This guide covers the administrative and operational workflows for managing restaurant table reservations, including booking procedures, capacity settings, and blackout configurations.
Table of Contents
- Staff Booking Workflow
- Managing & Editing Requests
- Reservation Engine & Terminology
- Administrator Settings & Auto-Confirmations
- Blackout Days & Service Availability
1. Staff Booking Workflow
Staff can create table reservations on behalf of residents, visitors, or family members through the back-office panel.
- Adding a Request: Navigate to Reservations in the menu and click the Add request button.
- Mandatory Fields: To submit a reservation, you must select the resident name, date, service (e.g., Lunch/Dinner), party size, and time slot.
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Capacity Alerts:
- A red dot appears in the back office when a specific time slot is nearing its maximum capacity.
- A red banner warning will display if a staff member attempts to make a reservation that exceeds the allowed limit for residents in that slot.
- Special Requirements: You can add optional tags for special occasions like birthdays, request high chairs, or enter free-text special requests.
2. Managing & Editing Requests
All incoming bookings are collected in a central Reservations grid, sorted by requested time slot per day and service.
- Reservations Grid: View time slots, client names, party sizes, contact information, and special requests in a single list.
- Status Management: Staff must manually confirm or cancel requests unless auto-confirm is enabled. Residents receive push notifications once their status is updated.
- Editing Existing Bookings: Click the pencil icon on any confirmed request to change the assigned table number or the number of people in the party.
- Communication: Staff can post comments within a specific request to communicate with the resident. Unread comments are marked with an orange dot or pill in the staff panel.
3. Reservation Engine & Terminology
Understanding the reservation engine parameters allows for a self-regulating system that manages guest flow.
- Concurrent Capacity: This refers to the total capacity that can be booked through the front office by residents.
- Staff Flexibility: Total capacity minus concurrent capacity equals seats that can only be booked by staff through the back office, preventing overbooking by residents.
- Intervals: The time between selectable time slots (e.g., 30 minutes) ensures guests arrive gradually.
- Reservation Length: The estimated time a table is actually taken. If a reservation is 60 minutes long, the guest occupies capacity for two 30-minute intervals.
4. Administrator Settings & Auto-Confirmations
Global reservation rules are managed under Table Reservations > Settings.
- Auto-Confirm Options: Administrators can enable automatic confirmations for reservations made by residents/family or those made by team members.
- Editing Permissions: Settings allow you to toggle whether confirmed reservations can be edited regarding the number of people.
5. Blackout Days & Service Availability
Staff can block specific dates to prevent residents from making reservations and, if needed, cancel existing bookings for those dates.
- Configuring Blackouts: Under Settings > Service Availability, select the dining location and click any blue date to turn it white, adding it to the "Service unavailable on" list.
- Canceling Existing Bookings: If you blackout a date that already has active reservations, the system will prompt you to cancel those bookings.
- Resident Notifications: Canceling via the blackout tool sends a standard notice. Because this notice is not customizable, it is recommended to post a community news article or leave a comment on the reservation for context.
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