How to configure the choice of actions on my reservations?

In this article, you will learn how to configure the available actions when managing your reservations from your Zenchef account.

 

Summary

  1. The different available actions

  2. Configuring action buttons

  3. Common cases & FAQs

  4. Support & Related articles

 

What you need to know

When you click on a reservation in your Zenchef digital planner, a menu of actions appears (e.g. confirm, cancel, move...). You can customize these actions to suit your needs and habits. This allows you to work more efficiently and tailor the interface to your management style.

 

1. The different available actions

Actions related to the reservation status

 

Note :

Confirmed = this action will be necessary if you confirm your bookings manually.

Arrived = this action is useful for identifying a customer who has arrived but is not yet seated at their table.

Finished = this action is useful for identifying when a customer has left. It will release the table from the seating plan.

No show = this action is useful for identifying a customer who has not come to the restaurant without cancelling their reservation. It automatically activates the "already no show".

Reconfirmed = if you use automatic reconfirmation, the status will change to "reconfirmed" without your action if the customer reconfirms via the notification they have received.

Waiting inside = this action is useful for identifying a customer whose table is not yet ready.

Waiting list = this action is useful for manually adding customers to the waiting list if you are full. If you use the automatic waiting list, your customers will be able to register on the reservation module and their reservations will be added to your list in this status.

 

Contextual actions for reservation statuses : 

Note :

Propose a new time = when this action is taken, the reservation will become a "customer standby".

Request a credit card deposit = if you have activated the bank print system. When this action is taken, the reservation will go to "waiting for a customer".

Send a credit card deposit reminder = if you are waiting for a credit card deposit, and you wish to send a reminder.

Release credit card deposit = if a credit card deposit has been deposited on the reservation.

Refund the debit = if credit card deposit has been taken.

Debit the customer = if a credit card deposit has been deposited on the reservation.

Request a prepayment = if you have activated the prepayment system. When this action is taken, the reservation will be put on "customer standby".

Send a prepayment reminder = if you are waiting for a prepayment and wish to send a reminder.

Refund the prepayment = if a prepayment has been made for the booking.

Request reconfirmation = if the booking is confirmed. When this action is taken, the booking will go to "waiting for reconfirmation".



General actions :

Note :

Send a message = available only if an email is entered in the booking, enabling a message to be sent with or without a change in the booking status. The customer will receive an email.

Call customer = only available if you are using the smartphone application.

Create/Link to a customer sheet = only available for walk-in bookings.

Lock booking = available on a reservation placed on the seating plan so that the table number is not changed.

Unlock booking = available on a reservation locked to a table.

Create a series of booking = allows you to duplicate a reservation over several dates.

Send shift menu = available if you use the digital menus

 

 

2. Configuring Action Buttons

Configuring buttons from the Web App

  • Log in to your Zenchef interface from a computer.
  • Go to Settings > Services & Reservations > Reservation List > Available Actions.
  • For the actions you want to use, click the Capture_d_e_cran_2020-12-22_a__18.01.04.png icon next to the button name. You can also remove them using the Capture_d_e_cran_2020-12-22_a__18.02.00.png  icon.

The selected actions will then be available in one click directly on your reservations.

 

Configuring buttons from the iOS and Android app

  • Log in to your Zenchef interface from a computer.
  • Go to Settings > Reservations > Actions/Statuses to Display.
  • For the actions you want to use, click the Capture_d_e_cran_2020-12-22_a__18.01.04.png icon next to the button name. You can also remove them using the Capture_d_e_cran_2020-12-22_a__18.02.00.png  icon.

The selected actions will then be available in one click directly on your reservations.

 

3. Common Cases & FAQs

Common Cases

  • I want to change the color and/or icon of the action buttons
    The color and icon of action buttons cannot be customized.

  • I want to change the order of the actions
    The order cannot be changed. You can only choose which actions are visible.

FAQs

  • How can I add a custom action to the menu?
    It’s currently not possible to add custom actions. Only the predefined actions in the list can be selected.

  • Why are some actions unavailable for a reservation even though I activated them in the settings?
    Some actions depend on the type or status of the reservation (e.g. confirmed, cancelled, past).

 

4. Support & Related Articles

Contact our Support Team

For any additional help, feel free to contact Zenchef support via the chatbot available in your client area or by visiting our Help Center.