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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. Axis Editor is the main editing tool used anywhere content and imagery is placed throughout the website. Use Case(s) A Club may wish to allow their Members to register for Dining Reservations utilizing the on-line Reservations system. Additionally, the Club may also utilize the Clubessential Office Product, with Food and Beverage POS fully implemented in their Dining facilities. In addition to allowing the Members to make reservations online, the Club is interested in assisting Members who call-in or walk-up with making a Dining Reservation. Daily, the Club would also like the Food and Beverage areas of their Club to have integrated visibility and editing capabilities to the Dining Reservations, be able to easily convert the reservations into POS dining tickets; assign tables and servers to the Reservations, add items to the Tickets, and ultimately charge their Members. The Unified Suite provides the Club with the ability to meet their goals.Website Admins and Editors will use the Axis Editor when updating content and imagery on the website. |
Video
This video contains highlights from a training Webinar given on the Dining Unification processAxis Editor.
Note: Sections of the video have been referenced below with corresponding times in the video for ease of access
| Total Video (Length) | 9:23 | |||
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| Website - Member Makes a Reservation | 0:51 | POS - Create Ticket from Reservation (Assign Table and Server) | 5:36 | |
| POS - Dining Room Manager Perspective | 2:40 | POS - Dining Room Review/Ticket Audit Preview | 6:25 | |
| POS - Dining Tab Overview | 3:15 | POS - Dining Room Server Perspective | 7:16 | |
| POS - Show Admin Dashboard (Make Real Time Reservations) | 4:35 | POS - Convert Open Ticket to Member Charge | 7:46 |
Content
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Reservations/Dining
Make a Reservation (as a Member)
Once a Member makes a Reservation on-line using the Clubessential Dining Reservations product, the Reservation fully integrates into the Food and Beverage POS application.
For example a member could make a reservation on the website as follows:
Navigate to Book a Table
Select Reservation Date/Dining Room/Time
Select the Date, scroll to the desired Dining Room (if more than one exist), and select specific time slot by clicking on the Booking block.
Complete Registration Booking Form
Once a time is selected, the Reservation form will appear. Complete the form, and click “Make Reservation.”
Confirmation screen of reservation being received will appear.
Once a Member makes a Reservation online using the Clubessential Dining Reservations product, the Reservation fully integrates into the Food and Beverage POS application.
Point of Sale (POS)
To view the existing Dining Reservations, log in to the Food and Beverage POS Terminal associated with the Dining area.
Dining Tab (as a Dining Manager)
Once logged in, navigate to the “Dining,” tab.
Main Grid
All Dining reservations for Today (default date) will appear on this tab.
Colors Displaying on Main Grid
To learn more about the Color meanings on the grid, click on the “Colors” button in the bottom right hand side of the screen. A Color Picker window will launch.
Default colors are as follows:
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.”
Club Display
This filter contains the Club(s) available in the POS. In the event more than one Club exists in the system, selection of a particular Club will be available here.
Dining Rooms Display
The filter (below) 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 dinings 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/Edit Reservations within POS
To make a new Reservation, click on the desired time of the reservation to launch the Reservation form.
Complete the Reservation form, and click, “Make Reservation.”
To edit or cancel a Reservation, click on the Reservation.
Make changes as necessary to the Reservation Form, and click “Update Reservation.”
Click, “Cancel Reservation” to eliminate reservation from the Dining System.
Choose, “Discard Changes,” to exit 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.
Convert Dining Reservations to Open Tickets
To convert a Dining Reservation into an Open Ticket, click on the desired Dining reservation.
Next, ensure the Dining Room is set correctly, and then select a table.
Once a table has been selected, assign a server to the table. Click on Server’s name to assign the server to the table.
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 below, entree salads were just ordered, so it is likely the table will not be finishing up in the very near future.
Dining Tab (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.
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
Q. How do I re-open a closed ticket?
A. Go to System Tools, Closed Tickets, find ticket, and click Re-Open Ticket. Confirm Re-Open, and modify as necessary.
Q. How does the Member Charge All function work?
A. This feature is not applicable in the Dining Reservations system. It is applicable for Events and Tee Times. See respective guides for more information.
Q. Can Birthday cake be added as an Option when making a reservation?
A. 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.
Q. Can a Reservation be made directly from the Point of Sale?
A. 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.
Q. How do I know if I am set up for Dining Unification?
A. Contact your Account Manager. If you don’t know who your Account Manager is, email am@clubessential.com, and someone will follow up with you to let you know.
Downloadable Guide
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Accessing the Tool
Click to Edit: Access the Axis Editor by clicking on any Click to Edit button on the website.
Editor Tools
The Quick Tab Toolbar and the Menu Bar of the Axis Editor contain the main tools that will be used to edit content.
Quick Tab Toolbar
The Quick Tab Toolbar contains commonly used icons and options to format content.
