Reservations (OP5,OPR) Reference Card

Modified on Thu, 1 Aug at 12:09 PM

 

Dashboard

- The Dashboard is where you can view and export a List of all your reservations for the day or in a specific time frame. Use the Filter at the top to narrow down your selection.

 

Reservations

- When you are on this tab you will need to select which tasting room you wish to view. These locations are pulled for the inventory module for every location marked as a tasting room or restaurant. 

-Every Area in a tasting room has its own setting and they will need to be set up accordingly. 

-Use the Pencil labeled “Tasting Room Info” next to the Tasting room name to add images and descriptions to the webstore. Use the details tab to do this for specific areas.”

 

Tips for Setting up an Area

Time 

-Under Area settings, If you have the same hours on the days you are taking reservations use the global settings.

-If you have different hours make sure to weekday settings instead.

-Use Online and Offline days for holidays or special events.

 

Assigned Seating

-OrderPort offers a table map where you can auto-assign tables for your reservations.

-Set this up by Creating tables under table settings and then designing your table map under layout settings. 

 

Products 

-If you wish to allow or require product purchase you can do so on the Products tab. 

-In order to get products to populate this screen they must be included in the webstore reservations group.

- Make sure to set up the settings on this page accordingly if you want to require or not require a product purchase.

 

Customer Class

-You have the option to make customer class-specific reservation areas.

-Make sure to check the box “Make this area exclusive to selected customer classes” if you wish to use this feature.

 

Making Reservations 

-If you want to make a reservation through the module you can do so on the Reservations tab in an area or on Table selection if you use tables.


 

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