Onboarding Materials

Quick Set Up

- Compatible Browser, iPads, Chit Printers and Accessories for Resy OS You'll want to match the number of outposts you have with your current table-management system. For example, 1-2 iPads at host stand and 1 in office, per restaurant.

Billing Portal The Resy Billing Portal can be found at billing.resy.com. This is where you can view and manage invoices, update payment methods, and more. Read more

Build Your Restaurant

- Setting Up Resy OS on an iPad (Guest/Visit Tags, Seated Time, Visit Notes) Prior to using Resy in your restaurant, we recommend doing a quick initial set-up to customize your device. In this article, you'll find how to set-up Default Messages to quickly text guests, create custom guest and visit tags, and turn on our elapsed seated time feature.

How to Create and Edit Floor Plans in Dashboard or on Web You can make changes to the tables on your floor plan or create a new floor plan from your computer or iPad in the Resy OS app. Please note: You can adjust Single Day Floor Plan on Resy OS. Read more

How to Edit your Venue Listing Info Your Venue Settings includes important information about your Resy listing, along with your Transaction Settings and Widget installation information. Read more

How to Create and Edit Shifts in Dashboard Service Settings You can create new shifts or make changes to your existing shifts in your Service Settings in the Resy Dashboard. Read more

Go Live with Resy

- Going Live on Resy A list of items to review as you go live on Resy. Click here for printable PDF.

Data Transfer Instructions Both guestbooks and future reservations can be imported into Resy. Read more

Instructions for Exporting my Guestbook from Open Table ERB Below you'll find instructions on how to export your Guestbook from OpenTable ERB. Read more

Improve my Website's SEO Resy optimizes our website to assist diners in finding the correct place to book. In addition to those efforts, we’d like to provide you with the tools to improve your own SEO and increase traffic to Resy booking links. Read more

Marketing: Transition to Resy We explore the marketing actions and strategies your team should take to ensure a seamless transition to Resy. Read more

Resy x Facebook Integration Add the "Book Now" Button to your Facebook Page. Guests can "Book Now" from your Facebook Business Profile page! Read more

Resy x Instagram Integration By integrating your Instagram profile with Resy, guests can directly book a reservation with the “Reserve” button on your profile. Read more

Resy Widget Installation By integrating your Instagram profile with Resy, guests can directly book a reservation with the “Reserve” button on your profile. Read more

Customize Your Restaurant

- Transaction Settings If you are hosting any prepaid inventory on Resy, you will need to enter in your banking information and set up your Sales Tax Rates on the "Transaction Settings" tab.

Resy Pay Resy has simplified the check delivery and payment experience. Now, your diners can pay their checks on their phone via QR code, and even choose to pay with Google Pay, Apple Pay, and eligible American Express Membership Rewards® points towards their meal. Read more

How to Add a Cancellation Policy to a Reservation Cancellation fees are NOT automatically charged. They are manually processed by you in the Resy OS App. Read more

How to Use Resy for Contactless Payment Prepaid reservations work best for a prix-fixe menu or experience where the cost is the same for each guest. Read more

How to Create an Event Create and manage events with Resy to generate revenue and create unique culinary experiences for your guests. Read more

Custom Surveys Custom Surveys allow for more in-depth feedback and access to third-party rating sites(Facebook, TripAdvisor, Google, etc.) Read more

Customize Text Messages and Emails Make updates to the emails guests receive when they book at your restaurant. Read more

What are Exclusive Booking Channels and how do I use them? Exclusive Booking allows you to allocate online reservations to a select group of guests. Read more

Additional Resources

- Training Videos for Resy OS Level up your Resy skills with these training courses for Resy OS on your iPad and the dashboard from beginner to advanced.

Resy OS Features Summary Map of Resy OS on your iPad, outlining each button and tab for table management. Read more