Partner
Set up rooms and tables
Quick Start Guide: Restaurant Setup
Create Rooms
Rooms can be areas like Bar, Lounge, or Main Dining Room.
Go to Rooms → Click Add Room
Name your room
Tick Online Booking if guests can book it
Tick Show Online if guests should see this room
Mark Active and Save
Repeat for each room
Use the pencil ✏️ to edit or drag to reorder
How to add rooms to your restaurant (https://storage.crisp.chat/users/helpdesk/website/-/6/1/0/2/6102cfa5dda20400/roSome readersHow 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 theSome readersReservation policy - best practices
Reservation Policy: Quick Guide & Example
Your reservation policy helps set clear expectations with your guests. It’s a binding agreement they accept when booking a table.
What to Include in Your Policy:
Booking Duration & Delay Rules
Cancellation & No-Show Terms
Prepayments, Deposits & Refunds
Important Booking Info (e.g. allergies, group rules)
Pet Policy (if relevant)
How to Contact or Modify a Reservation
Example Reservation PoliSome readersDashboard and booking views
Dashboard Views: Quick Guide
When you log in, you’ll land on the Dashboard — where you can view reservations in 4 different ways:
Day View (Default view)
Shows today's bookings in a grid, grouped by room and table
Tabs let you view Today, Tomorrow, or Next Week
❌ Click the X to view cancellations
✅ Click the Checkmark to see confirmed bookings
Table Plan View
Displays your floor plan room by room
Great for seeing where guests aSome readersHow to enable the no-show feature
How to Avoid No-Shows
This guide covers how to charge no-shows, what a dispute is, and best practices for protecting your revenue.
Using the No-Show Feature
The No-Show Feature lets you charge guests who don’t show up — if you’ve collected valid credit card details in advance.
Requirements for Charging No-Shows:
A booking must meet ALL of the following:
Made online or manually with a valid credit card
Manually marked as No-Show from the DASHBOARDSome readersReconfirmation emails for bookings
Reconfirmation Emails: Setup & Tips
What They Do:
Automatically send guests an email 48 hours before their booking, asking them to confirm their reservation.
Why Use Reconfirmation Emails?
They help reduce no-shows, keep your bookings accurate and reliable, and they are fully automated once turned on
How to activate reconfirmation emails
Turn On Reconfirmation Emails
Go to DASHBOARD → then SETTINGS → then MARKETING & COMMUNICATION → then EMAILSFew readersGuest Profiles
Guest Profile: What You Need to Know
Why Guest Profiles Matter
Guest Profiles help your team deliver a personalised experience — even in a busy restaurant. With quick access to key guest info, it’s easier to build relationships and encourage repeat visits.
Edit a Guest Profile
Click the Edit button to update:
Guest’s name, email, phone, or company
Add or remove a VIP tag ⭐
Update allergies or dietary requests
Add/edit profileFew readersHow to understand your Guestbook
Using Your Guestbook – Quick Guide
How to navigate to your guestbook:
From the Dashboard, tap the menu icon (top left)
Select Guestbook
Go to the GUESTS tab (not BOOKINGS)
Tap DOWNLOAD AS CSV to download your Guestbook. The file will be sent to the email address with which you are logged in when you press download.
VIP guests are marked with a ⭐
Use filters to download VIPs only or newsletter opt-ins
Marketing List
You can filter for gFew readersHow to set up your SMS
How to Manage SMS from Your Partner Account
SMS management is flexible and transparent - you’ll only pay based on actual usage. This guide will walk you through how to configure and purchase SMS credits step by step.
1. Access Your SMS Settings
Log in to your Partner account.
Navigate to Settings then Marketing & Communication.
In the SMS secFew readersHow to print your list of reservations
Print Your Reservations List
Go to LIST VIEW
From the Dashboard, click LIST VIEW (top menu)
You'll see all bookings for the selected day
Click the Printer Icon
Find it in the top right corner
Filter Your List (Optional)
Use the gold filter boxes at the top to show/hide details
Print the List
Click the printer icon next to “Print Bookings” (top left)
Tip: To save as a PDF, just change your printer destination to “Save as PDF” whenFew readersHow to charge a partial no-show
Partial No-Shows: Step-by-Step
Mark a Reservation as Partial No-Show
Go to the left-hand menu → NO SHOWS
Find the booking
Click PARTIAL CHARGE
Select how many guests didn't show
Click SAVE
How tFew readersQuick find: how to search for guests
How to search for a Guest, Booking or Gift card
Need to quickly find a guest, reservation, experience, or gift card? Use quick search.
How to Use It
Click the magnifying glass icon (top right corner)
Type in keywords
What You Can Search:
Guest: Enter their name or email
Notes/Updates: Type a word or phrase from the note
Experiences: Enter the experience name
Gift Cards: Use keywords or codes
Need toFew readersHow to add a reservation policy
How to add a Reservation Policy
How to create a reservation policy
Go to Settings
From the Dashboard, click SETTINGS → then Online Reservations → then Reservation Policies
Add a New Policy
Click ADD POLICIES
In the new window:
Set a Start Date andFew readersHow to open bookings
How to Open Specific Days for Booking
This guide explains how to open specific dates for online bookings by creating availability rules.
Accessing Availability Settings
In Partner, navigate to Settings
Select Advanced Availability Settings
You'll see a collection of all your availability rules
Creating a Basic Opening Rule
Create a new rule
Click to create a new rule
Specify the exact dFew readersHow to activate no-shows
How to Activate No-Show Fees for Experiences
This guide explains how to enable no-show fees for your experiences and how to charge customers who don't show up for their reservations.
Activating No-Show Fees
Navigate to Experience Settings
Access the settings from to the top left-hand side of your dashboard. Click on Settings, select Online Reservations and click on Experiences
Select your experience: Click on the specific experience you want to configurFew readers
Other relevant information
