Create a New Reservation
To open a blank reservation card, click anywhere on the white space of the calendar grid or click New Reservation from the toolbar.
Navigate to the desired date for the reservation. Using the calendar at the top of the screen to click desired month, then desired date.
Then click on the grid for the appointment time. The reservation details box will appear, with blank fields that need to be completed. All * fields are required.
|Party Name||This is an open text field, use the customer’s name or a description|
|Add Customer|| This is a search field connected to your database. Begin typing a customer's name and link an existing customer to the reservation. This will also populate other contact fields for the reservation and the customer's history and purchase metrics will appear on the right of the reservation card.
Or create a new profile by clicking NEW to launch the quick add customer form.
-- Multiple customers can be associated with a reservation too
|Reservation Type||Select the desired reservation type or experience|
|Status||Select the status of the reservation Learn more about statuses below!|
|Party Size||Total number of guests in the group|
|# of Tasters||Number of guests tasting wine|
|Phone||Phone number for reservation contact. This will auto-populate based on the customer record linked|
|Email Address||Email address for reservation. Will auto-populate using the customer record linked|
|Referred By||This is also a search field of your customer database. A referrer should be set-up as a customer record, and linked to the reservation for powerful referral performance tracking. Learn more about Referral Network setup and reporting in this Article.|
|Requested Date||The original date/time requested from an online reservation request using an RSVP widget|
|Scheduled Date||The scheduled date and time for the appointment|
|Location||In most cases, this will default to your primary location. For Enterprise brands, select your location.|
|Station||Select desired station, or the default will auto-populate|
|Host||Assign the host to the reservation|
|Notes||Helpful for any reservation specific information|
The reservations statuses available are: Requested, Tentative, Stand-By, Booked, Visited, Late, No Show, Cancelled and Wait List. When creating a new reservation, almost all appointments are created with the status Booked. This is very important for reporting and any automatic campaigns that are triggered based on the status of a reservation, such as appointment confirmations and reminders.
It's also very important to update the reservation status to either Visited, Late or No Show once the appointment is completed. These statuses directly trigger reporting and metrics to see performance of each party's visit.