Taking a booking by phone

1. Sign in at manage.makearezzy.com.
2. From the left-hand menu, open Bookings. (You can also create a booking from the Calendar or Live Floor Plan if you prefer.)
3. Click Create Booking in the top right.
4. Fill in Date, Start Time, and Number of Guests. The End Time is set for you based on your default sitting time — change it if the booking needs longer.
5. Set Source to Phone so the booking is attributed correctly in your reports.
6. Under Customer Details, start with Find a guest: type a name or phone number and pick the guest if they have been in before. Their details fill in, with their notes and dietary needs ready to update. For a new guest, type their first name, last name, and at least one of email or phone number.
7. Use Special Requests for anything the kitchen or the floor need to know.
8. Click Create Booking.

1. Open the Make a Rezzy app and sign in.
2. Open Diary and tap Create in the top right.
3. Tap the party size.
4. Choose when: today, tomorrow, or pick a date, then one of the next times with room for the party. If the guest wants a different time, tap Other time and set it yourself.
5. Type the guest's phone number. Guests you already know appear as you type — tap the right one. For a new guest, type their first and last name instead.
6. Add a note for the team if there is anything worth knowing.
7. Tap Add booking.

The booking is saved as Confirmed with its source set to Phone. A message at the bottom of the screen confirms it and shows the table it was given; tap Change table or Assign table to put it somewhere else. The best free fit for the party is suggested.

Quick add keeps to the essentials. If you need any other field — end time, status, source, email — tap the booking once it is saved and tap Edit details. See Modifying a booking.

If the guest is ringing about a class or an appointment rather than a table, the same Create Booking button takes the booking:

1. Click Create Booking on the Bookings page or the Calendar.
2. If your business takes both table and service bookings, choose Service at the top of the form. A services-only business goes straight to the service form, and the Calendar's Services view opens on it too.
3. Choose the Service, then the Option the guest wants. A service you have not published yet is marked (hidden) — guests cannot book it themselves, but your team can.
4. For an appointment, pick a Team member if the guest has asked for someone — only members who provide that service are listed, and the times then follow what that person can take. Leave it as Nobody assigned to decide later.
5. Pick the Date, then choose one of the times on offer for that day. Each time shows how many places are left. If the day has no times at all, Next available jumps to the next day that can take the party.
6. Set the Number of Guests. Beneath the field the form shows the smallest and largest party the service allows in one booking — for example "Up to 2 guests per booking". A party outside that is refused when you save, and the form tells you why. A larger group is booked as separate bookings, one per party the service takes.
7. Find the guest or fill in their details as usual, and save.

The times on offer come from the service's schedule, and the booking's length comes from the option you picked — there is no end time to set. A service booking your team makes starts as Confirmed unless you choose another status.

When a time is full

A time with no places left reads Full — or Unavailable where the places depend on your team, which can also mean nobody is on shift then. Your team can still pick it: the form asks you to confirm, then books the guest in over capacity. The one thing it will not do is double-book a team member — if the person you picked already has a booking or a class at that time, the form says so and you can choose someone else or another time.

Services that take payment

Guests who book online pay online. A booking your team makes takes no online payment, so for a service with a price or a deposit the form shows what to collect from the guest in person — for example "£20 deposit to collect in person".

Owners and Admins can also start from the service itself: open it under Services and click Book a guest in. The form opens with that service already chosen. For a class, the quickest route is the Calendar's Services view: click the session's block and the form opens with the class and the time already chosen.

1. Tap + on Today or in the Diary. A business that takes only service bookings goes straight to the service form; one that takes both gets a Table / Service switch at the top — tap Service.
2. Tap the Service, then the Option the guest wants. A service you have not published yet is marked (hidden).
3. For an appointment, tap a Team member if the guest has asked for someone, or leave it as Nobody assigned. The times then follow what that person can take.
4. Choose the day — today, tomorrow, or pick a date — then tap one of its times. Each time shows how many places are left; a time with none reads Full (or Unavailable where the places depend on your team) and can still be booked after a quick confirmation. If the day has no times, Next available jumps to the next day that can take the party.
5. Set the number of guests with − and +. Beneath the buttons the form shows the smallest and largest party the service allows in one booking — for example "Up to 2 guests per booking". A party outside that is refused when you save, and the form tells you why. A larger group is booked as separate bookings, one per party the service takes.
6. Choose who the booking is for: type a phone number or name and tap the guest, or type a new guest's first and last name.
7. Tap Book.

The booking is saved as Confirmed with its source set to Phone. No payment is taken online for a booking your team makes: for a service with a price or a deposit, the form says what to collect from the guest in person.