Managing Bookings

Once customers start booking, you'll see their reservations in your dashboard. This page shows you how to manage them.

The Bookings Section

The bookings section in your sidebar has 6 views:

View	What it shows
All Bookings	Every reservation, with filters
Upcoming	Future reservations (what you check daily)
Active Dining	Customers currently at your restaurant
Completed	Past reservations that finished
Cancelled	Cancellations with reasons
Verification	Bookings needing payment confirmation

All Bookings

This is your master view of all reservations. You can:

• Filter by date range, status, customer name
• Sort by date, party size, status
• Search by customer name or phone
• Export to CSV for accounting

Upcoming Bookings

This is your most-used view. Open it every morning to see who's coming today.

Each booking shows:

• Customer name + phone
• Date and time
• Party size
• Special requests (e.g., "window seat", "birthday cake")
• Action buttons (Confirm / Reject / Cancel)

How to Confirm / Reject

If you have "Requires confirmation: ON":

1. Click on a pending booking
2. Review customer details + special requests
3. Click "Confirm" to accept or "Reject" (with reason) to decline

Customer gets an automatic email with your decision.

If "Requires confirmation: OFF": Bookings are auto-confirmed when customers book.

Active Dining

Customers currently at your restaurant. Use this to:

• See who's at which table
• Check how long they've been dining
• Mark them as completed when they leave
• Enter the bill amount for commission calculation

When a customer arrives:

1. Find them in this view
2. Click "Mark as active" to confirm they're seated
3. Status changes from CONFIRMED to ACTIVE

When they leave:

1. Click "Complete"
2. Enter the bill amount
3. Status changes to COMPLETED

Completed Bookings

Past reservations that finished. Used for:

• Records and history
• Calculating commission
• Showing in reports

Cancelled Bookings

Cancellations are tracked with reasons (customer-side or your-side). Helps you identify patterns:

• Are certain time slots getting cancelled more?
• Are customers or the restaurant cancelling more often?

Verification Bookings

Bookings where you need to confirm payment — typically for advance deposit bookings. The customer's UTR (Unique Transaction Reference) appears here. You verify it matches your bank statement.

Booking Status Lifecycle

PENDING ──> CONFIRMED ──> ACTIVE ──> COMPLETED
   │           │            │           │
   └──────────>│            │           │
       REJECTED └──────────>│           │
                  CANCELLED                │
                                          ▼
                                    Payment + Settlement

Best Practices

• ✅ Check the dashboard 3 times a day (morning, noon, evening)
• ✅ Confirm/reject bookings within 2 hours of receiving them
• ✅ Use the cancellation reason field — it helps you spot patterns
• ✅ Enter bill amounts accurately (used for commission calculation)
• ❌ Don't forget to mark customers as ACTIVE when they arrive
• ❌ Don't leave bookings in PENDING for too long

Next

Head to Offers & Coupons to learn how to create promotions.