How GoTab works with Rex

Rex integrates with GoTab to create and manage food/beverage tabs for guests automatically. This article explains what happens at each stage of a reservation when GoTab is enabled.

Workflow types

GoTab supports two workflow types that control when and how tabs are created.

### Reservation Deposit

Rex creates two tabs per reservation:

1. Deposit tab — Created when the guest books online (or when a host creates the reservation). Contains one line item for the deposit amount. The tab name includes "DEPOSIT" as a prefix.

2. Check-in tab — Created when a host checks in the guest. Contains line items for the full reservation amount, add-ons, and additional activities. The deposit tab amount is subtracted from the check-in tab total.

This is the most common workflow. Guests pay a deposit upfront, then the remaining balance goes onto their GoTab tab for the venue to close out.

### Paid In Full

Rex creates one tab at booking time for the full reservation amount. No second tab is created at check-in. All line items — the reservation, add-ons, and activities — are included on the single tab.

What happens at each stage

### Guest books a reservation

Rex creates a tab in GoTab with:

• The reservation details as line-item notes (date, time, guest name, package, reservation number)

• The product and spot mapped for this venue or package

For the Reservation Deposit workflow, the tab amount is the deposit only. For Paid In Full, it's the full reservation price.

If Schedule Tab is enabled, the tab is created with a scheduled start time matching the reservation start.

### Host checks in the guest

When a host checks the guest in from the host app:

1. Rex creates a new open tab (if using Reservation Deposit workflow and Create Open Tab on Check-In is on)

2. The check-in tab includes line items for:

- The main reservation (quantity based on pricing model — per person, per lane, flat rate, etc.)

- Each add-on that has a GoTab product mapping

- Each additional activity with its own line items

3. Resource bay IDs are attached as notes on the tab

4. If Auto apply deposit to check-in tab is enabled, Rex applies the deposit as a payment on the new tab using the stored processor account

### Guest modifies the reservation

Rex cancels the existing GoTab tab and creates a new one with updated amounts. The new tab's reservation number gets a "-MOD" suffix to distinguish it from the original.

### Reservation is cancelled

Rex cancels the GoTab tab. If the reservation was abandoned (incomplete booking), the tab is cancelled with an "ABANDONED CART" reason.

### Host unchecks the guest

If Allow Cancel Tab on Uncheck In is enabled, Rex cancels the check-in tab in GoTab.

### Reservation time is extended

When a host extends the reservation duration, Rex adds new line items to the existing check-in tab for the additional time. The added amount is based on the charge for the extended duration.

How spots are resolved

Rex picks the GoTab spot for a tab using this priority:

1. Resource mapping — If the assigned resource (lane, bay, court) has a GoTab spot mapped, Rex uses it

2. Package mapping — If the package has a GoTab spot, Rex uses it

3. Fallback spot — If a fallback spot is set on the venue, Rex uses it

4. Venue default — The spot set in the venue's GoTab settings

Products follow the same priority: resource-level → package-level → fallback → venue default.

How pricing works on tabs

### Deposit calculation

The deposit amount sent to GoTab depends on the venue's deposit settings:

If Charge Taxes & Fees on Deposit is on, tax is included in the deposit amount. Otherwise, only the pre-tax amount is sent.

### Check-in tab pricing

The check-in tab uses the reservation rate and adjusts the quantity based on the pricing model:

Any amount already paid (deposit) is subtracted from the check-in tab unit price.

Custom tab names

Packages can define custom tab names for both the deposit tab and the check-in tab. These names support placeholder fields:

If no custom name is set, Rex defaults to: `[Reservation Number] - [Guest Name]` for the tab name.

Tripleseat + GoTab check-in

If both Tripleseat and GoTab are enabled with the Enable Tripleseat GoTab Check In toggle, Rex creates a GoTab tab when a Tripleseat event is checked in. Unchecking cancels the tab.