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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. Site Statistics are a collection of reports about user interactions on the website. The tool allows for a quick gauge of usage from guests and members alike. 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.Using Site Statistics gives insight into user behaviors, which can be used to provide direction about what works and what does not work on the website. Regularly running Site Statistics can give powerful insights that will ultimately help make decisions on content and how to maximize exposure for the content you want to be seen. |
Video
This video contains highlights from a training Webinar given on the Dining Unification process Site Statistics.
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 |
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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?
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Accessing the Tools
To access the email creation tools, follow the steps below depending on your access role.
Admins: Hover over Admin bar in the left hand corner of the screen, select Site Statistics.
Editors: Hover over Admin in the main navigation, select Site Activity, and then Site Statistics.
The following Site Statistics Interface will launch.
Site Statistics Tools
Usage Stats: provides in-depth statistics about user interactions, such as: daily history, hourly history, search phrases, and more. The most useful Usage Stats will be covered later.
Session Details: shows all of the pages visited for a single visitor on a given day. This is not commonly used.
Menu Details: provides an overview of the site navigation and how many clicks each menu item has for a given time frame.
Global Services: provides statistics for services such as the Directory and Calendar. This is not commonly used for everyday purposes.
User Logins: statistics for the number of user logins which can be grouped to show useful data about members.
Summary: shows number of hits by visitors and users for the site group by months. This is used as a general overview for site statistics, but does not contain statistics commonly used to drive decisions about the site.
Usage Stats
Most versatile tool for gauging member interaction, and is the most used statistic.
Date Range: using the datepicker, adjust the date range in order to capture data from a certain time frame. It is best to only review a few months at a time, as the more months are reviewed the longer it can take to pull data.
Included Admin Levels: allows to view stats for visitors, members, admins, and editors. In most cases, uncheck admins and editors as this may skew the numbers of meaningful data.
Statistics: all stats that can be displayed under Usage Stats are enabled or disabled here. Hover over the Select Statistics to Display button. Use the checkboxes to determine which stats to review. You may select one or multiple statistics to review.
Once a stat is selected via the checkbox, click refresh to capture data in the interface.
Summary: provides an overview of several key statistics used for general traffic patterns.
Unique IPs: roughly the number of unique visitors. Counts visits from a single computer as 1 unique visit.
Number of Sessions: number of overall visits. This will count if the user lands on the site and then exits. Returning users will count as a separate session.
Unique Page Hits: shows the number of unique hits. Does not count page refreshes.
Daily History: shows stats for each day in a range. This can be used for more precise details about traffic. Table of raw figures will show the top number in red.
Day of the Week History: groups stats by day of the week. This will show which days of the week are most popular for traffic. This data is very useful in deciding what days of the week to release campaigns or generate new content.
Along with Day of the Week History, we can view Hourly History in tandem to pinpoint not only which day is most popular but which hour of the day is most popular. Combined, these two stats reveal the best day of the week and time of day to market towards your membership.
Dynamic Page Views: groups the unique page hits and all page hits by page. This will show the most popular pages for a selected date range. Useful when looking to cross market, so ensure that the marketing pieces are placed on the most popular pages.
Page Views by Module: groups page views by modules on the website. Modules are the Directory, Calendars, Articles, and Statements. This is not used as frequently for tracking activity.
Referrers: shows stats for visitors who arrived from another location.
Browser & OS: information about what software and devices are being used to access the site.
Request Information, Session Information, and Crawler Visits: very specific, infrequent uses.
Search From: shows visitors grouped by search engine.
Search Phrases: lists tops search phrases that lead visitors to the site.
Search Phrases by Engine: shows top search phrases by the search engine.
Menu Details
Shows the number of clicks on each menu item for a given time range.
Useful for making several decisions such as:
Deciding where to place a page that could go in several locations.
- Deciding where to place new cross marketing material.
Best Practices
It is important to check Site Statistics every so often before big decision making with content, or after sending campaigns. By understanding and using Site Statistics, you can then begin to make informed decisions on what to market, where to market, and when to market.
The most important statistics are the Usage Stats, where the majority of information on amount of traffic and when such traffic occurred can be found. This information can help in determining where to post new content and when to market this content.
When reviewing data in a date range, only choose a few months at a time. If a large number of months are reviewed at once, it can take the data considerable time to load. Reviewing large amounts of data at once can also be hard to read. Instead, review statistics frequently to keep up to date with the trends on the site.
Increase your target marketing by posting content on popular days and times so that more traffic is likely to see this. To do this, review the Hourly and Day of the Week History. Take an extra step and review Menu Details to find the most visited pages on the site, so that the marketing material can be placed on those pages.
- Do you have important information that has low hits? Try moving it into an email marketing campaign, or moving it to another popular page.
FAQs
Q. There are a lot of Site Statistics - where should I start?
A. Begin with with the Usage stats tab, as this is where the majority of the information regarding your site’s traffic patterns can be found.
Downloadable Guide
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