How to use Runsheet

Runsheet allows you to group and sort bookings of any given day by session time, groups, location and payment statuses
  

Head to the Runsheet

Hover over the 'Bookings' menu and select 'Runsheet'

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A new page will open your Runsheet and display something like this:

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Sort your Runsheet by:

a) Booking Name or #

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b) Date

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c) Booking Status

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d) Booking manager

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e) Filtering: orders, hiding columns and grouping by aggregates by clicking the hamburger icon next to the cog icon

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3. By clicking the Settings cog icon, you can reset to the default view or adjust what columns you want to be displayed or you can reorder columns by clicking the column name and dragging it to the desired position

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Create a new Runsheet View

Create a new Runsheet view so you can create multiple ways your staff can view bookings

1. Hover over the column name you want to aggregate together first, click the hamburger icon and from the drop down menu select Group. Carry out the same actions for any other columns you would like. Create groups based on the order you would like to see the information

2. To view booking numbers, hover over the People column name and click on the hamburger icon. This time, from the dropdown menu, select Agg: Sum to display the total number of people

3. Your view will separate bookings as per your settings. In this case, it is aggregating information by Areas, then by order of time as well as displaying the booking totals. It allows you to expand to see their booking details

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Runsheet Views:

  • Sessions Times: Group Session to sort bookings my Chronological order
  • Booking Name: Group by Booking Name to show bookings in alphabetical order
  • Locations & Capacities: Group Location, then Group Session, Group People with Agg: Sum (as displayed below)
  • Product: Grouping by Product is perfect for Food orders, showing how many of each product is required at what time
  • Booking Status: Grouping by booking status is ideal to let you know of any unpaid or partially paid bookings that are owing
  • Ticket Type: Grouping by ticket type will show you bookings for each ticket type if your product has more than one type

These can all be combined together to reflect different aspects together, it's up to you how you set it up

4. Click on the downward arrow symbol next to Runsheet  and click Save View

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A pop up modal will appear so that you can name the view, click Save View to add this to your list of views

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5. If you click the arrow next to Runsheet,  a drop down menu of all your Saved Viewswill display so you can toggle between the different views

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Print PDF

Click on the hamburger icon in the top right corner and select between Print runsheet and Print party runsheet

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1. Print runsheet will give you a landscape PDF with an itemised look for all the products purchased for each booking, including the:

  • Booking #
  • Booking Name
  • Status
  • Session
  • Product
  • Ticket
  • Location (if applicable)
  • People
  • Add-Ons
  • Company
  • Comments
  • Booking manager
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Each new party needs to be on a new page and parties will appear in order of date/start time. At the top of each page, you'll have the Booking Date Time along with:

  • Booking ID
  • Booking Name
  • Customer Name
  • Booking Manager
  • (Number of) Guest 
  • Phone
  • Products
  • Host/Hostess
  • Start time
  • Times in each location
  • End time
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Export

Click the more button in the top right and you have the option to Export a CSV of the Runsheet, it will download to your desktop and a green status bar will confirm that the download has been completed

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