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Home answers two questions: how is business going, and what needs your attention. Each card on it appears when it has something to say and stays away when it doesn’t, so Home changes as your winery does.

The cards, top to bottom

  • Last 30 days — from your first reservation on, at the top. Reservations, covers, collected revenue and the no-show rate, compared with the 30 days before, each with a small chart of the 30 days.
  • The setup guide — while setup is unfinished. It leaves on its own once every step is done.
  • Optional guides — cards for POS and the emails guests get, and Connect your tools. Each says in a sentence what it’s for, ending in a Learn more link where there is one, and has one button: Start (or Resume once a task is done) takes you to the next task. The POS and Emails cards show how far along you are (“0 of 2 tasks completed”). Connect your tools names what you can connect (Klaviyo, Shopify Flow and more) with a Browse integrations button and no count, because you only connect what you use. Each card stays until it is done or you hide it: point at the card (or tab into it) and press the × in its top-right corner.
  • Help center — the last card in that row: Open help center opens these guides in a new tab, and What’s new opens the list of recent changes. It never counts as done; hide it with its × like the others.
  • On the books — from your first reservation on. Today for each location, and the next 7 days of covers against your 4-week average.
  • Needs attention — only when something does: a payment due, a refund you owe, an overbooked time and the like.
  • On your store and register — whether the booking window is on your live theme, whether the checkout rule is on, and whether staff use POS. When nothing there needs you, it is one line with a green check (“Booking window and checkout rule are on”) — press Show details to see each row. When something needs you, every row shows. Each row has one icon: a green check when it’s on, an amber alert when it needs you, grey when it’s optional and not used. Point at an icon to read what it means. While nothing there needs you, you can hide the card with its × (or in Customize Home); it comes back by itself the moment something does.
The guide cards come in two sets. POS and the emails guests get, then Ask Sidekick about Riserva, sit above Needs attention and On your store and register; Connect your tools and the Help center sit below them, at the bottom of Home.
  • Ask Sidekick about Riserva — full width, right above Needs attention. Sidekick, at the bottom of every admin page, answers questions from Riserva’s help center and looks up your reservations, payments and open times. Press one of the example questions to copy it, then paste it into Sidekick. Hide the card with its × or in Customize Home.
Now and then an announcement about something new in Riserva appears at the top. Dismiss it and it won’t come back.

The setup guide

Five steps lead to your first online reservation:
  1. Add the venue guests book. A venue is a room or area guests reserve at one of your locations. Riserva brings your Shopify locations in for you.
  2. Review your cancellation policy. Ticked from the start: a default policy applies until you change it.
  3. Create and publish your first experience. Pick a template; it stays a draft until you publish it.
  4. Put the booking window on your store. Riserva checks your live theme and ticks this off when the block is there.
  5. Make a test reservation. Ticks when the first online reservation arrives. See Make a test reservation.
Every step ticks itself off from what Riserva can see, and you can tick one by hand. Click any step’s title to open it, even one you’ve finished or one further down, if you’d like to do things in a different order. Steps that need a little more explanation have a Learn more link that opens the help article at the right section, with screenshots, in a new tab. Only take reservations by phone or in person? On step 4, press We only take reservations by phone or in person. Steps 4 and 5 drop out and the guide can finish without them. Press Undo on the crossed-out step to bring them back. Hide guide takes it off Home for you alone; others on your team still see it. To bring it back, use Customize Home (below).

Choose what’s on your Home

Open More actions › Customize Home. Each card you can hide has a checkbox — the setup guide and each optional guide — with how far along it is underneath. Checked cards show on your Home; uncheck one to hide it. Press Save. Your choice is yours alone: the rest of your team keeps theirs. A finished guide leaves Home on its own. To look at it again, check it here: it stays, marked Done, until you uncheck it or press its ×. On your store and register is in the list too. Unchecking it hides it only while nothing there needs you; it comes back by itself when something does. More actions also holds Activity (recent changes to reservations and the waitlist, newest first) and, only while saved-card charges are due and not yet taken, Collect due charges now (N). It charges only cards whose charge time has already come, never early, and never twice; otherwise the hourly run collects them within the hour.

Needs attention

Each row is one kind of problem with a count. Review opens the reservations list filtered to that kind. A row leaves once everything in it is handled. Rows that can appear:
  • Paid order with no reservation — an order took money but Riserva couldn’t create its reservation. Review lists the orders; open each in Shopify, then book the reservation by hand or refund the order, and press Mark handled.
  • Payment due — reservations owed money, with the total.
  • Refund owed to a guest — refunds Riserva couldn’t complete. Open each reservation to retry the refund or mark it handled.
  • Shared card took a share, Overbooked, Booked after its time, Wrong quantity and Saved card waiting — the same reasons as the reservations list’s Needs attention tab.
If the count can’t be loaded, the card says so in red instead of showing nothing, so an empty Home always means nothing needs you.

The numbers

Last 30 days counts across all your locations, the same way Reports does. By visit date (the default) counts reservations whose visit falls in the last 30 days; By booking date counts reservations made in the last 30 days, whatever day they visit. Your choice is remembered for you. Each figure opens Reports on the same 30 days, view and figure. The small chart under each figure shows the 30 days, one point a day. The no-show rate’s chart is a running 7-day rate, because a single day’s rate jumps with one party. Changes are shown in grey, up or down; red on Home is kept for money owed and errors. Until there are 30 earlier days to compare with, a figure reads No comparison yet.