table management floor plan2c0nar3ufkni2b9w5t3wcwsw-wpengine.netdna-ssl.com/wp... · 2018. 2....
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TABLEMANAGEMENT
The easy way to optimise table turnaround, maximise covers and manage walk-ins.
FLOORPLAN
Version 1.01
TABLEMANAGEMENT
Product Card
FLOORPLANQuick overview
FloorPlan Thefloorplanmodulehasbeendesignedtobeasintuitiveaspossible,sothatanyemployeecanquicklyunderstandthekeyfunctionality.Thereare5keyareasonthescreentoallowyoutoperformkeytasks.
FloorPlan Thefloorplanislocatedinthemiddleofthescreenanddisplaystheselectedfloor/area.Eachtablecanbepositiontoreflectthelayoutofeacharea.Dependinguponthenumberoftablesrequired,eachtablecanberepresentedin3sizes(small,mediumorlarge)andbeofadifferentshape(square,roundorrectangle).
FloorPlan Multipleareascanbesetuptoreflecthowyouwanttooperateandwhatyouwanttoseeduringservice.Eachtablethatisnotbeinguseshowstheminimum/maximumnumberofgueststhattablecanaccommodate.
Walk-ins Thesystemmakesdealingwithwalk-insveryeasy.Simplyclickonanumberofguestsforwhichatableisrequiredandallocateatable.
BookingStatus
Bookingsarepresentedin4differenttabsbasedontheircurrentstatus.Expectedbookings(web&telephone)areshownintheUpcoming tabuntiltheyarriveattherestaurant.Onceatableisfullyseated,itmovestotheSeated tab.AnybookingmarkedasNoShowismovedtotheNoShowtab.
SitesAccess Formultisiteoperators,anddependinguponyouraccesslevel,youcaneasilymovebetweendifferentrestaurants.Soifyouarefullinonerestaurantbuthaveavailabilityinanotherrestaurantnearby,youcanalsobookguestsinthatotherrestaurant– bythetimetheygettotheotherrestaurant,theirtableisbookedandready.
Timer Thetimerbuttonallowsyoutoquicklyview:• Howlongeachtablehasbeensatfor;• Howmuchtimeisremainingforeachtable;• Howlongbeforeeachtableisexpectingthenextbookingtobesat;
DiaryNotes Thediarynotesbuttonallowsyoutocommunicateanyinformationtootherusersthatmayberequiredforcurrentday(orfuturedaysifcreatedinthemainDiary).Thisisalsoveryusefultomakesurethatkeyinformationispassedonproperlybetweenmanagers/hostsatsplitshiftscrossovers.
Buttons Asetofbuttonsislocatedonthelefthandsideofthescreentoallowadditionalkeyfunctions,includingaccessingDiaryView,addingaTelephonebooking,Searching forabooking,makingchangestothefloorlayout orLoggingout.
BookingsInfo
Bookingdetailsincludethesourceofthebooking(Web,Telephone,Rewardchannel,iPhoneapp,FacebookorWalk-in).Thepre-allocatedtable(s)number(s)canbechangedatanytime).Asetoficonsshowsthebookingstatus(Confirmed,Unconfirmed)andamessageiconiftheguest/hostaddedaspecialrequestwhenthebookingwasmade.
Seatingabooking
Tositabooking,simplyclickonthebookingrecordintheUpcoming tab…
Seatingabooking
Ifyouwanttositthatbookingontothepre-allocatedtable,simplyclickonSeated (orPartiallySeatedifonlysomeoftheguestshavearrived).Theallocatedtablewillshowasoccupiedandingreen.
Seatingabooking
TheseatedbookingismovedtotheSeated tabandthetableisshownasoccupied.
Seatingabooking
Ifyoudecidetopartiallysitthebooking,thenthetableisshowninalightershadeofgreenandthebookingremainsintheUpcomingtabuntilallguestshavearrivedandbeenseated.Whentherestaurantisbusy,ithelpsdirectinglatecomerstothecorrecttablequicklyandefficiently.
