Set up and manage reservations
Configure availability and review incoming bookings.
Configure the booking basics
Review the reservation name and booking time interval in reservation settings. If customers book through chat, check Customer Booking Enabled and the connected agent task.
Adjust rules in Advanced Settings
Expand Advanced Settings to configure booking capacity, bookable date range, cutoff rules, and duplicate booking limits. Review the defaults first, then change the rules your operation needs.
Use the list and calendar
Use Reservation List to review bookings as a list, and Reservation Calendar to review them by date. Change the date range to see bookings for the selected period.
Check before going live
- Review available times and cutoff rules.
- Make a test booking through the chatbot.
- Check that the same booking appears in the list and calendar.
- If notifications are configured, check that they are received.