Tap A Table / Admin User Guide
v1.1 · UK EditionPrint / Save PDF
● Restaurant table booking & management

Tap A Table
Admin User Guide

A complete walkthrough of the Tap A Table admin dashboard for restaurant managers, hosts and front-of-house teams in the United Kingdom.

Live bookings & tablesFloor & table setupReports & insightsStaff permissions
Front of houseLive Tables & BookingsFloor set-upFloors, Tables, GroupsInsightsReports & AnalyticsAdminStaff & Settings
1
Overview

Introduction

Tap A Table is a cloud-based table reservation and restaurant management platform. It replaces the paper diary and the spreadsheet with one live system that your whole team can work from: taking bookings, seating guests, tracking tables in real time and reporting on how the restaurant is performing.

This guide covers the admin dashboard: the screens used day to day by your Restaurant Manager, Admins, Managers, Chefs and front-of-house staff. It is written for restaurant teams in the United Kingdom and follows the system screen by screen, in the order you will typically use them.

Tap A Table runs in a web browser, so there is nothing to install. It is designed to be kept open at the host stand throughout service, on a desktop, laptop or tablet.

1.1What is in the admin dashboard

Area Purpose Section
Dashboard Your daily overview: a calendar, live booking status and today’s bookings at a glance. 3
Live Tables A real-time seating timeline. Drag and drop to reschedule a booking or move it to another table. 4
Bookings Every reservation your restaurant holds, with filters, search and export. 5
Tables Set up floors, individual tables and combined table groups for large parties. 6
Customers A guest database built automatically from every booking taken. 7
Experiences Festive menus, brunches and special events that guests can book. 8
Reports Booking trends, revenue, peak times and top customers. 9
Staff & Settings Manage your team’s access and configure how the whole system behaves. 10, 11

1.2About the screenshots

The screens in this guide are illustrations. Every guest name, telephone number, email address, booking reference and figure shown is fictional sample data, and the restaurant is a placeholder called “Demo Restaurant”. Your own dashboard will show your restaurant’s name, floors, tables and bookings. Dates are written day/month/year and amounts are in pounds sterling (£).

2
Getting started

Signing In

Every team member signs in from the same screen. What you can sign in with depends on your role.

  1. Open your sign-in pageGo to the web address your restaurant has been given for Tap A Table.
  2. Enter your email address or usernameSuper Admins and Restaurant Managers sign in with their email address. Admins, Managers, Chefs and other Staff can use either their email address or their username.
  3. Enter your passwordType your password into the password field.
  4. Tick “Remember me” (optional)This keeps you signed in on this device. It is useful on a dedicated host-stand tablet, but should be left unticked on a personal or shared computer.
  5. Select “Sign in”You will arrive on your Dashboard.
The sign-in screen. This is your team’s entry point into the admin dashboard; guests never see it.
Figure 1. The sign-in screen. This is your team’s entry point into the admin dashboard; guests never see it.
Who can sign in with what
Super Admin and Restaurant Manager accounts require an email address. Admin, Manager, Chef and Staff accounts can use either an email address or a username, whichever your restaurant has set up for them.
Lost your details?
New logins are created by your restaurant’s Super Admin or Restaurant Manager from the Staff screen (see Section 10). If you do not yet have a login, or have forgotten your password, they are the person to ask.
3
Front of house

Dashboard

The Dashboard is the first screen you see after signing in. It is a daily control panel showing your calendar, live booking status and today’s bookings, together with shortcut buttons for the things you do most.

3.1Quick actions

A row of shortcut buttons runs across the top of the Dashboard.

Button What it does
New Booking Creates a standard reservation without leaving the Dashboard.
Private Dining Logs a private dining or event booking, typically routed to the PDR floor.
Close Bookings Stops new reservations coming in. Useful for a fully booked or closed date.
Open timeline Jumps straight to the Live Tables timeline for the selected date.
Waiting List Shows the current waiting-list count and opens the filtered list.
Confirmed Shows the current confirmed count and opens the filtered list.

