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Restaurants

Guests keep asking for a table, but the book, the DM and the phone disagree.

Rocketly links table bookings, special-occasion requests and takeaway enquiries from WhatsApp, Instagram DM, web forms and phone notes to a single guest record. Confirmation status, cover count, menu notes and the owner stay on one screen.

Where Restaurant Bookings Fall Apart

Booking requests arrive on WhatsApp, Instagram DM and the phone at the same time, and the note in the reservation book never meets the message on somebody’s handset.

The same Saturday table gets promised to two parties; an unconfirmed booking turns into an empty table at service while a guest waits at the door.

Allergen, gluten-free and vegetarian answers vary by whoever replies, and checking with the kitchen drags the thread into the middle of service.

Cover count, menu choice and cake details for a birthday or group booking stay buried in chat, so the floor team learns what to prepare far too late.

Replying to Google and delivery-platform reviews is nobody’s job: a bad review surfaces days later and a happy guest is never invited back.

Where Restaurant Guests Actually Message You

WhatsApp Business

Most booking, takeaway and corporate order requests arrive here; confirmations and reminders are scheduled with approved template messages.

Instagram DM and Story Replies

Guests who see a menu or venue post usually DM. Story replies land in the same conversation, so the first contact is not lost.

Phone Notes and Call Records

A booking taken by phone is noted on the same guest record; with a call-centre connection the recording and summary attach to it as well.

Website Form and Chat Widget

When a visitor fills the booking form or opens the chat, the request becomes a guest record straight away.

Google Business Profile and Map Searches

"Are you open tonight?" questions from the map and incoming reviews join the same flow, so location-driven demand sits in one list.

Email and Corporate Requests

Company lunches, meeting catering and invoicing threads arrive by email and accumulate on the same company record.

From Booking to Review: What Rocketly Runs in a Restaurant

Collect Booking and Order Messages in One Inbox

WhatsApp Business and a personal line, Instagram DM and story replies, Facebook Messenger, Telegram, email and web forms merge onto one screen. Rocketly supports 12 channel types; the venue decides which ones stay open.

Give Every Booking Request a Stage

Build your own stages: Request → Awaiting Confirmation → Confirmed → Arrived / No-Show. The board shows which booking is still unconfirmed, who owns it and how many tables are promised for the evening.

Online Booking Page and Calendar

A shareable booking page lets the guest pick a time, and records sync with Google Calendar. Confirmation and reminder messages are scheduled and go out with floor-team approval.

A File for Special Occasions and Group Bookings

Keep party size, cover count, menu, cake and decoration notes for birthdays, engagements and corporate dinners on one record, and share menu lines as a PDF through the quote module.

One Source for Menu and Allergen Questions

Write the menu, ingredient and allergen information your kitchen approves into the knowledge base; AI drafts a reply from that source, and the floor manager edits it and decides whether it goes out.

Takeaway and Corporate Order Requests

Takeaway and corporate lunch requests that arrive outside the delivery platforms land as records with address, time and invoicing notes. Preparation, courier and delivery keep running in your existing setup; Rocketly holds the request and the conversation.

Review and Complaint Handling

A complaint thread opens as a task with a named owner and a resolution note on the record. For a happy guest, a thank-you and a return invitation are drafted; the team approves the wording.

Regular-Guest Segments and Return Visits

Use RFM segmentation and the customer health score to separate frequent guests, lapsed guests and high-cover parties, then plan a different invitation for each segment.

Channel and Service Reports

With 38 ready-made report types, judge from your own data which channel converts to a booking and which day or service brings group requests.

Ready to bring the customer communication you connect into one shared workspace?

Configure your process, team and connected sources at a pace that fits your operation.

What AI Does in Restaurant Threads — and Where It Stops

AI can prepare drafts and summaries from conversation context; your team decides what is shared with customers.

Drafts Replies

Produces drafts for repeat questions about service hours, parking, kids’ menus and booking policy from your knowledge base; the floor manager edits and decides whether to send.

