How to Add a Reservation?

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Transcript

1.     Upon successful login, navigate to the left-hand menu.

2.     From the list of options available, click Reservations. Doing so takes you to the Reservations screen.

Reservations

3.     Here, all reservations are categorized into Upcoming, Cancelled, and Past. By default, the Upcoming reservations are displayed.

Types

4.     Each reservation is tabulated via several columns that include Time, Name, Party Size, Created By, and Status.

Details

5.     Clicking the three-dot icon from the end of the row reveals a further list of options that include Edit Reservation and Cancel Reservation.

Edit Reservation

6.     Clicking Edit Reservation opens the selected reservation in editable view.

7.     Once the required changes are made, click the Save button.

Save

8.     Clicking Cancel Reservation moves the selected reservation to the Cancelled section.

Cancel Reservation

9.     To add a reservation, click the Add Reservation button. Doing so opens the New Reservation screen.

Add Reservation

10.  Clicking the Select Reservation Holder button opens the members list from where you can select the reservation holder.

Select Reservation Holder
Select Reservation Holder

11.  Select the size of the party using the Party Size dropdown.

Party Size

12.  Select the type of reservation using the Reservation Type dropdown.

Reservation Type

13.  Select the start date and time for the reservation using the Start date/time selector.

Start Date/Time

14.  Set the repeat frequency for the reservation using the No Repeat dropdown.

Repeat

15.  Any other instructions required can be entered in the Notes textbox.

Notes

16.  Once all the required details are added, click the Create button.

Create
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