable the confirmation email, tap the blue toggle next to the email address. 

![](https://cdn.kustomerhostedcontent.com/media/6036f66758799c770950d98d/e66227b96b2402db4fef0a9ddab23c72.gif)

  

_**Please Note:** Green Check marks are an internal guide to help your team know what to book in-house in order to optimize your reservation flow. This does **not** indicate which tables are available._

  

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###   

## How to View Reservation on Booked List

#### Sort the Booked List:

Look at the 'Booked list' on the left-hand side of your screen. Reservations can be sorted by time, party size, name, table number, status, and date created. You can search for reservations by using the search bar above.

![](https://cdn.kustomerhostedcontent.com/media/6036f66758799c770950d98d/b80d7cf8a3be81638c6847c5774be4cc.png)

#### Filter the Booked List:

Filters work in tandem with the ‘Sort By’ option selected, allowing a filtered list to be sorted by any current ‘Sort By’ option. Only one filter can be selected at a time. Once a filter is selected, the filter icon changes to the selected filter name with an ‘X’ icon. Click the ‘X’ icon to remove the selected filter and return to full booked list.

 To filter your Booked List, tap the Filter Icon in the top right of Booked List and select from the following filters:

*   VIP tag 
*   Special Occasion tag 
*   Allergy tag (whether added by consumer or in OS) 
*   Unconfirmed reservation status 
*   Unread Message

 Available in iPhone or iPad

![](https://cdn.kustomerhostedcontent.com/media/6036f66758799c770950d98d/d850d1f95fbb9a771bb26ed1879f9d88.png)

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## Additional Resources

*   For information on how to make a reservation using Web Booking in our Online Dashboard, click [here](https://helpdesk.resy.com/en_us/desktop-reservation-flow-SJEDlJNn2).