## 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. [Read more](https://helpdesk.resy.com/resyos-recommended-hardware-and-accessories-SyvVbP78_) - **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](https://helpdesk.resy.com/resy-billing-portal-HyaQfDQL_) ## 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. [Read more](https://helpdesk.resy.com/resyos-ipad-set-up-rkrbv7L_) - **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](https://helpdesk.resy.com/how-to-create-and-edit-floor-plans-in-the-resyos-app-Hk16bwXUO) - **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](https://helpdesk.resy.com/how-to-edit-your-venue-settings-rkTjbwm8O) - **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](https://helpdesk.resy.com/how-to-create-and-edit-a-shift-in-dashboard-service-settings-ByNaZwmIu) ## 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. [Read more](https://helpdesk.resy.com/live-day-checklist-r1BVbvXUu) - **Data Transfer Instructions** Both guestbooks and future reservations can be imported into Resy. [Read more](https://helpdesk.resy.com/data-transfer-instructions-BkD17zouu) - **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](https://helpdesk.resy.com/instructions-for-exporting-your-guestbook-from-opentable-erb-B13EZPQU_) - **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](https://helpdesk.resy.com/google-search-optimization-tips-BkqED78O) - **Marketing: Transition to Resy** We explore the marketing actions and strategies your team should take to ensure a seamless transition to Resy. [Read more](https://helpdesk.resy.com/marketing-the-transition-to-resy:-pre-live-go-live-post-live-checklists-rJwrPQ8O) - **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](https://helpdesk.resy.com/search?q=resy+facebook+) - **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](https://helpdesk.resy.com/search?q=resy+facebook+) - **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](https://helpdesk.resy.com/booking-button-installation-Skx_7ueNo) ## 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. [Read more](https://helpdesk.resy.com/managing-transactions-settings-for-us-partners-BJIGq7ju_) - **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](https://helpdesk.resy.com/resy-pay-BJUK2y65) - **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](https://helpdesk.resy.com/how-to-add-cancellation-policy-to-a-reservation-BkF2ZDQIu) - **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](https://helpdesk.resy.com/how-to-use-resy-for-contactless-payment-SJKdwmLO) - **How to Create an Event** Create and manage events with Resy to generate revenue and create unique culinary experiences for your guests. [Read more](https://helpdesk.resy.com/how-to-create-an-event-B1dKWDQUd) - **Custom Surveys** Custom Surveys allow for more in-depth feedback and access to third-party rating sites(Facebook, TripAdvisor, Google, etc.) [Read more](https://partnerfeedback.qualtrics.com/jfe/form/SV_0rIs8hSFNjpLZ78) - **Customize Text Messages and Emails** Make updates to the emails guests receive when they book at your restaurant. [Read more](https://helpdesk.resy.com/customizing-email-content-H1u6bDQ8d) - **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](https://helpdesk.resy.com/how-to-use-exclusive-online-booking-channels-BkihvQIO) ## 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. [Read more](https://helpdesk.resy.com/resy-training-options-rkXLWD7Uu) - **Resy OS Features Summary** Map of Resy OS on your iPad, outlining each button and tab for table management. [Read more](https://helpdesk.resy.com/resyos-features-summary-rJ_oZDQIO)