Quick Configuration Guide for myreservations & the 3700 POS

Quick Configuration Guide for myreservations & the 3700 POS
myreservations and the 3700 Table Management System (TMS) are two distinct software applications that work together to allow online reservation functionality
for your guests. The myreservations management application and the reservation portion of TMS must be configured separately to ensure that your online
reservation web page will work properly.
This guide is intended for use by properties that have not previously configured TMS. Properties that already use TMS can maintain their existing configuration.
TMS Reservation Setup Screens
You do not need to set up or use the full TMS functionality; only the basic reservation settings within TMS need to be configured. The high level diagram below
shows the minimum TMS configuration settings needed for online reservations. Complete the TMS setup in the order specified below. Subsequent sections in this
document walk you through the TMS reservation setup process. Open your POS Configurator to begin.
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Table
Management
© 2013 MICROS Systems, Inc.
myreservations v2.0.0 and greater
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RVC Table
Management
3
RVC Table
Seating
4
Reservation
Periods
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Waitlist
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Reservation
List
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Reservation
Limit
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Table Management
POS Configurator > Table Management tab > Table Management
The TMS application and reservations must be enabled on the Table Management screen in order for myreservations to function properly.
1. Enable the TMS Enabled option.
2. Enable the Force Reservation Approval option.
3. The reporting in myreservations provides the ability
to synchronize data from your TMS system to
myreservations. To ensure accuracy of the reporting,
a sync of data must take place prior to the data being
purged from TMS. It is recommended that the Days
to keep setting in TMS be set to 180 and a
synchronization of the report be performed at least
every 90 days.
© 2013 MICROS Systems, Inc.
myreservations v2.0.0 and greater
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RVC Table Management
POS Configurator > Revenue Center tab > RVC Table Mgmt.
On the RVC Table Management screen, specify that reservations are allowed for any applicable revenue centers.
1. On the Options tab, select a revenue center.
2. Enable the Allow Reservations option for each revenue
center that can take reservations.
3. Enter values for the following fields:
© 2013 MICROS Systems, Inc.
myreservations v2.0.0 and greater
•
Minimum Notice in Minutes - minimum time required for
a guest to place a reservation. In the example, a guest
must schedule a reservation for a time that is at least 30
minutes or more prior to the current time.
•
Maximum Notice in Days - indicates how far into the
future a guest can make a reservation. In the example,
guests cannot make online reservations more than 90
days in advance.
•
Reservation to Waitlist Delay(Min) - shows when the
guest name will automatically be placed on a waitlist. The
example indicates that 5 minutes prior to the reservation
time, a guest’s name will display on the waitlist.
•
Auto Abandon Waitlist Delay - sets the late time for a
guest to arrive.
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RVC Table Seating
POS Configurator > Revenue Center tab > RVC Table Seating
The RVC Table Seating screen allows configuration of the available table sizes or “tops” for each revenue center.
1. Select a Revenue Center where tables will be defined
(e.g., restaurant, bar) for use with myreservations.
2. In the Enter Tables list, enter each of your available
table tops for this Revenue Center. Do not enter each
table number; enter only the available tops.
3. In the Number field, enter the first table top count.
4. In the Name field, enter the same value as in the
Number.
5. In the Number of Seats field, set this value to match
that of the Number and Name.
When completed, you should have a single line entered in
the Enter Tables list for every available table top within this
Revenue Center. The example represents a Restaurant
Revenue Center with 2, 4, 6, and 8 tops available.
6. Repeat this process for all table tops available in any
other defined Revenue Centers.
© 2013 MICROS Systems, Inc.
myreservations v2.0.0 and greater
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Reservation Periods
POS Configurator > Table Management tab > Reservation Periods
The Reservation Periods screen configures specific days and times for normal or standard restaurant operations.
1. In the Record View Name column, select a Standard
period if it exists; otherwise, add a standard period
using the blue plus arrow (1A).
2. In the Period type area, ensure that Annually is
selected.
3. Change the End Month and End Day to Dec 31.
© 2013 MICROS Systems, Inc.
myreservations v2.0.0 and greater
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Reservation Limit
POS Configurator > Table Management tab > Reservation Limits
The Reservation Limit screen sets the limits that the restaurant requires to prevent over booking. The reservation limits are based on revenue center (RVC),
weekday, period, cover count, and time.
1. The RVC, Weekday, Period, and Cover Count defaults are
shown. Leave these as is for now.
2. On the bottom part of the screen, in each time slot set the
number of actual reservations that are allowed for the selected
day and cover count. Blank time periods indicate that no
reservations are allowed and these time periods will not appear
to the guest on your reservation web page. Do not use zero (0)
as a value.
In the screen example, 4 reservations are allowed at the top of
the hour and at the half hour, and 2 reservations are allowed at
each quarter hour increment from 11:00am to 1:45pm, and from
5:00pm to 8:45pm.
