A tour of the portal
The client portal ↗ is where you and your team run your venues. This page maps out how it’s organised so you always know where you are and where to go next.
The header
Section titled “The header”The header stays with you everywhere and gives you quick access to:
- Back and the hamburger menu - move between the operator-wide and per-venue menus.
- Search - global search across the whole portal (see below).
- Inbox - unread guest messages, pending bookings, guest enquiries and unassigned reservations that need attention.
- Theme toggle - switch between light and dark.
- Cog - your account and security settings.
- Breadcrumbs and your name & role, so you can see your context at a glance.
The main menu (operator-wide)
Section titled “The main menu (operator-wide)”When you’re in the client portal ↗ you see the operator-wide menu. Everything here spans all the venues you can access.
| Menu item | What it does |
|---|---|
| Dashboard | Your operator-wide overview: venue count, total guests and recent guest activity. |
| Venues | The list of your venues - create, drill in and manage each one. |
| Guests | The directory of everyone who has booked across your venues, with the social graph. |
| Guest list | Guest-list booking requests across your venues. |
| Reservations | The table-plan grid, defaulting to your active venue. |
| Requests | Guest booking enquiries waiting for a reply - large parties, future dates and other requests that need a human. |
| Events | Every event across your venues. |
| Vouchers | Gift vouchers across your venues, in one operator-wide list. |
| Marketing | Email campaigns, automations, segments and templates. |
| Analytics | Dashboards, the report builder, reviews and exports. |
| Business intelligence | Insights and recommendations to act on. |
| Access | Your team, their roles, API access and devices. |
| Settings | Operator-level settings - operator info, key contacts and payments. |
| Support | Documentation and support tickets. |
| Sign Out | End your session. |
The per-venue context menu
Section titled “The per-venue context menu”Once you open a venue, the menu switches to that venue’s own context, so every menu item now applies to just that one venue.
| Menu item | What it does |
|---|---|
| Back | Return to the operator-wide menu. |
| Dashboard | The venue’s real analytics - 30-day KPIs, trends and current state. |
| Guests | Guests scoped to this venue. |
| Guest list | This venue’s guest-list bookings. |
| Reservations | This venue’s live table plan (Grid, Coverflow and List views). |
| Requests | Booking enquiries for this venue, waiting for a reply. |
| Events | This venue’s events. |
| Vouchers | Gift vouchers - shared across every venue in the same group. |
| Floorplan | A viewer of the room layout (the editor is under Settings → Tables). |
| Settings | Everything you configure for this venue. |
Global search
Section titled “Global search”Press Cmd/Ctrl + K anywhere to open global search. It searches across the whole portal and groups results so you can jump straight to what you need:
- Sections - portal areas and pages.
- Venues - your venues.
- Events - events across your venues.
- Guests - bookers in your directory.
- Team - your users.
The Inbox
Section titled “The Inbox”The Inbox in the header is your to-do list. It surfaces items that need a decision and refreshes itself automatically (about every 75 seconds), so you can keep it open on the pass. It groups four queues:
- Reservation Chat - unread guest messages on your reservations, so replies don’t wait.
- Pending bookings - guest-list requests waiting on your approval or rejection.
- Requests - guest booking enquiries waiting for a reply.
- Waitlist / Orphans - reservations that aren’t assigned to a table yet, so they don’t slip through the cracks.
Each queue leads with what still needs you - unread or pending, shown bold with a bell - then a few recently handled items underneath (muted, with their status and how long ago), so you can see what’s just been dealt with without losing track of what’s still open.
From the Inbox you can jump straight to the relevant booking or reservation to deal with it.
Switching venues
Section titled “Switching venues”The portal remembers your active venue between sessions, so you return to where you left off. Use the venue switcher or open a different venue from the Venues list to change it. If a venue belongs to a venue group, it shares vouchers and recommendations with the other venues in that group - see venue groups.