Support topic
Getting started
Set up your account and find your way around the dashboard.
26 articles · 24 guides · 2 quick answers
Guides 24
- Try the live demosLive demos of ResoFlow at a fictional venue, The Bistro — one line on each, no sign-up, nothing saved.
- What is each part of the dashboard for?A quick tour of the ResoFlow dashboard — sidebar, topbar, banners, and where Settings and your account live.
- Devices and browsers that work with ResoFlowWhich browsers ResoFlow works on, how to check and update yours, and what to do when a screen's own browser is too old.
- How do I sign up and set up my venue?The sign-up wizard step by step — account, email verification, you and your venue, choosing the package or products and your plan, paying, the venue-essentials screens (hours, tables, booking basics) and the setup checklist.
- You've been given a setup code — what now?If we set your venue up with you, a setup code applies all of it to your account — after you've looked it over and pressed Apply.
- How do I take my first booking?Switch on online bookings, find and share your public booking link, and create your first staff booking from the Home screen.
- How do I use the Home screen?Today's stats (a line under the greeting while you're open and before service), the Needs attention and Up next lists (The next 90 minutes while you're open; Before service, Tonight at a glance and Yesterday before you open), the Waitlist card, the Orders now and Taken today cards while you're open, quick booking creation, the Customise mode, the What's new, Rezo suggests and Quick links cards, On today (who's on the published rota) — each shown only to the people whose role allows it — and the search at the top, which finds things and does things ("new booking for 4 at 7pm", "walk-in").
- What can I type into the search?Examples of everything you can type into "Search or do anything" — a booking with the guest's name, a walk-in for 3, the waitlist, cancelling or moving a booking, a day's online bookings off, a closed day, one day's opening hours, a dish that's sold out, adding staff — what each one fills in, and what it needs.
- Getting help from Rezo — what the assistant can and can't doWhat Rezo (the in-app support assistant) knows, what it can look up for you, when it brings in a person, the rating and thumbs buttons, and the switch that lets it remember your recent conversations.
- What are Rezo's suggestions?Free ideas Rezo works out each night from your own venue — where they show, what they cover, and how to put one off or stop it for good.
- How do I switch from Quandoo to ResoFlow?Quandoo has closed — bring the customer list and bookings you exported, import them with the Data import wizard, and share your new booking link.
- How do I switch from ResDiary to ResoFlow?Get your customer data out of ResDiary, import it with the Data import wizard, and share your new booking link.
- Ways to run ResoFlow — which setup matches your venue?Four common ways to run ResoFlow — full service, reference-only, events-only and walk-in-first — with a guide for each.
- Running ResoFlow as a booking diary (you don't mark arrivals at the door)Tell ResoFlow how much of each visit you track, and it stops assuming someone is marking arrivals at the door.
- Selling event tickets without table bookingsSwitch off Accept online table bookings to run ResoFlow as an events box office — event pages keep selling tickets as normal.
- Getting started with Gift cardsA venue that runs Gift cards on its own — the short set-up list, going live, and the four ways customers reach your gift card page (the link, the QR code, your own website and your venue page).
- Getting started with LoyaltyA venue that runs Loyalty on its own — the short set-up list, going live, and the ways customers reach your loyalty sign-up page (the link, the QR code, your own website and your venue page).
- Getting started with Order & PayA venue that runs Order & Pay on its own — the set-up list, going live, the table QR codes, and the ways customers reach your menu and ordering pages (the links, the QR codes, your own website and your venue page).
- Getting started with TicketsA venue that runs Tickets on its own — the short set-up list, taking payment for paid events, going live, and the ways customers reach your What's on page (the link, the QR code, your own website and your venue page).
- Getting started with Your domainConnecting a web address you already own to ResoFlow — the one-step set-up, the one record you paste at your domain company, going live, and what your address shows.
- Getting started with Your websiteA venue that runs Your website on its own — the two-step set-up, building and publishing the site (publishing is going live), and where customers find it.
- Running a walk-in-first venueSwitch on walk-ins and run service from the floor plan — with online table bookings closed or limited if you barely take bookings.
- Ask Rezo for help with a setup stepEach step on Your set-up has its own Ask Rezo button. Rezo then knows which step you want help with — he never opens by himself and puts no setup cards in your chat.
- Where has something moved to in the new ResoFlow?Almost everything kept its place — the same sidebar sections, the same Settings pages and the same web addresses. Here's what did move, what was renamed and the new pages, and how to find anything else.
Still stuck? Ask Rezo.
Get an answer on the spot — or email [email protected]. Messages land directly with the founder.