USER MANUAL
Contents
1. toptable connect USER MANUAL Table of Contents Introduction 1 ereere eenaa EEEE EEEE E O DED II I LL L L E EL EEEE EEEE E REEERE EEEE E EEEE E EEEE EEE EEEE E EEEE EEEE EE RRR E nn 1 Logging in to your toptable connect Account ooo ieee onore eroro ereer EEEE aa a ennnen rrr erreneren 1 Editing Your Availability 00X 2 Bookings Dashboard ooo 000 NGA 2 DANY NG AA AN AA ire ANA AG ANA ANA AA NAAN 3 Making Changes to Shifts from the Daily View 2000000 ceccceccccecccuesceuvevaseseesauseraeeeausereseaevenaeses 5 Block Times for the Current Shift 000 6 Reports i ccccccccsseccccccusessccseuussccseausescceseusesceseuueesseseaueesceseusesecseuueeseceeuuaesscesauaeeseceeauesseeseuueeseceeauaeeseeees 7 Modify Your toptable connect Settings XXX 8 Shift Setup OOO 8 NG APA AN an haa AA E Gahak aanak nalan 9 Holidays and Closures LL 72002072 GG 10 Message Center LUX 10 Additional toptable connect Details oo ccececeececeveveveesevesereesevevereseesereeetertesteeeeeeeeeeeeee 11 toptable connect User Manual INTRODUCTION Welcome to toptable connect This user manual will guide you through the initial setup and day to day use of the toptable connect product LOGGING IN TO YOUR TOPTABLE CONNECT ACCOUNT 1 Login to connect toptable com Use the credentials that your project coordinator provided to you in the Step 2 email toptable connect Login toptable Email address login toptable com Password Forgot your passwor2. Schedule Menu will only be applied to the selected day Update your shift settings below to create a custom shift Note these changes will only apply to Friday 17 June 2011 To make changes to your default schedule go to Shift Setup in Settings Use the Open Closed ee coset drop down to open or First Seating 02 00 j close a shift Last Seating 10 30 oe a Lunch Open Use the First Last First Seating 1770015 Seating drop downs paan to set first and last ast Seating 14 30 F r seating times Maximum 30 g Covers lee Open x First Seating 17 00 Last Seating Edit the Maximum 22 00 Covers field to adjust online availability Maximum 2277 overs 30 Dinner shifts currently have a pacing limit of 15 covers in any 15 minutes Update Shift Close If you restaurant is closed for any reason be sure to close that shift day in the toptable connect system Failure to do so could result in one of your diners arriving to a closed door Block Times for the Current Shift In the Daily View click Block Time at the bottom of a shift to prevent additional bookings from being made for a particular time within that shift TTC Bistro Logout connect Monthly View Daily View Friday 17 June 2011 aa Bookings Dashboard Bookings OEKD Total O Bookings 0 Covers Reports fF modify Schedule PB Print Settings Lunch 11 00 14 30 0 Book
3. or email notifications for new reservations or to receive summaries of upcoming reservations You can also setup optional phone call alerts as a way of being notified of same day reservations To configure text message alerts check the Text Message box to open the configuration menu You can enter up to five phone numbers to which text message alerts will be sent simply click the Add Another Phone Number button to add more numbers Bookings Alerts Restaurants must be notified of bookings through text message or email You can also receive an optional Reports saul phone call M Text Message Settings Mobile number Enter a mobile phone number t 44 i Send Test SMS Add Another Number Your mobile phone provider s standard text messaging rates apply Select the time O a text will be sent for any booking made changed or cancelled for all future dates E threshold for alerts In addition T Send a shift summary 1 hour M before the shift begins T Send a daily summary 1 day xl before the shift begins only if bookings exist x Configure text message summaries ema of your upcoming bookings To configure email alerts check the Email box You re required to enter at least two email addresses to which alerts will be sent T Text Message Settings M Email Email Address Enter at least 2 email I SendTestEmail addresses an email will be sent for any booking made changed or cancelled for all future dates Zl
