How To - Site Preferences

Defining Site Preferences

Site administrators can define operational preferences for their site under Preferences.

To set up operational preferences:

From the site administrator’s menu bar, choose Site Setup.
Select Preferences. The below window will appear.

Select the customer pager usage for the site from the drop-down list.

No Customer Pagers – Where pagers are not used on site.
Keyboard entry – Choose Keyboard entry to allow host users to enter a pager ID using the keyboard.
Button selection – Choose Button selection to allow host users to select an available pager from a list. When pagers are enabled via button selection, the pagers must be defined on the Manage Customer Pagers window).

The host app user must add the Pager ID to a customer account manually to ensure that the correct customer is updated as their status changes.

Select the Display Surname before First Name on host application check-box to configure the host app to display Surnames first.
Select the Ability to mark prospective guests as a walk away check-box to allow site users to record the point of the reservation/booking procedure when the customer decided to walk away. A Walk Away button is added to the Choose Wait Time window.
Select whether the Quick Add feature is enabled/disabled or set as the default window for all walk in guests.
Select the Enable Prompting of Notes in the Reservations tab check-box to configure the system to display notes associated with the selected date automatically in the Reservations tab.
Select the Enable Prompting of Notes in the Table Planning tab > Future Seating check-box to configure the system to display notes associated with the selected date automatically in the Future Seating tab on the Table Plan.
Select the Automatically lock a guest to a table when manually assigning a guest check-box to configure the system to lock the booking so that the guest cannot be moved by automatic shuffles.
Select the Display a prominent message to the user when a table is available for a wait list guest check-box to display a red information box at the bottom of the screen whenever a table suitable for a customer on the wait list becomes available.

Select the Display notes column in guest queue and guest summary check-box to display a visual indicator in the Guest Queue or the Guest Summary so staff can see at a glance if a booking or customer note is saved for each customer.
Select the Enable arrived column in guest queue check-box to display a visual indicator in the Guest Queue so staff can see at a glance when a customer has arrived.
Select the Enable Auto Check Out after Bill Paid check-box if you want to check out guests automatically after bill payment. Enter the delay between bill payment and automatic check out in HH.MM:SS format up to a maximum of 24 hours.
Select the Enable Auto Bus State after Bill Paid check-box if you want to flag tables as dirty (bus state) automatically after bill payment. Enter the delay between bill payment and the table being put into bus state in HH.MM:SS format up to a maximum of 24 hours.
Select the Enable Auto Clear after Bill Paid check-box if you want to flag tables as cleared automatically after bill payment. Enter the delay between bill payment and the table being cleared in HH.MM:SS format up to a maximum of 24 hours.
Select the Display background image on the PoS Table Plan check-box to display the table plan image on the POS table plan. Deselect this check-box to remove the image from the POS (but not the host app) for improved responsiveness on the POS.
Select the Display guest summary instead of guest queue check-box to replace the Guest Queue format with the Guest Summary.
Select whether the time against a queued guest is displayed as the Countdown to arrival or the Expected Seating time of day by selecting the appropriate item from the drop-down list.
Select whether the time against a seated guest is displayed as the Countdown to departure or the Seated Time by selecting the appropriate item from the drop-down list.
Select whether you want to assign tables to the Best available or Server rotation (round robin) by selecting the appropriate item from the drop-down list. When set to Server rotation (round robin), Tables will assign guests to different servers in turn to ensure that all staff get an equal load.
Select Submit when complete.