Training Guide on ZenchefOS

Welcome to our Training Guide dedicated to the use of ZenchefOS!


Whether you are new to the platform or looking to deepen your knowledge, these five videos will guide you through the various key features of ZenchefOS. From navigating the interface to managing reservations, and handling no-shows, we will show you how to make the most of our system to optimize the management of your establishment. 

 

Discover the ZenchefOS platform through these 5 videos:

  • Navigate on ZenchefOS 🏄‍♀️
  • Explore the reservations section 💫
  • How to manage my new reservations 🛎
  • How to edit my reservations 🖊
  • Managing my no-shows ❌

I. Navigate on ZenchefOS 🏄‍♀️

To help you make the most of our tool, we will explore together the different sections and see how they can be useful to you on a daily basis.

00:00: Welcome to Zen Chef OS, the system designed to simplify the daily management 00:04: of your restaurant, allowing you to focus on what truly matters. 00:07: Delivering, an exceptional experience to your guests. 00:12: Zenchef supports your success, by simplifying, your operations, improving, 00:16: efficiency, and strengthening your relationship with your customers. 00:20: With zenchef, you have the tools. You need to deliver an exceptional experience while 00:24: optimizing your restaurants performance. 00:26: To help you get the most out of our system. We will explore the different sections together 00:31: and see how they can be useful to you on a daily basis. 00:35: To move through the different sections. Simply use the black sidebar on the left side 00:39: of your screen. 00:41: One of the key sections of Zen Chef OS is reservations. 00:45: Here, you will find essential tools for managing bookings efficiently. 00:49: In the reservation section, you will View and manage. 00:52: All your reservations in one place. 00:55: Impending reservations. You will find reservations awaiting confirmation. 01:00: In the takeaway section, you will manage takeout orders seamlessly. 01:05: In the calendar view, get a clear and structured overview of your reservation schedule. 01:10: Under the reservation section, you will find the revenue Tab and essential resource 01:15: to track and manage your restaurants Financial transactions. 01:19: Access detailed data on gift vouchers. 01:22: Prepayments table payments, and credit card guarantees. 01:26: The client section allows you to better understand and engage with your guests. 01:32: Here, you can access your customer database, verified reviews and marketing 01:36: tool. 01:38: In the guest profiles, section view. Detailed information about your customers, their 01:42: preferences and habits Here, you'll also find your companies and prescribers 01:47: file. 01:49: The reviews section of Zen, Chef OS, allows you to centralize manage 01:53: and respond to customer feedback across different platforms. 01:57: Leverage this data to personalize customer experiences and develop targeted 02:02: marketing strategies to enhance loyalty. 02:09: The dashboard provides a clear and intuitive overview of your restaurants performance 02:13: in terms of reservations. It includes detailed statistics with 02:18: adjustable analysis periods to fit your needs. 02:22: The add a reservation button allows you to quickly register new booking requests 02:26: including those received by phone. 02:29: The Help Center is your go-to resource for information on using zenchef 02:33: OS. Access detailed guides and articles to help you navigate 02:37: and use the platform. 02:40: The notification center keeps you updated on zenchef, latest features and your 02:44: restaurants notifications. 02:47: This includes reservation activity, alerts call logs from your Zen. 02:51: Call device, new zenchef updates and features and an SMS counter 02:55: to track the number of messages sent throughout the month. 03:02: This section allows you to customize and configure your account to suit your needs. 03:11: Including your restaurants access account management, options billing 03:15: details, zenchef community, and Partnerships. 03:18: And the logout button. 03:20: At the bottom, right of your screen, you will find zany our instant messaging assistant. 03:26: This chat box allows you to get support directly from zenchef at any time. 03:32: Thank you for watching this video, our team is here to support you every step of 03:36: the way. So, feel free to reach out if you have any questions or would like to learn more about 03:40: our Solutions,

II. Explore the reservations section 💫

In this section, we will explore the various features of your reservation management tool, designed to simplify the management of your restaurant and provide an exceptional customer experience.

