Please Note: Item Categories are currently only available for Prepaid reservations. You'll toggle ON "Prepaid Reservation" under Step 4 or 5 to create Categories.

How to Create Categories for Reservation Items:

  1. Go to the online Dashboard > Service > Shift Settings
  2. Tap the Three Dots > Select "Edit Shift"
  3. Scroll to Step 4 > Reservation Settings > Items
  4. Toggle ON Prepaid > Enter Required Fields
  5. Scroll down to Items > Tap Add/Edit Items
  6. Tap "Create Category"
  7. Choose a Category Template OR Start from Scratch

If you select a Category Template, the Category Name (Beverage Pairing, Merchandise or Prix-Fixe) will be chosen for you.

Next, tap the Pencil and complete the following fields:

  • Description (Optional)
  • Pricing (Choose One)
  • Booking Rules (Toggle ON/OFF)

Finally, tap "Add Items" and select Items to "Add to Category".

Please Note: If you need to create add-on Items, check out these articles!

If you select Start from Scratch, you will need to complete the following fields:

  • Category Name (Required)
  • Description (Optional)
  • Pricing (Choose One)
  • Booking Rules (Toggle ON/OFF)

Tap "Next, Add Items" Button and select Items to "Add to Category".

Then, tap "Create Category" and Save.

How to Create a Category for Custom Reservation Items:

  1. Go to the online Dashboard > Service > Shift Settings
  2. Tap the Three Dots > Select "Edit Shift"
  3. Scroll to Step 5 > Customize Policies > Customize Tables
  4. Select Tables > Tap Next > Complete Reservation Name
  5. Tap "Items" Tab

Choose a Category Template OR "Start from Scratch"

  • Complete Category Fields
  • Add "Items" to Category
  • Save

How to Manage Categories for Items:

How to Edit Categories:

  1. Tap the pencil next to the Category Name.
  2. Choose "Edit for this Reservation" OR Choose "Edit Everywhere"

Please Note: When you choose "Edit for This Reservation" the updates will only affect that shift. If you choose "Edit Everywhere", it will update everywhere this item is currently being used.

How to Order Categories:

  1. Tap the arrow next to the pencil
  2. Tap the arrow up or down to change the order

How to Remove a Category:

  1. Tap the pencil to edit
  2. Tap "Remove Category"
  3. Review warning before tapping "Remove Category"

Did this answer your question?