Servers, notes, and reports

Tools for working the room on the night and remembering guests afterwards.

Assign staff to tables

Give staff a role with Assigned Access to Tables. They then see only the tables you assign them. See Roles and permissions.

1. Go to Tables and open the event.
2. Click a table on the map, then click Staff on its card.
3. Tick everyone who should have this table.
4. Click Save.

Assignments are for this event only. Assigned staff see only the reservations at their tables, or ones they made. They can mark guests arrived (and undo it), complete visits, and add notes. They cannot seat, move, approve, or cancel. They see no prices, deposits, or payments unless their role has Money and refunds turned on under Tables.

Notes, ratings, and tags

• Add a note: click the reservation or its table, then Notes on the card. Type your note and click send. Notes show who wrote them and cannot be edited later.
• Rate a visit: when you click Complete on the card, choose 1 to 5 stars under Rating, and add Feedback (optional).
• Record what they spent: when completing, type what the table spent in the club under Spent in venue (optional), and tap the receipt square beside it to add a photo of the bill (take one or choose one). It is your own record, kept apart from the deposit and packages paid online: it is never charged or refunded. The guest's customer profile adds it up as Spent in venue, and the reservation's details show it under the rating with a Receipt button that opens the photo. The photo needs a connection; without one, remove it and complete the visit, and the rest is sent when you're back online.
• See or edit a completed visit: a completed reservation's card shows what was spent under Spent, its stars beside the word, and a receipt button beside the amount when there's a photo. The guest's feedback sits under the figures. Press Spent to open Edit visit, change the rating, feedback, amount or photo, and click Save. The receipt opens fitted to the window: pinch, click, or use the zoom buttons to look closer, and Download saves it.
• Tag a guest: add tags such as "VIP" under Tags when completing. Tags stay with the guest for future visits and appear on their customer profile. Without Full Access to Customers, you see the guest's tags but cannot change them.

Print the seating plan

The map's tools sit at the bottom right, folded behind an arrow. Hover over the arrow with a mouse, or tap it, to open them:

• The printer button opens a PDF with a seating list and a picture of the room. Only reservations on a table are included.
• The download button saves a picture of the room.
• Both are made for white paper: furniture prints as outlines, turned as it stands in the room, and a pale drawing color prints dark gray.
• The person and dollar buttons show guest names or minimums on the tables.

If the event uses timeslots, pick one first.

Table preferences

Go to Settings → Tables & Floor Plan and open the Preferences tab. Each switch saves straight away.

• Auto seat tables gives paid online bookings the next free table in their section. Off by default.
• Thank you emails emails the guest when you complete their visit, with your Google review and social links. On by default. Add those links in Venue details and menus.