Reservation Management Checklist

Daily and pre-shift workflow the host team and floor manager run to manage reservations on Resy, OpenTable, or SevenRooms — confirming covers, pacing the book, flagging VIPs and allergies, and reconciling no-shows after service.

5 sections 20 steps Collects data
1

Pre-Shift Book Review

  1. Pull today's cover count from the platform
  2. Flag VIPs, regulars, and PX tags
    • Scan Resy/OpenTable/SevenRooms guest notes for VIP, regular, birthday, anniversary, and dietary tags. Print or pin the VIP list to the host stand so servers and the chef see it before the pre-shift lineup.

  3. Identify allergy and dietary tickets
    • Pull every reservation with an allergen, gluten-free, or dietary-restriction note. Walk these to the sous chef before doors so the kitchen has a substitution plan ready and the allergen-aware manager is briefed.

    Collects number Collects paragraph
  4. Check for large parties over 6 tops
    • Parties of 7+ usually require a combined table, prix fixe acknowledgment, or a credit-card hold per house policy. Confirm the BEO or large-party form is on file before service.

    Collects list
  5. Verify large-party deposit or card hold
    • Pull the deposit confirmation or card-hold authorization for each 7+ party. If missing, call the guest before doors to capture it — chasing a deposit at the table is a service-failure pattern.

2

Floor Plan and Pacing

  1. Build the seating plan in the platform
    • Assign each reservation to a specific table in Resy/OpenTable/SevenRooms. Balance covers across server sections so no station gets triple-sat at 7:30. Check banquette vs. high-top preferences in guest notes.

  2. Set turn times by daypart
    • Verify dining-duration limits are configured per party size — typically 90 minutes for a deuce, 120 for a four-top, 150 for a six-top. Loosen on slow weeknights, tighten Friday/Saturday prime time.

  3. Block tables held for walk-ins
    • Hold the bar and 1-2 deuces for walk-ins so the host isn't forced to quote a 90-minute wait when 30% of the room is empty waiting on reservations. Block these in the platform so they don't get auto-assigned.

  4. Confirm POS and reservation system sync
    • Test that Toast/Square/Aloha is talking to the reservation platform — covers should push to the POS table map. A broken integration means servers don't see guest notes when they greet the table.

    Collects list
3

Guest Confirmation Outreach

  1. Send 24-hour confirmation texts
    • Most platforms automate this — verify the template was sent and check the response queue for cancellations, party-size changes, or reply-needed flags. Reply-needed messages older than 4 hours are a service miss.

  2. Call unconfirmed parties of 6+
    • Large-party no-shows cost more than deuce no-shows. Voice-confirm any 6+ that hasn't responded to the text. If you can't reach them by 2pm day-of, surface to the GM.

  3. Process modification and cancellation requests
    • Update the platform when a guest changes party size, time, or cancels. Release the table back to the book so the slot becomes available to walk-ins or waitlist guests.

4

Service Period Management

  1. Brief the team at pre-shift lineup
    • 10-minute lineup covers: total covers, VIPs by name and table, allergy tickets, 86s from the kitchen, large parties, and pacing notes. Allergen-aware manager confirms substitution paths for tonight's flagged tickets.

  2. Run the waitlist for walk-ins
    • Use the platform's waitlist (Resy Waitlist, OpenTable Waitlist, SevenRooms) so guests get text updates instead of standing at the host stand. Quote conservative wait times — under-promising and seating early reads better than the reverse.

  3. Greet VIPs and tagged guests by name
    • Host or manager greets every VIP, regular, and special-occasion guest at the door. Walk them to the table; signal the server that the BNB note (birthday, anniversary, allergy) is live.

  4. Hold pacing during the rush
    • If the kitchen ticket time exceeds 18 minutes or the expo pass is backing up, slow seating by 10-15 minutes. Better to make a guest wait at the bar than to seat them and have them wait 25 minutes for a first course.

5

Post-Service Reconciliation

  1. Mark no-shows and late cancels
    • Tag every unseated reservation as no-show, late-cancel, or arrived-and-walked. Accurate tagging is what drives the no-show fee, the guest's reliability score, and the deposit-charge decision.

    Collects list
  2. Charge no-show fees per house policy
    • Apply the no-show or late-cancel fee to the card on file when policy applies — typically $25-50 per cover for prime-time bookings. Send the guest a courtesy email explaining the charge with the cancellation policy quoted.

    Collects paragraph
  3. Log the night's covers and turn metrics
    • Capture booked covers, walked covers, no-shows, walk-ins seated, and average turn time. The GM uses the weekly trend to adjust pacing rules, staffing, and deposit policy for the following week.

    Collects number Collects number Collects number Collects paragraph
  4. Review and respond to guest feedback
    • Pull post-meal survey responses from Resy/OpenTable/SevenRooms and Yelp/Google reviews tied to tonight's date. Flag any 1-3 star feedback to the GM by the next morning's open.

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Sections 5
Steps 20
Category Restaurant
Price Free to start
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