Summarizes Long Group Threads

Summarizes a special-occasion thread spread over days so that at shift handover the team sees the cover, menu and timing decisions without rereading.

Helps Classify the Request

Suggests a booking, takeaway, group-event or complaint tag from the conversation context; the team confirms the tag.

Makes No Menu Call and Sends Nothing on Its Own

AI invents nothing about allergens or ingredients and stays inside the source your kitchen wrote. Final review and the authority to send guest-facing text remain with the team.

How a Table Request Moves Through Your Restaurant

01 · CONTROLLED HANDOFF

A Saturday booking that starts in Instagram DM

01

A guest DMs under a venue post — "any space for four on Saturday evening?" The message lands in the inbox and a guest record opens.

02

AI drafts a reply from the service hours and table policy in the knowledge base; the floor manager edits it and sends it.

03

The record moves to Awaiting Confirmation, with party size, time and table preference noted on the guest card.

04

The booking syncs to Google Calendar and a confirmation message is scheduled for service day, sent with team approval.

05

When the guest arrives the record moves to Arrived; a no-show creates a follow-up task for the next day.

Running a birthday menu and a group booking on one record

The group request is linked to a record with party size, budget range, cake and decoration wishes.

Menu options are prepared as a quote and shared through a guest-specific link; view and approval status are tracked from the record.

The approved menu becomes a task list for the kitchen and the floor, with cover count and timing written where everyone sees it.

After the event a thank-you and review invitation are drafted; the team approves the text and the send list.

A corporate lunch order from outside the platforms

An office request for "lunch for fifteen" arrives on WhatsApp and is attached to the company record.

Menu, price and delivery time are prepared as a quote; all pending quotes collect in one stage.

The approved order becomes a task for the kitchen and the packing lead; delivery runs through your existing courier arrangement.

Invoices and contracts stay on the same company record, and a follow-up sequence is set for the weekly repeat.

Turning a bad review into a tracked complaint

The review or complaint message is attached to the guest record and given a topic tag.

A task opens for the duty manager, noting which table and which service the issue happened on.

The resolution step and the reply to the guest stay on the record, and similar complaints group under the tag.

Repeat tags are followed in the report so service changes are discussed with your own data.

Automations Built Around a Restaurant Service

Use these examples to discuss triggers, owners and review points before configuring your own process.

Booking Confirmation and Reminder

So an unconfirmed table does not sit empty at service

1

Trigger: the reservation date approaches.

2

Condition: the booking is confirmed and the guest has given contact consent.

3

Action: schedule the confirmation and reminder; content and send authority are checked against your venue policy.

4

If the guest does not respond, open a confirmation task for the floor manager.

Owning a Request That Arrives Mid-Service

So the first message on a busy evening never sits unowned

1

Trigger: a new conversation opens on a connected channel.

2

Condition: if the message carries a booking, takeaway or group tag, route it to the matching owner.

3

Action: move the record to the Request stage, assign an owner and prepare a reply draft.

4

If nothing goes back within your chosen interval, notify the duty manager.

Post-Visit Review and Return Invitation

A planned touch for a second visit from a happy guest

1

Trigger: the record moves to the Arrived stage.

2

Action: draft a thank-you and a review invitation; the team approves the text and the list.

3

Condition: if the guest gives negative feedback, open a complaint task and route it to the manager.

4

A guest who has not returned within your chosen period joins a segment list tied to a campaign invitation.

Connections Worth Setting Up in a Restaurant

Connect native channels directly, or use a webhook for an existing tool — each card makes Rocketly’s role clear.

WhatsApp Business API

Native connection

Booking threads, template messages and confirmation planning

Instagram DM (Meta)

Native connection

Attaching first contact from menu and venue posts to a record

Google Calendar

Native connection

Two-way sync of the booking calendar with the floor team

Google Business Profile

Link / manual flow

Bringing map-search demand and reviews into the same flow

Meta Ads

Lead source

Campaign lead-form records arriving with their source

Google Sheets (Import)

One-time import

Transferring an existing guest and corporate client list

Where a Restaurant Team Starts the Rollout

Use these steps to review your process, responsibilities and permissions before going live.

