Managing Reservations

The Reservations module is the core of DinerEase RRS. Create individual bookings, manage bulk reservations, search by name and track every guest's journey from pending to confirmed.

How to Create a Reservation

01

Open the Reservations Calendar

From the sidebar, click Reservations. You'll see a calendar view on the left showing all days with bookings. Click any day to filter, or click New Reservation in the top right corner.

Dashboard β†’ Reservations
02

Select a Date and Time Slot

Use the date picker to choose the reservation date. Time slots are loaded dynamically based on your restaurant's opening hours. Full slots are automatically excluded.

03

Assign a Table (Optional)

After selecting a time, a table picker appears showing available tables grouped by dining area. Select any table or skip this step β€” you can also assign a table later from the reservation card in the calendar view.

Tables that are already occupied at the selected time are automatically hidden from the picker β€” no risk of double-booking.
04

Enter Guest Details & Confirm

Fill in the guest's name, phone, email and party size. Review the booking summary in the right sidebar, then click Create Reservation. A unique confirmation number is generated automatically.

Status: Pending Confirmation # auto-generated

Assign or Change a Table Later

From the Reservations Calendar, click any reservation card to open the detail modal. In the Table field, click Assign or Change. A second modal slides open showing all available tables grouped by area for that exact time slot. Select a table and click Confirm Assignment β€” the reservation updates instantly. To remove an assignment, click Unassign and confirm.
Floor Plan Management

Areas & Tables

Areas & Tables let you model the physical layout of your restaurant inside DinerEase. Define distinct dining zones β€” Rooftop, Terrace, Main Hall β€” then populate each with individual tables. Once configured, your floor plan powers table assignment in reservations and the live Table Calendar.

Create Area Name, capacity, photos
β†’
Add Tables Name, capacity, location
β†’
Assign to Reservations Per booking, per time slot
β†’
View on Calendar Day & week live view
Floor Plan Preview β€” Live Status Thursday, Jun 25 Β· 19:00
Available
Reserved
Maintenance
Rooftop Terrace Max 50 guests Β· 4 tables Β· AC, Sea View
T12–4p
T24–6p Β· Maria
T34–6p
VIP6–10p
Occupancy8 / 50
Main Dining Room Max 80 guests Β· 5 tables Β· AC, Indoor
Table 12–4p Β· Ahmed
Table 24–8p Β· Group
Table 32–4p
Table 4Maintenance
Window2–4p
Occupancy14 / 80

How to Create a Dining Area

01

Go to Areas

From the sidebar or Action Hub, click Areas & Tables then New Area. This opens the area creation form with a live preview sidebar showing exactly how the area card will appear in the listing.

Action Hub β†’ Areas β†’ New Area
02

Fill in Area Details

Enter a name (e.g. Rooftop Terrace), the maximum occupancy for the zone, an optional description and characteristics (AC, Sea View, Smoking Zone β€” comma-separated). These help staff and guests understand each area's features.

03

Upload Area Photos

Upload up to three photos of the area. Click any of the three image slots to browse, or drag and drop. A live preview updates immediately. Photos appear on the client-facing booking form when guests choose their preferred area.

The first photo is the main card image β€” choose the most flattering shot of the area. Max 5 MB per photo, JPEG / PNG / WebP accepted.
04

Save and Configure Tables

Click Create Area. You'll be returned to the Areas index where the new area card shows its occupancy fill bar. Click Configure Tables on the card to start adding tables to this area.

Area created Now add tables β†’

How to Add Tables to an Area

01

Open the Area's Table List

From the Areas index, click Configure Tables on any area card. This opens the Tables page for that specific area, showing all existing tables as a list with their status, capacity and location hint.

02

Click Add Table

Click Add Table in the top right. Fill in the table name or number (e.g. Table 5, Window Seat, VIP Booth), minimum and maximum guest capacity, and optionally a location hint (Near Kitchen, Window Side, Terrace Left Wing).

