Run service from the Day Planner

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.

Add bookings

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

The timeline stops too early

The Day Planner runs from your opening time to your closing time for that day. A booking that runs past closing is cut off at the edge.

1. Go to Bookings › Main Settings › Bookable Times, then choose your venue.
2. Set a later closing time for the days you need.
3. Click Save changes, then reopen the Day Planner.

See set your bookable times.

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.