Online Bookings Setup

Before you can accept online reservations via TablesReady, you need to:

  1. Enable online reservations and configure your settings in Settings > Reservation Options
  2. Setup your Schedules
  3. Setup your Services
  4. Setup your Resources

Check out the quick video below, then read on for more information:

Reservation Options and Settings
Schedules
Services
Resources
Appointment Notifications
Embedding Your Online Scheduler

Reservation Options & Settings

Before accepting reservations online, you'll need to enable them in Settings > Reservation Options:

In addition to enabling and disabling online scheduling, you can also configure your online scheduling flow to meet your business's needs in this section.

  • Appointment label: Choose what you want to call things. Reservations? Appointments? Bookings?
  • Default reservations Page View Mode: Choose a List or Timeline view as your default setting.
  • Set reservations as default page: Instead of defaulting to the Waitlist page when you login to the manager side of TablesReady, you'll be directed to your Reservations page.
  • Limit appointments per time slot: You have 20 tables, but you don't want everyone to book them at 6pm on Saturday night, or else you'll crush your kitchen and staff. Choose the max number of bookings you'll take at a given time slot start time.
  • Waitlist: hours of upcoming appointments to show: If you have a lot of Reservations and want to narrow down the view, you can use this option to only show upcoming reservations for next N amount of hours on your Waitlist tab.
  • Allow Multiple Parties to Book a Resource: If this option is not checked, each booked party will occupy an entire Resource. For restaurants, you probably don't want 2 parties of 2 to occupy a table of 4, so don't check this. For retailers, you want different groups to be able to be in your single resource ("Store") at the same time, you should check this.
  • Count each person in a group as 1 spot each: If "Allow Multiple Parties to Book a Resource" is checked, this option will appear. Do you want each person in a group to count towards the capacity, or is your capacity based on the number of groups (not people)?
  • Online appointments: Select and Save to enable Online Appointments. 
  • Serving Tracking: Enable this feature to track your parties as you're serving them, giving you a real-time view of your operation. Learn more here.
  • Appointment Interval: This how often appointments will be offered; for example, if you input 15, appointments will be offered at 3:00, 3:15, 3:30, 3:45, etc.
  • Max days for advance bookings: Set the maximum days in advance that online appointments can be scheduled. For example, 0 means same-day reservations only, whereas 365 will allow people to book up to a year in advance. 
  • Service selection required: Require people to select a service while booking. If you only have 1 service, like Shopping, you shouldn't check this. Or, if you have multiple services that don't overlap in their timing (e.g., Lunch and Dinner), you don't need to check this.
  • Resource selection required: Require people to select a resource while booking. While most restaurants won't ask someone to choose a table, this is particularly useful if you're setting up Resources as staff and you want your customers to choose a service provider. 
  • Search by party size: Ask your customers to enter their group size when booking online.
  • Search by time: Ask party to enter their preferred time when searching for availability. Otherwise, when searching, all your availability for the selected day will be shown.

Schedules

You can setup multiple Schedules within TablesReady in the Settings > Schedules section. Your first/primary Schedule should be your overall hours, then additional schedules can narrow that window for different services you might have. For example, in a restaurant, you might create 4 separate Schedules, like so: 

  • Business Hours: 11:00am - 11:00pm
  • Lunch Service: 11:00pm - 3:00pm
  • Happy Hour: 4:00pm - 6:00pm, 9:00pm - 11:00pm
  • Dinner Service: 5:00pm - 10:00pm

If you only want your Waitlist to be open during certain hours, create a new schedule and assign that schedule to your Public Pages in the Settings > Public Pages section.

Creating a New Schedule

  1. Click the green + sign in the bottom righthand corner of the page
  2. Add a name and enter hours for each day, or mark yourself as Closed. If you have the same hours every day, click "Apply to All" to quickly apply settings from Monday to all the other days. If you stay open past midnight, check "Next day".
  3. Click Confirm.

