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Bookings, forms & website

Resource booking

Restaurant tables, private rooms and hotel rooms: define your branches and what each has, publish a reservation link, and manage the day's bookings from a staff console.

What it is for

Resource Booking (also the Branch tab of Calendar Management) is for businesses that book things rather than time with a person. The page is titled Branch Booking Management with six tabs: Dashboard, Branches, Room Types & Tables, Reservation Events, Table Reservations and Calendar View.

Branches

Add Branch: choose Accommodation (hotel) or Dining (restaurant), then name, description, address, a logo and background image, the restaurant phone, the PIC phone (the person in charge, reachable by WhatsApp or the in-app chat from the branch card), and the timezone. Custom fields can be added.

Deleting a branch

Deleting a branch also deletes all its room types and tables. The confirmation says so and it cannot be undone.

Room types and tables

Add Item under a branch: a category and type, name, description, Total Quantity (how many units), Capacity per unit (the total is calculated), and a name for each unit such as Table 1. Hotel rooms take check-in and check-out times; tables and rooms take a Slot Duration in minutes after which the unit is released.

The most important switch is Allow Instant Booking: on, customer bookings are confirmed automatically; off, every booking waits as Pending until staff approve it in Table Reservations. Items can be duplicated.

Reservation events: the booking links

A reservation event is a public link such as Dinner Reservation. Each card has Open Booking Link, Copy Booking Link, edit, duplicate and delete, and an Active or Inactive chip. The editor:

SettingMeaning
Event Name, Slug, BranchWhat customers see, an optional identifier, and which branch this books.
Duration, Slot Interval, Buffer TimeLength of a reservation, spacing between selectable times, preparation time after each booking.
Pending Cancel Days and HoursHow long to hold an unpaid-deposit booking before cancelling.
Pax ToleranceExtra guests allowed beyond a table's capacity.
Show Capacity to Customer / to AdminDisplay "50 pax left" on the public page or in the console.
Allowed ItemsAll items at the branch, or one specific item.
Operating Hours, Rest Hours, Off DatesWhen the link accepts bookings.
Custom fieldsExtra questions such as occasion or dietary needs.

Five notification templates, each with an Enable switch: Confirmation Message (shown on screen after booking; if the WhatsApp template is empty this text is sent on WhatsApp too), Cancellation Message, WhatsApp Notification (with staff numbers to copy in), Scheduled Reminders, and Booking Confirmed (sent when staff confirm and assign a table, with a {{tableInfo}} variable).

What the customer sees

Your logo and background, then a date picker (off-dates greyed), a time slot (with remaining capacity if enabled), and a form: Party Size, Full Name, Contact Number, Email, Special Requests and your custom fields. After submitting they see the confirmation message and a manage page where they can cancel with an optional reason. Clear messages cover a full slot, a past time, and a party too large for the time.

The business receives the reservation in the console, the WhatsApp confirmation goes to the customer and to staff numbers if configured, and the guest can be turned into a lead with their reservation history.

Table Reservations: the staff console

Filter by Date, Branch and Status: Pending, Confirmed, Seated, Completed, Cancelled, No Show. For each row you can change status, edit, assign one or more tables or units, copy the booking reference, open WhatsApp or the chat inbox for the guest, mark a deposit paid or upload proof, and create a manual reservation. Two badges to watch: Needs allocation (no valid table fits at that time) and Times up (the slot has run over; complete it to free the table). A reservation needs a table number before its status can move.

Dashboard and reports

The Dashboard tab shows totals for the chosen branch and date range: reservations, headcount, tables booked, confirmed, pending, seated, cancelled, no-shows, completion rate and average party size, with a chart by time slot. Export Report produces a daily, weekly, monthly or custom PDF or CSV.

Open reservations for a restaurant

  1. Branches → Add Branch (Dining), fill the phones and timezone.
  2. Room Types & Tables → Add Item: 2-seater quantity 6 capacity 2, 4-seater quantity 8 capacity 4, slot duration 90, Allow Instant Booking on.
  3. Reservation Events → create Dinner Reservation: duration 90, interval 30, buffer 15, operating hours 18:00 to 22:00, enable WhatsApp notification with your host's number.
  4. Copy the booking link into your Instagram bio and Google Business profile.
  5. Each evening open Table Reservations for today and work through Pending and Needs allocation.