Resources

Help centre

Practical guides for getting a business running on ReserveDio, from the first offering to check-in at the door.

Set up what customers can book

  1. Create your business and set its name, timezone, currency and branding.
  2. Add offerings — an appointment, reservation, event, session or service — with duration, capacity, price and the details you need from the customer.
  3. Publish the offering so it appears on your booking page.

Open your availability

  1. Define the times you are open and how much capacity each slot carries.
  2. Add resources such as staff, practitioners, tables, rooms or vehicles, and link them to offerings.
  3. Create slots in bulk for a date range instead of adding them one by one.

Run the daily work queue

  1. Your home screen shows what is happening today, what needs attention and what is coming next.
  2. Open Bookings to search, filter by status and see customer, payment and ticket context on one record.
  3. Use the booking actions to confirm, reschedule, cancel or add a note — each change is recorded in history.

Check customers in

  1. Open Check-in on a phone or tablet at the door.
  2. Scan the customer's QR code, or type the booking reference if scanning is not possible.
  3. Accepted and rejected arrivals are counted live, and a rejection always shows the reason.

Follow the money

  1. Payments shows what customers paid: status, amount, order and any exception.
  2. Refunds move through requested, processing, completed, failed or reversed, and are only ever changed on the server.
  3. Financial history is append-only, so past records stay intact.

Manage your team safely

  1. Invite team members by email from Settings.
  2. Grant only the permissions each role needs — for example view and check in, without payment access.
  3. Permissions are enforced on the server, so hidden menu items are not the only protection.

Need a hand?

If a guide does not cover your situation, send us a message and describe what you are trying to do. Check the FAQs first — most setup questions are answered there.