Training
ResDiary Refresher
1. ResDiary Refresher
  1. Full diary explanation, from left to right
  2. Every Icon explained from Grid / TablePlan / Running Order
  3. Core functionality explained for Diary / Dashboard / Reports / Settings / promote
Advanced Training
2. Advanced Training
  1. Full Circle, from Booking to Seating customers
  2. How to create a great online booking experience
  3. How to set max capacity availability
Customer Notifications
3. Customer Notifications
  1. Overview all Notifications - Email / SMS to customer & to Restaurant
  2. Setting up Notifications
  3. Adding text for specific conditions
  4. Fixing strange code (HTML)
  5. Creating Templates
Widgets and Channels
4. Widgets and Channels
  1. Creating a (Single / Group / Enquiry or Marketing) Widget
  2. Brand your widget
  3. Embed you widget
  4. Add a channel/promotion to a widget
  5. Add a Custom Field
  6. Use Strings in your widget links (open with specific parameters)
Promotions
5. Promotions
  1. Create a Promotion
  2. Add specific Day/Dates and/or times
  3. Add specific Group size
  4. Add Credit Card or payments
  5. Promotions for Areas
  6. Add or Remove a channel
  7. Add a Menu / Pre Order or Take Away
  8. Problem Solve Promotions
Segments
6. Segments
  1. When to create a segment
  2. Creating a segment
  3. Copy a segment
  4. Removing and Adding Dates
  5. What to look out for?
  6. Unallocated bookings
  7. Problem Loading Diary
Online Settings & Configuration
7. Online Settings & Configuration
  1. How to update Opening/Booking Times
  2. Group Size availability (Online, Enquiries, Internal, Groups)
  3. Set your availability per day/time, Covers and Bookings
  4. Close Outs (day, periodic, manual)
  5. Online Restrictions
  6. Special Events days
Extra Features
8. Extra Features
  1. Booking Codes
  2. Customer Codes / Types / Memberships
  3. Large Party Types
  4. Custom Fields (add to Widget)
  5. Cancellation Types
  6. Table Plan
  7. Internal Messages
Marketing Feature
9. Marketing Feature
  1. Sending Newsletters (set up Templates, Marketing Lists and Scheduling)
  2. Segment my marketing list
  3. Automated Dynamic Newsletters (based on what data)
  4. SMS campaigns
  5. Grow my Database
Vouchers
10. Vouchers
  1. Signing up to Vouchers
  2. Setting up your Voucher
  3. Create a printable branded email voucher
  4. Adding the Technology to you Website
  5. Redeem a Voucher or Create a manual Voucher
  6. Vouchers Sales Report
SMS Integration
11. SMS Integration
  1. Signing up to the Integration and SilverStreet
  2. Requesting your ID
  3. Set up automatic Top up payments
  4. Overview on all SMS messages
  5. Creating your Messages and set the Timing
  6. Test your massages
  7. Create a SMS campaign
Pre-Orders
12. Pre-Orders
  1. Signing up to the Pre-Order Add-on
  2. Setting up the basics
  3. Creating Menu Items
  4. Creating the Menus
  5. Adding the Pre-Order to a promotion and set up the Notification flow
  6. Check Pre-Orders in Bookings and Report
Event Manager
13. Event Manager
  1. Signing up to the Event Manager Add-on
  2. Setting up the basics, Group Size, Group Types and availability
  3. Creating the Enquiry to Booking Flow - Customer Notifications
  4. Convert Enquiry, add Payments, Promotions etc.
  5. Event Manager View & Report
  6. Internal Notifications
  7. Adding the Technology to your Website
POS Integration
14. POS Integration
  1. Signing up to the POS integration (if your pos is integrated with ResDiary)
  2. Connecting the POS
  3. Best workflows during service, improve time and quality
  4. Use Table plan and Meal Statuses
  5. What extra data can we capture, how can we use this for Marketing
Booking or Customer Import
15. Booking or Customer Import
  1. Import your Customers into ResDiary (from previous system or CRM)
  2. Import Bookings (future and or past) if you are new to ResDiary
User and User Groups
16. User and User Groups
  1. How to set up Users and User Groups
  2. Managing User and Groups
  3. Privileges and Menu Items
  4. Users and Restaurant groups - Best Practice
  5. Internal Auditing Reports

Training

Transform your restaurant operations with our personalised training sessions tailored to your specific needs.
You choose the topic that matters most to your business, and we deliver expert guidance that drives real results.
– Recorded session for future reference and team members
– 4 FREE support tickets for follow-up questions
Whether you need to enhance customer service, streamline booking flows, improve FOH, or boost your marketing efforts, our expert trainers will create a session that addresses your unique challenges.

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