Overview

This article explains how to create and manage table reservations in Platter POS. The reservation module helps you organize bookings, assign tables, and track customer status efficiently for a smoother dining workflow.

Prerequisites

• Reservation Module is assigned to the user.
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• Twilio is configured for SMS notifications.

Steps

1. Log in to the Platter POS application.
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2. Navigate to the Reservation Module from the navigation
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3. Click on New Reservation
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4. Enter the required details:
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   • Phone Number
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   • Customer Name
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   • Number of Guests
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5. Enter additional details:
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   • Date & Time
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   • Email
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   • Notes
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6. Click Add to create the reservation
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Note: Reservations will not be created unless all required fields are completed.

Managing Reservations

Once created, reservations appear in the main list with:

• Reservation Time
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• Customer Name
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• Contact Number
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• Number of Guests
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Table Assigning

1. Click the Assign button to assign a table to the reservation.
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2. The Floor Plan will open
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3. Select the table you want to assign
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4. A confirmation pop-up will appear
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5. Click Yes to confirm
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• The selected table is now assigned to the reservation and will be visible in the reservation screen.
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Status Management

Update reservation status as needed:

• Pending
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• Confirmed
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• Checked In
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• Waitlisted
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• Seated
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• No Show
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• Cancelled
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Notes

• View customer-specific notes directly
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Edit Reservation

• Use the Edit button to modify any reservation details
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Filters & Search:

Search Bar

• Search by customer name or phone number
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Date Filter

• Filter reservations by specific date
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Status Filter

• Filter by one or multiple statuses
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Notifications:

• If Twilio is configured, customers receive SMS confirmation automatically

Troubleshooting

• Ensure all required fields (Phone Number, Name, Number of Guests) are filled before saving
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• Check the Date and Status filters if a reservation is not visible
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• Verify the floor plan setup if the table assignment is not working
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• Use the correct customer name or phone number in the search bar
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• Refresh the screen if changes are not visible immediately
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• Verify the Twilio configuration if SMS is not sent
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• Ensure customer contact details are valid for notifications