03

Set the Table Status

Choose a status using the radio card selector:

Available β€” ready for bookings Reserved β€” currently assigned Maintenance β€” temporarily unavailable
The system validates that adding this table won't exceed the area's maximum occupancy. It also prevents duplicate table names within the same area.
04

Save β€” Instantly Available

Click Add Table. The table appears immediately in the list and is now available for assignment in reservations and visible on the Table Calendar. A live preview shows exactly how the table row will look before you save.

Occupancy Protection

The system tracks total table minimum capacity vs the area's maximum occupancy. If adding a table would exceed the limit, the creation is blocked with a clear error message.

Duplicate Prevention

Two tables with the same name cannot exist in the same area. The system will return a clear validation error before saving, keeping your floor plan consistent.

Edit & Delete

Every area and table has an Edit button in its card. Changes take effect immediately. Deleting an area soft-deletes it along with all its tables β€” historical reservation data is preserved.

Client Booking Integration

When guests book online, they see a step to choose their preferred area with photos and descriptions. Their selection is recorded on the reservation and visible to staff in the calendar and detail panel.

Visual Operations

Table Calendar

The Table Calendar gives you a real-time bird's-eye view of your entire floor plan across time. See at a glance which tables are free, reserved or pending β€” for any day or the full week.

Day View

Shows every table as a column with all time slots as rows. Each booked cell displays the guest's first name and party size in colour β€” green for confirmed, amber for pending, red for cancelled. Click any cell to open the full reservation detail.

Week View

Each table expands across 7 day columns. Perfect for spotting patterns, identifying slow days or planning event nights. Today's column is highlighted in gold. Past days are dimmed.

Date Picker Navigation

Use the date picker at the top to jump to any date. Closed days are shown with a diagonal stripe pattern β€” clicking them still shows the visual but all cells are greyed out. A banner confirms why the restaurant is closed.

Slide-in Detail Panel

Click any booked cell to open a detail panel sliding in from the right. It shows the guest name, contact info, party size, table, time, special requests and a direct link to the full reservation page.

Pro tip: Use the Table Calendar at the start of each service to do a quick visual check. The stats strip at the top shows confirmed, pending, and total table counts at a glance β€” no need to open individual reservations.

Joe AI Assistant

Meet Joe, your dedicated DinerEase virtual manager. Fully integrated into the Action Hub, Joe answers operational questions, tracks capacity and provides instant analytics in plain language.

Preventing Overbookings

"How can I stop overbookings automatically?" Joe tracks capacity pools dynamically, dropping out full slots before errors happen.

Referral Tracking

"How many bookings did our concierges bring in?" Joe polls your collaborator network and exposes instant volume analytics.

Modifications Audit

"Who changed reservation #RES-011?" Joe cross-references the Changes Journal validating exact state variations line by line.

Capacity & Block Dates

"Can we safely take a group of 12 next Friday?" Joe scans closure records and capacity thresholds, preventing timing conflicts.

Privacy & Isolation: Joe works strictly within your restaurant's sandbox. Your guest data, menus and partner lists are isolated and cannot be accessed by other restaurants on the platform.

Creating & Managing Events

Events let you create special evenings, ticketed dinners, tasting sessions or invitation-only nights. Each event has its own booking link, capacity management and access control.

01

Go to Events β†’ Create

From the Action Hub, click Events then Create New Event. Add name, description, date, time, price (DH) and maximum guest count using the +10 / -10 counter.

Action Hub β†’ Events β†’ Create
02

Choose a Status

Select visibility using the radio card picker:

Open β€” bookable by anyone Invitation Only β€” access code required Sold Out β€” no new bookings Closed β€” hidden
03

Share the Booking Link

After creation, copy the public booking URL from the event detail page and share via WhatsApp, Instagram or email. For Invitation Only events, share the access code separately.

The live preview updates in real time β€” no need to save to see how your event looks to guests.

Managing Collaborators

Collaborators are agents, travel agencies and partners who send guests to your restaurant. Tracking them lets you measure the value of each relationship and reward your best-performing partners.

01

Open Collaborators & Create

Go to Action Hub β†’ Collaborators β†’ New Collaborator. Enter name, email, phone, address, type and any internal private notes.