Movingatable
Iftheguestdecidestositatadifferenttable,simplyclickonthebookingrecord,selectanothertablethenclickonMove.Ifabookingwasalreadyallocatedtothattable,thenthesystemwillperformchecksinthebackgroundtore-allocatethattablebasedonoccupancy&timeallocation.
Movingatable
Iftherestaurantisveryquietandatableof2wantstositonatableof4,itissometimeshardtosayno.SoalthoughthesystemissetupwithparametersforMIN/MAXoccupancy,thesystemallowsyoutositanybookingsonanytables,andyoucanevencramatableof8ona6topifbusyandguestsreallywantatable.
Seatingawalk-in
Ifyouhaveabigqueueandwanttoquicklysitawalk-in,simplyclickonthenumberofguests,selectatableandclickonSave.Iftheselectedtablewasallocatedtoanupcomingbooking,thenthesystemwillautomaticallyperformsthenecessarycheckstoensurethetablecanbeused.
Seatingawalk-in
Ifyouhavealargepartywalk-in,youcanselectmultipletablestoaccommodatethatwalk-ininthesameway.Justselectanytables– thiscanincludetablesthatarenotadjacentforexampleifyoutakeatablefromupstairstojoinwithsometablesdownstairs.
Seatingawalk-in
Ifyouhavethetimeandwishtocaptureyourguestdetailsforwalk-ins,youcandosobyclickingonthe+AddGuestlink.
Seatingawalk-in
Theguestsdetailswillautomaticallycreatearecordandaguestcardinyourguestdatabase,thatcanbeusedformarketingpurpose.
Seatingawalk-in
Ifyouwanttocaptureguestdataforwalk-ins,youcanenteranyofthefield(FirstName,LastName,EmailorTelephone.Iftheguestrecordisalreadyinyourguestdatabase,itwillautomaticallydisplaymatches.Werecommendusingemailaddressortelephonenumber,astheremaybequiteafew‘John’or‘Smith’intheguestdatabase.
Seatingawalk-in
Ifyouwanttocaptureguestdataforwalk-ins,youcanenteranyofthefield(FirstName,LastName,EmailorTelephone.Iftheguestrecordisalreadyinyourguestdatabase,itwillautomaticallydisplaymatches.Werecommendusingemailaddressortelephonenumber,astheremaybequiteafew‘John’or‘Smith’intheguestdatabase.
BookingReallocation
Bydefault,anytablewhereyouwanttositabooking/walkingthathasanotherbookingallocatedalreadyonthattablewithinthetableallocatedtimewillbemovedtoanothersuitabletable(No.ofguestsandtimeallocated).Inexampleabove,table07isonlyavailableforonehour(Bookedat04:15PM)
BookingReallocation
IfyouunselecttheRelocateexistingbookingoftablescheckbox,thensystemwillallocatethattabletothewalk-inonlyforthetimethattableisavailableuntilnextbookingi.e.60minutes.Thisisveryusefultoaccommodateguestswhojustwanttohaveaquickbiteandgo,asitincreasesyourtableturnaroundsandcovers.
RAGTableStatus
Asyougoalongasession,youwillnoticethatthestatusofthetableschangebasedonaRGBstatus:Greenupto15minutesbeforetableisdueback,Amberfrom15minutestotimewhentableisduebackandredifthetablehasusedallitsallocatedtime.Thishelpsthemanager/hostwithmanagingcorrecttablesturnaround.
Timers Toseehowlongeachtablehasbeensat,clickonthetimerandselectCurrentSeatedTime.Anytablethatisoverduewillshowasaminustime.Tablesthatarewithintheirallocatedtimeareshowningreen.Inexampleabove,table02isavailablefor90minutes,hasbeensatfor1hr29minutes,sohas1minuteleft.
Timers Toseehowlongeachtablehasgotleft,clickonthetimerandselectTimeRemaining.Anytablethatisoverduewillshowasaminustime.Tablesthatarewithintheirallocatedtimeareshowningreen.
