Who is this guide for?Admins in the back office. On the terminal, anyone with a manager code.
Before you begin
- Tables is part of Surge Plus and Surge Premium. On Surge Free the switch shows Needs Surge Plus.
- Open tabs must also be on. A ticket can only sit on a table when it is.
Switch on Tables
On the back office
- Go to Store setup > Features.
- Under How service runs, turn on Tables.
- Check that Open tabs is on too.
- Click Save changes. Your terminals pick up the change on their own.
Add tables
Go to Store setup > Tables. The page has four cards: Tables lists every table with its room and seats, Floor plan is where each table stands, Table service sets timers and who can open another server's table, and Add a table adds one table at a time.
On the back office
- Under Add a table, type a Name, such as "9", "12A" or "Patio 3".
- Type a Room only if you have more than one room.
- Type the Seats. This shows when you seat a party.
- Click Add table. The new table appears under Not on the plan yet.
- Click Place and the table's name to put it on the plan.
Draw the floor plan
- On the Floor plan card, pick a room tab. Main room is the room with no name.
- Under Add a table:, click Square, Round, Rectangle or Booth. Each new table is numbered for you.
- Drag each table to where it stands. You can also select one and use the arrow keys: Shift moves it further, R turns it.
- Drag the dot at a table's corner to resize it.
- Select a table to change its Name, Shape, Left, Top, Width or Depth, or turn it with ↺ Turn left and Turn right ↻. Take off the plan keeps the table but removes it from the drawing.
- Click Save floor plan. Discard changes throws away moves you haven't saved.
- Tap Tables, then Edit floor plan.
- Enter a manager code. The terminal always asks for one here.
- Use + Square, + Round, + Rectangle, + Booth or + Bar to add to the plan.
- Drag a table to move it. Tap one to rename it, size it, turn it or set its seats.
- Tap Save floor plan, then ‹ Tables to go back.
Add a bar with stools
The front and back take up to 13 stools each, and each end up to 6. Stools are numbered clockwise from the front left.
On the back office
- Next to Bar stools, type how many stools go on the Front, Right end, Back and Left end.
- Click Add bar.
Rooms
- To add a room, type its name in New room… and click Add room.
- To rename a room, click Rename and the room name, then Save name. Every table in it moves with it.
Remove a table
A removed table moves to Out of service. Old tickets keep its name. Click Put back to bring it back.
- On the Tables card, click Remove beside the table.
- In Edit floor plan, select the table and tap Remove table, then Remove.
The terminal draws a room as a plan only once every table in it is placed. Until then it shows that room as a grid.
On the terminal, adding, renaming and removing a table save straight away. Moves wait for Save floor plan. To change a table's seats after it's added, use Edit floor plan on the terminal.
Related guides
Still stuck?
info@surgeups.comEmail us your business name and what you were trying to do.