3.2Calendar

A month view sits on the left, with a small dot under any date that already has bookings. Use the arrows either side of the month name to move between months. Select any date to load that day’s figures and bookings list into the rest of the Dashboard; the selected date is highlighted.

3.3Booking Status

The panel on the right totals every booking status for the selected day, the current week and the current month. Each figure shows the number of bookings and, in brackets, the number of covers (guests).

The Dashboard for a selected day: quick actions along the top, the monthly calendar on the left and live Booking Status totals on the right.
Figure 2. The Dashboard for a selected day: quick actions along the top, the monthly calendar on the left and live Booking Status totals on the right.
Status What it means
Waiting List The guest would like a table but none is currently available for their preferred time.
Unallocated The booking is confirmed in principle but has not yet been assigned to a table.
Confirmed The booking is confirmed and on the books.
Reconfirmed The guest has confirmed a second time, typically after a reminder closer to the date.
Seated The party is currently at their table.
Left The party has finished and the table has turned over.
Cancelled The booking was cancelled by the guest or by the restaurant.
No Show The guest did not arrive for their booking.

3.4Today’s bookings list

Below the calendar, every booking for the selected date is listed table by table. For each booking you can see:

  • the table, time and party size (PAX);
  • the guest’s name and contact number;
  • a notes icon, showing that special requests or flags are attached to the booking;
  • a status pill, which can be changed from a dropdown; and
  • a source badge, plus quick actions to view or cancel the booking.

Use Search guest to jump to a name, tick Show Cancelled to bring cancelled bookings back into view, and use Excel or PDF to export the list. View all opens the full Bookings screen (Section 5).

Today’s bookings, table by table. Status can be updated directly from the dropdown pill without opening the booking.
Figure 3. Today’s bookings, table by table. Status can be updated directly from the dropdown pill without opening the booking.
About the Source badge
Every booking carries a single-letter Source badge showing which channel it came in through, for example a manual entry by your team compared with one made by the guest online. Confirm with whoever set up your account exactly which letter maps to which channel for your venue.
4
Front of house

Live Tables

Live Tables is the real-time seating grid, the screen you will keep open at the host stand during service. It shows every table down the left and the day’s service hours across the top, divided into slots.

4.1Reading the grid

Each confirmed reservation appears as a coloured block placed against its table and stretching across the time it occupies, labelled with the party size and the guest’s name. The header shows a Live indicator, the date, the service hours (for example 12:00–23:00) and the slot size the grid is divided into (for example 15-minute slots).

Control What it does
Add Booking Creates a new reservation directly from this screen.
Date picker and Today Jumps to any date, or snaps straight back to today.
Floor toggle Switches the grid between floors, for example Main Dining Room and PDR.
Unassigned Queue A running count of bookings still waiting to be placed on a table.
The Live Tables grid for one floor. Every reservation is shown as a coloured block against its table and time.
Figure 4. The Live Tables grid for one floor. Every reservation is shown as a coloured block against its table and time.
Drag to reschedule or move a table
Drag a booking card to reschedule its time, or drop it onto a different table row to move the party to another table. There is no need to cancel and re-create a booking just to shift it by fifteen minutes or to move a couple from a two-top to a four-top.
5
Front of house

Bookings

While the Dashboard shows a single day, Bookings is your full reservations database: every booking your restaurant holds, past and future, in one searchable list.

5.1Filtering and finding bookings

Quick filters along the top jump straight to Today, Tomorrow, This Week or This Month, or you can set your own custom From/To date range. Use Filters for more specific criteria, Show Cancelled to bring cancelled bookings back into the list, Search guest to find someone by name and Export to download the current view.

5.2Creating a booking

Use + Standard Booking for a normal table reservation, or + Private Dining for an event or private room booking.

5.3Summary cards

Across the top of the page, summary cards total Guests, Unallocated, Confirmed, Reconfirmed, Seated, Left, Cancelled and No Show for whichever date range is currently selected. Each card shows the number of bookings, with the number of covers in brackets.