02

Link Reservations

When creating a reservation, select the collaborator from the optional dropdown. Their card automatically accumulates stats β€” total confirmed reservations, guests sent, and an activity bar relative to your top performer.

The collaborator profile shows their full reservation history, average guests per booking and contact details β€” useful for quarterly performance reviews.

AI-Powered Insights

The Insights module gives you a live overview of your restaurant's reservation performance across multiple time periods. Export any period to a PDF report in one click.

01

Navigate to Reports & Insights

From the sidebar, click Reports & Insights. The page loads live data β€” no filters needed to see current performance.

02

Read the Insight Cards

Each card represents a time period (Today, This Week, Next Week, This Month…). It shows total reservations, total guests, avg guests/booking and a proportion bar.

03

Generate a PDF Report

Click any report type (by Day, Date Range, Collaborator or Event). Choose a status filter and the PDF opens in a new tab. You can also click any insight card directly to trigger its PDF.

The Action Hub

Your central control panel β€” one-click access to every major feature. Designed to make your daily workflow as fast as possible.

My Restaurant

View and edit your restaurant's core settings β€” name, description, address, opening hours and contact information.

Collaborators

Manage your partner network. View stats, edit profiles and track guest volume per partner.

Closing Days

Block out dates when your restaurant is closed. Guests cannot book on closed days and the calendar shows them striped.

Users

Manage staff access β€” add, remove or adjust permissions for front-of-house and managers.

Areas & Tables

Configure your restaurant's physical floor plan β€” dining zones, individual tables, capacities and statuses.

Gallery

Upload and update your restaurant's four images that appear on your public profile and booking pages.

Reference

Status Reference

Every reservation, table and event has a status. Here's what each one means.

Reservation Statuses

Pending

Created but not yet confirmed by staff. Default for new online bookings.

Confirmed

Reviewed and confirmed by staff. Counts towards capacity and reports.

Cancelled

Cancelled by guest or staff. Excluded from capacity but visible in history.

Table Statuses

Available

The table is configured and ready to be assigned to reservations. Shows in green on the Table Calendar.

Reserved

The table is currently assigned to a reservation at this time slot. Blocked from assignment to other bookings at the same time.

Maintenance

The table is temporarily unavailable β€” broken chair, reserved for setup, etc. Hidden from the assignment picker until status is changed.

Event Statuses

Open

Live and accepting bookings from anyone with the link.

Invitation Only

Live but requires a private access code to book.

Sold Out

Visible but no new bookings can be made.

Closed

Completely hidden. Permanent from the UI β€” contact admin to reopen.

Frequently Asked Questions

Common Questions

There is no hard limit on the number of areas. You can create as many as your physical restaurant has β€” Main Hall, Terrace, Rooftop, Private Room, Garden, etc. Each area is independent with its own tables, capacity bar and images.
No. The table assignment picker automatically hides any table that is already booked at the selected date and time. This prevents double-booking at the table level regardless of overall restaurant capacity. If you try to manually assign the same table twice, the system will block it.
Areas and tables use soft delete β€” they are hidden from the interface but not permanently removed from the database. Existing reservations linked to a deleted table retain their table_id in history. The reservation detail and Table Calendar will show the table as "deleted" rather than blank, preserving your audit trail.
Yes. Open the reservation detail, click Cancel, select a reason and confirm. Status changes to Cancelled, the table assignment is automatically freed, and the reservation is removed from capacity counts but remains visible in history.
Yes. The client booking form includes an optional Area selection step (Step 3 of 4) that shows area cards with their photos, table count, maximum occupancy and characteristic tags. Guests can choose their preferred area or skip the step entirely β€” it is never required.
Go to Reports & Insights and click Reservations by Collaborator. Choose a status filter then click Generate PDF. The report opens in a new browser tab listing every reservation linked to that collaborator.
Each area photo must be under 5 MB. Accepted formats are JPEG, PNG and WebP. For best quality on the client booking page, use images at least 800px wide with a 4:3 or 16:9 aspect ratio.