This guide provides essential instructions for customizing booking requests, allowing users to tailor the card request process to their specific needs. It covers options such as deadlines for card submission by customers and how to handle incomplete bookings. It also explains how to manage customer data in collaboration with prescribers, ensuring compliance and efficiency.
1. Click on the “user” icon in the upper right corner and click on “Settings”.
2. Click "Booking type".
3. Click "Customization".
4. You can select the time limit for customers to insert the card (from unlimited up to a maximum of 2 months).
5. You can select whether, once the limit has passed, the reservation will be marked as not completed and the table will be released (applicable only to reservations made through the software) or whether the reservation will be kept pending.
Tip: From here, it refers to the fact that there are restaurants, beach clubs and discotheques that work with prescribers. These prescribers retain customer data, as the customers belong to them and not to the restaurant. The prescriber will provide the names and surnames, but the e-mail and telephone number belong to the prescriber.
6. You can choose whether to autocomplete using the company email if the field is empty when applying for the card.
7. You can choose whether to autocomplete using the prescriber's email if the field is empty when requesting a card (the company email will prevail).
8. You can also choose whether to autocomplete using the prescriber's phone number if the field is empty when requesting a card (the previous point must be active).
9. Click "SAVE".