If you close in the middle of the day, you can check the box next to "I'd like to enter two sets of hours for a single day" at the bottom of the page to enter 2 sets of hours for a given day, like 11:00am-2:00pm and 5:00-9:00pm:

Editing an Existing Schedule

  1. Click the pencil icon on the right side of the page
  2. Edit your hours and click Confirm

Set Detailed Hours by Date or Mark Yourself as Closed

  1. Click "Set Detailed Hours by Date" 
  2. Select a date and hit "Edit Detailed Hours" 
  3. To mark yourself as closed, check the Closed box. To offer different availability, enter the hours.
  4. Click the Save icon

Services

You can create different Services with different durations in Settings > Services. Each Service can have its own Schedule. 

The main considerations when setting up the services you need are:

  • The duration of the service (how long does it last on average?). If all your services take the same amount of time, you might not need separate services.
  • The schedule of the service. If your services operate on different schedules from each other or from your main business hours, you'll need to create services that relate to those schedules. If you haven't already set up your Schedules, see the section above.

For now, entering the Description and Price fields doesn't do anything.

You can also choose whether to make the service available on your waitlist and/or on your reservations/appointments pages. Maybe you have overflow outdoor seating, but you don't want people to be able to reserve it, then you can set up an "Overflow Dining" service that is only available on the Waitlist.

Here are some different ways businesses might set up Services:

Restaurants

  • One service called "Food" or "Dining" that lasts for 90 minutes and is available on both the waitlist and reservations pages.
  • One service for Lunch and one for Dinner. Lunch lasts 75 minutes but Dinner lasts 90 minutes.
  • One service for Outside Dining and Indoor Dining.

Retailers

  • One service called "Shopping" that lasts for 30 minutes (or however long the average shopper spends in your store).

Barbers/Stylists

  • One service for each of your offerings, e.g., Cut, Color, Trim, Men's haircut, Shave, etc. Each would be configured with its own duration.

Motor Vehicles

  • One service for each of the transactions you offer, e.g., Driver's License Renewal, Real ID, Records Printing, etc.

Resources

Resources must be set up in Settings > Resources in order to take online reservations/appointments. They can also be useful if you want to keep track of the particular resource your guest will be using during their visit.

Resources can be thought of as tables for restaurants, barbers for barbershops, stores for retailers, stations/counters for DMVs, doctors or exam rooms for health care offices, etc.

For example, if you're a retail store and can have up to 20 people in your store at a time, you could setup a Resource called Store and set the Capacity as a minimum of 1 and maximum of 20. 

The main considerations when setting up the services you need are:

  • The Capacity of the resource. What's the minimum and maximum number of people a given resource can accommodate? 
  • The Services the Resource can provide. Do you want this table to be available for your Food or Outdoor Dining service? Does this stylist do hair color?

To create a new Resource:

  1. Click the green + sign in the bottom righthand corner of the page
  2. Add a name and the Minimum and Maximum capacity. For example, a four top table might have a minimum of 2 and maximum of 4, but a Resource for a retail store could have a minimum of 1 and maximum of 20.
  3. Choose if the Resource is available for walk-ins, bookings, or both
  4. Select the Service(s) using the Resource
  5. Click Confirm.

Managing Your Resources

After you've created your resources, you can change the order they are displayed by hitting the arrows in the "Re-Order" column.

You can also enable, disable, edit or delete any resource by selecting the status toggle or the Action buttons.

Appointment Notifications 

Notifications can be enabled, disabled, and edited in the Settings > Notifications section of your account. 

Embedding Your Online Scheduler

The URL to your online scheduling page is available in the Settings > Appointment Options section of your account. You can use the following code to embed your online scheduler into your website: 

<iframe src="https://host.tablesready.com/p/book/add/yournamehere" width="100%" height="900px" allowfullscreen allowtransparency="true" frameborder="0" scrolling="no"></iframe>

Make sure to replace the src="https://host.tablesready.com/p/book/add/yournamehere" with your actual link!

Still need help? Contact Us Contact Us