00:00: Welcome in this video. Today we will explore the Reservations section, your management tool designed to streamline your restaurant management and provide an exceptional customer experience. 00:12: The Reservation section is your centralized reservation management tool. Designed to help you efficiently manage bookings in your establishment. With this tool, you can organize your services, manage your availability, and maximize table usage, thereby offering a smooth and pleasant customer experience. 00:32: This section allows you to manage all your reservations from a single interface saving 00:36: you time and optimizing your operations. 00:40: Moreover, by offering online booking on your website and social media channels, you can attract new customers and retain existing ones, thereby maximizing your revenue and profitability. 00:52: Using reservation Section is simple and intuitive. It is composed of two distinct parts 00:59: on the left, the list of your reservations 01:03: and on the right, your seating plan. 01:06: The date button opens a calendar and allows you to select the desired date. 01:12: Alternatively, you can use the arrow buttons to navigate to the next day. 01:18: Then, you'll find a button to record a walk-in arrival 01:23: followed by a button to record a phone reservation. 01:27: To the right of these buttons, you'll find your service filters, allowing you to display only reservations for a specific service. 01:35: Each filter has a fully booked button on the right, allowing you to block the service or specific time slots. If you are truly full, the Zenchef system will automatically mark you as such on the widget. 01:48: The fully booked function is a quick way to appear full even if you are not. 01:54: Under the date banner, you'll find other filters to sort your reservations based on their status. all reservations, pendings, coming-up, in service, no-shows, cancellations, etc. 02:08: Below this section, you'll find the search bar if you need to find a customer by name. 02:14: On the right side, you'll have the multiple selection button 02:18: this button allows you to select multiple reservations and apply the same action to them. 02:24: On the right side of the screen, you'll find the seating plan. 02:29: Your seating plan allows you to visualize your different rooms. 02:33: You can also select a table and choose from the following actions: 02:38: Register a walk-in customer on the table 02:42: Add a reservation on the table 02:45: or, Block a table for the service. 02:49: At the top of the seating plan, there are four buttons representing the four views of your reservations section 02:56: Seating Plan View, to visualizes table occupancy and availability 03:01: Next, the Timeline View, convenient for welcoming guests at the reception 03:07: Then, the Reservation List, to check basic information 03:12: Finally, the Calendar View: provides an overview of your availability for the month 03:18: In this section, you'll also find: The order list section to retrieve your orders if the click and collect is enabled 03:26: Then, The Print button allows you to print your reservation list on paper 03:32: The last features on the right of the floor plan, is the memo section where you can create notes to remind yourself of important information and share them with the rest of the team. 03:43: Thank you for watching this video, our team is here to support you at every step of your journey, so don't hesitate to contact us if you have any questions or if you would like to learn more about our solutions.

III. How to manage my new reservations 🛎

Learn how to manage your new reservations online, by phone, and walk-ins on ZenchefOS to offer a smooth customer experience from the first contact.