4. un O O Lun O O O Click on a day to view iii IX i a ii ad mana further details 27 28 29 30 Jul 1 2 3 O O O O O Lun O O Lu Dinner O Oi O OD Dinner O No Bookings oe Bookings Made O Closed Shift Bookings Stopped Last refreshed on Thursday 16 June at 15 12 The Monthly View of the Bookings Dashboard is also where you can see which shifts have bookings as well as any shifts you have closed or locked Mon th Y View Dai View Bookings Dashboard Bookings g as iii eT PTO Monday Tuesday Wednesday Sunday Reports 30 31 Ju 17 June 2011 O O O Lund gt Mouse over a day O O O Dinn Lunch 0 30 covers booked gt Settings Dinner 3 30 covers booked to get a booking 5 4 12 summary O O O gt O i O O kd LINE Na LOTE Wanner P s w N 7 7 The lunch shift on O O O Lu Q Lunch O Qi Q Lunch O O eii pinner Dinner Odin O Dinne this day has been 20 s1 22 23 24 25 26 closed O Q Lunch O O O O O O O Dinner O O O Oi O 27 28 29 30 jul 2 3 Bookings for O O O Lune O O rey O the dinner shift on O O O O O O Din 6 a this day have been O No Bookings o Bookings Made OI Closed Shift 6 Bookings Stopped stopped Last refreshed on Thursday 16 June at 20 32 2 NEED FURTHER ASSISTANCE Contact us at 0845 351 3515 toptable connect User Manual Daily View The Daily View is where you can view a list of the bookings that have been made for a given day Bookings are displayed in the shift for which they we
5. Select the time In addition threshold for alerts T Send a shift summary before the shift begins every shift Hi T Send a daily summary before the shift begins only if bookings exist xl I Send a summary of the upcoming week every Sunday only if bookings exist x Configure email Optional summaries of your upcoming bookings FT Phone Call Same Day Bookings Only NOTE For both text message and email alerts if on step 2 you choose any option other than for all future days you ll be required to receive summary alerts Otherwise the summaries are optional toptable connect User Manual To configure optional phone call alerts check the Phone Call box to open the configuration menu You can enter multiple phone numbers to which automated phone alerts will be sent and the Place Test Call button will let you test the phone numbers you ve entered Optional M Phone Call Same Day Bookings Only Phone Number Enter a phone aa 44 Place Test Call number Add Another Number i Select the time A phone call will be made for any booking made changed or cancelled after the shift begins hal threshold for alerts In addition D T Send a shift summary 30 minutes al before the shift begins only if bookings exist Configure summaries Save Cancel Holidays and Closures By default toptable connect comes preconfigured with major holidays closed You can choose to set these holidays t
6. ate range Bookings lt Reports Booking amp Cancellation Date Range Select the start and Reports _ o end date for the Start Date 16 06 2011 End Date 16 06 2011 report Settings Report Type fp Bookings O Cancellations O No Shows Choose the elements to include in the Run Report Cancel report toptable connect User Manual MoDIFY YOUR TOPTABLE CONNECT SETTINGS The settings for your totable connect account can be adjusted in the Settings menu TTC Bistro Logout connect Bookings Settings Shift Setup R ep orts Chan ge Your first or last seatin g time or the number of covers available to be booked throu g h to pta ble connect Alerts Settings Send yourself notification alerts via text message or email Holidays amp Closures Tell toptable connect which days you re closed and won t take bookings Feedback amp Support Provide product feedback or contact our support line Change Password Change your account password Shift Setup The Shift Setup menu is where you can make changes to your default schedule which will be applied to all future days Set which shifts are open on which days of the week and when each shift starts or ends This is also where you can set your pacing which is the maximum number of covers available to be booked online per 15 or 30 minute period Shift Setup Bookings Which of the following shifts does your restaurant normally have Check all tha
7. d Mobile Site If you do not have the email containing your credentials please contact your Project Coordinator 2 Create your own unique password Upon your first log in you will be asked to create a new password Your new password must contain eight 8 characters with at least one 1 number Change Password toptable Old Password Use the same password as above New Password Confirm Password Passwords must be at least 3 characters in length with at least one Choose your new character being a number After creating a new password you will be password asked to log in again with the new password you just created Once you have created your new Password the system will require you to login using the new password you just created toptable connect User Manual EDITING YOUR AVAILABILITY Bookings Dashboard Each time you log in to your toptable connect account you will be directed to the Bookings Dashboard where you can see an overview of the month s shifts TTC Bistro Logout connect Monthly View Daily View Select Monthly or Daily View Bookings Dashboard June 2011 P O Bookings Monday Tuesday Wednesday Thursday Reports 30 31 jun 1 ee te kd Change the date Settings range 6 Fi 8 9 10 alal 12 O O O O O OL O O Dinner O O O O O Dinn O Dinner Ta 14 ils 16 17 18 19 O o Olunch O Ou O Dinner O O O Dinner O O Dinner 20 21 22 23 24 25 26 m
