Short tutorial showing the steps to make a new reservation in CoverManager.
Steps to make a reservation:
- Access the Reservations section: locate and click on the “New Reservation” button, either directly on the table plan or in the designated section.
- Complete basic information:
- Select the date of the reservation from the calendar.
- Select the time of the reservation.
- Indicate the number of people.
- Assign a table:
- Option 1: Dropdown: Choose a table from the dropdown. CoverManager will automatically suggest the most suitable tables according to the number of people.
- Option 2: Room Plan:
- Click on the four-square icon to access the room plan.
- Select the desired table on the floor plan.
- Close the floor plan.
- Enter customer data:
- Enter the customer's telephone number in the corresponding field. If the customer is already in the database, his data will be autocompleted.
- If the customer is new, complete the fields for first name, last name, email and any other relevant information.
- Select the person who takes the reservation: In “Noted by”, choose the name of the staff member who takes the reservation. If the name is not in the list, add it using the “+” button.
- Finalize the reservation:
- Click “Book” to save the reservation without sending notification to the client.
- Click on “Book and Notify Client” to save the reservation and send a confirmation email to the client automatically.