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Simple Assignments
Assign customers to employees, tables, rooms, and more
When you assign customers to resources you can easily see what you have available to serve the next customer, whether it’s tables at a restaurant, lanes at a bowling alley, or chairs in a barber shop. From the Assignments screen you can quickly tap on a resource to open the action bar at the bottom. Choose a party from the waitlist to assign to the resource, or simply serve them now.
Grid View is available with a Pro or Platinum subscription; Platinum includes a full floorplan layout
If you prefer to work directly from your waitlist, you can press in the Assign column for a customer to see a list of tables. There will also be a button at the top right of this menu, for Grid or Floor (depending on what view you’re using). Pressing that button will take you to the grid or floor view, where you can then tap on a table to assign the party. (And to choose more than one table, press and hold the first one, then select Done when you’ve chosen all of the tables.)
Alternately, if you already know where the customer will be going when you are adding them to the list, you can give them their assignment right away. As you move through the screens to add a guest to the list, you’ll be able to see available resources in green (as well as their size). As more of your resources get assigned, you can see what is available or coming open soon much faster, since those will be at the top of the list.
You can also choose to add an assignment to a reservation, or when editing a party’s details on the waitlist.
If your business has more of a self-service aspect where you need to let the customer know where to report to, simply add the [assign] variable to the outgoing text notification. For example, the text could say ”We're ready for you! Please come to [assign].” and the customer would see the name of the resource you assigned in the text as “We’re ready for you! Please come to Room 2.” Just make sure to assign the resource to the customer before texting them!
Once the customer is served/seated, the resource will show as red (taken), and a counter will start tracking how long that party has been there. There are multiple ways you can view your resources and see at a glance what’s open, taken, reserved, etc. See more here.
Grid View is available with a Pro or Platinum subscription; Platinum includes a full floorplan layout
If you prefer to work directly from your waitlist, you can press in the Assign column for a customer to see a list of tables. There will also be a button at the top right of this menu, for Grid or Floor (depending on what view you’re using). Pressing that button will take you to the grid or floor view, where you can then tap on a table to assign the party. (And to choose more than one table, press and hold the first one, then select Done when you’ve chosen all of the tables.)
Alternately, if you already know where the customer will be going when you are adding them to the list, you can give them their assignment right away. As you move through the screens to add a guest to the list, you’ll be able to see available resources in green (as well as their size). As more of your resources get assigned, you can see what is available or coming open soon much faster, since those will be at the top of the list.
You can also choose to add an assignment to a reservation, or when editing a party’s details on the waitlist.
If your business has more of a self-service aspect where you need to let the customer know where to report to, simply add the [assign] variable to the outgoing text notification. For example, the text could say ”We're ready for you! Please come to [assign].” and the customer would see the name of the resource you assigned in the text as “We’re ready for you! Please come to Room 2.” Just make sure to assign the resource to the customer before texting them!
Once the customer is served/seated, the resource will show as red (taken), and a counter will start tracking how long that party has been there. There are multiple ways you can view your resources and see at a glance what’s open, taken, reserved, etc. See more here.