Using the Day Planner During Live Service

Why Use the Day Planner During Service

The Day Planner gives your team a live view of who’s arriving, who’s seated, and which tables are due to turn next.
It helps you manage guest flow, respond faster, and stay coordinated throughout service.

You can use it to:

• Monitor arrivals and walk-ins

• Update booking statuses

• Check remaining capacity

• View guest notes and special requests

• Keep the entire team aligned in real time

Step 1: Open the Day Planner

1. Go to Bookings → Day Planner.

2. Use the date selector to view today’s bookings.

3. You’ll see bookings displayed in a timeline by time slot and area.

Each booking block shows the guest’s name, party size, duration, and key symbols like birthdays or allergies.

Step 2: Manage Bookings in Real Time

Click on any booking block to open its details. From here, you can:

• Update booking status: Active → Seated → Check Dropped → Paid → Completed.

• Edit or move bookings: Adjust start time, duration, or area if needed.

• View guest notes: Check for special requests, allergies, or marketing tags.

This keeps your team informed and ensures service runs smoothly.

Step 3: Monitor Table Flow

Use the booking timeline to:

• Spot gaps between bookings for quick turnarounds

• Identify free tables instantly

• Prevent double-bookings or missed guests

• See which bookings are close to finishing based on duration and colour shading

Step 4: Use Symbols for Quick Insights

Symbols help your team identify key information without opening each booking:

• Clipboard – internal note

• Red A – allergy

• Cake – birthday

• Envelope – email response

• Star – booked via marketing campaign

You can view all symbols and their meanings in the Understanding Booking Symbols article.

Tip

Use the Day Planner on a tablet or touchscreen device during service for easy updates while on the move.
It’s the quickest way to manage bookings live without leaving the floor.