Save: Sets changes live immediately.
Undo/Redo: Reverse to previous step, or re-do previous undone step. Click the small down-arrow to the right of the buttons, to see (and optionally select) a list of the latest steps to undo or redo.
Cut/Copy: Cut and Copy content within the editor.
Paste as Plain Text: Code is carried over from outside sources, which is not compatible with the website design. Instead of pasting content directly into the Axis Editor, use the Paste as Plain Text function to paste content. This tool will strip formatting so the proper formatting can be applied.
Style Tags: Font options that were determined during the design phase. Apply Style Tags to change the font throughout the content.
Font Options: Additional font options that may be used.
Image Explorer: Opens the Image Explorer for adding imagery to the content area.
Insert Table: Allows for a table to be added.
Insert Hyperlink: Used to insert various hyperlinks such as: event links, article links, document links, page links, or to remove hyperlinks.
Insert Snippet: Snippets are dynamically populated based on information in the Directory and Accounting system. Snippets may be used to personalize pages (Examples: Member Name, Email Address, Minimum Left Unspent).
Format Stripper: Used to remove hidden style codes from the content.
Menu Bar
The Menu Bar contains commonly used actions and additional ways to access formatting tools when working in the Editor.
Page: Here we can save our work, access logs, and save drafts and templates.
Save as Draft: Save page changes for later. This will not publish the changes live, and allows the page to be worked on at a later date. Once saved, Drafts are stored (and retrievable) under Revisions.
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Save as Template: Save Pages as Templates. A Template is a pre-formatted file that serves as a starting point for a new document in the future. Oftentimes, templates are used in conjunction with Email.
To save new template, name the template, click on the desired folder location to save template, and then click Save Template.
Revisions: Shows previous version of the page changes. May be used to load an older version of content to the page. This is where we access Drafts and Logs after we Save as Draft.
Format: Alternate ways to address font styling.
Tables: Different Options for working within tables.
Adding Content
Inserting Content
Content can be added by directly typing into the editor, or by copying from an outside source and pasting into the editor. If copying from another source, please use the Paste as Plain Text function as detailed below.
Copy content from another source like Word by highlighting the text and using CONTROL + C to Copy.
Go back to the Axis Editor, and open the Paste as Plain Text Function.
Once the Paste as Plain Text function is open, use CONTROL + V to paste the text into the Paste as Plain Text function. Then click Paste to insert the content into the Axis Editor.
Once the content is in the Axis Editor, highlight the text and apply various Style Tags as needed.
Heading 1: typically used for Page Titles
Heading 2-6: used for various sub-headings
Normal: used main body text
Inserting Images
Images must first be uploaded to the Image Explorer before they can be used on the website.
- Access the Image Explorer from the Quick Tab Toolbar or from the Menu Bar under Insert > Image.
- Access the Image Explorer from the Quick Tab Toolbar or from the Menu Bar under Insert > Image.
Choose the Folder in which your image is located.
- Double click on the Image Name to Insert onto page.
Styling Images
Add styling Images such as wrap text and padding.
Right click on the Image > Image Properties
Choose Text Alignment to have content wrap around the image.
Add Padding to create space between the image and content.
- Common Padding Sizes: 5px, 10px, 15px, 20px.
Below, we can see we have space, or Padding, between the image and the content.
Inserting Tables
Tables can be used to help align content. Most commonly used when adding lists in columns such as contact information, tournament results, or document links.
- Click on the Table function from the Quick Tab Toolbar, or use the Menu Bar, Insert > Table
- Click on the Table function from the Quick Tab Toolbar, or use the Menu Bar, Insert > Table
Quick Tab Toolbar
Menu Bar
- Choose the amount of rows and columns for the table and the table will automatically be inserted on the page.
- Click mouse inside cell of inserted table and start typing. Cell will expand.
Styling Tables
- Right click on the inserted table, and choose Table Properties
Apply styling to the Table or Cells.
Adjust Table Width or Height by adding a percentage or pixels.
It is best to not assign a height as the table will grow with the amount of content
It is best to assign a 100% width to the table so it spans the full content area.
- Adjust Cell Width or Height by adding a percentage or pixels
- Useful when wanting each cell to have a fixed width or height
- Apply content position to the table
- Apply content position to the cells
- Add padding to cells using the Style Builder option.
Save/Publish Content
When finished editing, click Save to publish changes and exit the Editor.
Best Practices
When copying content from an outside source, always use the Paste as Plain Text function to strip outside formatting. This will ensure that the proper pre-defined font options are applied to the content.
Using additional font options is not recommended as it is best to streamline content font. It is best to only use the Style Tags option.
Resize and Crop Images prior to using imagery on the website to ensure the proper dimensions rather than resizing on the page.
- Remember to Save after edits are made or edits may be lost. Once Saved, the changes will publish live.
FAQs
Downloadable Guide
Normal: used main body text