Vendion
    Table Booking

    Booking Rules – Automate Conditions and Actions

    4 min read
    Categories and articles

    Booking rules automate what you otherwise do by hand every time: "parties of eight or more must always leave a card", "I want to review Friday and Saturday table assignments myself", "guests with a no-show history must confirm".

    A rule is one sentence: IF the conditions match, DO this.

    Where to find them

    Bokning → Regler requires Hantera bokningsregler (manage booking rules).

    1. Press Ny regel and enter Namn (name).
    2. Under OM (villkor), choose Lägg till villkor and complete at least one condition.
    3. Under GÖR (åtgärd), choose Lägg till åtgärd and complete at least one action.
    4. Leave Aktiv on to use the rule, or turn it off to save a draft.
    5. Press Skapa regel. To change an existing rule, open Fler alternativ → Redigera, edit and press Spara.

    Conditions – when the rule applies

    ConditionMeaning
    BokningstypTable booking, seated event, standing event or resource
    Specifikt eventOnly one particular event
    Minsta sällskapFrom this many guests
    Största sällskapUp to this many guests
    VeckodagSelected days only
    FrågesvarAn exact answer to an event question. First add Specifikt event and select the event
    No-show-historikThe guest’s recorded no-show count divided by visits exceeds 20 percent, with at least one recorded visit

    Every condition in a rule must match at the same time. Setting "Minimum party 8" and "Weekday: Friday, Saturday" makes the rule apply only to large parties on weekends – not to large parties on Tuesdays.

    For two independent rules, create two rules.

    Actions – what happens

    ActionWhat it does
    Kräv kortgarantiFor ordinary online table bookings: the guest registers a card within the time-limited booking hold
    Kräv bekräftelseRequests reconfirmation before the visit even if the general reconfirmation setting is off
    Kräv manuell hanteringMarks the table assignment provisional for staff review. This concerns table assignment, not the booking’s confirmation status
    Tagga gästAutomatically applies a tag to the guest
    Skicka meddelandeRuns one of your existing automations

    If several rules match the same booking, all their actions run.

    Worth knowing

    Kräv kortgaranti in a rule applies to ordinary online table bookings. It does not enable card guarantees for manual bookings, events or resources. Events use their own payment setting. Resource bookings do not have an equivalent payment step.

    When using Kräv bekräftelse, also enable Återbekräftelse under Bokning → Inställningar. Otherwise the message can be sent without the guest receiving the confirmation button. Check the guest link with a test booking before using automatic release. Read reconfirmation.

    Tagga gäst can only apply manual tags. Automatic tags follow their own conditions and cannot be selected as the action’s tag here.

    Send message points at an automation you already built, not at free text. That is why the field is a list and not a text box – the message should look like all your others.

    Check a new rule with a test booking. Verify that the intended booking type, event, party size and answers produce the expected effect. Do not use a rule as the only check for a condition staff must follow up.

    Examples

    What you wantConditionAction
    Large parties leave a cardMinimum party: 8Require card guarantee
    Review weekend table assignmentsWeekday: Fri, SatRequire manual handling
    Past no-shows must confirmNo-show historyRequire confirmation
    Flag guests with allergiesSpecifikt event + Frågesvar on the event’s allergy question: JaTag guest

    Order and switching off

    Use Aktiv in the list to switch a rule off without deleting it. The editor has no field for changing priority. Editing or deleting a rule does not change existing bookings. Prefer switching a rule off for a season over removing it – then it is still there when the season turns.

    Related: Mark no-show, Configure booking settings, Manage a booking

    This feature is part of Vendion Booking.

    Curious how it looks in practice? Read more about the product or book a short demo.

    Was this article helpful?