User Manual. (version 1.1)

Transcription

1 User Manual (version 1.1)

2 Select which waitlist to manage 1. Click in the top corner to open the menu of your available waitlists 2. Click on a waitlist to activate it

3 Navigate between waitlist and bookings Waitlist Bookings If enabled Staff If enabled

4 Manage waitlist

5 Add new guest to your waitlist 1. Click on the blue + button in the bottom-right corner 2. Enter guest information and click +Add to add guest

6 Guest will get a confirmation SMS 1. Once a guest has been added to the waitlist they will receive a confirmation SMS Hi Jackie! You re now entered into the gun queue and #8 in line at Thornton Cabela's.

7 Notify a guest to return when ready 1. Click on the orange bell to send them a SMS alert Look at that! It's your turn at the gun counter. Please return within 5 minutes or your place in line will be lost.

8 Serve the guest when they return 1. Click on the green button to serve them

9 When served, guest is moved to Serving page 1. Toggle between Waiting and Serving in the top

10 Mark guest as No-show if they don t show up 1. Click on the Red button to the right to mark a customer as no-show.

11 Edit guest info in the waitlist 1. Click 3 dots to the right 2. Select Edit in menu 3. Edit guest and click Save

12 Move guest s order in line in waitlist 1. Click 3 dots to the right 2. Select Move in menu 3. Change the order of the guest in your waitlist and click Save

13 Undo if you accidentally remove guest 1. When you do any action on the guest (serve, no-show, delete) a blue notification will show up in the bottom 2. Click on Undo Action in blue to revert this action and restore the guest back.

14 See the current expected wait time 1. See Estimated Wait in the bottom of screen

15 Search after guest in waitlist 1. Click in search field in top right corner 2. Search for guest by name, phone number or 3. Now only the matching guest will show in list 4. Click Clear to remove search

16 1. Click Filter Filter guests to show only those matching criteria 1. Click Filter above waitlist and 2. Select filter option in menu and click apply 3. Now only guests matching this filter will be shown 2. Select filter and click Apply

17 See guest s previous visit history 1. Click badge next to name 1. Click Returning badge next to guest name to open visit history 2. See previous visits 2. See previous visits

18 Manage bookings

19 Add new booking 1. Click on an available time slot or the Blue add button 2. Enter info about customer 3. Click + Book to save

20 Block off time 1. Click on an available time slot 2. Click Block slot 3. Time slot can now not be booked anymore

21 Book recurring meeting 1. When booking a new slot, click on Repeat 2. Select recurring frequency and number of intervals 3. Click + Book to save

22 View booking 1. Click on the booked slot you want to view 2. This will open dialog to view booking

23 Edit booking 1. When viewing a booking, click on the Edit button to edit it 2. Click Save once done

24 Delete booking 1. When viewing a booking, click on the 3 dots in the top right corner 2. Click Delete in the drop down menu 3. This will delete the booking

25 Serve booking 1. When viewing a booking, click on the Serve button to serve it 2. This will add a checkmark next to the booking in the calendar 3. Client will be moved to the Serving page

26 No-Show booking 1. When viewing a booking, click on the Serve button to serve it 2. This will add a checkmark next to the booking in the calendar 3. Client will be moved to the Serving page

27 Send alert to tell client to come 1. When viewing a booking, click on the Send alert button 2. This will send the client an alert via SMS or to return 3. You can see the full conversation by clicking on the See conversation button

28 Search for a booking or client 1. Search in the top right search bar after a client s name, phone or 2. This will open dialog to view booking

29 View calendar by day, week or month 1. Click on the Calendar View picker 2. Select your preferred time range

30 View calendar by day, week or month 1. Click on the Calendar View picker 2. Select your preferred time range

31 Jump to date 1. Click on the date picker 2. Select a preferred date 3. You can also click on the next and previous buttons to jump to next day/week/month