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POS - Table Booking User Guide

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1. Overview​

This document provides comprehensive instructions for managing table reservations in the POS system. It includes step-by-step guides for making, editing, canceling, and handling walk-in reservations, as well as outlining policies to ensure efficient restaurant operations. Each section is designed to help staff understand and operate the table booking function smoothly and professionally.

2. Make Reservation​

This function enables staff to create new reservations for customers based on table availability, time slot, and guest preferences. Available under POS > Table Booking > Make Reservation, this function allows users to enter reservation details, assign tables, and confirm the booking.

To perform the task:

  1. Access New Booking Screen: Click " Make Reservation" from the Table Booking menu.
  2. Fill Customer Details: Enter the customer’s name, contact information, and party size.
  3. Choose Date and Time: Select the appropriate date and time slot for the reservation.
  4. Assign Table: Choose an available table based on the selected time.
  5. Confirm Reservation: Review the details and confirm the booking.

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Note: Ensure that the booking does not overlap with existing reservations.

3. Edit Reservation​

This feature allows users to modify existing reservation details in case of changes requested by the customer. Available under POS > Table Booking > Edit Reservation, this function helps users locate an existing booking and make necessary adjustments.

To perform the task:

  1. Locate Existing Reservation: Browse or search for the desired reservation from the Reservation List.
  2. Click Edit: Select the reservation and click the "Edit" button.
  3. Update Details: Make necessary changes such as customer info, date/time, or assigned table.
  4. Save Changes: Confirm and save the updated reservation.

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Note: Edits should be made promptly to avoid table conflicts.

4. Cancel Reservation​

This function is used to cancel confirmed reservations upon customer request or no-show. Available under POS > Table Booking > Cancel Reservation, this feature lets users manage table availability by removing unused bookings.

To perform the task:

  1. Select Reservation to Cancel: Identify the reservation from the list.
  2. Initiate Cancellation: Click the "Cancel Reservation" button.
  3. Confirm Action: Accept the confirmation prompt to finalize cancellation.

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Note: Mark reasons for cancellation when applicable for future reference.

5. Open Booking​

Open Booking is used to register customers who arrive without prior reservation and require a table immediately. Available under POS > Table Booking > Open Table, this function helps assign walk-in guests to available tables efficiently.

To perform the task:

  1. Navigate to Open Table: Select the Open Table option from the Table Booking menu.
  2. Choose Available Table: Identify and select an unoccupied table.
  3. Input Guest Information: Enter guest details for record-keeping.
  4. Confirm Seating: Complete the process by confirming the guest is seated.

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Note: Open Bookings do not appear in the advance reservation list.

6. Table Booking Policy​

This section outlines policies and best practices for handling table bookings to ensure smooth operations. Available under POS > POS Manager > POS Configuration or via internal SOP, this provides guidelines for staff on managing reservations properly.

To perform the task:

  1. Review Booking Policy: Refer to internal policy documents or POS Settings.
  2. Apply Guidelines: Follow protocols regarding booking durations, allowed lead times, cancellations, and prioritization.

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Note: Policies may vary by location and must be regularly updated by management.