How to insert a booking
Create a Booking, Walk-In, or Group Reservation
1. Create a New Booking
From the Dashboard, you have two options:
Option 1: Double-click on the time slot + table in the grid
Option 2: Click the “+” icon (top right), then choose NEW BOOKING
In the New Reservation screen:
- Set the Date & Time
- Add Guest Name, Phone, and Email
- Use Search Guests to find returning customers
- Add Profile or Internal Notes (click the ➕ next to the search bar)
- Set Number of Guests, Duration, Turnaround Time, and choose Table
- Click SAVE
2. Edit a Booking
- Double-click the reservation
- Edit notes, guest details, and booking status (cancel, waitlist, etc.)
- Use Send Email or SMS Confirmation options
- Click SAVE when done
3. Use the Walk-In Feature
- From Dashboard, click the “+” icon
- Select NEW WALK-IN (only available on today's date)
- Enter:
- Guest Name (optional)
- Time
- Table
- Number of Guests
- Internal Notes (optional)
- Click SAVE
4. Use Quick Book (Fastest Option)
- From Dashboard, click the ⚡ lightning icon
- Choose number of guests and time slot
- Only available tables for that group size will appear
- Adjust details in New Reservation (if needed)
- Click SAVE
Updated on: 17/07/2025
Thank you!