Take a phone or in-person booking

Create a booking from the Day Planner, with tables, guest details, a payment link, a lock and a confirmation email.

1 min read · Updated 21 October 2026

In short: on the Day Planner, click Create, fill in the booking, then click Create booking.

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Ordering

Bookings

Day Planner

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where to find it

Fill in the booking

Go to Bookings › Day Planner, then choose your venue.
Click Create.
If Require staff selection is on, pick your name.
Set Date, Party Size, Duration, Time and Booking Type.
Click Assign tables and pick the tables.
Find a returning guest with Guest Search, or enter their name, Email and Phone.
Add any Allergens, Dietary requirements, Special occasions, Accessibility Requirements or Internal Note (hidden from the guest).

Pre-order (if your venue uses pre-orders): tick Create pre-order for this booking and pick a menu.
Payment (if your venue has a Stripe account connected): tick Add payment link to booking, then choose the Payment Type and Amount.
Deadline: tick Set a payment deadline, choose Pay by, and tick Auto-cancel the booking if not paid by deadline if you want.
The link is emailed to the guest unless you untick Send payment email to guest.
Tick Lock booking (prevent moving on planner) to keep it on its table.
Leave Send booking confirmation email ticked, then click Create booking.

a phone booking, start to finish

You see Booking confirmed. Click Done.

Over capacity for this time? You can still click Create anyway, or Change time.
With Allow staff override off in your Day Planner settings, other roles book in restricted mode, limited to your online booking rules.
Only Admin, Moderator and General Manager can always book outside these rules.
In restricted mode, Bookings Manager can still save a booking without taking the deposit.