Personalisation.
Written by Anna Bigdan
Updated at June 4th, 2021
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Reservation Options
- Click on Settings in the left side pane menu.
- Under settings click on Reservation Options
- Deposit Fee – (will not be necessary) set it as zero.
- Default Reservation Length – defines the default length of a reservation when booking through the Back-end website.
- Reserve X Minutes Earlier – blocks the time slots for a specified duration before a reservation. For E.g. if the Reserve X Minutes Earlier is given as 30 mins, then every reservation that has been booked will be reserved 30 minutes before the commence time of the reservation. If a reservation is made for 7.30 PM, then the booked table will be blocked from 7.00 PM in the Schedule page.
- Not Paid Reservation Status – set it to Confirmed.
- Paid Reservation – (won’t be necessary) but set it as confirmed.
- Table Pending Time – defines the time duration after which a pending reservation is cancelled. For E.g. if Table Pending Time is given as 120 minutes, and a reservation is made for Table 5 with status as pending, then table 5 will be held/blocked for 2 hr from the time of booking, after which the status automatically changes to Cancelled, and Table 5 will be available to book for that time slot.
- Confirmation Page – defines the URL to which the customer will be taken to after a successful reservation in the front-end website.
- Disable Payments – set it as YES.
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Reservation Form
The reservation form is used to configure different text fields in the reservation form in the front-end website.- Click on Settings, and under settings click on Reservation Form
- This will open the Reservation Form Options
- The Reservation Form Options shows all the available text fields that can be configured whether to show or not in the front-end website.
- There are three different options that can be set to a text field,
- Yes – displays the text field in the reservation form.
- Yes(required) – displays the text field as a compulsory field.
- No – will not display the field in the reservation form.
- Once done, click Save.
- Click on Settings, and under settings click on Reservation Form
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Terms & Conditions
You can add terms and conditions to the reservation the customer makes by setting it up in the Settings menu.- Click on Settings in the left pane menu.
- Under Settings, click on Terms & Conditions.
- This will open the Terms & Conditions settings.
- Type in the terms and conditions that you would like the customer to know.
- Once done, click Save.
- Now, you can notice in the front-end website in the Booking details page that a checkbox is present with the link to the Terms & Conditions below it.
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Notifications
You can send customers automated emails about their confirmed reservation, cancellation and enquiry using the Notification settings.- Click on Settings on the left pane menu.
- Under Settings, click on Notifications.
- This will open the Notification settings.
The Emails can be configured for two kinds of recipients.- Client – Choose Client, to configure the emails sent to the customers.
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Administrator – Choose Administrator, to configure the emails sent to administrators when a customer cancels, confirms booking or makes an enquiry.
There four types of automated E-mails that are sent to clients/Administrators. - Cancellation email – When the status of a reservation is set to or changed to Cancelled.
- Confirmation email - When the status of a reservation is set to or changed to Confirmed.
- Enquiry email - When the status of a reservation is set to or changed to Enquiry.
- Payment Confirmation – Once payment is through and confirmed.
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Personalize Email
The emails can be personalized individually based on their type.- Select the recipient type.
- Select the email type that you want to personalize.
- Once selected, the text editor for the type of email type selectedwill be loaded, scroll down the Notifications page to see it.
- Enter the subject of the email as per your requirements.
- Type in the body for the personalized email.
- Any information about the reservation can be accessed using tokens.
- Tokens are defined within curly braces {}, as shown in the image above. The available tokens are listed on the right side of the page.
- So, when an automated email is sent, {Firstname} and {Lastname}are replaced by the name of the reservation.
- Once done, click Save (Note: set-up the email address from which these emails will be sent, in the System Options).
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Change Status of the Email type
We can make an email type to send or not send by changing its status.- Select the Recipient.
- Select the email type you want to change the status.
- Once selected, click on the Send this Message toggle button.
- This will change the status of the email type.
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Reminders
We can configure the Reminder settings to send automated reservation reminder emails to customers before a specified time duration before their reservation.- Click on Settings.
- Under Settings, click on Reminders.
- This will open the Reminder Options.
- Click on the Enable Notifications toggle button to toggle between reminders On and Off.
- Enter the number of hours before which you want to send the reminder email to the customer, in the Send Email Reminder field.
- Enter the subject of the reminder email in the Email Reminder
Subject field. - Enter your personalized reminder message in the Email Reminder
Message text editor.
- Make use of the available tokens to read data from the reservation details.
- The available tokens list is given on the right side of the screen.
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Once done, scroll down and click Save.
(Note: Set up the email address from which these emails will be sent, in the System Options (Explained in System Option -> Email Setting)). -
System Options
This section lets you configure the general setting of the back-end website and set up Email ID from which the automated emailing system will send emails. -
General
- Click on System Options from the left pane menu.
- Under System Options, click on General.
- This will open the General Options settings.
- There are multiple options available in a drop-down list for each
Setting to choose from. - Once the desired setting is set, click Save.
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Email Settings
- Click on System Options in the left pane menu.
- Under System Options, click on Email Settings.
- This will open the Email Settings.
- Set Sending Method as PHP mail().
- In the Email Address field enter the email address from which you want the automated system to send emails.
- In the Name field, enter the name that you want to display in the ‘From’ header of the email.
- Once done, click Save.
