Would you like to integrate table reservations made via Trybe into your platform, so that when a package with a table reservation is booked, it is automatically created in both your Trybe and Resdiary system? This is possible by setting up our ResDiary integration!
To set this up, go to Settings > Integrations > Manage Integrations > ResDiary > Configure.
From here, you will be able to click on Add new integration > Write your integration name i.e. the name of your restaurant > Create. It will then create your ResDiary system that you want Trybe to integrate into.
If you have multiple restaurants at one location, you can create separate integrations for each one, which would create a list so you can have all your integrations in one place. This will also allow you to have multiple ResDiary system options when creating your packages in Trybe.
Settings within ResDiary
By clicking on one of the integrations you created previously, you will find two sections that you need to complete:
Integration name
If you have only one restaurant at your site, a general name like 'Restaurant' can be used, as shown in the example photo. However, if you have multiple restaurants in one location, using specific names can help distinguish them.
API Settings
This is where you can enter your username, password and restaurant key. The username and password are required to enable the integration. These details will be provided to you by ResDiary.
Once all the required information has been entered, select 'Save' to configure. To the left, the 'Enable integration' option will appear, allowing you to click on it to enable this specific ResDiary system for your site.
When enabled, your ResDiary integration will be linked with Trybe, which means that when you book a table reservation alone or included in a package via Trybe, it will automatically drop straight into the ResDiary system, allowing you to see the reservation there.
How to set up your table reservations
Once ResDiary is enabled on your site, you can now set up your table reservations by heading to Settings > Offerings > Table reservation types.
From here, you will be able to create your table reservation types with your restaurant by clicking on Add new type > Write the name of the table reservation type > Create.
If you select the three dots next to the table reservation booking type you will be able to 'Edit' or 'Archive' the table reservation.
To configure your table reservation type, click on it or select 'Edit'. You will then be guided through two sections:
Integration
You will need to decide which ResDiary system should be linked, meaning which restaurant you want to connect to this specific table reservation.
Details
Name: name of your table reservation type (for example 'Lunch')
Description: add a description for the table reservation type. This will appear on your shopfront when your client selects this option on your website
Once you're happy with it, select 'Save details'.
How to create packages with table reservations
Once you've created all of your table reservation types, you can then start to apply these offering types to your package types by going to Settings > Offerings > Packages.
From here, you can either create a new package booking type (click here for instructions on how to create a package) or select an existing one.
By heading to the 'Package choices' tab, when creating a choice and selecting 'Offering types' you will now have the option to select 'Table reservations'
After being selected, you will then be able to choose your 'Table reservation types' which would be the table reservations you've created previously.
Once selected, don't forget to 'Save' your changes.
Good to know: You can create a table reservation without necessarily having to create a package. To do this, click on '+ New Order' > Add Other > Table Reservations. Then you will be able to select your previously created 'Table Reservation Types'. This will search for availability directly in ResDiary.
How table reservations work from Trybe to Resdiary
When your package is created, if your clients book this specific package online, or if you create an order from Trybe with a package that includes a table reservation, the table reservation will then be automatically added to your ResDiary system.
You are also able to add a standalone table reservation in Trybe. When creating an order > select 'Add other' you'll notice you have the ability to add a 'Table reservation'. Once added, this booking will automatically land into your ResDiary system.
Once the table reservation has been added to your ResDiary system, you will be able to click on the reservation in Resdiary to view the client's details, booking details, and the sales channel. For example, if you have a number of systems integrated to ResDiary, this will help you identify where the reservation is coming from. If it comes from Trybe, it will display 'TRYBE' as the sales channel.
Additionally, any 'special requests' made by clients during booking, or notes added in the Trybe order, will automatically appear in the 'Customer comments' section of ResDiary (as shown in the third screenshot).
If you decide to edit the date and time of your table reservation or cancel the table reservation through Trybe, the changes will be automatically updated in ResDiary as well. You can also edit the reservation in ResDiary and this too will automatically update in Trybe.
How to add notes to a Table Reservation in ResDiary
When creating an Order that includes a Table Reservation, we will only post a Note to the reservation at the time of creating the reservation in ResDiary. To ensure the Note will be sent across you'll need to add a Note BEFORE you Confirm the Order.
Please see advised steps below:
If adding a booking via the '+ Add Order' function:
Select +Add Package or +Table Reservation > go through the steps to add the Package / Table Reservation > confirm > this should then take you to a page like the below image with the items in a Pending Confirmation status
Go straight to the Notes section as shown in the image below > add your note i.e. Guest has an allergy to nuts > save.
Then complete the steps to confirm the order by adding the Lead Booker / Clients Details
Once the client details has been added you'll see a new 'Confirm' button appear > click this to save the details and send the Table Reservation along with the notes over to ResDiary
If adding a booking via the Calendar (Please note you cannot add individual Table Reservations directly to the Calendar, you would have to add via the + button by following the above steps):
Right click on the Calendar > select + Package > go through the process of adding the package including the ResDiary Table Reservation
Once that has been added to the Calendar in the yellow pending state as below > click on 'Go to order'
This will take you to the Order page > repeat Steps 2 & 3 as detailed in the above section
Once the client details has been added you'll see a new 'Confirm' button appear > click this to save the details and send the Table Reservation along with the notes over to ResDiary
Get back to the Calendar by selecting 'Go to Calendar'
How to add more Guests to the same Table Reservation in ResDiary
Once you have made an Order in Trybe containing a ResDiary Table Reservation, you may later need to edit the Order to add a new Guest. To ensure the new Guest is added to the same Table in ResDiary as there friends, you'll notice there is a Green timeslot that appears when selecting the Table Reservation > you will need to select the Green slot to ensure the item is added to the same Table Reservation.
If you select a slot that is not shaded green, even if it is the same time slot as the previous guest this will create a new booking on a separate table in ResDiary. To rectify this you will need to Remove/Delete the item from Trybe and then add the second Guest's package again.