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.

• Twilio is configured for SMS notifications.

Steps

1. Log in to the Platter POS application.

   

2. Tap Reservations in the navigation rail.

   

3. Tap New reservation.

   

4. Enter the required details:

   • Phone number

   • Customer name

   • Adults

5. Enter additional details if needed:

   • Kids

   • Email

   • Date and Time (today and the current time are filled in for you)

   • Note

     

6. Tap Add to create the reservation.

   

Note: Reservations will not be created unless all required fields are completed.

Managing Reservations

Once created, reservations appear in the main list, grouped into 30-minute time slots. Each row shows:

• Time

• Name

• Contact (phone number)

• Guests (adults and kids)

• Table

• Status

• Notes

  

The chips above the list show each time slot and its guest count. Tap one or more slots to show only those reservations, or tap All times to show the whole day.

Table Assigning

1. Tap Assign in the Table column to assign a table to the reservation.

   

2. The floor plan will open. If you have more than one floor, choose it from the tabs at the top.

   

3. Tap the table you want to assign.

4. A Select table confirmation pop-up will appear.

5. Tap Select to confirm.

   

• The selected table is now assigned to the reservation and shows in the Table column. To remove it, tap the x on the table and confirm with Remove.

  

Status Management

Tap the status in the Status column and choose a new one:

• Pending

• Confirmed

• Checked in

• Wait listed

• Seated

• No show

• Cancelled

  

Notes

• View customer-specific notes directly in the Notes column.

  

Edit Reservation

• Tap the pencil icon at the end of a row to open Edit reservation.

  

• Change any reservation details, including the table and status, then tap Save.

  

Filters & Search:

Search Bar

• Type in Search customer to find reservations by customer name, phone number or email.

  

Date Filter

• Tap the date above the list, choose a day, and tap Okay to see that day's reservations.

  

Status Filter

• Tap Filters, select one or more statuses, and tap Apply.

  

Notifications:

• If Twilio is configured, customers receive SMS confirmation automatically

Troubleshooting

• Ensure all required fields (Phone number, Customer name, Adults) are filled before saving

• Check the date, time slot and status filters if a reservation is not visible

• Verify the floor plan setup if the table assignment is not working

• Use the correct customer name, phone number or email in the search bar

• Pull down on the list to refresh it if changes are not visible immediately

• Verify the Twilio configuration if SMS is not sent

• Ensure customer contact details are valid for notifications