The full Bookings list. Large or unusual bookings, such as a wedding party or a charity evening, can be logged straight away and left Unallocated until a table or room is finalised.
Figure 5. The full Bookings list. Large or unusual bookings, such as a wedding party or a charity evening, can be logged straight away and left Unallocated until a table or room is finalised.

5.4Reading the list

Column What it shows
Guest Who the booking is for, plus a unique booking reference (for example TB-2026-000101).
Date & Time Sortable. Select the heading to reorder the list chronologically.
Pax The party size.
Notes An icon shows that a note has been attached: special requests, allergies, an occasion and so on.
Table The table or floor assigned. A crossed-circle icon appears while the booking is still Unallocated.
Status A colour-coded dropdown. Change it directly from the list.
Source The channel the booking came through.
Actions View the full booking, or cancel it.
Allergies and dietary requirements
Record any allergy or dietary requirement in the booking notes at the time the booking is taken, and make sure the kitchen and floor team check the notes icon before service.
6
Setup

Tables & Floors

Before Live Tables and Bookings can be useful, Tap A Table needs to know the shape of your restaurant. This is set up across three linked screens under Tables in the sidebar: Floors, Tables and Table Groups.

6.1Floors

A floor is a physical area of your restaurant, for example a Main Dining Room and a PDR (Private Dining Room). Floors are what you switch between on Live Tables, and each one holds its own set of tables.

Select + Add Floor to create one. Each floor card shows its name, whether it is Public, Private or both (which controls whether guests can book into it online), its order, how many tables it holds and how many are currently occupied. Icons on each card open its floor plan, edit it or delete it. Use Cards or List view, and Toggle Filters to search by name, table count or occupancy.

Two floors set up here: a 24-table Main Dining Room open to Public and Private bookings, and a 6-table PDR reserved for Private bookings.
Figure 6. Two floors set up here: a 24-table Main Dining Room open to Public and Private bookings, and a 6-table PDR reserved for Private bookings.

6.2Tables

This is where you add and manage the individual tables on each floor. Complete the Add table form with the table number, the floor it belongs to and its minimum and maximum seating capacity, then select Add table.

Tick Inactive (out of service) to take a table temporarily out of the bookable pool, for a repair or a private hire for example, without deleting it. Every table already added appears as an editable card below, where you can adjust the minimum and maximum seats and select Save.

Adding a table, and the editable list of tables already on the floor plan.
Figure 7. Adding a table, and the editable list of tables already on the floor plan.

6.3Table Groups

Table Groups let you combine two or more free tables into one bookable combination for a large party; the classic host-stand move of pushing two four-tops together for a party of eight.

  1. Name the groupEnter a clear name, such as “Tables 5 + 6”.
  2. Select the tablesTap the tables you want to merge. The Min and Max Seats fields fill in automatically and can be adjusted afterwards if needed.
  3. Select “Create Group”The combination appears under Active Groups, ready to be assigned to a party from Live Tables.

When you have finished with a combination, select Remove to break it back into individual tables.

Creating a combination, and three active groups already merged and ready to seat larger parties.
Figure 8. Creating a combination, and three active groups already merged and ready to seat larger parties.
7
Guests

Customers

Every guest who makes a booking is added automatically to your Customers database. No separate data entry is required.

A summary panel at the top tracks the number of guests over the past 30 days, split into New and Returning, each with a change indicator against the previous period. The All Customers table below lists every guest with:

  • their name, telephone number and email address;
  • their guest type (New or Returning) and how many bookings they have made;
  • the date of their last booking; and
  • whether they have opted in to promotions, with a quick-view action on each row.

Use Export to download the list and Toggle Filters to narrow it down.

