Creating a New Reservation

Feature Overview

Staff can manually create reservations on behalf of guests directly in the Katalyst dashboard — whether the request comes in by phone, walk-in, or any other channel. New reservations are immediately visible in the list and can be assigned to specific tables when a floor layout is configured.

Prerequisites / Requirements

• Your account must have Reservations edit permissions.
• Reservation hours must be configured for the target Revenue Center in Settings > Hours of Operation.
• To assign a table, a floor layout must first be built in the Floor Layout section.

Step-by-Step Guide

1. On the Reservations page, navigate to the date on which the reservation should be created using the week strip or month toggle.
2. Click the + Add button in the control bar at the top of the page.
3. The Create Reservation dialog will appear. Fill in the following fields:
   • Guest name — the name under which the reservation will be held
   • Party size — the number of guests in the party
   • Date and time — the date and desired reservation time
   • Table preference (optional) — a specific table request if provided by the guest
   • Notes (optional) — any special requests, dietary needs, or occasion details
4. Click Save to confirm the reservation.
5. The new reservation will appear in the list for the selected date immediately.

Common Troubleshooting / FAQs

Q: The reservation I just created is not appearing in the list. Confirm you are viewing the correct date on the week strip — it is possible the reservation was saved for a different day. Also verify that you clicked Save before the dialog closed. If the dialog closed without saving, the reservation was not submitted.

Q: I do not see a table preference option in the Create Reservation dialog. The table assignment option only appears when a floor layout has been built for the selected Revenue Center. Navigate to Floor Layout to set up your dining room tables first.