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reports
How can I monitor customer payments?
Use our payment
reports
and booking icons… Within your simpleERB
reports
section of your account, you can pull a payment report by date range of… Here is a direct link to the report - https://app.simpleerb.com/restaurant/
reports
/deposits.aspx
C
Written by
Chelsea
Updated this week
How can I obtain specific customer and booking data
reports
.
See our extension list of useful
reports
… You can also access it here - https://app.simpleerb.com/restaurant/
reports
/ When you click this, you… This will produce a drop down list of all the selectable
reports
C
Written by
Chelsea
Updated over a week ago
How can I get a list of specific date bookings with the tables numbers for Covid 'track and trace' guidelines?
Use your Diary view for 'track and trace'
reports
… If you are required by authorities to generate a customer booking
report for
Covid 'track and trace',… How to view a dated booking
report: In the
diary view, choose from the date calendar selector the
C
Written by
Chelsea
Updated over a week ago
Can I get a
report of all
future bookings?
Future Bookings
Report
… simpleERB has two helpful
reports
to export all the future bookings you have in your diary
C
Written by
Chelsea
Updated over a week ago
Forward covers and business planning
Pipeline ", "forward covers booked
report
"… You can get the report at https://app.simpleerb.com/restaurant/
reports
/forwardbookings.aspx See our… quick overview video here about simpleERB
reports
Written by
Ronnie Somerville
Updated over a week ago
How do I download my customer database that have opted in to our mailing list or marketing emails?
To download your customer database, go to
reports
, expand the list of
reports
, and choose customer export… See our quick video about simpleERB
reports
here
C
Written by
Chelsea
Updated over a week ago
How do Quick Info Buttons work?
Once you have recorded a few customers bookings using these buttons, you can start pulling the
reports
… At the top right of the screen when logged in as a manager/owner, you will see a
reports
option… Open view all
reports
and select “Customers Export”
A
Written by
Anthony
Updated over a week ago
What are the 4 authority login access levels?
Manager users have access to
reports
, settings and the ability to 'manager override' certain functions… These users also do not have access to view settings or
reports
C
Written by
Chelsea
Updated over a week ago
Be prepared for Valentine's Day
To download your customer database, go to
reports
, expand the list of
reports
and choose customer export… Forward Booking
Reports
The forward booking report is simple but we believe it is very useful for… You can access the report at; https://app.simpleerb.com/restaurant/
reports
/forwardbookings.aspx
C
Written by
Chelsea
Updated over a week ago
How can I monitor no shows?
This can also be surfaced in your customer export
reports
here… should-i-actually-charge-no-show-customers-a-deposit-or-cancellation-fee-the-maths In your simpleERB
reports
… See our quick overview video here on more about simpleERB
reports
C
Written by
Chelsea
Updated over a week ago