8. ings O Covers Covers available 30 Click Block Time to prevent bookings at a particular time No bookings have been madi for this shift Ay BlockTime 4 Stop Bookings Q Close Shift 6 NEED FURTHER ASSISTANCE Contact us at 0845 351 3515 toptable connect User Manual In the Add a Closure dialogue select the time from the drop down that you would like to block and click Save Select a time from the drop down A Stop taking bookings at 17 00 Save Close The time you selected will now be blocked and will no longer be available to be booked online Times which already have bookings can also be blocked without affecting those existing bookings You can unblock a time by clicking on the Unblock Time button next to the time you wish to unblock Monthly View Daily View Bookings Dashboard Bookings OEKD Friday 17 June 2011 PC Total 0 Bookings 0 Covers Reports modify Schedule d Print Settings Lunch 11 00 14 50 O Bookings 0 Covers Covers available 30 Hame Covers Phone Hotes Made on Redemption Ho more bookings are being accepted between 12 00 and 12 15 Cl ick U n block Ti me to BELA en remove the block No bookings have been made for this shift Ady BlockTime 45 Stop Bookings O Close Shift Booking amp Cancellation In the Booking amp Cancellation section of the Reports menu you can run reports on the number of bookings cancellations and no shows for a specific day or a d
9. ly View oe Bookings Dashboard Bookings OKD Tuesday 28 June 2011 Total O Bookings 0 Covers Reports P modify Schedule MP Print Settings 8 8 Click Open Shift to Lunch open the shift for the selected day Closed ng Open Shift Click Close Shift to close the shift for the Dinner 17 00 22 00 O Bookings 0 Covers Covers available 40 selected day No bookings have been made for this shift sw Stop Bookings 8 Close Shift Click Stop Bookings to disable online bookings for the shift You can also click the Modify Schedule button to make changes to your schedule as well as adjust online availability On days that have a modified schedule the Modify Schedule button will have a purple background TTC Bistro Logout connect Monthly View Daily View Bookings Dashboard Bookings OES Friday 17 June 2011 aa Total O Bookings 0 Covers Reports P modify Schedule PM Print Click Modify Settings Schedule to modify the schedule and Lunch 11 00 14 30 0 Bookings O Covers Covers available 30 avail ability for the No bookings have been made for this shift selected day Ay BlockTime 4 Stop Bookings Q Close Shift toptable connect User Manual In the Modify Schedule menu you can open or close shifts change shift start or end times and adjust the maximum number of covers available to be booked online Similarly to making changes to shifts in the Daily View changes made in the Modify
10. o open in order to take online bookings for those days TTC Bistro Logout connect Bookings Holidays amp Closures Reports Please confirm the following dates as holidays in which your restaurant will be closed Diners will NOT be able to make a booking on these dates Newvearsday rony oe Monersoy maass e e omnes day 5em eo e Boingbay 26 decenberorteeabous e e Please list out any additional dates you will be closed below No shifts will be open for booking Add Another Closed Day Add PIO NG closed a Save Cancel Y Set holidays to open or closed MESSAGE CENTER m BA o Message Center Si Resources Da The Message Center can be found at the bottom of each page of the toptable connect website and is where you will receive important messages and updates from toptable regarding your account and the toptable connect product Under the Resources section you ll find links to valuable toptable resources 10 NEED FURTHER ASSISTANCE Contact us at 0845 351 3515 toptable connect User Manual ADDITIONAL TOPTABLE CONNECT DETAILS Shift Times If a lunch shift is offered the times between 12 00 13 00 must be available for online bookings If a dinner shift is offered the times between 19 00 21 00 must be available for online bookings Cancellations No Shows and Party Size Changes Restaurants must mark a booking as cancelled or no show or change the party size within 48 hours after the b
