TUTORIALS/ GUIDE 07 · RUN YOUR BOOKINGS LAST UPDATED 2026-09-02

GUIDE 07 OF 15·8 STEPS·10 MIN·9 SCREENSHOTS

Run your bookings

Every enquiry, every phone booking, every table on the floor — the Inbox, the day-by-day diary, and the plan you seat guests on, run from three pages that talk to the same booking engine.

Every click shown— written from the product

STEPS
8
TIME TO FINISH
10 min
TABLES ON THIS FLOOR
25 mapped
GUIDE 07 / 15 · EIGHT STEPS

Bookings

from request to seatedINBOX · DIARY · TABLE PICKER · WAITLIST APP → BOOKINGSFIG. 07 PHOTO · RENE TERP / PEXELS

Three pages, one booking engine. Your Inbox is where enquiries, sign-ups and requests land before anyone commits to a time. Your Bookings page is the day-by-day diary staff actually run service from — every phone booking, walk-in and guest-made reservation, grouped by service, with a status for each one. Your Floor plan is the room those bookings get seated on, and the same mini version of it is what you use to pick a table without leaving the diary. This guide walks all three, in the order you’ll actually touch them on a normal day.

Inbox · Bookings · Floor planGrowth plan or above

STEP 01/ 08i

Work your booking inbox

Open Inbox in the sidebar. This is where everything a guest sends from your live site lands before it becomes a confirmed line in the diary — enquiries about a table, newsletter sign-ups, gift-card purchases, event RSVPs, and GDPR data requests. A row of filter chips (All, Reservation, Newsletter, and more as they come in) narrows the list, each one carrying its own live count.

The Inbox with three leads: two Reservation enquiries showing seating, occasion and message fields, and one Newsletter sign-up, each with Mark handled and Reply buttons
FIG. 01Two table enquiries and a newsletter sign-up — the seating, occasion and message a guest actually typed, in full.

A Reservation card is a guest asking about a table before any time slot is booked — the fields underneath show exactly what they sent: a seating preference, an occasion, and their own message. Isabelle Fournier’s card asks for a quiet corner table for an anniversary dinner and flags a shellfish allergy; Tom Okafor’s asks whether the private dining room is free for eight on Friday. Press Reply to open a pre-addressed email and settle the details, then add the confirmed booking yourself with New booking (see the next step) once you’ve agreed a time. Once a card is dealt with, press Mark handled — it greys out and the button becomes Reopen, so nothing you’ve actioned keeps nagging you, and nothing is ever silently lost. Export CSV downloads whatever the current filter shows.

The Today’s service button at the top of the Inbox jumps to a same-day board of every booking on today’s diary, grouped by hour, with one press to mark a table Arrived against a Booked/Live status. It’s a quick operational check from here — running the room through a full service, seating and payment, is its own guide.

Today's service board reached from the Inbox: a date field, a Back to Inbox button, and every booking for the day grouped by hour with a Live badge and Mark Arrived / Booked status controls
FIG. 02One press from the Inbox — the whole day’s bookings, grouped by hour, each one a tap from Arrived.
STEP 02/ 08ii

Read the Bookings diary

Open Bookings in the sidebar — the page every phone booking, walk-in and guest reservation lives on once it’s a confirmed time. Day and Month switch the view; Day is where you’ll spend service, with a date field, ‘‘‹’’ and ‘‘›’’ to move a day at a time, and a search box that finds any booking on any date by name, phone or email. Bookings are grouped by service — Lunch, Dinner — each with its own covers count.

The Bookings diary for a full day: date navigation, a search box, an empty waitlist card, and Lunch and Dinner service groups with booking rows showing status buttons, guest contact details, prior no-shows and copy-guest-link
FIG. 03One full day — 32 bookings, 103 covers, every row carrying its own status, contact and history.

Every row carries the guest’s name, party size, a status chip and a source chip (Confirmed, Imported, Phone…), tel: and mailto: links, a Guest history link to their full profile, the booking’s duration, and — when they apply — a prior-no-show count, a reminder-sent badge, and a deposit chip. Press Copy guest link to copy the guest’s own self-service view/cancel page, ready to text or email. The one-press button on the right always advances a booking to its next natural stage — Confirmed → Arrived → Seated → Completed — and the dropdown beside it jumps straight to Cancelled or No-show whenever you need to. A booking waiting on a deposit or card guarantee shows Awaiting deposit instead and offers only a cancel until it’s paid or held — setting deposits up is covered in Hours and booking rules · Deposits & card guarantees.

STEP 03/ 08iii

Add a phone or walk-in booking

Press New booking at the top of Bookings. Set Date, Guests and Time — the time list is grouped by whichever service runs that day, and a slot already booked out is marked so you can see it before you try it. Set Source to Phone or Walk-in, then fill in Name and Email — the email is what lets the guest receive their confirmation and reminder, so it’s worth asking for even on a phone call; Phone is optional.

The New booking form: Date, Guests, Time, Source, Name, Phone and Email fields, a TABLE row set to Auto (recommended) with a Choose on the plan button, and a Book button
FIG. 04Date, guests, time and who they are — the table defaults to Auto until you choose otherwise.

Press Book and it runs through the same availability check as your website’s own booking widget — a genuinely full slot offers the nearest open times instead of quietly double-booking you. A service that needs a deposit or card guarantee creates a payment hold instead of an instant booking, with a link you copy and send to the guest. New booking needs at least one active service to book against — if you haven’t set one up yet, start with Hours and booking rules · Add a service.

