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Assignments Statuses
Visualize how your customers are being served
Custom status colors let you quickly code situations that apply to your business. You could choose purple for a table that needs to be cleaned, yellow for a bowling lane that is reserved, blue for a section that is closed, etc.
Choose what you want the colors to represent in the app under Manage Assignments > Statuses. Add your own wording to tailor the statuses fit your business needs.
Once you’ve set up your statuses, using them is easy. On the Assignments screen, tap the resource and choose the status from the action bar at the bottom.
Make a selection; a timer will show how long the resource has been in its current status (except for Open and Unavailable). If you assigned a customer to a resource while they were on the waitlist, when you mark them as served that resource will automatically show as Taken, along with the party’s name. You can even sort your Assignments screen by Status:
The view on a phone or computer will show in a vertical layout, with the color coding and sizes on the left:
Statuses will automatically revert back to Open after 6 hours, to make it easy to start fresh at the beginning of the next day. If you’d like to block out a resource as taken for a longer time, you can use the “Unavailable” status, which will stay until you change it. See more about getting the most out of the Resources features here.
Once you’ve set up your statuses, using them is easy. On the Assignments screen, tap the resource and choose the status from the action bar at the bottom.
Make a selection; a timer will show how long the resource has been in its current status (except for Open and Unavailable). If you assigned a customer to a resource while they were on the waitlist, when you mark them as served that resource will automatically show as Taken, along with the party’s name. You can even sort your Assignments screen by Status:
The view on a phone or computer will show in a vertical layout, with the color coding and sizes on the left:
Statuses will automatically revert back to Open after 6 hours, to make it easy to start fresh at the beginning of the next day. If you’d like to block out a resource as taken for a longer time, you can use the “Unavailable” status, which will stay until you change it. See more about getting the most out of the Resources features here.