Reservation List Management
Written by Anna Bigdan
Updated at June 4th, 2021
- To view the Reservation List, click Reservations in the left pane menu.
- Under Reservations, select Reservation List
- Displays all the reservations that are confirmed, pending, cancelled, and enquired.
- Any particular reservation can be retrieved using the search bar.
- SEARCH
- The search bar is available on top of the screen. Reservations can
be searched based on identifiers like table name, reservation name,
and E-mail ID. - There is an option for an advanced search as well. Just click on the
drop-down button on the left-hand side of the search bar.
(Note: Advanced search option gives the user to filter the list based on a particular time period, by Table, by Email, by Name, and by Phone Number) - There is also an option to filter the reservation list based on the
status of the reservation. - On the top-right side of the page there is a drop-down bar, click on it and select the status that you want to filter out and view.
- Cancel a Reservation
- In the Reservations List page, find the reservation you want to
cancel. - Click on the status of that reservation and now you can notice the
status transform into a drop-down list.
- Now select Cancelled from the drop-down list and click outside onan empty space in the page.
- Now that would cancel that reservation and any blocked time
slots for that particular reservation would be removed as well.
The status of any reservation can be changed using the same steps mentionedabove. - Confirmed – Confirms the reservation and blocks the time slot.
- Pending – The table and the corresponding time slot are held for a specified period (can change the time period in Settings) after which the reservation status changes to cancelled automatically.
- Enquiry – The table and its corresponding time slot selected will be saved but will not be blocked for other bookings.
- In the Reservations List page, find the reservation you want to
-
Edit a Reservation
- Go to Reservations List, click on the edit button for any reservation to edit that reservation.
- This will open the Update Reservation page.
- The Reservations Details and Client Details both can be edited.
- There is an option to Resend Confirmation Email, Print Reservation
Details and Send Cancellation Email. - Once done, click on Save.
- Go to Reservations List, click on the edit button for any reservation to edit that reservation.
-
Delete a Reservation
- Go to Reservations List, click on the Bin icon button next to the Edit button for any reservation.
- This opens a pop-up asking for your confirmation to delete there servation.
- Click on Delete.
- To delete multiple reservations, click on the checkboxes of the reservations that you want to delete.
- Click on Choose Action button.
- And click Delete Selected.
- The delete confirmation pop-up box opens, click Delete.
- Go to Reservations List, click on the Bin icon button next to the Edit button for any reservation.
