Opening and managing a booking

Select a booking to view its details, make changes and manage the guest’s progress through the service.

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Select a booking to view its details, make changes and manage the guest’s progress through the service.

Opening a booking

From the Service view, select a booking to open its details.

From the Calendar view, select a date to see the bookings for that day, then select the booking you want to open.

Booking details

At the top of the booking you can see the guest name, booking time, number of covers, how the booking was made and its current status.

You can update the date, time, number of covers, guest name, mobile number, email address and email language.

Select “Save changes” after making any changes.

Booking status

Use the status buttons at the top of the booking to update the guest’s progress through the service:

Confirmed → Arrived → Seated → Has left

The current status is highlighted.

Additional options

Select the three dots to open additional options for the booking.

From here you can set the booking as a no-show, cancelled or deleted.

Activity & history

The Activity & history panel shows information connected with the booking, including guest notes and booking history.

Use “All”, “Messages” or “History” to filter what is displayed.

Messages and notes

At the bottom of the Activity & history panel you can switch between “Message” and “Note”.

Use Message to send a message to the guest by email.

Use Note to add an internal note for the restaurant. Internal notes are not sent to the guest.

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