Opening a tab for a booking on the EPOS from the list view

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

This article covers how to open a booking tab from the EPOS screen via the list view. You can also open a tab for a booking from the grid view & from the table plan.

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

To open a tab for a booking from the list view, go to the EPOS Screen. In the bottom right-hand corner of the screen, press the More button.

 Then, press the Bookings button to go to the bookings module.

Your bookings for the day will open in the List view, indicated by the List icon at the top of the screen. 

Note: The bookings screen remembers the last view you were on, so If you last viewed bookings in the grid view, you will need to press on the list icon to get back to the list view.

When the customer arrives, click on the booking & select Open Tab from the booking details menu.

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.

The Open Tab button will now be replaced with View tab.

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. 

Note: 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.