Reservation Confirmations
Reservation Confirmations tracks the calls (or messages) your team makes to confirm upcoming bookings, moving each reservation through Unconfirmed → Confirmed / Left Message / Cannot Reach / Cancelled / Rescheduled, so nothing arrives on the night without having been double-checked.
Overview
Like Reservation Deposits, this screen is sourced entirely from Reservations within a date range — it reads and writes confirmation fields (confirmStatus, confirmAttempts, confirmMethod, confirmContactedBy, confirmNotes) directly on the same reservation record, not a separate table.
Logging a call increments an attempt counter automatically and records which outcome you got, which contact method you used (Phone Call, WhatsApp, SMS, Email), who made the call, and any notes from the conversation.
A red urgency banner appears for any reservation still Unconfirmed (or in any non-final state other than Confirmed/Cancelled) within 2 days of its date, and each affected card gets its own urgent styling.
Cancelled reservations are excluded from this screen entirely — it only ever shows reservations whose overall status is not CANCELLED.
Each card can be expanded to show its most recent call notes and contact method/staff name; the header always shows the current confirmation status and how many attempts have been made so far.
Stat tiles at the top break down the date range's reservations by confirmation status (Unconfirmed, Confirmed, Left Message, Cannot Reach, Cancelled, Rescheduled).
Before You Start
- You must have the Billing feature enabled on your plan.
Step-by-Step Guide
1 Confirm an upcoming reservation
- Open Reservation Confirmations — the urgency banner will flag anything due within 2 days that's still not confirmed.
- Click "Log Confirmation Call" (or "Log Another Call" if already attempted) on the guest's card.
- Call the guest, then pick the outcome (Confirmed, Left Message, Cannot Reach, Cancelled or Rescheduled) and the contact method used.
- Enter your name under "Called By" and any relevant notes, then "Save Call Log".
2 Review confirmation status across the week
- Adjust the From/To date range at the top to cover the period you want to review.
- Check the stat tiles for a breakdown by confirmation status.
- Use the filter pills to isolate, for example, everything still "Unconfirmed" and work through the list.
Every Field & Button, Explained
| Field / Button | What it does |
|---|---|
Confirmation Status | Unconfirmed (default), Confirmed, Left Message, Cannot Reach, Cancelled or Rescheduled — set each time you log a call. |
Attempts | Auto-incremented every time you save a new call log entry for that reservation; shown next to the status badge (e.g. "2×"). |
Contact Method | Phone Call, WhatsApp, SMS or Email — recorded per call attempt. |
Called By | Free-text staff name recorded with the call log, useful for accountability if a guest disputes being contacted. |
From / To date range | Controls which reservations are loaded and checked; defaults to today through 7 days ahead. |
Tips & Best Practices
- Prioritise anything the urgent (red) styling flags first — those are bookings within 2 days that still haven't been confirmed.
- Log every attempt, even unsuccessful ones (Left Message / Cannot Reach) — the attempt counter and history give you a clear record if a guest later disputes being contacted.
- Adjust the date range wider if you want to get ahead on confirming bookings for a busy week rather than just the default 7 days.