Opening a tab for a booking from the table plan

When the guests arrive for a booking you can open a tab against the booking. By opening a tab for a booking:

• The booking will be tracked as having arrived
• Any deposits on the booking will be applied as credit
• Any purchases and spend on a booking tab will be linked to the booking and the main contact (email address) on the booking
• If the booking is for a member (based on a matching email address) the tab opened will be linked to that member and will earn the member any applicable loyalty points and trigger any member promotions

This article covers how to open a booking tab from the table plan. You can also open a tab for a booking from the EPOS screen

To open a tab for an existing booking from the table plan, go into your table plan from the bottom navigation on your EPOS.

Note: Switch the toggle in the top left corner to "Show bookings".

Press on the table the booking is allocated to and select 'view bookings'. This will show you the all the bookings on the table.

The blue line & timestamp, is your current time.

Upcoming bookings are shown by the orange outline, which indicates the start & end time of the booking. You can also see the name of the booking & how many covers are on the booking.

Press on the booking for which the guests have arrived & select 'open tab'.

The booking will now change to a green outline, indicating that the guests have arrived and a tab will be opened and linked to the table. Any deposit associated with the booking will be added to the tab as credit.

On your table plan, the table will now turn blue to indicate a tab is linked. The name of the reservation will also display across the table.