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Bookings List ​

View and manage all reservations in a detailed list format.

Overview ​

The Bookings List provides a comprehensive table view of all reservations. Search, filter, sort, and manage bookings efficiently. Perfect for detailed booking management, reporting, and bulk operations.

Accessing Bookings List ​

Navigate to Venue Operations > Bookings List

Bookings List View

List View ​

Default Display ​

Columns Shown

  • Date and time
  • Guest name
  • Party size
  • Table assigned
  • Booking status
  • Contact information
  • Source (online/phone/walk-in)
  • Created date
  • Special requests

Optional Columns

  • Booking reference
  • Payment status
  • Deposit amount
  • Guest tags
  • Visit history
  • Revenue estimate
  • Staff notes
  • Confirmation status

Customizing View ​

Column Management

  1. Click Columns button
  2. Check/uncheck columns
  3. Drag to reorder
  4. Adjust column widths
  5. Save as default (optional)

Sort Options

  • Click column header
  • Ascending/descending
  • Multi-column sort

Booking Details

Customer Review

  • Custom sort rules
  • Save preferences

Filtering Bookings ​

Date Filters ​

Quick Filters

  • Today
  • Tomorrow
  • This week
  • Next 7 days
  • This month
  • Custom date range

Date Range Picker

  1. Select start date
  2. Select end date
  3. Apply filter
  4. Clear to reset

Status Filters ​

Filter by booking state:

Status Options

  • All bookings
  • Confirmed only
  • Pending confirmation
  • Seated (active)
  • Completed
  • Cancelled
  • No-shows
  • Waitlist

Multiple Selection

  • Select multiple statuses
  • Include/exclude
  • Complex criteria
  • Save filter presets

Source Filters ​

By booking origin:

  • Online bookings
  • Phone bookings
  • Walk-ins
  • Partner platforms
  • Widget bookings
  • API bookings
  • Manual entries

Table Filters ​

Filter by seating:

  • Assigned tables
  • Unassigned bookings
  • Specific table numbers
  • Table areas
  • Indoor/outdoor
  • VIP tables

Advanced Filters ​

Guest Criteria

  • First-time guests
  • Returning customers
  • VIP customers
  • Specific guest tags
  • Visit frequency
  • Spend level

Booking Criteria

  • Party size range
  • Time range
  • Specific meal period
  • Special occasions
  • Dietary requirements
  • Has notes

Financial Criteria

  • Has deposit
  • Payment required
  • Outstanding balance
  • Minimum spend
  • Revenue range

Searching ​

Fast lookup:

Search Fields

  • Guest name
  • Phone number
  • Email address
  • Booking reference
  • Confirmation code
  • Table number

Search Tips

  • Partial matches work
  • Not case-sensitive
  • Real-time results
  • Clear to reset

Detailed queries:

  1. Click Advanced Search
  2. Select search fields
  3. Enter criteria
  4. Combine with filters
  5. Execute search
  6. Save search (optional)

Save Searches

  • Name your search
  • Quick access
  • Reusable queries
  • Share with team
  • Update criteria

Managing Bookings ​

Viewing Details ​

Click any booking to see:

Guest Information

  • Full name
  • Contact details
  • Customer history
  • Preferences
  • Tags and notes
  • Past visits

Booking Details

  • Date and time
  • Party size
  • Duration
  • Table assignment
  • Service type
  • Source/channel

Special Requirements

  • Dietary needs
  • Accessibility requirements
  • Seating preferences
  • Special occasions
  • Custom requests

Financial Information

  • Deposit status
  • Payment details
  • Outstanding balance
  • Minimum spend
  • Expected revenue

Editing Bookings ​

Modify existing bookings:

  1. Click booking
  2. Click Edit
  3. Update any details
  4. Save changes
  5. Notify customer (optional)

Editable Fields

  • Date and time
  • Party size
  • Guest information
  • Table assignment
  • Special requests
  • Booking notes
  • Status

Quick Actions ​

From List Row

Hover over booking for quick actions:

  • Edit - Modify booking
  • Email - Send email
  • SMS - Send text
  • Call - Click to call
  • Seated - Mark as seated
  • Complete - Mark complete
  • Cancel - Cancel booking
  • No-Show - Mark no-show

Bulk Operations ​

Select multiple bookings:

Bulk Actions Available

  • Send messages (email/SMS)
  • Change status
  • Assign tables
  • Export data
  • Add tags
  • Add notes
  • Cancel bookings
  • Generate reports

How to Bulk Select

  1. Check booking checkboxes
  2. Select action
  3. Configure details
  4. Confirm operation
  5. Process all selected

Booking Status Management ​

Changing Status ​

Update booking state:

Status Options

Confirmed

  • Booking verified
  • Guest expects to attend
  • Standard status

Pending

  • Awaiting confirmation
  • Requires follow-up
  • Time-sensitive

Seated

  • Guests arrived
  • Service in progress
  • Active booking

Completed

  • Service finished
  • Guests departed
  • Ready to close

Cancelled

  • Booking cancelled
  • Record reason
  • Refund processed
  • No-show prevention

