About Diary View

The Diary View shows you all bookings in a linear view, with each booking displayed in chronological time of arrival.

This is the default screen that is best used outside of opening hours. The screen is made up of several distinct areas:

Top menu bar 

Allows you to:

• Select a location (for multi-site operators).
• Optimise / minimise main menu pane
• Switch between modules (Bookings, Online Ordering, Marketing, Surveys).
• Add Diary Note
• Change Password / PIN or Log out
• Create or Review a Helpdesk ticket
• Access the Help Centre

Action bar

Allows you to:

• Easily close / open web bookings for selected session & date
• Add a new telephone booking
• Quickly check-in a walk-in (this is a dynamic button becomes visible as soon as a session starts).
• View & print Booking sheet for selected session & date
• View & print Table Breakdown sheet for selected session & date

Session selection bar

xx

Booking diary window

This displays all bookings in chronological time of arrival and shows at a glance any booking attribute:

• Booking reference number
• Booking time
• Guest's First & Last Name
• Number of times the guest has previously booked
• Sales channel (Web, favouritetable, Facebook, Telephone, Walk-in).
• Number of guests
• Table number allocated (if you use table management module).
• Booking Status (Booked, Confirmed, Cancelled, No-Show, Completed).
• Allergens notification
• Number of infant chairs required
• Credit card status (if using that feature): credit card details taken or deposits taken
• Special request flag
• Internal comment flag
• Deposit amount
• Order of service
• Occasion
• Do Not move icon
• Pre-order status

In addition, there are is also an edit & booking note button.

Simply click on the Edit button to view details of the bookings. You can make any edits you require and then click on SAVE.

You can also view the Audit Trail / Booking Notes for that booking, by clicking on the Audit button. This will display any changes that were made to that booking (with a time stamp).

Summary & Activity window

This screen shows a summary total for number of guests & number of bookings for the selected session.

It also shows the availability for each time slot in the selected session (number of guests booked and spaces available).

You can click on the + Add Booking icon to create a new telephone booking for the selected time slot.

Main menu pane

This is the main menu that displays all the options that are available, based on your subscription package. Each menu entry expands to show additional menu options for each heading.