00:00: Welcome to this video! The start of your service is approaching, your team is ready, and you are about to receive your first calls and customers. 00:10: Therefore, you want to update the information to ensure optimal tracking during the service. There are two different ways to make a reservation: As a guest using the online widget, and As a restaurant manager using the platform 00:25: To update your reservation list, you will find two buttons, next to the date, 00:31: The first button is used to add customers who have come to the restaurant without making a prior reservation. If you wish to accept them, you can use this button to update your availability. 00:43: Once you click on it, select the number of guest you are welcoming to the restaurant 00:48: Then, the Walk-in will be directly register in your list and placed on your seating plan. 00:55: When a customer calls to make a reservation, you can use the second button. 01:00: By clicking on it, you can enter the number of guests, 01:04: Select the desired shift and room 01:07: Then, desired time. 01:10: To determine if you can accommodate the reservation, you can use the icons on the right: check if a table is available and if the capacity of the time slot and service allows it. 01:21: and then, if available, the customer's contact details. 01:26: If the customer has visited before, their information will already be in your database, so you won't need to enter it again. 01:34: After you register the contact details, you can complete the reservation by adding tags, note on customer or booking 01:42: if you decide to, You can also add an experience, register the source of the reservation, add the name of the personne who register the reservation, or a prescriber 01:53: Once all the information is completed, click on the SAVE button at the bottom of the form. 01:59: You can also click on the options to the right of the SAVE button and select: 02:04: the Waitlist (to register them on the waitlist instead of the reservation list). Or the Credit card guarantee (to generate the credit card guarantee request instead of the confirmation) 02:16: Your reservation will be added to your list in your seating plan. 02:19: If you register a reservation manually and the tool has not found a free 02:23: table or availability, an alert will appear on your shift filter to notify you 02:27: and will Block online availability. 02:31: to register your phone reservations, you can also use Call Assist 02:36: Call Assist will send you a notification for each incoming call, providing you with all the information you need to know about the customer. 02:45: On this notification, you will be able to. create a customer profile or input a reservation, so all the information will be automatically registered in the reservation details 02:59: Otherwise, we can still retrieve easily the last phone number who called when entering a new reservation. 03:06: Now, let's discover the 5 different types of reservation you can received from your online widget 03:13: In the first scenario, we have implemented a manual confirmation process. The reservation will be registered in the pending status 03:22: To confirm those reservations, you can click on the pending status directly in your list 03:28: and choose the "Confirmed" status to accept the reservation request 03:33: You can also access the list of all your pending reservation in the dedicated section in the black banner. 03:40: There you can also accept your requests easily. 03:44: Same here. to accept, click on the pending status and Choose "Confirmed" status. The guest will receive his confirmation email at this moment. 03:54: In the second scenario, we have set up automatic confirmation. The reservation will automatically register in your list and your seating plan with a confirmed status. No action is needed here and the guest will receive his confirmation directly when he does the reservation online 04:12: In the third scenarion, we have implemented an automatic confirmation process with a credit card guarantee request. 04:20: This process follows the same steps as the previous example. To easily view reservations with a credit card guarantee in your list, look for the "imprint" icon located to the right of the reservation. 04:33: In the fourth scenario, we have activated experiences with prepayment. 04:38: To easily view the prepaid reservations in your list, look for the "green card" icon located to the right of the reservation. 04:46: You can also visualize the selected experiences by the guest in the list. 04:52: Last scenario, We have activated the wait list and are now fully booked. 04:58: The reservation will appear with the Wait List status. If you decide to accept the reservation. Click on the status, 05:07: Choose "Confirmed" status. if the you decide to accept their reservation, they will receive a confirmation at that time. 05:15: Thank you for watching this video, our team is here to support you at every step of your journey, so don't hesitate to contact us if you have any questions or if you would like to learn more about our solutions.

IV. How to edit my reservations 🖊

Once you have confirmed a reservation, you have several options to update it and ensure a smooth customer experience.