Guest numbers for the last 30 days, and the growing list of everyone who has booked with you.
Figure 9. Guest numbers for the last 30 days, and the growing list of everyone who has booked with you.
Blacklisting a guest
The Customers screen is also where problem guests, such as persistent no-shows, can be flagged so your team knows before taking another booking. Manage this from an individual guest’s profile.
Handling guest data
Guest names, telephone numbers and email addresses are personal data. Only export the list when you need to, store exports securely and delete them when they are no longer required, in line with your restaurant’s data protection policy and UK GDPR obligations. Only use contact details for marketing where the guest has opted in.
8
Guests

Experiences

Experiences are special dining events, seasonal menus and recurring offers that guests can book on top of a normal table booking: a festive set menu, a weekend brunch or a themed evening.

Select + Create Experience to add one. Each experience is shown as a card with a cover image, an Active or Inactive status, its name and description, the deposit required to book it (which can be £0.00 for no deposit) and the date range for which it is valid. Each card has Edit and Delete actions.

Switch a card to Inactive to take it off the guest-facing booking flow without deleting it, ready to switch back on next season.

Use Deposits & Prepayments to manage the deposits that apply across your experiences.

A mix of seasonal set menus and a recurring weekend brunch, each with its own deposit and validity window.
Figure 10. A mix of seasonal set menus and a recurring weekend brunch, each with its own deposit and validity window.
9
Manage

Reports & Analytics

The Reports Dashboard turns your booking history into a performance overview: how busy you are, when you are busy and who your best guests are.

9.1Headline figures and trends

Summary cards across the top total Total Bookings, Today’s Bookings, Pending Approval, Confirmed, Completed, Cancelled, No Shows and Total Revenue. Below them, a Monthly Booking Trends bar chart and a Monthly Revenue Trend line chart show the shape of your year at a glance.

Headline booking and revenue figures, plus monthly trend charts for the year.
Figure 11. Headline booking and revenue figures, plus monthly trend charts for the year.

9.2Breakdowns

Scroll down for a deeper analysis of your bookings.

Report What it tells you
Booking Status Breakdown A donut chart across every status.
Bookings by Day of Week and Bookings by Hour Your busiest days and services.
Party Size Distribution How your bookings split by group size, with the average party size.
Bookings by Floor / Area How demand divides between your floors.
Top Occasions What guests are celebrating: birthdays, anniversaries, date nights and more.
Yearly Comparison Total bookings year on year, with the trend.
Top Customers Your best guests ranked by visits and total spend.
Demand patterns by day, hour, party size and occasion, plus the yearly comparison and top-customer tables.
Figure 12. Demand patterns by day, hour, party size and occasion, plus the yearly comparison and top-customer tables.
Use this for your rota
Bookings by Hour and Bookings by Day of Week show exactly when service gets busy. They are a useful starting point when planning staff rotas around real demand rather than guesswork.
10
Manage

Staff & Permissions

Manage who has a login to your admin dashboard, and exactly which sections of the sidebar each role can see.

10.1Current Staff

Every team member with access is listed here with their name, role and status. Select + Add Staff to invite someone new, and use the row actions to view, edit, suspend or remove a login.

Two checklists, one for the Manager role and one for the Staff role, control which sidebar sections that role can see: Live Tables, Bookings, Tables, Customers, Experiences and Settings. Tick or untick a section, then select Save Manager Permissions or Save Staff Permissions. Admins always have full access, regardless of these settings.

The current team, and the top of the Manager and Staff permissions checklists.
Figure 13. The current team, and the top of the Manager and Staff permissions checklists.
A typical set-up: Staff keep Live Tables, Bookings and Tables, while Customers, Experiences and Settings stay with Managers.
Figure 14. A typical set-up: Staff keep Live Tables, Bookings and Tables, while Customers, Experiences and Settings stay with Managers.
Keeping Staff access lean
The example above gives Staff only what they need for the pass: Live Tables, Bookings and Tables. Guest data, Experiences and Settings are visible to Managers only. Adjust this to suit how your own team is structured.

10.3Your account

Under Account, you can change your own username (spaces are not allowed) and reset your own password by entering your current password followed by the new one, twice. Choose a strong password that you do not use for any other service, and never share a login between team members.

11
Manage

Settings

Settings is the configuration hub for the whole system, grouped into four areas: Booking Configuration, Restaurant Setup, System and Notifications.

