> ## Documentation Index
> Fetch the complete documentation index at: https://docs.riservahq.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Home: what's on it and when

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](https://docs.riservahq.com/getting-started/make-a-test-reservation.md).

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**.


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