Update the status of your booking
Make sure to always change the status of all your new enquiries by clicking on the red Take label.
This changes the booking status from new to in progress. This is an important alert for your colleagues that you're now dealing with the enquiry.
📌Note: This won't send anything to the guest.
Keep track of your enquiries
Get into the habit of attaching at least one booking label to your In Progress enquiries.
This is the crux of helping you convert provisional bookings, and can save you time by instantly seeing what stage bookings are at.
Along with labelling your enquiries, you can also set follow-ups for yourself to get system reminders that you need to contact customers.
Provisionally hold and place confirmed bookings on tables
If you take auto-confirm bookings alongside enquiries, remember to always assign a booking to a table within the venue.
By assigning a booking to a table as soon as you confirm it with the customer, you save from double-booking areas.
If you regularly book out a group of tables as an area, you can set up the area as a zone in your admin.
If a booking isn't assigned to a table, a warning displays in the Diary page in the Unassigned section, and there's an empty orange box alongside the customer’s booking on the left-hand side check-in list in the diary and floorplan.
Keep an eye on today’s enquiries
If you have enquiries open throughout the day, make sure to check the notifications centre’s section called Today's enquiries.
You should treat this as a top priority to confirm or reject; otherwise, the enquiry is marked as lost.
To change the status, make sure to hit either confirm and save or reject and save within the enquiry page.
Check for new alerts and notifications
Keep an eye on your Notification centre within the Enquiries page and keep it up to date, so you're always on top of new alerts.
You can either clear all notifications from the Enquiries page or within the customer’s enquiry.
🤓Tip: If you have an auto-confirm setup, make sure to regularly check Auto-confirmed Notes alerts. These are any notes that the customer wrote in the Special Requests box at the time of booking.
Review your customer details and regulars
Use your Find a customer tool to quickly find details of guests who've been with you before.
When you add a new enquiry or booking, if you enter their name, email address, or phone number in the Find a customer field, you'll see any records matching the search.
If you select it, it generates their details for you, making it super-fast to add their booking.
The system also displays a Customer Profile with any customer labels, DOB, and any comments about the customer, like no-show, previous complaint, or likes table 2.
If they have any past or future bookings this displays at the bottom of the profile.
Inform the team of incoming bookings
To see a list of your bookings for that day, you can print off two types of run sheets from your Diary and Runsheet pages.
If you're entering run sheet notes, pre-orders, and payments on bookings regularly, then you’ll need to print off your customised run sheet.
This gives you tick box options of all the details you can see on this.
To make your life easier, you can also pre-set what sections are automatically included in your run sheets daily.
If you don’t need to see much information and simply want to print off a nice shortlist of bookings in order of arrival time, download your short run sheet.