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Table of Contents
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Overview
The Unified Platform allows Clubs to manage their Dining Reservations seamlessly across the Reservations System into the Office Food and Beverage POS System; ensuring Administration, Members, and the Dining Staff have the tools they need to reserve and manage the Club’s Dining experience.
Required Permissions
Website Admin
POS Access
Accessing the Tool
Login to the Food & Beverage POS Terminal associated with the Dining area.
Navigate to the Diningtab.
All Dining reservations for today (default date) will appear on this tab.
Click the Club Display drop down to select the appropriate. Please note In the event more than one Club exists in the system, selection of a particular Club will be available here
Please note: More than 1 option will only appear if there is more than 1 company in the system setup.Click the All Resources drop down to select which Dining Room to view.
Click the Show Admin Dashboard button in the upper right-hand corner of the screen to make/edit reservations directly from the POS. Once clicked, the Admin WebView functionality launches.
Reservation Color Scheme
Click on the “Colors” button in the bottom right hand side of the screen. A Color Picker window will launch.
Dark Green - Paid/Closed Reservations
Yellow - Partially/Open Tickets (Converted from Reservations)
Light Green- Alternating (Used in every other row of the grid for tickets with no status to make grid display easier to read.)
Colors may be changed by clicking on the color, selecting a new color, and clicking, “OK.”
Dining Rooms Display
The filter contains the Dining Rooms. Most Clubs have more than one Dining Room, and as a Dining Room Manager, it is common to utilize the “All Resources” option within the drop-down to display all dining reservations in the Club.
Show Admin Dashboard
Click on the Show Admin Dashboard button in the upper right-hand corner of the screen to make/edit reservations directly from the POS. Once clicked, the Admin WebView functionality launches.
Make Reservations within POS
To make a new Reservation, click Click on the desired time of the reservation to launch the Reservation form.
Complete the Book Reservation form , and click, information.
Click Make Reservation.
Edit Reservations within POS
To edit or cancel a Reservation, click Click on the Reservation.
Make changes as necessary to the Book Reservation Formform.
Click Update Reservation.
Click , Cancel Reservation, to eliminate reservation from the Dining System.
Choose, Click Discard Changes, to exit the form without making any changes.
To navigate to a different Dining Room within the Admin Dashboard, click on the tab of the Dining Room desired.
Click Hide Admin Dashboard to return to main Dining Reservations grid.
DiningConvert Reservations to Open Tickets
To convert a Dining Reservation into an Open Ticket, click Click on the desired Dining reservation.
Ensure the Dining Room is set correctly.
Select a tableOnce a table has been selected, assign a server to the table.
Click on Server’s name to assign the a server to the table.
Please Note
: The ticket is open, the Table and Server have been assigned, and the Reservation moves to Partial/Open status (yellow
Review Dining Room Status
To review the status of the open Dining Room tickets, click on an open (Yellow ticket to launch the Ticket Audit Preview screen.
The food ordered can be viewed, and therefore an estimate of when the table may be available could be obtained.
In the example, entree salads were just ordered, so it is likely the table will not be finishing up in the very near future.
As a Server
The Dining tab and associated reservations are also viewable to the Servers.
Convert Open Ticket to Member Charge
Once ticket has been assigned to a Server, the Server can access the Ticket on the Tickets tab. Server will click ticket to open.
Once open, items can be added utilizing normal POS functionality.
When complete, ticket can be closed based on Member/Guest payment preference.
Review Dining Tab (Reservations)
Servers also have access to the Dining Tab, and can review upcoming reservations.
Related Resources
Best Practices
At the end of the shift or evening, go into System Tools, go to the Open Tickets tab, review open tickets and ensure all open tickets are closed appropriately.
FAQs
How do I re-open a closed ticket?
Go to System Tools, Closed Tickets, find ticket, and click Re-Open Ticket. Confirm Re-Open, and modify as necessary.
How does the Member Charge All function work?
This feature is not applicable in the Dining Reservations system. It is applicable for Events and Tee Times. See respective guides for more information.
Can Birthday cake be added as an Option when making a reservation?
Yes, Birthday Cake can be created as an option, similar to the High Chair/Booster seat options that can be set up. The Options do come over to the POS, and are visible in the Options column in the main Dining Grid.
Can a Reservation be made directly from the Point of Sale?
Yes, a reservation can be made directly from the POS by utilizing the Admin Dashboard. Once the Dashboard has launched, select the Dining Room, the time, and then make the reservation utilizing the Reservation form. The information exists in real-time within the POS once the Reservation has been booked.
How do I know if I am set up for Dining Unification?
Contact your Account Customer Success Manager. If you don’t know who your Account Manager CSM is, email am@clubessential.com, and someone will follow up with you to let you know.