11. oking Mark as No Show Date Made 06 05 2011 Close toptable connect User Manual In the Booking Details pop up you can also Cancel or No Show bookings The No Show button will remain inactive until the time of the booking at which point it will become active and you can use it to no show bookings Booking on Tuesday 10 05 2011 13 00 y Last Name First Name Covers Diner Kate ae Fi aa Phone Type Phone Email Mobile 07700 900502 Email address is displayed only if diner opts in to receive marketing emails Booking Notes Offer I m bringing a bottle of wine 50 off food Cancel the booking Redemption Cancel Booking Mark as No Show Date Made 06 05 2011 Mark the booking as a no show Save Close You have up to 48 hours after the booking time to no show a booking or to change the party size to reflect the number of guests that actually arrived at your restaurant Continued on page 5 4 NEED FURTHER ASSISTANCE Contact us at 0845 351 3515 toptable connect User Manual Making Changes to Shifts from the Daily View In the Daily View click Open Shift Close Shift or Stop Bookings at the bottom of each shift to modify that shift Using these controls will only affect the shift you have selected and will not alter any other days Closing a shift for instance will only close the shift for the modified day and will not apply to the same date in the future TTC Bistro Logout connect Monthly View Dai
12. ooking day and time After that the diners are assumed to have been seated and honored the booking Day of Week Availability For each shift that has been selected breakfast lunch dinner at least one day of the week must be open and available for online bookings Inventory Availability Each open shift is set to accept up to 40 covers by default during the shift Maximum Party Size Each restaurant is set to accept parties up to 20 people by default for any open shifts Alert Options Restaurants can receive booking alerts via text message or email An alert will automatically be sent every time a booking is made changed or cancelled 11
13. re made TIC Bistro Logout connect HONAU Daily View BO Bookings Dashboard Bookings CGS Tuesday 10 May 2011 Total 3 Bookings 8 Covers Reports p modify Schedule PM Print Settings The remaining covers Lunch 11 00 14 00 1 Booking 2 Covers Covers available 38 available for the shift are displayed here Time Name Covers Phone Notes Made on Redemption r I ll be celebrating my oe G Stop Bookings Close snin Dinner 17 00 22 00 2 Bookings 6 Covers Covers available 34 Name Covers Phone comans 2 aasa T Click the name to COA view booking details ABlockTime f Stop Bookings Q Close Shift Clicking on the booking name will display the Booking Details pop up where you can see booking notes phone number amp email if customer opted to provide it You will also be able to see any offer the diner may have selected when they made the booking Changes to the time date and party size for the booking can be made through the Booking Details pop up a i i ae a EEES Booking on Tuesday 10 05 2011 7 13 00 v date of the booking Last Name First Name Covers Diner Kate as 2 adi Phone Type Phone Email Mobile 07700 900502 Adjust the party size Email address is displayed only if diner opts in to receive marketing emails Booking Notes Offer I m bringing a bottle of wine 50 off food Offers the customer has selected for the booking Redemption Cancel Bo
14. t apply Reports Select the shifts your business is open for TU Breakfast fa Lunch j Dinner Which days of the week are you normally open for the following shifts Lunch Mon Tue wea m fh S Open Open Closed Open Open Open Open E 11 00 z 11 00 z 11 00 z 11 00 z 11 00 14 30 F 14 30 8 14 30 m 14 30 14 30 7 30 30 30 30 40 Settings Open zj 11 00 z 14 30 7 40 First Seating 11 00 7 14 30 7 30 Adjust the details of each shift per day of the week Last Seating Maximum Covers FT Pacing Limit For my Lunch shift limit bookings to no more than 29 Dinner Mon Tuo Open First Seating Last Seating Maximum Covers Closed 17 00 7 22 00 7 40 Open 17 00 22 00 z 40 Wec Open Open z 17 00 2 22 00 z 17 00 2 Open z Open z Closed 17 00 2 17 00 17 00 2 22 00 z 4o no 22 00 30 22 00 sf 22 00 30 40 gt What is the largest party size you can accommodate for a single booking 12 z people Check the box to use pacing and set a pacing limit Set the largest party size NEED FURTHER ASSISTANCE Contact us at 0845 351 3515 toptable connect User Manual Alerts Set up alerts to receive a text message and
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