Creating a booking on the back office

If you are on the EPOS Pro or EPOS Partner package you can create bookings on the back office. You can also create bookings directly on your EPOS or from the table plan on your EPOS.


To create a booking, click on Create a Booking from the view bookings screen (list view or grid view)


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Then fill out all the information you have on the booking. 


If you start by entering the customers name into the name field, any customers with details stored (previous guests or loyalty members) will be returned in a list for you to choose from. This will enter the name, email & phone number information for the customer. 


Note: If the customer is a member of your loyalty scheme, this will also link the booking to the loyalty member, meaning they will earn points and trigger any applicable loyalty promotions on the tab opened for the booking.




Alternatively, enter the customer's email address, into the email field, & click the blue Find button, to search for any details stored, then Press the Set details onto booking button.


Using the Find function on the Email field will also show you any previous booking history for the guest.



You will still need to allocate the booking to a table, and any notes or additional information specific to the new booking.


If you use booking types, you can select the right booking type for the booking. 


Note: You will only be able to select a booking type that is valid for the date and time of the booking. Similarly, once you have selected a booking type you will only be able to change the date and time to one that is valid for the booking type.



Once all of the relevant information has been filled in or pre-populated from the find function, press the Save booking button and you will see the new booking in the list (or grid).



The booking has now been saved. When the customer arrives for the booking you can open a tab with any deposit on the tab as credit.


 

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