Managing Bookings

On this page, you will discover the essential actions you can confidently take when managing a booking in the Tables Host application.

Creating a New Booking

For this walkthrough, Bookable Areas are enabled at site.

Follow these steps to create a new booking:

1. Click + icon to create a new booking

   Depending on what screen you select this button on, will depend on what next option is pre-selected for you. If using the Reservation tab, the Reservation option will be pre-selected. If using any other tab location on Tables, it will pre-select Wait List as your next option

2. Click Reservation

3. Choose the number of covers

4. Choose an Occasion

5. Select the Area

6. Select the Session

7. Select the Time | click Next

   When viewing the times, varying colours and symbols may be displayed. The table symbol can show either a tick or cross beside it - this is to show if there is an available table suitable for auto assignment. Under the table symbol will be a value ratio. This is to show how many covers your site allows at any particular time, along with how many are currently booked

   If either is unavailable or limited to your previous criteria selected, the timeslot will display in red as a warning that you may need to take extra steps or be aware of the implications

8. If required, select a Menu

   If a menu is unavailable it will appear in red. This is showing that based on your criteria selected so far, it may not be suitable based on your system settings. You as the Host however, will have the ability to override and select if needed

9. Choose Extras

   If you do not wish to apply any Extras, you simply click the Next button to move past this stage

   The next stage displayed is the Guest Requirements. This will be pre-populated if a requirement has already been defined in your system configurations. Based on your user levels, you may have the ability to edit these at this stage - to add or remove deposit requirements, as well as pre-order deadline dates

10. Click Confirm and Continue

11. Enter the Guest Details

    Some details may have been made mandatory through your system setup. The fields which are system required at a minimum is the guest last name

12. Click Add Reservation

Editing a Booking

To edit a specific booking, firstly locate the booking and follow some simple steps outlined below:

1. Open the booking overview

   Make any/ all required changes to the booking.

2. Click Update

   When selecting Save, this will trigger an updated event email template to the defined email address

Cancelling a Booking

To cancel a booking, firstly locate the booking and follow some simple steps outlined below:

1. Open the booking overview

2. Click Cancel

3. Click Yes

   If you have selected this option by mistake, select "No" and the booking will remain in it's previous state

Reading a Bookings History

If you are wanting to review a bookings history and the changes or actions that have taken place, you can do this using the Booking History section.

To view a booking history, firstly locate the booking and follow some simple steps outlined below:

1. Open the booking overview

2. Click History.

   A window will open. On this window you have the ability to filter by date, action, modified by (who made the change) and channel.