Quick Start Guide

DD_Planner_HTML

Welcome

Welcome Screen
Choose your role: ADMIN or HOST. A paid subscribed ADMIN can change the initial setup page (main board) and invite up to 3 HOSTs which can only view, add or modify reservations.

Settings

Enter Settings

By clicking the dehaze button

Modifying the initial settings is a subscribed ADMIN privilege only. HOSTs can only view settings here.

Business Name

Set your custom name that will show on the top banner of the application

Logo

Upload your resaurants’ logo

pan_tool NOTE: Recommended formats are PNG JPEG 150x150 px

Skin Color

Use the color picker to choose your favorite color

Adding a Table

Adding a table will configure the vertical scale of the main board. First, it is recommended to delete the given tables in the initial demo setup. Then, start to customize your own: give your table a short name (not more than 6 characters) and number of seats

pan_tool NOTE: Deleting a table will also delete all its’ attributed reservations, therefore it is recommended not to make any changes to tables after your customized setup

Reservation hours

Setting the reservation hours will configure the horizontal scale of the main board

pan_tool NOTE: Modifying the hours will also delete all its’ attributed reservations, therefore it is recommended not to make any changes after initial setup

Min. Intervals

Set the intervals of the main board. Options are every 15, 30 min. or every whole hour

pan_tool NOTE: Recommended to set on 30 min. - otherwise table reservations on some devices might seem a bit "compressed" and not be friendly to read

Max. Reservation Time

This will determine the reservation default time for each table. Example: if set to 2 hours then a table reserved for 20:00 will auotmatically be reserved until 22:00.

pan_tool NOTE: If you want a shorter reservation period, set it in the end time box. If you want a longer reservation other than the default - need to set another consecutive reservation

Adding Hosts

Any Admin (Restaurant owner) can invite up to 3 HOSTs which can view all existing reservations, add or modify existing ones. Set for each an "Email" which will be his login User, and a "Name" which will be the system name in all log data.

pan_tool NOTE: The HOSTs' email will be his username to Login

History / Log

Displays a log table of all history reservations. Use the Download button to export a CSV file to your device

pan_tool NOTE: The CSV with all data can be stored locally on your device or shared via email etc.

Main Board

Scroll Dates

See all reservations in main board table for today, your future reservations and those from the past

This feature is enabled for subscribed ADMINs and their HOSTs only.

info IMPORTANT: By default a new reservation will be opened for "Today". To open a future reservation, first scroll to its’ date, then click NEW

New Reservation

Click the NEW button to open the Reservation panel, or on any table in the vertical column

Reservation Colors

Basically, reservation tabs are in red. If marked as "HERE" - it will change to brown. Any last reservation that was added or modified - will be green

Main Board - Total Sums

The bottom row in the main board will sum the total guests for each time period indicated. The right column will sum the total guests for each table - and the total number of guests expected for the given date

Main Board - Zoom in & out

Use the magnifying glasses to have a better overview for all reservations without the need of scrolling the page

Reservations

Entering a new reservation

Enter Name, Tel/Mobile and number of Guests. The Planner will show only relevant tables available.
Special comments can also be added (Birthday, Non-Smoking etc.)

remove_red_eye NOTE 1: Click PREVIEW to see possible reservation tabs on main board , then click BACK to this panel to ADD the reservation

pan_tool NOTE 2: By default, the reservation time will be set as in the ADMINs' settings panel (see above: Max. Reservation Time) . If you want a shorter reservation period, set it in the end time box. If you want a longer reservation other than the default - need to manually set another consecutive reservation

Changing / Deleting a Reservation

On the main board, click on the desired reservation tab. The blue reservation panel will open - then modify and SAVE or click DELETE (confirm popup).
To cancel, just click SAVE or use device BACK button

pan_tool NOTE: "More info" is shown in this panel: when reservation received, by whom (username), and the unique reservation ID

Indicating Guest has arrived

On the main board, click the red reservation tab. The blue reservation panel will open - then click HERE. The red tab will change its' color on main board to brown

sync NOTE: To reverse this action, click tab again and select NOT HERE

Waiting List

If there are no free tables for a requested reservation regarding time and number of guests - the ADD button will change to WAITING. In the main board a yellow cell will indicate there are waiters for this hour.

repeat NOTE: Retrieving a waiting reservation: If a table is free now, click the yellow cell to view all pending reservations. Click a reservation to open its' panel, assign the table and click ADD

Black List

Restaurants want to remember guests that made a "No-Show"... By checking the "Add phone to Blacklist" near the DELETE button (confirm popup), the reservation will be deleted and the guest will be added to the Blacklist. Next time this number will ask for a reservation - a unique sign person_pin will appear next to it. This is just a reminder - it can be then added normally as a new reservation

pan_tool NOTE: Phone number must be a least 6 digits to be added to list