Tabs, floor and reservations

The four operations screens — Tabs, Floor, Reservations and Check-in — and how a party moves between them.

Four home tiles cover the front of house. They read and write the same records, so a party is one thing whether you see it as a booking, a queue entry, a table or a bill.

Tile	Screen	The record
Tabs	Every open and closed bill at the location	`sf_order`
Floor	Service points — tables, seats, bays, rooms	`service_point`
Reservations	Bookings, today and ahead	`reservation`
Check-in	The live queue of people waiting to be seated	check-in `task`

Everything scopes to the location in the header's picker. Switch location and all four screens change with it.

Tabs — Open / Closed toggle, status chips with counts, search, and a card per tab with Open and Settle.

Floor — service points for one location with status chips (Available / Occupied / Reserved), kind filters, and grid or map view.

Reservations — grouped Today / Upcoming / Past, party size, time window, guest phone, assigned seat, and Check in / Cancel on today's parties.

Check-in — queue stats (in queue, average and longest wait), every spot with its live status and seated party, then the queue and upcoming reservations.

Tabs

The Tabs screen lists every bill at the location, grouped by section and card. Toggle Open and Closed at the top; filter with the chips:

Chip	Shows
All	Every tab in the current view
Open	Unpaid, nothing paid yet
Partial	Something paid, balance outstanding
Paid	Fully paid
Ready	Tabs with a fired item now marked ready
Overdue	Tabs with a fired item past its SLA

A card shows the label or table, the guest, item count, the subtotal and who has it. Open jumps into the POS with that tab active; Settle goes straight to checkout. Closed tabs are where refunds start.

The amount on a card is the subtotal

Tax and the final total are computed when the tab settles, so an open tab shows its running subtotal.

Floor

The Floor screen is the service-point map. Switch between the grid and the floor plan (an interactive canvas that places each point where an administrator positioned it; points with no position fall below the plan).

Filter by kind with the chips — seat, table, booth, bay, section, room, whatever your organization uses — and group by parent to see a section with its tables inside.

Colour is status:

Status	Meaning
Available	Free to seat
Occupied	A party is seated; the card shows party size and how long
Reserved	Held for an upcoming booking
Dirty	Needs clearing before reuse
Blocked	Taken out of service

Tap a point for its sheet: Open tab here starts a POS cart on that point, Block or Free up change status, Clear turns a dirty table available again. Long-press for the quick status actions. Changing status here never touches the tab or reservation linked to the point.

Reservations

The Reservations screen is the booking book, grouped like the desktop counts them:

Today — bookings for today, plus walk-ins that have no start time.
Upcoming — future bookings, soonest first.
Past — folded away; tap Show to expand.

Each row shows party size, name, phone, the service, the date and time, and — once seated — the table name. Two actions:

Check in. Hands the party to the live queue. The row then shows In check-in queue with the time, and a second tap is refused, so a double tap cannot queue a party twice. Seating, notifying and no-shows happen on the Check-in screen from here.

Cancel. Cancels the booking and sends the cancellation notice.

Booking a reservation

The calendar icon opens a four-step wizard:

1. Service type. The reservation definitions your organization published (a consultation, a table service, a class).

2. Service and date. Pick a service if the definition offers several, then a date. A definition with no services configured books against itself with its default duration — you will see a note saying so rather than a dead end.

3. Time slot. Slots come from the server for that day, honouring work days, office hours and blocked time. Fully booked slots are disabled and show what is left.

4. Customer. Name and phone are required; email, party size and notes are optional. Book creates the reservation and sends the confirmation.

Check-in

The Check-in screen is the live queue for this location. The top strip shows people in queue, average wait and the longest current wait.

Queue cards show the party, size, source (walk-in or reserved), how long they have waited, any preferences, and four actions:

Action	What happens
Notify	Re-sends the "your table is ready" email and SMS
Assign	Pick a free service point. The point becomes occupied, the booking is marked used, the guest is notified, and a dialog offers Take order, which opens the POS on that table
Left	The party gave up; the queue entry closes, the booking is untouched
No-show	Closes the entry and marks the booking no-show

Walk-in (the person icon) adds a party with name, phone or email (at least one), party size, preferences and a preferred point. The guest gets a place in the queue and a record in the CRM.

Spots shows every service point with its occupant; tap one to clear it (dirty or available). Below the queue sit today's reservations and the last 24 hours of history.

Assign refuses an occupied or reserved point

The server will not seat a party onto a point whose status is occupied or reserved. Clear it first, or pick another.

The jobs, step by step

Seat a walk-in. Check-in → the + (person) icon → New walk-in → Name (required) with a Phone if you want to be able to text them, Party size, and any preference → Add to queue. When a table frees up, Assign on their card and pick the point. The dialog then offers Take order, which drops you into the POS on that table.

Take a booking over the phone. Reservations → the calendar icon → work the four steps below → Book. You will see Reservation created and the guest gets the confirmation.

Check in a guest who booked. Reservations → find them under Today → Check in. They join the live queue; seat them from Check-in exactly like a walk-in.

Check in a guest holding a confirmation code. Reservations → Scan reservation → point at the code on their phone or printout. A code that matches nothing reads No reservation matched "…"; one that matches but cannot be checked in reads Found but check-in failed — usually because they are already in the queue.

Bus a table. Floor (or the Spots strip on Check-in) → tap the point → Bus → mark dirty when the party leaves, then Cleaned — set available once it is wiped. Free up → available does both at once when there is nothing to clear.

Take a table out of service. Floor → tap the point → Block this spot. It stays out of the seating options until you free it.

Someone gave up waiting. Check-in → their card → Left. Use No-show instead when they had a booking and never came — that marks the booking, not just the queue.

Remove someone from the queue by mistake? Removal asks first: Remove from queue?

How a party moves

Booking → Check in on the Reservations screen → queue card on Check-in → Assign to a table → Take order into the POS on that table → Settle → release the table → clear it when bussed. Each step writes to the same records, so any device at the location sees the same state.

When something goes wrong

What you see	What it means	What to do
No open tabs / No closed tabs	Nothing at this location in that view	Check the location picker. Go to POS opens one — order first, settle after service.
No service points configured on Floor	The floor has not been set up for this location	An administrator adds service points; see reservations setup.
No service points configured. Add some under Floor. on Check-in	Same cause, seen from the queue	As above. You cannot assign a party until there is somewhere to seat them.
No coordinates (n) below the floor plan	Those points have no position on the map	They still work — tap them in the list. An administrator can place them on the plan.
Assign refuses a point	It is occupied, reserved, dirty or blocked	Clear or free the point first, or pick another.
Assign failed	The server refused the seating	Refresh, check the point is still free, and try again.
No bookable services configured in the wizard	The organization has no reservation definitions	An administrator publishes one before bookings can be taken.
No open slots for the selected date.	Fully booked, or outside working hours that day	Try another date, or add a walk-in to the queue instead.
No reservation matched "…" on a scan	The code is not a reservation at this location	Check the location, then search for the guest by name.
Found but check-in failed	The booking exists but could not be queued	They are probably already in the queue — look there before re-checking them in.
A tab shows less than the customer is charged	Cards show the subtotal; tax is added at settle	Read the total at checkout, not on the card.
A party is in the queue twice	Checked in from two places	Left on the duplicate; it closes the queue entry without touching the booking.
The queue looks stale	The screen loads on open	Pull to refresh, or tap Refresh.

Point of saleBuilding and settling the order.Service day playbookThe whole shift, end to end.Reservations setupDefinitions, services, hours and slots.