Settings - Diary Configuration

What are booking reminders used for?

Booking reminders are used to provide users a way of sharing a task list relating to individual bookings. A booking reminder should be applied to a booking when there is some 'task' outstanding e.g. 'Please call to confirm menu choice' or 'Cancel booking if they have not paid their deposit by ....'. This then allows all users to see the outstanding booking reminders on any date they are navigating to.

All booking reminders are listed on the reminder tab by due date which means that you can now manage your reminders and set due dates that will appear when you reach a certain date in time. This is a change to the listing in the old diary which simply listed all reminders in one list. However if you navigate forward in time you will see the reminders that are due on or prior to any particular date. This means that if you want to manage one list you can navigate forward in time and view the entire list of reminders.

Business Benefits

  • Allows better communicaton across staff members.
  • Allows the implementation of booking confirmation policies that ensure bookings are either confirmed or cancelled and the tables freed for new enquiries.


How Booking Reminders Work

A booking reminder can be added during the booking process by toggling on the reminder check box at the bottom of the booking form and filling in the required detail.

How to Add a Reminder

  • Either make a booking or edit a current booking.
  • In the booking screen you will see a reminders box:

  • This will then pop up the reminder box:

  • Select the date you want the reminder for

  • Enter your message (only you and staff will see this)

  • Press Save and complete the booking as normal

How to View & Edit Reminders

Reminders will show under the  icon on the date they are due.

If it is overdue - it will show everyday until re-tasked or completed.

The number reflects how many reminder there are for that date.

Clicking on this button shows all your reminders:

The edit icon will allow you to change the due date or message:

The check icon will complete the reminder and it will disappear from the diary