Before going live, it's important to ensure your diary is set up to reflect how your venue operates day to day. This stage is all about fine tuning your configuration teaching your diary how you want bookings to be managed, tables to be allocated, and services to run.
Import your data
As a new customer to ResDiary, you may have built a database with a different system and have future bookings which you would like to transfer over. We can allow you to bring all your customer profiles and important booking information with our data import tool.
Configure your table management
Your table setup directly impacts how bookings are allocated and how efficiently your venue operates. Use the guidance below to review your table management settings:
Areas: Check if all your areas are online.
Tables: Ensure you've created all your tables.
Table joins: Review your large table combinations.
Table rankings: Set what table you want to sell first.
Rules: Limit your peak time reservations and prevent small groups on your large tables.
Services: Adjust your working times, duration times and yield management.
Table Plan: Create a table plan to match your layout.
Manage your users
Ensure your team gets started by reading our training guide before you create an user for them. We highly recommend you create a dedicated user for each person that uses the system. This helps you track down who makes the changes and set their permissions.
Add your terms and policy
One of the most crucial settings you need to review are your terms and conditions and your data retention policy. Under the GDPR, restaurants must establish a retention period for customer data. This involves deciding how long to keep the data and securely deleting or anonymizing it once the retention period ends.
Set offers and payments
Boost customer engagement and protect your revenue by setting up promotions and secure payment options. Use the guides below to highlight special events and implement policies that help reduce no shows and late cancellations:
Get ResDiary Plus
ResDiary Plus is our iPad and android app that you can use as an in service tool to create, edit and cancel your bookings. Below you can find guidance to help you manage your ResDiary Plus app.
Get our iPad app
Follow the guidance below to learn more about our ResDiary Plus for iPad:
Get started with ResDiary Plus.
Create your booking.
Create your walk-in.
Manage your waitlist.
Get our android app
Follow the guidance below to learn more about our ResDiary Plus for android tablets:
Get started with ResDiary Plus.
Create your booking.
Manage your bookings.
Go live
Once you have reviewed all your settings and added your booking tools to your website and social media, then you are ready to accept online bookings.