Reservations

Add a reservation

How to Add a Reservation Watch video: Overview: - Use the special party-size shortcuts to quickly launch the reservation form with predefined date, time and number of guests: - Choose the requested time. A zero in the "Available Slots" or "Remaining CC" columns means no availability: - The reservation form will show, you may now enter your guest’s details: - Reservation details show on the right side while actively booking: * A "Guest Message" is a note that you wan...

Making Changes to a Reservation (Updating Information)

Making changes to a Reservation Watch Video: Overview: 1. There are two ways to make changes to a reservation; One way is to click on the guests name in the reservation log on the left hand margin. 2. Clicking the name will bring up the Quick Edit window where you can make changes to their reservation. * notice the several fields and icons that you can edit and make changes to. Some of which include Wait Quote, Table and Status of the reservation. 3. This example sh...

Making Changes to a Guest's Profile

Making changes to a guest's profile Watch video: Overview: 1. First, pull up the guests profile by clicking on their name in the reservation log. 2. This will pull up the quick edit window for the guests reservation. 3. To pull up the guests profile, click on the blue icon that looks like a person in the bottom left hand corner. 4. This will bring up the guests profile. 5. Take note of the pencil icons on the page, they will allow you to edit the fields that...

"No Show" Reservations and, Cancelling Reservations

"No Show" Reservations and Cancelling Reservations. Watch Video: Overview: *When a party is 15 minutes late for their reservation, the system will prompt you to move the reservation to the "No Show Log." You may also manually move a party to the log at any time. 1. In the following example the party is late, to place the reservation in the "No Show" log click on the "Reservation Log" icon. 2. A drop down menu will appear, click on the "Res Log Filter" text. 3. Hover...

Modify a Reservation (Changing the date of the Reservation)

Modify a Reservation Watch Video: Overview: 1. To make changes to a reservation, click on the time on left hand side of a reservation. 2. You will be redirected to a reservation information window once there, click on the calendar icon in the upper right hand side of the page. 3. A calendar window will appear, click on the date that the guest wants to move the reservation to. *In this example, the guest wants to change their reservation from the 16th to the 23rd....

The Quick Edit window

The Quick Edit Window Overview: The Quick Edit Window This is an essential tool in managing reservations, Once a reservation has been made and entered into the system, it will become necessary to update it from time to time. For example, putting in additional information about the guest and the reservation which was not given or available at the time the reservation was initially created. Another example would be updating the status of the reservation, and so on. Parts of the Qui...

Cancel a reservation

Cancel a Reservation Watch Video: Overview: 1. To cancel a reservation, click on the time on the left hand side of the reservation. 1. You will be redirected to the Reservation information screen. 2. Fill in the "Updated By" field with your initials. 3. Then, click on the "Cancel Res" button on the bottom left hand side of the screen. 4. You will then be prompted to confirm the cancellation; click "Yes." 5. After this, you will be redirected to the Floor Pl...

Locking & unlocking slots

Locking and Unlocking Slots Watch Video: Overview: 1. To lock timeslots, click on the lock icon in the left hand margin. 2. This will pull up the Time Slot window. 3. You can select the start and end time of the time slot with the menus at the top of the window. *In this example I will set the start time to 6 am and the end time to 7am. 4. You can also add useful notes in the "Note" field for staff members. 5. When you are done, click on the "lock" b...

Locking & unlocking online reservations

Locking and Unlocking Online Reservations Watch Video: Overview: 1. To lock online reservations, click on the magnifying glass icon in the bottom left corner of the Floor Plan page. 2. A window will appear. 3. Check the box in the upper right hand corner labeled "Website Lock." 4. A new window will appear, this is where you can set the start and end date of the times online reservations will be locked. * in this example the start date is set the the 16th...