Reservations

Feature Overview

The Reservations section gives your front-of-house team a live, organized view of all incoming and existing reservations for the day, week, or month. Staff can create new reservations, view guest details, edit booking information, and track canceled reservations — all in one place. Two viewing modes are available: a List view for a detailed rundown of reservations by date, and a Grid view for a visual, floor-plan-style perspective.

Prerequisites / Requirements

• Your account must have Reservations view or edit permissions.
• At least one Revenue Center must be configured with reservation hours set in Settings > Hours of Operation.
• Tables must be configured in the Floor Layout section before the Grid view can be used.

Step-by-Step Guide

Accessing Reservations

1. In the left-hand navigation sidebar, click Reservations.
2. If your restaurant has multiple Revenue Centers, click the appropriate tab at the top of the page to switch between them.
3. The page defaults to today's date in List view.

Navigating Dates

1. Use the week strip near the top of the page to jump to any day in the current week by clicking a date.
2. To navigate to a different week, click the left or right arrows on the week strip.
3. To switch to a full month calendar view, click the month toggle button at the top right of the control bar. Click it again to return to the week view.

Creating a New Reservation

1. Click the + Add button in the control bar at the top of the page.
2. A Create Reservation dialog will appear. Fill in the following fields:
   • Guest name
   • Party size
   • Date and time
   • Table preference (optional)
   • Notes (optional)
3. Click Save to confirm the reservation.
4. The new reservation will appear in the list for the selected date.

Viewing Reservation Details

1. Click any reservation in the list to open the Reservation Details dialog.
2. The dialog shows the guest's name, party size, reservation time, table assignment, and any notes.
3. Close the dialog by clicking outside it or pressing the X button.

Editing a Reservation

1. Open the reservation details by clicking the reservation in the list.
2. Click the Edit button inside the details dialog.
3. Modify any fields as needed.
4. Click Save to apply your changes.

Viewing Canceled Reservations

1. In the control bar, toggle the Canceled filter to show reservations that have been canceled for the selected date.
2. Canceled reservations will appear in the list with a visual indicator.

Switching to Grid View

1. Click the Grid tab or button in the control bar (the icon showing a table layout).
2. The floor plan view will display tables and their reservation status visually.
3. Click any occupied table to view that reservation's details.

Common Troubleshooting / FAQs

Q: The reservation I just created is not appearing in the list. Confirm that you are viewing the correct date. Use the week strip to navigate to the date of the reservation you created. Also verify you saved the reservation — if the dialog closed without clicking Save, the reservation was not submitted.

Q: I cannot see the Grid view option. The Grid view requires that tables have been built in the Floor Layout section for your Revenue Center. If no layout exists, this view will be unavailable. Contact your manager or navigate to Floor Layout to set up your dining room tables first.