11.1Booking Configuration

Setting What it controls
Booking Hours & Slots Your opening hours, the windows in which guests and staff can book and the slot interval (for example the 15-minute slots used on Live Tables).
Special Days & Closing Days Override the normal hours for a single date, or mark it fully closed: a bank holiday, Christmas Day or a venue-wide private event.

11.2Restaurant Setup

Setting What it controls
Floor Plans Your restaurant layouts and seating areas. This is the Floors screen described in Section 6.1.
Tables Table capacities and assignments. This is the Tables screen described in Section 6.2.
Restaurant Info Your business details, contact information and opening hours as shown to guests.
The top of the Settings screen: booking rules first, then the building blocks of your floor plan.
Figure 15. The top of the Settings screen: booking rules first, then the building blocks of your floor plan.

11.3System

Setting What it controls
Widget Settings Your embedded booking widget, including the embed code that adds live availability to your own restaurant website.
Booking Form Experience The guest-facing booking flow and which fields appear on the form.
Theme Colours, branding and appearance.

11.4Notifications

Email Templates lets you choose which booking statuses trigger an automatic email, and customise the title and message for each, for example a confirmation or a cancellation notice. SMS Templates, for text-message notifications, lets you configure the messages sent to guests.

Widget and booking-form configuration, alongside email and SMS notification templates.
Figure 16. Widget and booking-form configuration, alongside email and SMS notification templates.
12
Reference

Public Booking Page

The Public Booking Page link at the bottom of the sidebar opens your restaurant’s own guest-facing booking page, where guests check availability and book a table themselves without your team entering it manually. Bookings made this way flow straight back into Live Tables and Bookings, tagged with their own source badge.

Pair it with Widget Settings (Section 11.3) to embed the same live booking experience directly on your own restaurant website, so that guests never have to leave your site to reserve a table.

13
Reference

Roles at a Glance

A quick reference for who can sign in with what, and what each role typically sees.

Role Signs in with Sidebar access
Super Admin Email address Full access
Restaurant Manager Email address Full access
Admin Email address or username Full access, regardless of Sidebar Permissions
Manager Email address or username Whichever sections are ticked under Manager permissions
Staff / Chef Email address or username Whichever sections are ticked under Staff permissions

Set and adjust Manager and Staff permissions from the Staff screen (see Section 10.2).

14
Reference

Getting Help

If you are stuck, your restaurant’s Super Admin or Restaurant Manager is the first point of contact. They can reset a password, adjust permissions or answer questions about how a screen works.

  • Forgotten password or username: ask your Super Admin or Restaurant Manager to reset it from the Staff screen (Section 10).
  • Cannot see a section you need: check your role’s Sidebar Permissions (Section 10.2).
  • Something on screen does not match this guide: some features may not be switched on for your account. Ask your Super Admin or Restaurant Manager to check.
Tap A Table support
[Insert your Tap A Table support email address and telephone number here.]
A
Reference

Appendix: Glossary

Cover

A single guest. “Covers” is the number of guests across one or more bookings.

Pax

Party size, the number of people in a booking.

Floor

A physical area of the restaurant, such as the Main Dining Room.

PDR

Private Dining Room.

Table group

Two or more tables combined into a single bookable unit for a larger party.

Unallocated

A booking that has been accepted but not yet assigned to a table.

Reconfirmed

A booking the guest has confirmed a second time, usually after a reminder.

Walk-in

A guest who arrives without a prior booking.

Slot

The time interval into which service hours are divided, for example 15 minutes.

Deposit

An amount a guest pays to secure an Experience booking.

Prepayment

An amount paid in advance of a booking.

Experience

A bookable event or special menu, such as a festive menu or weekend brunch.

Source badge

A single letter showing which channel a booking came in through.

Blacklist

A flag on a guest’s profile to warn the team before taking another booking.

Super Admin

The highest-level account, with full access to every area of the dashboard.

Restaurant Manager

The account that manages a restaurant’s team, settings and bookings, with full access.