> For the complete documentation index, see [llms.txt](https://help.peoplevine.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.peoplevine.com/products/integrations-overview/setup-opentable.md). # How to Set Up OpenTable > **This integration is in Beta** and may have limited functionality. > **Walkthrough (Peoplevine × OpenTable):** [Watch here](https://www.loom.com/share/c81c6ba8f5dc412292074f46d354dba7) ### Before you begin (Prerequisites) * **Permissions**: You must be an **Administrator** or **Supervisor**. See: [How to Manage Users and Permissions](/products/control-panel-overview/admin-overview/manage-roles-permissions.md). * **OpenTable Pro Account** required — the integration does not work with standard OpenTable accounts. * Connection is initiated from **OpenTable**, not Peoplevine — you'll log into OpenTable Admin first. > For the complete setup guide including scheduler configuration and attribute sync, see [Connect OpenTable and Peoplevine](https://docs.peoplevine.com/peoplevine-docs/peoplevine-connect) in Peoplevine Connect. The steps below cover the key operator steps. ### Instructions #### 1. Connect from OpenTable 1. Log into **OpenTable** with admin credentials. 2. Navigate to **Admin > Integrations**. 3. Under **Loyalty / CRM**, select **Peoplevine**. 4. Agree to the **Peoplevine - Adding Services Addendum**. 5. Click **Connect**, then log into your Peoplevine account to authorize. > No manual credential entry is needed — the connection uses OAuth-style authorization between the two platforms. #### 2. Sync data in Peoplevine 1. In Peoplevine, navigate to **AUTOMATE > Integrated Platforms > OpenTable**. > **Note (Pro Dash):** Same path — **AUTOMATE > Integrated Platforms**. 2. Click **Sync**. 3. Select categories and enter today's date in both date fields. 4. Click **SYNC DATA** — this creates schedulers in Peoplevine based on your OpenTable table types (Default, Bar, Counter, Hightop, Outdoor). #### 3. Configure schedulers After sync, Peoplevine creates default schedulers. You must verify these settings for the integration to work: 1. Navigate to [**SELL > All Schedulers**](https://control.peoplevine.com/schedulers). 2. For each OpenTable scheduler, click **Edit** and confirm: * **Block size**: 90 minutes * **Blocks per reservation**: 1 * **Reservation capacity**: Must match OpenTable exactly — mismatched capacity breaks the integration * **Active for Booking**: checked * **Credit card requirement**: OFF — if credit card is required, availability will not flow from OpenTable ### What Gets Synced | Data | Direction | Timing | | --------------------------- | ---------------------- | --------------------------------------------------------------------------------------------------------- | | Member profiles | Peoplevine → OpenTable | On creation + updates | | Membership status changes | Peoplevine → OpenTable | Real-time | | Dietary needs + preferences | Peoplevine → OpenTable | Via attribute groups (requires "OT Dietary Needs" and "OT Special Guests" attribute groups in Peoplevine) | | Reservations | Both directions | Real-time | | Schedulers | OpenTable → Peoplevine | On initial sync | ### Best Practice * **Create the attribute groups first** — before connecting, create attribute groups named "OT Dietary Needs" and "OT Special Guests" in Peoplevine. These are used to sync dietary preferences and guest tags to OpenTable. * **Match reservation capacity exactly** — if Peoplevine says a table seats 6 but OpenTable says 4, the integration will not function for that table type. * **Don't require credit cards on schedulers** — this blocks availability from flowing to OpenTable. * **Test with a single reservation** — after setup, make a booking in the Member Portal and confirm it appears in OpenTable (and vice versa). ### Known Limitations * **Access Rules**: Peoplevine does not currently receive availability data from Access Rules configured in OpenTable. Seating area restrictions set in OpenTable are not enforced in Peoplevine's booking flow. * **Beta status**: This integration may have limited functionality. Contact your account manager or for support. ### Common Issues **Availability not showing in Member Portal:** Check that the credit card requirement is OFF on the scheduler, and that reservation capacity matches between Peoplevine and OpenTable. **Reservations not syncing from OpenTable:** Verify the connection is active in OpenTable Admin > Integrations. Try disconnecting and reconnecting. **Dietary preferences not syncing:** Ensure attribute groups "OT Dietary Needs" and "OT Special Guests" exist in Peoplevine before the first member sync. ### What Happens Next * Members see real-time OpenTable availability in the Member Portal * Reservations made in either system sync automatically * Member dining preferences are visible to hosts in OpenTable *Last updated: 2026-05-24* --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://help.peoplevine.com/products/integrations-overview/setup-opentable.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.