Daily Operations

1. Step 1. Open Calendar or Check-In and select the operating date.
2. Step 2. Review expected guests, payment state, waiver progress, staff assignment, service location, and equipment readiness.
3. Step 3. Open any booking with a missing balance, unsigned waiver, unclear location, or equipment shortage before customers arrive.
4. Step 4. Use Booking Detail as the source of truth for actions and notes on that reservation.

Confirmed means the reservation is active. Checked In means the customer arrived. Completed means service was delivered. No Show records that nobody arrived. Cancelled stops the active reservation flow.

Use Change Status or the guided next action in Booking Detail. Status changes should reflect what actually happened; do not use cancellation as a substitute for a refund or use a refund as a substitute for cancellation.

Collect Balance is for an amount still due on an existing booking. Issue Refund sends an eligible online refund through Stripe. Offline Refund only records a refund handled outside ReservKit.

Booking Detail shows waiver progress and can resend a waiver email. Staff assignments and tasks should be updated before the shift. Growth operators using equipment requirements should resolve shortages and review named-unit assignments for the booking window.

Do not mark a booking complete while an unresolved payment, waiver, or equipment issue still needs operator action. Add an internal note when another team member will finish the follow-up.

• Every arrival is Checked In, Completed, No Show, or Cancelled as appropriate.
• Balances, refunds, and damage-deposit outcomes are reconciled.
• Waiver evidence is present for required guests.
• Operational notes explain exceptions another staff member may need later.