Orion's Plan – User Guides

Step-by-step instructions for using Orion's Plan restaurant management platform.

How to Manage Private Dining Enquiries

Use chat, checklist, approvals and conversion to turn enquiries into confirmed bookings.

Workflow

  1. New → In Progress → Waiting Manager Approval → Approved → Converted/Declined.

Respond & Assign

Open enquiry → reply via chat (attach menus/photos) → Assign to a team member with notes.

Progress Checklist

Complete tasks; at 100% status moves to Waiting Manager Approval. Managers review & approve.

Convert to Booking

  1. Open approved enquiry → Convert to Booking.
  2. System pre‑fills details; verify menu/deposit/table → Create Confirmed Booking.

Last updated: 2025-11-12