STEP 04/ 08iv

Choose or change a table

Table assignment is optional and deliberate — Auto (recommended) is the default on every new booking, and the engine seats it for you. When you want to choose, press Choose on the plan to open a mini floor plan, colour-coded so the choice is obvious at a glance: green tables are free, grey tables are already booked then (unclickable, with the clashing time shown), and amber tables are free but their seats don’t match the party size — still clickable, for the nights a 2-top legitimately goes on a 6-top.

The table picker below the New booking form: a mini floor plan with tables coloured free (green), booked then (grey) and seats don't match (amber), a legend, and Use selected table, Combine tables and Cancel buttons
FIG. 05Free, booked, or the wrong size — every table on the plan, coloured for the party and time you’ve already set.

Clicking a table swaps your pick by default; press Combine tables… first to arm a mode where clicks add tables together instead, for a party that needs two tables pushed together in the same area. Press Use selected table to confirm, or Cancel to back out and leave it on Auto. On any existing booking in the diary, its table chip (⊞ T05, or ⊞ Assign table if it doesn’t have one yet) opens this exact same picker to reassign or clear the table — no separate save step, the change applies the moment you confirm it.

STEP 05/ 08v

Edit, move or cancel a booking

Every booking row on Bookings carries three more controls beyond its status button. Press Edit to change the guest’s name, phone, email, party size or notes inline, then Save — a bigger party than the one you originally booked needs a new booking instead, since capacity was only checked for the original number. Press Move to reschedule the same booking to a different time within the same service and day; it keeps the assigned table if that table is still free at the new time, so a manual table choice from the previous step is never quietly thrown away. Press History to expand a full timeline for that booking — booked, edited, tables assigned or cleared, deposit paid, reminder sent, moved, and every status change — useful the moment anyone asks “who changed this and when.”

STEP 06/ 08vi

Run a walk-in waitlist

On Bookings, the Waitlist card sits above the day’s services — always there, even with nobody in the queue. Fill in Name, Party, Phone and an optional Quoted wait, then press Add to waitlist — it joins today’s walk-in queue, or waits for whichever future date you have the diary open on.

The Waitlist card on Bookings, currently empty, with a Name, Party, Phone and Quoted wait add-to-waitlist form
FIG. 06The add-a-walk-in form — live the moment you press Add to waitlist.

Once a party is queued, each entry shows how long they’ve been waiting and three actions: Notify emails them that their table’s ready (call instead if there’s no email on the entry), Seat opens a short inline booking form that seats them through the same engine as a New booking, and Left takes them off the queue if they’ve gone.

STEP 07/ 08vii

Build your floor plan

Open Floor plan in the sidebar, or the Floor plan button at the top of Bookings. Press + Table to add one, or the + Element dropdown for a room fixture — an area or room outline, a text label, a door, a window, a WC, a kitchen, a counter or bar, or a direction arrow. ⎋ Rotate turns the current selection 15° at a time, # Snap keeps everything on the grid, undo and redo sit either side of it, and ⤢ Fit zooms out to the whole floor in one press.

The Floor plan editor: toolbar with plus Table, plus Element, Rotate, Snap and Fit; a canvas with fifteen labelled tables around a Kitchen, Pass, Host, Bar and WC; and a Main room, Terrace, Private Dining pill switcher bottom right
FIG. 0725 tables, 108 seats placed — every table numbered, sized and positioned around the kitchen, pass, bar and host stand.

Click any table to open its inspector on the right — its label, seats min and max, shape (rectangle, round or oval), zone, room, whether it’s combinable with same-zone tables, and its width and height, with every change previewing live on the canvas before you move on. Drag on empty space to select several tables at once and move, nudge or set a zone on all of them together.

The Floor plan inspector's default panel: 25 tables, 108 seats placed, with keyboard shortcuts (Tab to focus, arrow keys to move, bracket keys to rotate, Delete to remove, Cmd-Z to undo) and mouse/touch shortcuts
FIG. 08Click, tap or Tab to any table to open its editor — the same panel lists every keyboard and mouse shortcut on the canvas.
STEP 08/ 08viii

Organise tables into rooms

The pills bottom-right of the floor-plan canvas switch which room you’re looking at — Main room plus one pill per room you’ve added; a new table always lands in whichever room is on screen. Press the layers icon next to them to open Rooms & floors.

The Rooms and floors panel: explanatory text, a Main room row, Terrace and Private Dining rows each with Rename and delete buttons, and a New room add field with an Add button
FIG. 09Terrace and Private Dining, alongside the default Main room — each renameable, each removable.

Type a name — “Terrace,” “First floor” — and press Add for a new room. Press Rename on any custom room to change its name, or the × to delete it; deleting a room only clears its tables’ room assignment, so they land back in Main room rather than disappearing. Select one or more tables on the canvas first and the panel adds a Move here button to every room row, so relocating a whole section of the floor is one drag-select and one click.

Together, the three pages run the whole booking lifecycle: an enquiry lands in the Inbox, becomes a confirmed row on Bookings with a table assigned from the plan you built here, and every change from there — a move, a cancellation, a walk-in seated off the waitlist — stays visible on the same diary, for as long as it matters.

Next · put it into practice

Next: seat the booking you just made

Your Inbox, your diary and your floor plan all read the same booking engine — the next reservation that lands, staff-entered or guest-booked, is already on the plan you built here.

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