%20Dark%20Background.png?height=120&name=Now%20Book%20It%20Logo%20Mono%20(Horizontal)%20Dark%20Background.png)
The 'top ribbon' in the diary is where you can change the format in which you wish to you're your restaurant diary. It also contains your bookings calendar, notes, and search filters.
There are two ways to select a date in the diary to view.
- Select the <> on either side of the date in the top ribbon to change dates a day at a time.
- Click on the actual date in the top ribbon to pop out a calendar view
- From here you can select days, weeks, months and years in advance.
- Select the date that you wish to view, then select Go to open the selected day in the diary.
[Diary functionality] View's and top ribbon – Notes
You can add daily service notes by using the Notes button in the top ribbon. This will add notes to your runsheets as well as the booking form (so that staff will see a reminder pop up when making a diary booking).
To add a note to your daily service:
- Select the Notes Icon in the top ribbon.
- The following window will appear, where you can enter in specific notes for the day
With the formatting palette on the top of the window, you can add links to menus, images or function packages from Dropbox, Google Drive and other online document storage sites.
For more info on how to add notes, see here.
3. Once your notes have been added they will be visible in the below locations.
a. The notes area – this will have a circle as an alert to the venue that there are note for this day
b. When the booking form is opened to create a booking.
c. On the daily Run Sheet.
Notes can be edited from the Notes window and on the run sheet. This will update notes in all locations.
[Diary functionality] View's and top ribbon – Service and Section filters
The Service and Section filters allow you to filter your view to specific services and venue sections.
From the service drop down menu, you can select which service you would like to isolate in each of the three views, and only show the times and bookings that are associated with them.
With the Sections drop down the venue can select which sections, times and bookings they would like to isolate in each of the three views.
[Diary functionality] View's and top ribbon – info tools
A selection of tools are available on the far right hand side of the top ribbon in the Restaurant Diary. These are:
- Search filter
- Diary lock
- Help Desk.
The first icon—the magnifying glass—is a search filter for your Restaurant Diary. This enables you to search for customer bookings. To use the search:
- Click on the Magnifying glass to pop out the search window.
- Search for a customer by name, email or phone number (mobile number is recommended as the fastest way to identify a customer).
The second icon—the overlapping slider—is used to identify any overlapping services in the Restaurant Diary.
This slider highlights in blue the gaps a little more clearer so you can see where the services stop and start in certain sections. This just creates a contrast that makes it simpler to see start and finish of service and the sections they are allocated to.
The Padlock icon will lock the diary and make it read only until it is unlocked again. This is a feature used by supervisors and administrators to lock the Restaurant Diary from editing.
Unlocked Locked
Note: in locked mode, the three dots on the bottom right hand side of the screen (that allow the venue to create blockouts) will disappear from the diary, as the diary is no longer editable.
The tick and cloud icons indicate that the venue is online and that you have full access to your customer database. If you are having any issues with the system being updated in real time, please check whether or not these icons are turned on as they could indicate that you are having issues with your computer or internet accessibility.
The last icon on the top ribbon—the question mark—is for the Now Book It Help Desk, Customer Support and Knowledge base. If at any stage you run into technical difficulty or have a non-urgent question or suggestion for our team, please click here to submit an equiry. You can also search for user manuals and videos here.
[Diary functionality] Diary tabs and lists
On the left hand side of your Restaurant Diary screen you will see a list of your bookings as they transition through service that day. There are five tabs in this section which relate to status or table availability.
The Waitlist/Standby tab
This is where a walk in booking for the current service is added to the diary when there is no immediate availability. Bookings on the Standby List for the current or future dates are also listed here.
Bookings tab
All bookings (whether confirmed or unconfirmed) will be added here when made via the bookings widget or the diary. A booking is automatically updated when its status is changed by the customer to confirm or cancel.
Seated tab
This is where all bookings transition to once staff have changed the status from Confirmed/Unconfirmed to Seated.
Cancelled tab
Bookings will be added here when a booking is cancelled.
Finished tab
All finished tables end up here. This status can only be changed by staff via the Restaurant Diary.
Note: certain statuses trigger email notifications in the system. Procedures for adding a venue and venue configuration: Diary and here for more details.