No-Show

  • Guests didn't arrive
  • No communication
  • Flag customer
  • Policy enforcement

Status Workflow ​

Typical flow:

  1. Created → Booking made
  2. Confirmed → Guest confirms
  3. Reminded → Reminder sent
  4. Seated → Guests arrive
  5. Completed → Service ends

Alternative outcomes:

  • Cancelled → Guest cancels
  • No-Show → Guest doesn't arrive

Customer Communication ​

Sending Messages ​

Email Communication

  1. Select booking(s)
  2. Click Email
  3. Choose template or custom
  4. Review message
  5. Send email

SMS Communication

  1. Select booking(s)
  2. Click SMS
  3. Choose template
  4. Review text
  5. Send SMS

Message Templates

  • Booking confirmation
  • Reminder (24 hours)
  • Reminder (2 hours)
  • Table ready
  • Thank you
  • Request feedback
  • Special offer
  • Custom messages

Automated Messages ​

Configure automatic communication:

Confirmation

  • Immediate after booking
  • Booking details
  • Add to calendar
  • Venue information

Reminders

  • 24 hours before
  • 2 hours before
  • Custom timing
  • SMS or email

Post-Visit

  • Thank you message
  • Feedback request
  • Return incentive
  • Review request

Exporting Data ​

Export Options ​

File Formats

  • Excel (.xlsx)
  • CSV (.csv)
  • PDF (formatted)
  • Google Sheets
  • Text file

Export Settings

  1. Click Export
  2. Select date range
  3. Choose columns
  4. Select format
  5. Apply filters
  6. Download file

Export Uses ​

Common Scenarios

  • Backup bookings
  • External analysis
  • Reporting
  • Integration
  • Accounting
  • Marketing lists
  • Performance review

Performance Metrics ​

Summary Statistics ​

View aggregate data:

Displayed Metrics

  • Total bookings
  • Total covers (guests)
  • Average party size
  • Booking sources
  • Cancellation rate
  • No-show rate
  • Completion rate

Financial Summary

  • Total deposits
  • Expected revenue
  • Average booking value
  • Outstanding balances
  • Revenue by source

Time Analysis

  • Peak booking times
  • Popular days
  • Service distribution
  • Booking lead time
  • Average duration

Special Features ​

Duplicate Detection ​

Prevent double-bookings:

Alerts for

  • Same phone number
  • Same email
  • Same name
  • Similar time
  • Multiple bookings

Action Options

  • Merge bookings
  • Keep separate
  • Contact customer
  • Update details
  • Flag for review

Conflict Warnings ​

Identify issues:

Warning Types

  • Overbooked tables
  • Time overlaps
  • Capacity exceeded
  • Staff shortages
  • Kitchen capacity
  • Special requirements conflict

Resolution

  • Adjust times
  • Reassign tables
  • Increase capacity
  • Contact customer
  • Combine bookings

Tags & Labels ​

Organize bookings:

Tag Categories

  • Customer type (VIP, regular, new)
  • Occasion (birthday, anniversary)
  • Special needs
  • Source campaign
  • Custom tags

Using Tags

  • Filter by tag
  • Report by tag
  • Bulk tag assignment
  • Tag-based automation
  • Marketing segments

Best Practices ​

List Management ​

  1. Regular Reviews - Check daily
  2. Status Updates - Keep current
  3. Follow Ups - Pending bookings
  4. Data Quality - Accurate information
  5. Organization - Use tags and filters

Efficiency Tips ​

  1. Keyboard Shortcuts - Learn shortcuts
  2. Saved Filters - Quick access
  3. Bulk Operations - Save time
  4. Custom Views - Optimize layout
  5. Bookmarks - Common searches

Data Accuracy ​

  1. Verify Details - Check information
  2. Update Changes - Prompt updates
  3. Customer Confirmation - Verify with guests
  4. Note Everything - Document details
  5. Regular Cleanup - Archive old data

Troubleshooting ​

Bookings Not Showing ​

If bookings missing:

  • Check date range
  • Review filters applied
  • Verify status filter
  • Check table filter
  • Search by name
  • Clear all filters

Slow Loading ​

Performance issues:

  • Reduce date range
  • Apply filters
  • Clear browser cache
  • Close unused tabs
  • Check internet speed
  • Update browser

Export Failing ​

Download problems:

  • Try smaller date range
  • Fewer columns
  • Different format
  • Disable popup blocker
  • Check permissions
  • Contact support

Search Not Working ​

Search issues:

  • Check spelling
  • Try partial name
  • Remove filters first
  • Clear search
  • Refresh page
  • Contact support

Support ​

Need help with Bookings List?

Power User Feature

Save custom filter combinations and column configurations for instant access to your most-used views.