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Partner
How to set up rooms and tables
Quick Start Guide: Restaurant Setup First navigate to your Partner account. Create Rooms Rooms can be areas like Bar, Lounge, or Main Dining Room. Open the side bar menu in the top left corner and choose "Settings" 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 UPopularHow 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 ADDFew readersEmail placeholders for booking communication
Email Placeholders for Booking Communication This guide explains the available placeholders you can use in your email templates for booking-related communications. What Are Placeholders? Placeholders are dynamic fields that automatically populate with specific booking information when emails are sent to customers. They allow you to create personalized, professional email templates that adapt to each reservation. Available Placeholders Customer Information name DescripFew readersHow to work with Guest Marketing in Partner
How to work with Guest Marketing Accessing Guest Marketing To access Guest Marketing: Open the left-hand side menu from your dashboard Click on Settings Navigate to Marketing and Communication Click on Guest Marketing Automatic CampaignsFew 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 and navigFew readersHow to update your restaurant's email
How to Update Your Restaurant's Email Address This guide explains how to change the email address used to send emails to guests. Update email in Restaurants settings Navigate to SETTINGS and Restaurant information Change the email address and click SAVE Update email in email templates Navigate to SEFew readersHow to allow guests to can cancel their reservation
How to allow guests to cancel their reservation Guests can cancel their own reservations directly from confirmation and reminder emails if you have enabled this feature in your reservation settings. How to enable guest cancellations Navigate to Partner Go to Settings Select Online Reservation Click on Reservation Settings Toggle on "Allow Cancellation" Set the "Cancellation Notice" period The CancelFew readersHow to use booking statuses
Understanding booking statuses Booking statuses help you track reservations throughout the guest journey—from initial booking to completion. Each status has a distinct color to help you quickly identify the state of each reservation. How to change a booking status Click on any reservation to open the quick view Select the appropriate status from the booking status options The reservation color will update automatically Booking statuses on reservation quick view (https://stoFew readersHow to close a room or a table for online bookings
How to close a room or table for online bookings If you want to prevent online bookings for an entire room or specific tables, you can easily close them while keeping manual booking options available. How to close a room or table Navigate to your floor plan or table management view Click on the room name or table name you want to closFew readersHow to create and manage events and experiences
Event Experiences — User Guide Where to find it: open an experience under Experiences. The event options live in the experience's settings form. What is an event experience? An event experience is a normal experFew readers
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No-show feature
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How to request credit card details for manual reservations
How to Create a Manual Booking with Credit Card Guarantee This guide explains how to create a booking that requires customers to provide credit card details as a guarantee. Creating the Initial Booking Enter booking details Select the date for the reservation Add customer name Enter email address (this is crucial for the credit card request) Set number of guests Set booking preferences Choose table assignment Select experience type ifFew readersHow to use reservation notes
Understanding reservation notes: Guest Notes, Profile Notes, and Internal Notes Superb offers three types of notes for managing reservation information. Each has different visibility settings and purposes. Where to find notes Quick view: Hover over any reservation to see a preview of guest notes Full view: Click on a reservation and navigate to the Details tab to see all three note types Reservation notes overview (https://storage.crisp.chat/users/helpdesk/website/-/6/1/0/2/610Few readers