Who can do this?
Owners, Managers, and Staff can create bookings. These roles can also search for and create guests from the booking form. Changing the shop’s booking settings requires an Owner or Manager.Where
In the web app, open Bookings and select New booking.Enter the visit
- Select Choose or create guest to find an existing guest or add one. Search by name and narrow the search if the list does not show the person you need. Selecting a guest fills their details into the form; check them before continuing.
- Enter or confirm Full name and at least one contact method: email or phone. Names must contain between 2 and 100 characters; use letters, numbers, spaces, apostrophes or hyphens. Check the country code when entering a phone number.
- Choose the party size, date, and offered start time. Use a date from today onward and a party size within the shop’s limits.
- Select the visit duration when that choice is shown. When duration choice is disabled in booking settings, the web form uses the shop’s standard duration for a new booking.
- Add any useful notes, up to 64 characters. Keep them relevant to this visit.
- If tables are configured, review the optional table selection. Choose the intended table or combination and check its room and capacity. Lock assignments protects selected table assignments from automatic redistribution; it does not remove scheduling conflicts or increase capacity.
- Select Create booking and wait for the success message. Open the booking to check its date, start time, duration, guest, status, and tables.