Opening a tab for a booking

When the guests arrive for a booking you can open a tab against the booking. By opening a tab for a booking:

The booking will be tracked as having arrived
Any deposits on the booking will be applied as credit
Any purchases and spend on a booking tab will be linked to the booking and the main contact (email address) on the booking
If the booking is for a member (based on a matching email address) the tab opened will be linked to that member and will earn the member any applicable loyalty points and trigger any member promotions

This article covers how to open a booking tab from the EPOS screen, You can also open a tab for a booking from the table plan.

To create bookings see:

To open a tab for a booking, first go to the ‘EPOS’ Screen. On the bottom on the right-hand corner of the screen, press the ‘MORE’ button.

Then, press the ‘BOOKINGS’ button to go to the bookings module.

Any bookings in the system for the current day will be displayed. When the customer arrives, click on the ‘Open Tab’ button that is located on the right-hand side of their booking.

This will open a tab for the booking that will be linked to the appropriate table(s) and include any applicable deposit on the tab as credit.

After clicking on the ‘Open Tab’ button, the booking will be highlighted in green and the ‘Open Tab’ button will be replaced with a ‘View Tab’ button.

Pressing "View Tab" will take you to the customer's tab on the summary screen where you will see any deposit associated with the booking applied as credit.

If a customer doesn't use all of their deposit you can either retain or refund this using the DEPOSIT NOT USED button.

Tip: If you accidentally open a booking tab at the wrong time you can use the DEPOSIT NOT USED button to retain the deposit and then open a new tab for the booking at a later date as long as none of the deposit was used.