SIDEMEX / AGENTS
Reservations and appointment requests
Configure when the agent can confirm a booking and where to review each booking type.
Read as MarkdownTwo ways to record an appointment
Section titled “Two ways to record an appointment”| Mode | What happens during the call | Where to check |
|---|---|---|
| Automatic restaurant reservation | Checks real availability and saves a confirmed reservation when the rules allow it. | The location’s Reservas panel. |
| Request with human review | Records a request. Your team checks availability and confirms later. | Resultados y citas. |
A call outcome mentioning an appointment does not by itself prove a reservation exists. Check the booking record and status.
Prepare automatic reservations
Section titled “Prepare automatic reservations”- Select the business and location in Mi negocio.
- Save capacity or tables, duration, schedule, and policies.
- Enable Permitir reservas automáticas con estas reglas.
- In Herramientas y acciones, enable Solicitar una cita and select Confirmar automáticamente con disponibilidad real.
- Save, publish, and activate the version.
- Make a test call and check the saved reservation.
If there is no capacity, the agent should offer another time. Parties larger than the automatic booking limit need human help.
Manage location reservations
Section titled “Manage location reservations”In Reservas, select a date. Each card shows the guest, party size, time, status, and reference; it may also show the table.
Controls depend on status: Llegó, Sentar, Completar, No asistió, Cancelar, or Cambiar horario: arrived, seat, complete, no-show, cancel, or reschedule. Refresh before changing a reservation another team member may have edited.
Use Agregar reserva for bookings received through other channels. This keeps shared availability accurate.
Check the timezone
Section titled “Check the timezone”Displayed reservation times use their reservation timezone. When entering or changing a time, check the timezone indicated by the form. In this version, the reservation panel’s manual-entry form uses your device timezone.
If you work from another region, do not assume the device timezone matches the location.
Customer messages
Section titled “Customer messages”The manual form includes consent for WhatsApp confirmations and reminders. This is separate from the operator’s WhatsApp alert setup. Message delivery depends on an available connection.
For general requests and team alerts, continue with Results and appointments.