Octotable Planning allows you to have a complete overview on your restaurant.
To access your Planning go to Calendar > Planning to look at the shifts, the slots available, rooms, tables and reservations received.
Let's see all of them in detail:
in order to look at a particular date just click on the calendar 📆. and select the date, or move the bar below
click on the shift and the room you want to check
on the left you see the tables of that room and the seats capacity
Clicking on the tab of the planning you will be able to:
- insert a new reservation (click here for the article)
- close the availability choosing the out of service option (click here to learn more)
Let's see now how the reservation is shown on your planning and what can you do:
- you see the label of the reservation that covers the slot of the average duration you selected on Configuration > General settings
❗ Do not forget if the average duration change according to the shift you have to edit it in Service/Opening hours > green crayon✏️ next to the Service you want to edit (click here to know more about Services)
if there are two reservations overlapped will be shown in a darker colour
- to reassign a reservation just keep clicking on the reservation and drag the cursor on the new table
- double click on the reservation and look at reservation's details
The colors of the reservations may vary depending on the type of reservation:
Purple > is the standard color for confirmed reservations and those on the waiting list.
Red > is the color for reservations not yet assigned to any table (probably because you have deactivated automatic assignment in that room).
Orange > is the color for reservations assigned to multiple tables (either for grouped tables or manual assignments across multiple tables).
Gray > is the color for overbooked reservations: reservations that exceed the maximum seating capacity of a table (for example when a reservation for 6 people is made on a table with a maximum seating capacity of 4).