> ## 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.

# Install Riserva and work through setup

Riserva turns your Shopify store into a reservation system. Guests book
tastings, dinners, tours and events on your website; every reservation settles
as an ordinary Shopify order, with your payment providers and your customer
records.

This article covers what happens on install and what to do first.

***

## What Riserva asks for

During install, Shopify asks you to approve the app's access. Riserva needs to:

* **read your locations** — your properties become the top level of Riserva
* **manage your orders** — this is how an online reservation becomes a
  reservation, and how refunds go back through Shopify
* **manage products** — each experience you publish becomes a Shopify product,
  and so does each add-on
* **manage sales channels** — to make those products available on your
  Online Store and Point of Sale
* **manage draft orders** — for payment links on phone and walk-in reservations
* **manage your customers** — to find or create a guest, and to recognise
  wine-club members by their tags
* **manage files** — for experience, venue and add-on photos, email logos,
  and files attached to notes on a reservation
* **saved cards and purchase options** — for experiences that save the
  guest's card at checkout and charge it later
* **manage fulfillment** — so an order whose card is charged later is
  released for processing when it's placed and marked fulfilled when the party
  checks in
* **checkout rules** — so Riserva can add the checkout rule "Check reservations
  at checkout", which stops a guest paying for a reservation
  whose date has already passed, or whose quantity no longer matches its party. Riserva adds it by itself the first time you
  open the app; it is listed under **Settings → Checkout → Checkout rules** in
  your Shopify admin

***

## The setup guide on Home

When you open Riserva, **Home** leads with a **Setup guide** card and a
"n / 4 completed" counter. Each step links to the page where you do the work,
and each one **ticks itself off from your own data** — you don't have to
remember to mark anything done.

| Step | What it wants | Ticks itself when |
| - | - | - |
| **Set up your property and venues** | Your Shopify locations sync in on their own — add a bookable venue with real capacity at one of them | You have at least one venue and at least one table or seat pool |
| **Create an experience and schedule it** | The thing guests reserve | An experience exists *with a schedule on it* |
| **Review your cancellation policy** | The refund schedule and guest self-service | You open **Settings → Policies** — keeping the default counts |
| **Place the booking widget on your storefront** | The widget in your theme | The widget first **loads on your storefront** (a guest, you, or the theme editor preview), or your first online reservation arrives |

Riserva can't see inside your theme, so the widget step waits for the widget
itself to phone home — visiting your product page after adding the block is
enough.

You can tick a step manually with the circle on the left, and dismiss the whole
guide from its three-dot menu (or with **Dismiss Guide** once every step is
done).

> **Good to know**
> Dismissing the setup guide is permanent — there's no way to bring it back.
> Leave it until you've genuinely finished.

***

## The order to do things in

Riserva is built in layers, and each one needs the one below it:

1. **Locations** — mirrored from Shopify automatically. Set each one's
   timezone.
2. **Venues** — the bookable rooms inside a location: a tasting bar, a
   restaurant, a tour meeting point.
3. **Tables** — the real capacity inside a venue.
4. **Policies** — what happens when a guest cancels.
5. **Experiences** — what guests actually book, with a schedule and a price.
6. **The widget** — the booking surface on your website.

Start with [Locations and venues](/getting-started/locations-and-venues).

***

## What else is on Home

Once you're running, Home is your morning glance:

* **Today by location** — a tile per property, showing today's reservations
  broken down by status.
* **This week** — reservations, covers and booked value for the next seven
  days by visit date, compared with the same weekdays over the past four
  weeks, with a covers-per-day chart and an **Open Host** button. It appears
  once you have reservations ahead or some history.
* **Next 10 upcoming reservations** — guest, when, party, venue, status, with a
  Member badge where it applies. Click a row to open the reservation.
* **Quick actions** — **Book reservation**, for a phone call.
* **Payments queue** — for experiences that charge a saved card later: how
  many charges are due, charging, or failed, with **Run due charges** to
  collect now instead of waiting for the hourly run.
* **Recent activity** — the last few things that happened across your shop:
  reservations made and changed, payments, waitlist movement, guest emails.
  **View all activity** opens the full feed, newest first, with each entry
  linking to its reservation.

***

## Getting around

The navigation has six items:

| | |
| - | - |
| **Home** | Setup, today's shape, upcoming reservations, recent activity |
| **Host** | The service-day desk: arrivals, check-in, seating, the waitlist — as a List, a Timeline or a Map |
| **Reservations** | The full list, plus every reservation's own page |
| **Reports** | Covers, revenue, no-shows, attendance, peak hours, utilization — and what's booked ahead |
| **Experiences** | What you sell — recurring experiences and one-off events |
| **Settings** | Venues & floor maps · Policies · Reservations · Memberships · Emails · Integrations · Regional formats · Reservation IDs · Plan |

***

## Set your date and time formats early

**Settings → Regional formats** controls how times and dates read everywhere —
in the admin, in the booking widget, and in guest emails.

* **Time format** — 12-hour (2:30 PM) or 24-hour (14:30)
* **Numeric dates** — MM/DD/YYYY, DD/MM/YYYY or YYYY-MM-DD

Written dates always spell the month ("Sat, Jul 25"). Changing these changes
display only — nothing about your stored reservations moves.

***

**What things mean on this screen:** [What things mean: Home, the reservations list and Book reservation](/reference/home-list-and-booking)

## Related

* [Set up locations and venues](/getting-started/locations-and-venues)
* [Create your first experience](/getting-started/create-your-first-experience)
* [Add the booking widget to your theme](/getting-started/add-the-booking-widget)


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