1

Define the venue and the floor team

Create manager, floor lead and booking-desk users; use roles to limit who sees which guest record and conversation.

2

Build the booking stages

Name the Request → Awaiting Confirmation → Confirmed → Arrived / No-Show flow the way your service actually runs, and add a stage for groups and special occasions.

3

Connect your channels

Start with the channel that brings the most requests — for most restaurants WhatsApp and Instagram DM — then add the booking form and chat widget to your site.

4

Write the menu and policy information

Enter service hours, cover charge, kids’ menu, parking, pet and cancellation policy into the knowledge base. Add allergen and ingredient details only with kitchen approval.

5

Build and test the first three flows

Try confirmation reminders, new-request routing and post-visit invitations on sample records before opening them to live guest communication.

6

Set reports and clarify the system boundary

Open channel, day and service reports. POS, kitchen display and delivery-platform dashboards keep running in parallel; Rocketly is the demand and communication layer.

The Rocketly Capacity Behind Your Dining Room

0

Channel types where booking messages land

0

Templates for booking and takeaway flows

0

Report types covering dining room and takeaway demand

0

Interface languages for tourist guests

The operational examples on this page are not guaranteed outcomes. What is available and how it performs depend on your process, connected sources, permissions and team use.

Restaurant CRM — Questions Owners Ask

Rocketly is a CRM layer for guest communication and booking demand: requests from connected channels attach to a guest record, confirmation stages are tracked, special-occasion and group bookings are filed, and review and complaint follow-up is set up. It does not take over your POS, till or kitchen display; it works next to them as the communication and follow-up layer.

Yes. Connected sources such as WhatsApp Business, a personal WhatsApp line, Instagram DM and story replies, Facebook Messenger, Telegram, email and the web chat widget appear in the same inbox. Rocketly supports 12 channel types in total; which ones you can open depends on your account configuration and plan.

Your POS, till and kitchen display run the moment of service; Rocketly runs the conversation before and after it. Booking requests, special-occasion menus, takeaway enquiries, reviews and return invitations live here. The two systems run in parallel: revenue, checks and stock stay in your own POS, and live till synchronization is outside the product scope.

Platform orders keep running in their own dashboards; Rocketly is not an order-dispatch or courier-tracking system. What collects here are the direct requests that arrive outside those platforms — WhatsApp, Instagram, phone and the web form. That way you can see separately, in your own report, how much work the commission-free direct channel brings.

AI only drafts from the knowledge base you write. Menu content, the allergen list and cross-contamination notes are entered there with your kitchen lead’s approval. The floor team edits the draft and decides whether to send it; AI gives no nutritional or health advice of its own, and the final check on guest-facing text stays with you.

You define a workflow around the booking record: a trigger (as the reservation date approaches), a condition (status confirmed and contact consent given) and an action (reminder message, task or notification). Workflow Builder ships with 55 templates and 46 trigger types; message content and send approval follow your venue policy.

Yes. The quote module turns party size, menu options, cover charge and extra services into a PDF you share through a guest-specific link, and view and approval status are tracked from the record. For corporate work, contracts and invoices stay on the same company record and a recurring quote template can be set up.

Connecting Google Business Profile links your listing, and incoming review or complaint threads are followed as tasks. The review text is attached to the guest record, classified with a topic tag, and a reply is drafted. The final wording and the decision to publish stay with your team, and repeated complaints are followed in the report.

There is a permanently free plan and no credit card is requested at sign-up; there is no trial-period concept. AI reply drafting, advanced workflows and some channel connections sit in paid plans. The pricing page compares which feature belongs to which plan so you can scale with the size of your dining room.

Restaurants

Make Your Restaurant’s Booking Traffic Visible

Keep the request, the confirmation and tonight’s next step in one workspace.

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