Contact details and customer records
- Mandatory email / phone: requires the detail when booking online.
- Mandatory email / phone internally: applies to staff-created reservations. You can require email online while allowing phone bookings without an email.
- Automatic customer matching: reuses a record found through phone or email. It helps keep visit history together; it does not merge all existing duplicates.
- Allow anonymous customer: lets staff enter a reservation without a customer record.
- Allow reservation deletion internally: enables this workflow in the app; the staff member still needs the relevant permission.
- Show total paid: displays the total-paid field when editing an existing reservation. Entering a total does not charge a bank card.
Allow customers to modify bookings
Enable Allow reservation modification, then set:- the threshold in hours before the booking: 2 hours closes changes at 18:00 for a 20:00 booking;
- the maximum group size, if you want only smaller parties to use this workflow.