00:00: Welcome to our practical guide on reservation management with ZenchefOS. Once you have confirmed a reservation, you have several options to update its status and ensure a smooth customer experience. 00:13: From the arrival of the first guests to their departure, we'll show you how to use these features to optimize table management and communication with your customers. Get ready to discover how each option, from table status to sending personalized messages, can contribute to an exceptional dining experience. 00:32: Once your reservation is confirmed, you can update the booking status during the service, by clicking on the "Confirmed" button. 00:40: Here are the different options. Arrived or seated when 00:44: some were all the guests have arrived. 00:47: Finished: When the guest leaves the restaurant. 00:51: Reconfirmed is to update the status if your client reconfirmed oraly by the phone 00:57: Canceled : when either you or your guest decides to cancel the reservation. 01:03: Propose a new time: You can offer the customer an alternative arrival time if the original one doesn't work. 01:10: Ask for a credit card guarantee: If you haven't activated the automatic option, you can generate a request by clicking on this button, which will be sent to the client via email. 01:22: Ask for a reconfirmation: If you haven't activated the automatic option, you can also generate a reconfirmation request by clicking on this button 01:32: Send a message: You can write a personalized message that will be sent to the client via email. 01:39: you can then, consult the guest profile to read more details 01:44: Edit the reservation information 01:47: and finally, lock the reservation so the information and placement can't be changed by the team 01:54: If you need to access more details about the reservation, you can click on it on the list 02:00: A window will open, and at the top, you will find a summary of practical details. 02:06: Below that, you will have access to three sections: 02:10: Reservation info: This section provides a summary of practical information related to the reservation and the customer. 02:18: At the bottom, you will also find a button to edit the booking. 02:23: then, Customer info: 02:26: Here, you can find figures about the customer, such as the number of reservations, reviews, cancellations, and no-shows. 02:35: Additionally, you will find two buttons at the bottom to access the customer file, 02:39: or edit the information. 02:42: Finally, you'll find the reservation history 02:46: In this section, you can view the reservation's history, including all actions and modifications made since its creation. 02:54: You can also access the history of sent emails and SMS messages. 02:59: Here you can check if all the notifications have been sent to your guest and resent it if needed. 03:05: Thank you for watching this video, our team is here to support you at every step of your journey, so don't hesitate to contact us if you have any questions or if you would like to learn more about our solutions.

V. Managing my no-shows ❌

Let's delve into how Zenchef enables you to manage no-show reservations in a simple and efficient manner.

00:00: Welcome in this video. Today we'll explore in detail how ZenchefOS allows you to manage no-show reservations simply and effectively. 00:10: With Zenchef, our customers have less than 1% of no-shows thanks to the powerful tools you’re about to discover. Let's examine how Zenchef enables you to handle no-show reservations in different scenarios: 00:23: Situation 1: No anti-no-show tool is activated. In this case, the only necessary action is to change the reservation status to keep the information for future reference; it's important to keep track of these occurrences to potentially take action in the future. 00:41: To do this:Identify the relevant reservation in your list and click on the confirmed button 00:48: Change the reservation status from "confirmed" to "no-show" 00:53: This information will be retained in the customer's profile 00:57: and you will be informed when they make another reservation. 01:01: Situation too, credit card guarantee if you have activated the 01:05: credit card guarantee feature, you can choose to charge the customer in two 01:09: situations when the customer doesn't show up, or when the customer cancels, 01:13: their reservation late. 01:15: - To charge the customer in these situations:Click on the reservation status button. if the client cancelled late, the statues will be automatically changed to "cancelled late" status 01:28: In case of no-show, change the status from "confirmed" to "no-show". 01:33: Click on the status button again. 01:36: Select the option "Debit the guest". 01:39: This process will initiate the transaction via your payment provider, ensuring transparent and secure payment management. In case of a debit, fees will be applied to the amount. 01:51: If you decide to refund the customer from his credit card guarantee, click again on the status 01:57: And click on refund the debit 02:00: Refunds are said immediately to the customers Bank. 02:05: Situation 3: Prepayment. If you have activated the prepayment option, The process is the same here to register the booking as a no-show. you have the choice to either keep the amount or refund it. 02:19: If you decide to refund the guest prepayment, Click on the reservation status button. 02:25: Select the option "Refund the prepayment". 02:28: Then you can decide to refund the amount partially or completelly 02:33: With Zenchef, managing no-shows and cancellations becomes an opportunity to strengthen customer trust while protecting your business interests. 02:42: Thank you for watching this video, our team is here to support you at every step of your journey, so don't hesitate to contact us if you have any questions or if you would like to learn more about our solutions.

 

These training videos provide you with the essential knowledge to master ZenchefOS. You are ready to optimize the management of your establishment and offer an exceptional customer experience through our platform.