Take and manage reservations

Overview#

Reservations (the screen is titled "Reservation Management") is your restaurant's reservation book. Bookings from all of these sources appear in the same list:

• Bookings you enter here with New Reservation (phone, walk-in and so on)
• Bookings imported from gourmet-site emails → Import reservation emails
• Bookings taken on the shop iPad

A booking starts as 確認済 (Confirmed). When you seat the guests on the shop iPad, it becomes 完了 (Completed). Cancelled bookings become キャンセル (Cancelled) and guests who never came become No Show.

Steps: add a reservation#

1. Open Reservations & guests → Reservations.
2. If you have more than one shop, pick the shop in the shop selector first.
3. Click New Reservation at the top right.
4. Enter Customer Name, Phone, Date, Time and Guests (all required).
5. Optionally add Duration (90 min by default), Source, Course, Reservable Goods, Staff, Keywords, Special Requests and Remark.
6. Click Create. The booking is saved as Confirmed.

Steps: assign a table#

1. Click Table Assignment on the booking's row.
2. Check Actual Guests and choose one of the suggested tables.
3. Click Table Assignment. The table name appears in the Table column.

Only tables marked "Reservable" that are free at that time and fit the party size are suggested. To change it later, use Reassign in the same place.

Assigning a table does not open an order. When the guests arrive, seat them on the shop iPad.

Steps: record cancellations and no-shows#

• Cancel: click Cancel on the row, add a reason if you like, and confirm with the red Cancel button.
• No Show: click the reservation number to open Reservation Detail, then click No Show at the bottom.
• Several at once: tick the rows and click Batch No Show.

No-shows are added to that guest's No Shows count.

On the screen#

• Tabs: Today (use the arrows to move between days, Today to come back) / Next 7 Days (from tomorrow) / History (the 30 days up to yesterday) / Statistics
• Filters: search (name, phone or reservation number), shop, status, area (only if the shop has areas) and source
• Columns: reservation number, time, customer name, shop, guests, source, table, status and created at
• Reservation Detail: opens from the reservation number or the eye icon. It shows customer info (visits, reservations, no-shows, total spent), View Change History and the timeline
• Statistics: for the Start Date to End Date range (this month by default): total, no-show rate, source distribution, status distribution, hourly analysis and daily trend

Statuses#

Status badges in the list and detail are shown in Japanese.

• 確認済 (Confirmed): accepted. Bookings added here or imported from email start here
• Seated: seating was recorded on the shop iPad
• 完了 (Completed): the guests were seated on the iPad, or the bill was settled
• キャンセル (Cancelled): cancelled
• No Show: the guests did not come and did not get in touch

FAQ#

• I entered a booking by mistake. Can I delete it? Bookings cannot be deleted. Cancel it and write a reason such as "entered by mistake".
• How do I change a booking? Click the pencil icon to open Edit Reservation and click Save. Only confirmed bookings can be edited.
• No tables are suggested. In Orders & menu → Tables, check that the table is Reservable and that Min Capacity to Max Capacity fits the party. Tables booked at the same time are not suggested either.
• New Reservation won't save. Make sure a shop is selected in the shop selector.

If you don't see this screen in the side menu, check your plan or your role's permissions.