Run service from the Day Planner

In short: open Bookings › Day Planner to take, move, seat and complete the day's bookings.

Find a booking

1. Go to Bookings › Day Planner, then choose your venue. It opens on today.
2. Click Show booking list for a list by status, or Search to find a guest on This day or Any date.

Work with a booking

Click a booking to open its panel. See use the booking panel.

• Add profile note: shows on every future visit.
• Notes: for this booking and your team only, never the guest.
• Add, next to Payment links: take a deposit, cancellation charge or full payment.
• To edit details or move table, see edit a booking.

Seat, move and complete

1. Click Seat Guest when they sit down. Part of the party? Set Status to partially seated, then click Fully Seated later.
2. Click Complete when they leave.
3. Click Complete again to confirm.
4. Drag a booking sideways to change its time, or up or down to change its table.

Add bookings

• Create: phone bookings. See create a booking.
• Walk-in (today only): tap a party size and assign tables. Guest details are optional.

Check it worked

Seated guests show as Seated, and new bookings appear on the grid.

Good to know

• With Square, mark a booking Seated before Complete, or the deposit does not come off the bill.
• A booking's Tables field is greyed out while linked to a Square bill. Move the bill in Square. See Square bill on the wrong booking.
• To block tables or times, see block time.
• For Stats, Messages and More options, see the Day Planner header.