Wednesday, December 11th, 2019

BY waitlistme,

With the floorplan features in Waitlist Me, it’s easy to visualize your tables and manage your sections and staff.

In Floorplan view, you’ll see all of your tables, arranged however you like. Green tables are open; red tables are occupied. You can also see how long a table has been occupied, or if it’s been reserved for a particular time. And you can tap on a table to open the action bar, where you can see details about the party, update their table’s status, clear the table when they’re done, and more.

You can also see your sections, marked with colors, dividing lines, or both. You can create custom layouts, and change these sections on the fly. Perhaps three sections is enough for a quiet lunch, but you need more for a busy evening. You can see which employee is working each section, and how many groups, and how many people, they’ve served today. You can zoom in for a closer look, and scroll across your floorplan. You can even see floorplans for other parts of your restaurant—for instance, for your patio or an upstairs meeting room. It’s all up to you.

To start building your own floorplans, just tap on the round icon to access the table management section.

Notice: Here in Grid view, you can see that I’ve already set up some basic tables. Each one has a name (in this case, the table number), and a size: the number of people it can seat. And I’ve divided those tables into sections. If you need any help with tables and sections, please see our video on “Managing Tables.”

Now, tap the button on the right, and switch to Floorplan view.

The first time you visit this page, you’ll be prompted to add a room—for instance, your main dining room. Just give your room a name, choose a portrait or landscape orientation for your floorplan, and then tap “Add.” You can add additional rooms if you like. Then, tap “Back,” to save. You can tap on the name of your room at any time, to see a different room, or to add additional rooms.

Now, tap “Edit,” to start building your floorplan. If you have not yet created your tables, just tap on the gear icon to access the table management settings, where you can manage your tables, sections, layouts, and more. Or, if you’re ready to proceed, just make sure you’ve selected the room you want to design. And then, tap “Add.”

You can choose an existing table from the list—or, add a new table at the top. (Simply give your new table a name, specify how many people it can seat, and tap Save.)

You’ll be prompted to choose the physical size, and the shape, for this table.

Now, just tap where you want your table to go. The table appears on your floorplan, along with a set of tools. You can tap and drag, to adjust your table’s position. Drag the arrows to stretch the table in a single direction. Use the double arrow to stretch your table in both directions at once. Tap the round arrows to rotate your table, by 45 degrees at a time. Tap the copy icon, and then choose an existing table or set up a new one, to make it exactly the same size and shape on your floorplan. Or, tap the dots, to edit the table’s name and size, or to delete it entirely. When you’re ready, tap anywhere else on the screen to hide these tools.

You can add as many tables as you need.

If you like, you can also use your floorplan to work with any sections and layouts you’ve defined for your restaurant. (For help setting up sections and layouts, please see our video on “Managing Tables.”)

Choose a room, and a layout. And then, tap “Add,” and choose “Element.”

You can add a dividing line—just tap to give your line a starting point, and an ending point. You can drag either of these points to adjust the angle of your line, or move the whole line to a new position. And again, tap anywhere else when you’re done.

Or, you can tap “Add,” choose “Element,” and then pick “Label.” Just choose which section this label is for. And tap on the screen to choose its position.

When your floorplan is complete, tap “Exit.” Then, tap “Yes” to save your changes.

Once you leave Edit mode, your section labels are automatically updated to show helpful details—by default, the name of the server in each section, and how many groups and individual customers they’ve served today.

Of course, you can come back to Edit Mode at any time, and update your floorplan. Or, you can modify your floorplan for another layout—for instance, to set up this same room for a different shift. Your tables remain where they are, but your lines and labels disappear, so you can set up a different set of sections for that shift. Then, you’ll be able to change your sections on the fly, as you move through your day.

Remember, you can tap the gear icon to access the settings pages for your tables, sections, and layouts.

For more options, tap “Display,” and then choose “Floorplan.” For instance, you can change the size of the text in your section labels, and decide what information those labels should include. By default, the label shows any notes for the section (for instance, the name of the server), and the total number of parties, and individual customers, who’ve been seated in that section today. But if you like, you can show the current number of open tables (and/or occupied tables) in each section, instead.

In the same way, you can decide what information should appear directly on your tables. By default, you’ll see how long each table has been occupied. But you can hide this information—or show the name of the section, instead. And if you’ve assigned colors to your tables, you can use these colors to highlight the table name (in this case, the table number), or highlight the name of the section, or not.

You can also come back to Grid view, tap “Time” at the top, and decide how to calculate the totals that will appear in the section labels on your floorplan. Would you like to see how many parties, and how many individual customers, you’ve served in each section all day, or just during the current shift? Or, would you like to see your totals for the past so many hours—from the past 1 hour, to the past 24?

Now, you’re ready to start using your floorplans. At the beginning of each shift, simply choose the appropriate layout, to instantly update your sections. Then, tap on any section label, for a list of all of your sections, and your notes on each one—in this case, the name of the server assigned there. Tap “Clear All,” fill in the servers for the new shift, and then save your changes, and you’re ready to get to work.

And remember, you can tap “Open” at the bottom, to enter split-screen mode, where you can see your floorplan, and your waitlist, at once. You can drag the handle to show more or less of the waitlist—or tap “Close” to hide it entirely and only see your floorplan.