Accurate Cover Count and time slot settings are important to
ensure that specific party sizes are allocated to the appropriate
times. Please refer to the Help within the myreservations
management application for details on restricting the Cover
Count and time slot settings.
3. Repeat step 2 for each cover count on Sunday.
4. Repeat the Reservation Limit configuration for all weekdays
and for any other Revenue Centers defined for your location.
© 2013 MICROS Systems, Inc.
myreservations v2.0.0 and greater
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View Reservation List
POS Configurator > Devices tab > Touchscreen Designer
Create Reservation Button
You will need to create a Reservation button to take the user to the
Reservation List screen.
1. From the drop-down list located in the upper left corner, select
the screen on which the Reservation button will appear.
2. Click the blue plus arrow to insert a new button.
3. A gray rectangle will appear in the upper left corner. Drag this
rectangle to the area on the screen where you wish to place the
Reservation button. Resize the rectangle to the size you wish for
the button to appear.
4. In the Legend field (near the bottom of the screen), type a name
for the Reservation button (e.g., Reservation or RSVP).
5. From the Next drop-down, select the screen to which the user
will jump TO after clicking the Reservation button.
6. From the Color drop-down, select a text and button color
combination for the Reservation button.
7. From the Function drop-down, select Change Screen.
8. Click the green checkmark to save your new Reservation button
settings.
Use the screen shown on this page as an example.
© 2013 MICROS Systems, Inc.
myreservations v2.0.0 and greater
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Create Back Button on the Reservation Screen
Next, you will need to create a “Back” or “Previous” button to
appear on the Reservation List screen. This Back button will
return the user back from the Reservation List screen to the
previous screen.
1. From the drop-down list located in the upper left corner,
select the Reservation screen.
2. Click the blue plus arrow to insert a new button.
3. A gray rectangle will appear in the upper left corner.
Drag this rectangle to the area on the screen where you
wish to place the Previous or Back button. Resize the
rectangle to the size you wish for the button to appear.
4. In the Legend field (near the bottom of the screen),
type a name for the Back button (e.g., Back or
Previous).
5. Ensure that the Next drop-down field is blank.
6. From the Color drop-down, select a text and button
color combination for the Back button.
7. From the Function drop-down, select Previous Screen.
8. Click the green checkmark to save your new Back or
Previous button settings.
Use the screen shown on this page as an example.
© 2013 MICROS Systems, Inc.
myreservations v2.0.0 and greater
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View Waitlist
POS Configurator > Devices tab > Touchscreen Designer
Create Waitlist Button
You will need to create a Waitlist button to take the user to the Waitlist
screen.
1. From the drop-down list located in the upper left corner, select
the screen on which the Waitlist button will appear.
2. Click the blue plus arrow to insert a new button.
3. A gray rectangle will appear in the upper left corner. Drag this
rectangle to the area on the screen where you wish to place the
Waitlist button. Resize the rectangle to the size you wish for the
button to appear.
4. In the Legend field (near the bottom of the screen), type a name
for the Waitlist button.
5. From the Next drop-down, select the screen to which the user
will jump TO after clicking the Waitlist button.
6. From the Color drop-down, select a text and button color
combination for the Waitlist button.
7. From the Function drop-down, select Change Screen.
8. Click the green checkmark to save your new Waitlist button
settings.
© 2013 MICROS Systems, Inc.
myreservations v2.0.0 and greater
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Use the screen shown on this page as an example.
Create Back Button on the Waitlist Screen
Next, you will need to create a “Back” or “Previous” button to
appear on the Waitlist screen. This Back button will return the
user back from the Waitlist screen to the previous screen.
1. From the drop-down list located in the upper left corner,
select the Waitlist screen.
2. Click the blue plus arrow to insert a new button.
3. A gray rectangle will appear in the upper left corner.
Drag this rectangle to the area on the screen where you
wish to place the Previous or Back button. Resize the
rectangle to the size you wish for the button to appear.
4. In the Legend field (near the bottom of the screen),
type a name for the Back button (e.g., Back or
Previous).
5. Ensure that the Next drop-down field is blank.
6. From the Color drop-down, select a text and button
color combination for the Back button.
7. From the Function drop-down, select Previous Screen.
8. Click the green checkmark to save your new Back or
Previous button settings.
© 2013 MICROS Systems, Inc.
myreservations v2.0.0 and greater
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Use the screen shown on this page as an example.
The dining room screen on this page shows an
example of Reservation (RSVP) and Waitlist buttons,
which were created in the previous sections. Clicking
the RSVP button will take the user to the Reservation
list screen; clicking the Detail Wait list button will take
the user to the Waitlist screen.
© 2013 MICROS Systems, Inc.
myreservations v2.0.0 and greater
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