Is It Possible To Block An Email Address Or Phone Number From Making A Reservation
It is not currently possible at the moment, however it is possible to create a report that alerts you to bookings made by banned customers. This feature is only available to those who are subscribed to Advanced Reports - if you would like a trial of this, please contact us at support@tablepath.com.
How To Create A Report For Banned Customers
- 1
- Click on the TablePath logo in the top left.
- 2
- Click on Reports on the left hand side of the dashboard.
Quick Link: To go directly to the 'Reports' page, please click here:
- 3
- Click on ' Reservations'.
- 4
- Click on ' + Add New'.
- 5
- Provide your report with a ' Title' and ' Description'.
- 6
-
In '
Fields' select and add the following fields by clicking '
+ Add Fields':
- Date And Time
- Reservation Full Name
- Number Of Guests
- Email Address
- Full Phone Number
- All Notes
- Payment Card Provided
- 7
-
In '
Filters' ensure to add the following by clicking '
+Add Filter':
- Is Valid | Is | True
- 8
-
Then click
'+ AND' and add the next filter:
- Date | Is More Than | Today
- 9
- Then click '+ AND' to add the next very crucial filter which is the phone number and/or email address of your banned customer. To add both email address and phone number, it is important to group these by clicking on ' + OR'. These customer details should look similar to the following:
- 10
- To add multiple customers to this report, simply repeat the above steps - once again, grouping the customers phone number and/or email address. The report filters altogether should look similar to:
- 11
- Once you are done click ' Save'.
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- This will begin to generate the report. When the report status changes to ' Complete' it is ready to view. Click on ' View >>' to view your report. If this is blank, then you do not have any banned customers attempting to make a reservation.
How To Create A 'Banned Customers' Group & Report
Alternatively, you can create a New Customer Group specifically for banned customers, and create a report including this field instead. Please follow the steps in the following Help Article, to learn how to create a 'New Customer Group':
https://help.tablepath.com/article/36-how-to-add-a-customer-to-a-customer-group
- 1
- Click on the TablePath logo in the top left.
- 2
- Click on Reports on the left hand side of the dashboard.
- 3
- Click on ' Reservations'.
- 4
- Click on ' + Add New'.
- 5
- Provide your report with a ' Title' and ' Description'.
- 6
-
In '
Fields' select and add the following fields by clicking '
+ Add Fields':
- Date And Time
- Reservation Full Name
- Number Of Guests
- Customer Groups
- All Notes
- Payment Card Provided
- 7
-
In '
Filters' ensure to add the following by clicking '
+Add Filter':
- Is Valid | Is | True
- 8
-
Then click
'+ AND' and add the next filter:
- Date | Is More Than | Today
- 9
-
Then click
'+ AND' and add the next filter:
- Customer Groups | Is | Banned - (this Customer Group name will be whatever you have named it)
Future customers that are assigned to this new group will automatically appear in a newly generated report.
- 10
- Once you are done click ' Save'.
- 11
- This will begin to generate the report. When the report status changes to ' Complete' it is ready to view. Click on ' View >>' to view your report. If this is blank, then you do not have any banned customers attempting to make a reservation.