Timers Toseehowmuchtimeisleftbeforenextbookingsaredueforeachtable,clickonthetimerandselectNextReservation.Anytablethathasbeenallocatedbookingswillshowhowmuchtimeisleftuntilnextbookingisdue.Inexampleabove,table09isduein2minutes.
Cancelabooking
Tocancelabooking,simplyselectthebookingformtheUpcoming windowthenclickonCancel
Cancelabooking
ThatbookingisnowmarkedasCancelled inallareasofthesystem,includingtheguestdatabaseifyouusetheMarketingmodule.
NoShow TomarkabookingasNoShow,clickonthebookingrecordintheUpcoming window,thenclickontheNoShowicon.
NoShow ThebookingwillbemovedtotheNoShowwindowandbemarkedasaNoShowthroughoutthesystem,includingintheguestrecordintheMarketingdatabase.
UndoNoShow
YoumayhaveabookingthathasbeenmarkedasaNoShowafter15minutesbutthenturnsup10minuteslater.Inthiscase,clickonthebookingrecordintheNoShowwindow,theselectUndoNoShow.
UndoNoShow
Thebookinghasbeenre-instatedintheUpcoming bookingswindowreadytobeseatedandhasbeenremovedfromtheNoShowwindow.
CompleteTable
TheComplete tablestepisperhapsthemostimportantactiontoperformduringservice,asmarkingatableascompleteautomaticallyreleasesthattable(andguestscapacity)intoinventoryforwalk-ins.Simplyclickonthetable(orselectbookinginSeated window)…
CompleteTable
ClickontheComplete icon.
CompleteTable
ThetableisremovedfromtheSeated window(recordisavailableintheAll window)andthetableisnowfreetobeusedagain.
AddPhoneBookings
Toaddatelephonebookingforcurrentdayorfuturedate,clickontheAddBookingbutton.Selectdate,session,numberofcoversandtable(ifdifferentfromsystemsuggestion)thenclickonNEXT>>
AddPhoneBookings
Enterguestsdetails(orselectfromdatabasesearchifyouareusingthatfunctionalitywhereyoucansearchbyFirstName,LastName,TelephoneorEmail)thenclickonNEXT>>
AddPhoneBookings
EnteranyrelevantadditionalinformationifrequiredthenclickonNEXT>>
AddPhoneBookings
Thebookingisnowavailableinthediary
SearchforBookings
Tofindabooking,simplyclickonSearch icon,entercriteriathatyouwishtosearchforandclickonSEARCH
SearchforBookings
Thesystemwillreturnanyinstancesofabookingbasedonyoursearchcriteria,foranyfuturebookingsheldinthesystem.Simplyclickonabookingtogotothatrecordandedit.
EditBookings
YoucanthenEdit,Confirm orCancel theselectedbooking.
AddDiaryNote
Toaddadiarynote,clickonBell icon,enternoteandclickonSend.Youcanaddamanynotesasyouwant.
DiaryView YoucannavigatebetweentheFloorPlantothediaryifrequired.SimplyclickontheDiary icon.OnceintheDiary,youcanalsoviewalinearviewofyourreservationsbyclickingontheTableViewDiarylink.Toreturntothevisuallayout,clickonFloorPlan.
Layoutsetup ThelayoutconfigurationisaccessedviatheLayout button.Alltables,groupings,andcapacityistakendirectlyfromthediary’stablessetup,socreatingthefloorplanlayoutisveryfastasitonlyinvolveselectingthetableshape/sizeanddraggingeachtableintoposition.
Layoutsetup Thescreenshowsthedifferentareasthathavebeensetupinthediary’stablemanagementsectionofthesystem.Simplyselecttheareaforwhichyouwanttocreatethevisualfloorplan…
Layoutsetup Theselectedtablecanbemodifiedtovisuallyfitthetypeoftable(Square,roundorrectangle),thesizeofthetable(Small,mediumorlarge)andusercanrotatethetablename/numberandtableshapetofitthedesiredorientation.
Layoutsetup Theselectedtablealsodisplaysitscapacityandallocatedarea.Onceallchangestothefloorplanaredone,clickonDone thenSave.Itisthatsimple.