> For the complete documentation index, see [llms.txt](https://help.rbsgo.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.rbsgo.com/dineplan/front-desk/reserve/faqs.md).
# FAQ's
## 1. How do I create a new customer reservation in DinePlan?
To schedule a new reservation for a guest:
1. Log in to **"DinePlan"** and select **"Front Desk"** from the **"Dashboard"**.
2. Select **"Reserve"** to open the Reserve screen.
3. Select **"Add"** to open the **Add Reservation** screen.
4. Enter the required reservation details:
* **Reservation Date:** Select the date scheduled for the visit.
* **Reservation Time:** Select the reserved time slot.
* **Phone Number:** Enter the customer's contact number.
* **Customer Name:** Enter the name of the customer.
* **Email Address:** Enter the customer's email address (optional).
* **PAX (Total Guests):** Enter the total number of guests included in the booking.
* **Adult PAX / Adults:** Enter the number of adults.
* **Child PAX:** Enter the number of children.
* **Deposit Paid / Deposit & Deposit Type:** Enter deposit details and payment method, if applicable.
* **Deposit Reference Number:** Enter the reference number, if applicable.
* **Remarks / Remark:** Enter any special requests or operational notes.
5. Select **"Save"**.
**Note:** The newly created reservation appears directly in the **Reservation List** upon saving.
## 2. How do I assign an unassigned reservation to an available dining table?
To allocate a physical table to a scheduled guest booking:
1. Open **"Front Desk"** → **"Reserve"**.
2. From the **Reservation List**, highlight or select the target reservation.
3. Select **"Assign"**.
4. Select the appropriate available table from the list.
5. Confirm the table assignment.
**Note:** Once confirmed, the reservation status automatically changes to **Assigned**.
## 3. How do I update or edit the details of an existing reservation?
To modify booking times, guest counts, or contact information for an existing reservation:
1. Open **"Front Desk"** → **"Reserve"**.
2. From the **Reservation List**, select the reservation you need to modify.
3. Select **"Edit"**.
4. Update the required information (such as **Reservation Date**, **Reservation Time**, **Phone Number**, **Customer Name**, **Email Address**, **PAX**, **Adult PAX**, **Child PAX**, **Deposit**, or **Remarks**).
5. Select **"Save"**.
## 4. How do I cancel a customer reservation when a guest cancels their visit?
To process a cancellation for a booking:
1. Open **"Front Desk"** → **"Reserve"**.
2. Select the target reservation from the **Reservation List**.
3. Select **"Cancel"**.
4. Confirm the cancellation when prompted by the system.
**Note:** Upon confirmation, the reservation status automatically changes to **Cancelled**.
## 5. How do I search and filter reservations by date range and status?
To locate specific bookings or view reservations by status:
1. Open **"Front Desk"** → **"Reserve"**.
2. Select the start date in the **"From"** field.
3. Select the end date in the **"To"** field.
4. Click the **"Status"** filter dropdown menu and select the required option:
* **Not Assigned:** Displays unallocated reservations.
* **Assigned:** Displays reservations already allocated to a table.
* **Cancelled:** Displays cancelled bookings.
5. Select **"Refresh"**.
**Note:** You must select **"Refresh"** to reload the list with your newly selected filter criteria.
## 6. How do I clear applied search filters and return to the default reservation list?
To reset all active search parameters and reload the full reservation view:
1. Open **"Front Desk"** → **"Reserve"**.
2. Locate the toolbar controls above the **Reservation List**.
3. Select **"Reset"**.
**Note:** Selecting **"Reset"** clears all applied date range and status filters and immediately reloads the default reservation list.
## 7. How do I export reservation records for daily floor planning or reporting?
To generate an external file of reservation records for administrative use:
1. Open **"Front Desk"** → **"Reserve"**.
2. Apply the required **"From"** and **"To"** date range and **"Status"** filters if exporting a specific subset.
3. Select **"Refresh"** to display the matching records.
4. Select **"Export"**.
**Note:** The system exports the displayed reservation records for reporting or record keeping.
## 8. How do I enter and track separate adult and child guest counts (Adult PAX and Child PAX) for a reservation?
To record distinct counts for adult and child guests when booking a party:
1. Navigate to **"Front Desk"** → **"Reserve"**.
2. Select **"Add"** (or select an existing reservation and click **"Edit"**).
3. In the **"PAX (Total Guests)"** field, enter the overall total number of guests.
4. In the **"Adult PAX"** (or **"Adults"**) field, enter the specific number of adult guests.
5. In the **"Child PAX"** field, enter the specific number of child guests.
6. Complete any remaining booking fields and select **"Save"**.
**Note:** The **PAX**, **Adults**, and **Child PAX** numbers display in dedicated columns within the **Reservation List** for quick staff reference.
