Bookings
Find your way around the Day Planner header
What each Day Planner header button does, from dates and search to stats, orders, walk-ins and More options, and what the lines and marks on the timeline mean.
2 min read · Updated
In short: hover over any header icon to see its name. More tools sit under More options (the three dots).
BookingsDay Planner
Choose your venue
Ordering
Bookings
Day Planner
List View
Reviews
Day Planner
Menu
Choose your venue
Ordering
Bookings
Day Planner
List View
Reviews
Change the date
- Go to Bookings › Day Planner, then choose your venue.
- Use the arrows to change day. On another day, click Today to come back.
- Click the date to pick from a calendar.
Header buttons
- Switch user (fingerprint): change who is using the Day Planner.
- Search: find bookings on any date.
- Stats: the day's numbers.
- Orders: the day's orders and pre-orders, for Square venues. Print run sheet and Print kitchen totals appear on days with pre-orders.
- Block time: block tables or times.
- Messages: show or hide messages for the day's bookings.
- Walk-in (walking person): add a walk-in. Only shows on today.
- Create: add a booking.
More options
More options, with Complete past bookings highlightedThe More options panel: the Square Report button, the Show Cancelled button, the Complete past bookings button and the Icon Legend button. Complete past bookings is highlighted.
More options
Square Report
Show Cancelled
Complete past bookings
Icon Legend
- Square Report: a Square report, for Square venues.
- Show Cancelled or Hide Cancelled: toggle cancelled bookings.
- Complete past bookings: opens a check of the day's finished bookings. Click Complete N bookings (N is the count) to move them to complete. Bookings still running, cancelled or no-show are left alone.
- Icon Legend: what every badge means.
Lines and marks on the timeline
- An orange dashed line with a time on it: a time someone clicked on the time bar at the top. A second click adds another line and fades everything outside the two. It stays at that time when you change day. To clear it, click the time bar until one line is left, then click that same time again, or reload the page.
- A solid orange line with a dot: the time now, labelled Now. Before opening or after closing it shows how long until you open or since you closed.
- ‹ or › at the edge of a booking: the booking started the day before, or runs past midnight.
- A red dashed area: blocked time. Remove it under Block time › Manage blocks.
- Badges on a booking, such as a purple V for a VIP guest: see Icon Legend.
Good to know
- Shortcuts: arrow keys change day, Cmd or Ctrl plus T goes to today, / or Cmd or Ctrl plus K opens search, and C toggles cancelled bookings.
- On a phone, Switch user, Block time, Search and Stats sit under More options, and Orders and Messages do not show.
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