7 | ResDiary 'Table Open Booking List' Till Function

There are three (3) different Till Functions that can be setup in SmartPOS to ac

There are three (3) different Till Functions that can be setup in SmartPOS to access ResDiary Bookings :

Graphical Table Booking will display a Graphical Table Map (granted that one is configured) showing ResDiary Bookings; this will allow for Opening a Booked Table, Viewing Booking Details, and seating Walk-Ins
Table Open Booking List will display a List of ResDiary Bookings including Booking Reference, Date & Time, Guest Count, and Name; this list will allow for Opening a Booked Table, Viewing Booking Details, and seating Walk-Ins
Table Open Booking Grid will display a Grid of ResDiary Bookings and will allow for Opening a Booked Table, Viewing Booking Details, and seating Walk-Ins

This article covers the Table Open Booking List Function and it's SmartPOS use.

To access ResDiary Till Function Settings, the applicable Operator Privileges will need to be enabled

Note: The change in the UI for Till Function Buttons configuration at BackOffice as shown below is applicable from v4.7.x.x

In the Button Text field enter the text that will display on the Till Function Button on SmartPOS Workstation screens
Set the Function drop-down to 'Tables & Accounts'
Set the Sub-Function to 'Table Open Booking List'

"0" will show future Bookings for all Service Periods
"1" will only show future Bookings for the Service Period specified by entering the desired Service Period Name or ID into the Key field

These configuration options allow for setting up multiple of these Till Function buttons, depending on Organizational needs, potentially where each one could display Bookings for a different Service Period and an additional button could display only Seated Tables

NB: In the following workflows, the Till Function button is configured as shown in the above image - to show both Booked and Seated Tables and without a specified Service Period

If the Till Function button were to be configured differently, Workflows, options within SmartPOS, and message prompts may vary slightly to those seen in this article

There are many different Workflows that can occur when using this Till Function depending on the situation; e.g., Booked Tables, seating a Walk-In via SmartPOS, seating a Walk-in via ResDiary directly, etc.

Due to this, not all possible Workflows can be covered in this article, however, all Table List options that are unique to this Till Function will be included and basic Workflows will be demonstrated

Begin by logging into SmartPOS and navigating to the panel where the Till Function button is located then click on the Table Open Booking List function button
The Table List will now open showing all of the Bookings matching with how the Till Function has been set up; i.e., if the Till Function were set up to "Only Show Seated Tables" and for a "Specified Service Period", then those configurations will be followed

Each Booking will show the ResDiary Booking ID, Date & Time of the Booking, Table Number, Number of Guests, Status, and Name
Bookings will be listed by ascending Time, however, Tables that have already Arrived (both Bookings and Walk-Ins) will be listed at the bottom of the List

There are a number of workflows that can begin from the Table List by using the following button options on the bottom of the screen:

Select will open the Table for a highlighted Booking
Walk-In can also be used to access the Booking Grid to seat a Walk-In using the same workflow as demonstrated in the above section
Booking Details will open a window showing the Booking Details for a highlighted Booking
Cancel

Either double-tap the desired Table from the List or highlight the desired Table and then tap the Select button
The Booked Table will now be open and the Account linked to the ResDiary Booking will be attached to the Transaction as noted by the Account Information above the Transaction window

Operators can proceed through normal Transaction Workflows of adding Products, applying Discounts, performing other Functions, etc.

This Workflow is also used to open a Table for a Walk-In that has already been Seated

To view Booking Details from the Booking Table List, complete the following steps (this can be done before or after a Booking has Arrived and been Seated):

Highlight the desired Booking from the List and tap on the Booking Details button on the bottom of the screen
The Booking Details will be retrieved from ResDiary
After retrieval, a window will open displaying the Booking Details including:

To seat a Walk-In to ResDiary through SmartPOS from the Booking Table List, complete the following steps:

Tap on the Walk In button on the bottom of the screen
The Booking Grid will open
Tap on the chevron icon/button on the right side of the screen to expand the pop-out panel
The pop-out panel will expand from the right; from this panel, a Walk-In can be seated to one of the "Next Free Tables" or another available Table if desired by using the "Create New Walk-In" button

The "Next Free Tables" are retrieved from the "W8LIST" in ResDiary and can be selected by tapping on the Table's green button

Each Table shown will show the Number of Guests that the Table can Seat as "# Pax", the current seating interval time, and a button with the Table Number as "T#"

Alternatively, tap on the "Create New Walk-In" button to seat the Walk-In to a different Table instead of one of the "Next Free Tables"

Whether selecting one of the "Next Free Tables" or the "Create New Walk-In" option, additional seating options will display in the bottom portion of the panel:

(a) Select the Pax, or the number of guests from the drop-down; if a "Next Free Table" was selected, this will default to the Table's maximum guest count
(b) The closest seating interval time will be displayed; this cannot be changed from SmartPOS as the Walk-In is intended to be seated immediately
(c) Select the Duration in minutes from the drop-down
(d) Select the Table from the drop-down; each Table will show its maximum Pax; NB: if a "Next Free Table" was chosen, this won't be a drop-down and will instead show the Table Number selected

Tap on the Save button to complete the Walk-In entry in SmartPOS
The Table will be Opened immediately and Transaction Functions may commence; continue as usual and Save, Save & Send, process Payment for the Table when finished

After a Walk-In Table has been saved, the Name in the Booking Table List will read as "Walk In"