How do I create a Reservation?

Jade Oakes

Feb 13, 2017

5273

You can create a reservation by doing the following:

1. Log into your MyGuestlist account

2. Click on the Guestlist tab

3. In the top right corner of the Guestlists tab, click on Reservations

4. Click on Create a New Reservation

5. Fill in the reservation information into the boxes provided. Only Name, Date and time are required fields.

You will now be taken to the edit reservation screen.

This is where you can set the attendees, make notes, assign tables, add purchases and add transactions.

Enquiry Tab

This tab displays the details of the reservation.

You can change any of these by clicking on the text and editing it.

This is also where you will need to change the booking status (Unconfirmed, Pending, Confirmed). Changing the booking status will allow you access to the greyed out tabs.

Attendees Tab

This tab is where you upload or add the attendees of the reservation.

You can also search the attendees by entering the search information in the top row of your attendees box.

Notes Tab

This tab is where you enter notes about the reservation.

Table Tab

After confirming your reservation, you will have access to the table tab. (It may be under a different name depending on how you set up your reservations)

All green tables are available at this time slot to reserve
All red tables are unavailable at this time slot to reserve (You can book multiple reservations on one table, but it's red just to let you know someone is already set to it.)
All blue tables are booked for this reservation

To reserve a table, click on the table. To remove a table, click on the X next to the name next to Table Booked.

Purchases Tab

This tab is where you can add purchases to the reservation.

By clicking on Add Purchase in the top right corner of the tab, it will open up a pop up box.

If you have already entered pre-set products in the Manage Products section, then this will auto fill the name and price.

Otherwise, if you enter a new product, it will be added in your Manage Products list.

Please see What are Products and Purchases for more information.

Payments Tab

This tab is where you add transactions to the reservation.

E.g. If you would like to note how much deposit was paid, or is the drinks were paid for seperately etc.

Make sure you always Save & Close after you have made a change!