Reservations

Export reservations and payments

Download your bookings or payments as a CSV or PDF, using the filters you've set

Works onBasicPro· Exporting reservations is part of Pro. Payment Activity exports are on every plan.Updated 25 Oct 20262 min read

Download your reservations or payments as a CSV for a spreadsheet, or as a PDF to print or share. Each export includes everything that matches your filters, not just the page you're looking at.

Export reservations#

Where to find it

ReservationsExport
  1. 1

    Filter the list

    Use the search, Reservation Status, From Date and To Date, and the quick filters: Upcoming, Awaiting, Walk-ins, Has request and, in Tables mode, No table.

  2. 2

    Click Export

    Choose Export CSV (with filters) or Export PDF (with filters).

    You should see: The file downloads, named reservations- followed by today's date.

An export can hold up to 50,000 reservations. The columns are Guest, Email, Phone, Guest Status (New, Loyal or Elite, from their visits), Party Size, Table (when tables are assigned), Visit Date, Booking Date, Notes and Status, the reservation's status such as Confirmed or Cancelled. Notes is the guest's special request, not your visit notes. The PDF lists your filters at the top and the total at the end.

Tip

The CSV opens straight in Excel, Numbers or Google Sheets, with accents and any commas or quote marks in names and notes kept in their cells.

Export payments#

Where to find it

SettingsPaymentsPayment ActivityExport

Owners and Managers can export voucher sales, deposits, event tickets and card guarantee fees. Filter by type, by status (Paid or Refunded), by date (Today, Past 7 days, Past 30 days, All time or Custom range) or by name or email first.

The CSV has Type, Status, Date, Customer, Email, Description and Amount. The PDF has the same columns without Email.

Export guests#

For your guest list, use Guests → Export → Export CSV (email marketing). See Export guest data.

Important

Exports contain guests' personal details. Store them securely and delete them when you no longer need them.
About this featureReservationsEvery booking from every channel in one live diary, with statuses, requests and notes your whole team can see.

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