## 9. How do I log customer deposit details and a deposit reference number for a booking?
To record an advance deposit collected for a reservation:
1. Open **"Front Desk"** → **"Reserve"** and select **"Add"** (or **"Edit"**).
2. Locate the **"Deposit Paid"** (or **"Deposit"**) field and enter the monetary amount collected.
3. Select the payment method in the **"Deposit Type"** field, if applicable.
4. Enter the transaction reference in the **"Deposit Reference Number"** field.
5. Select **"Save"**.
**Note:** Recorded deposit amounts and payment methods are displayed under the **Deposit** and **Deposit Type** columns in the **Reservation List**.
## 10. How do I filter the Reserve screen to see only unassigned reservations that need table allocation?
To isolate pending bookings that still require physical table assignments:
1. Open **"Front Desk"** → **"Reserve"**.
2. Select the starting date in the **"From"** field and ending date in the **"To"** field.
3. Click the **"Status"** dropdown menu and select **"Not Assigned"**.
4. Select **"Refresh"**.
**Result:** The **Reservation List** reloads to display only reservations that have not yet been assigned to a table.
## 11. How do I navigate through multiple pages of reservation records using Previous and Next?
When a date range contains more reservation records than can fit on a single screen:
1. Open **"Front Desk"** → **"Reserve"** and view your filtered **Reservation List**.
2. Select **"Next"** to move forward to the next page of reservation entries.
3. Select **"Previous"** to navigate back to the preceding page of entries.
## 12. How do I find out when a reservation was originally created versus its scheduled visit date?
To track when a booking was entered into DinePlan compared to when the guest actually intends to visit:
1. Navigate to **"Front Desk"** → **"Reserve"**.
2. Locate the target booking in the **Reservation List**.
3. Check the **"Reservation Date"** column to view the date scheduled for the guest's visit.
4. Check the **"Created Date"** column to view the exact date on which the reservation entry was originally created in the system.
## 13. Where can I check active shift details, business date, and logged-in user on the Reserve screen?
System operational information is continuously displayed along the bottom of the screen:
1. Open **"Front Desk"** → **"Reserve"**.
2. Look at the **Status Bar** along the bottom edge of the window.
3. Read the **Status Bar** to check:
* **Active Business Type** (such as **Restaurant**, **Take Away**, or **Zomato**)
* **Business Date**
* **Shift Number**
* **Logged-in User**
* **Navigation Controls**
## 14. How do I view a list of all cancelled reservations for record verification?
To review historical or cancelled bookings:
1. Open **"Front Desk"** → **"Reserve"**.
2. Select the required **"From"** and **"To"** date range.
3. Click the **"Status"** filter dropdown menu and select **"Cancelled"**.
4. Select **"Refresh"**.
**Result:** The **Reservation List** displays all reservations within the selected date range that hold a **Cancelled** status.
## 15. How do I enter special guest requests or dietary remarks so floor staff can see them?
To record customer preferences, seating notes, or special requirements:
1. Open **"Front Desk"** → **"Reserve"** and click **"Add"** (or **"Edit"**).
2. Locate the **"Remarks"** (or **"Remark"**) text field.
3. Type the special guest instructions or requests into the box.
4. Select **"Save"**.
**Note:** Notes entered in this field appear directly under the **Remark** column in the **Reservation List**.
## 16. How do I filter the Reservation List to view only table-assigned reservations?
To review bookings that have already been allocated to physical tables on the floor:
1. Open **"Front Desk"** → **"Reserve"**.
2. Enter the target date range in the **"From"** and **"To"** fields.
3. Click the **"Status"** dropdown menu and select **"Assigned"**.
4. Select **"Refresh"**.
**Result:** The system reloads the list to show only reservations currently holding an **Assigned** status.
## 17. How do I view guest contact information directly from the Reservation List grid?
To check customer contact details without opening the edit screen:
1. Open **"Front Desk"** → **"Reserve"**.
2. Locate the guest row in the **Reservation List**.
3. Read the **"Phone Number"** column to view the customer's contact phone number.
4. Read the **"Email"** column to view the customer's email address.
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