Bookings and the booking journal — Paloma POS 2

This article is about Paloma POS 2 — the new Paloma point-of-sale app. It explains the booking journal: how to enable salon mode, work the journal by masters and by resources, create and edit a booking, tie it to a resource (a table, room or gazebo), set a status and colour, and check a guest in. If you are not sure which product you have, start with «How to tell you have Paloma POS 2».

Overview

• The «Журнал» (Journal) tile. The booking journal opens from the «Журнал» tile on the home screen. The tile appears when salon mode is enabled on the device.
• The journal is a day schedule. The journal is a day grid: time runs down the vertical axis, each master or resource is a column, and a booking is a block sized by its start time and duration. Free time shows between blocks; an empty column is marked «Свободно» (Free).
• Two journal views. The toggle at the top shows the journal by master («Мастера») or by resource («Ресурсы») — for example by table, room or gazebo.
• Creating a booking. A new booking is created with the «Новая запись» (New booking) button or by tapping an empty slot in a column. Creation runs step by step: when, master, resource, services, review.
• Moving by dragging. A booking can be moved to another time or another master/resource right on the grid: press and hold the block and drag it where you need.
• Guest check-in. When a guest arrives, mark the booking as arrived — the till opens an order tied to that booking.
• Prepayment. A booking that has a client can take a prepayment — it is recorded on the client's deposit.

Before you start, sign in with your PIN and open a shift — see «PIN login and shift».

Enable salon mode

The «Журнал» tile appears only on a device with salon mode enabled.

1. Open «Настройки» (Settings) → the devices section.
2. Turn on the «Режим салона» (Salon mode) switch.
3. Return to the home screen — the «Журнал» tile appears. No restart is needed.

The setting applies to this device only. On other tills salon mode is enabled separately.

Open the journal

1. On the home screen tap the «Журнал» tile.
2. At the top pick the view: «Мастера» — columns by master, «Ресурсы» — columns by resource (tables, rooms).
3. Switch the day with the left/right arrows; to jump to a specific date, tap the date between the arrows and pick it in the calendar.
4. The search field above the grid filters columns — type a master name or a resource name (hint «Поиск ресурса / мастера»). The clear button empties the search.

If there are no bookings for the chosen day, the journal shows «Нет записей на этот день» (No bookings for this day). An empty master or resource column is marked «Свободно» (Free) — it is free all day.

Create a booking

Step 1. Start a new booking

• Tap the «Новая запись» button at the bottom, or
• tap an empty slot in the column of the master or resource you want — the booking then opens already pointed at that time and column.

Creation runs as a five-step wizard: «Когда» (When), «Мастер» (Master), «Ресурс» (Resource), «Услуги» (Services), «Обзор» (Review). The current step is shown at the top («Шаг 1/5» and so on). The «Далее» (Next) and «Назад» (Back) buttons move between steps.

Step 2. When

1. Tap «Дата» (Date) and pick the day.
2. Tap «Время» (Time) and set the start time.
3. In the «Длительность (мин)» (Duration, min) field enter the length in minutes.

Step 3. Master

Tap the master button and pick the performer. The «Без мастера» (No master) item leaves the booking without a master. A master already booked at the chosen time is marked «Занят» (Busy) but stays selectable — you can book them deliberately.

Step 4. Resource

Tap the resource button and pick a table, room or gazebo. The «нет» (none) item leaves the booking without a resource. A resource busy at that time is marked «Занят». If no resources are configured for the point, the list shows «На этой точке не настроены ресурсы».

Step 5. Services

1. Tap «Добавить услугу» (Add service) — the «Выберите услугу» (Choose a service) list opens.
2. Pick a service. Only the services the chosen master performs are shown.
3. Remove an added service with its clear button («Удалить»).

If the chosen master has no services, the list shows «Этот мастер не оказывает услуг».

Step 6. Review and save

On the last step you can add details and check the booking:

• «Клиент» (Client) — tie the booking to a client («Без клиента» leaves it without one). Client search is covered in «Clients».
• «Статус» (Status) — a workflow status from the dictionary («Без статуса»).
• «Цвет» (Colour) — the booking's label colour from the dictionary («Без цвета»).
• «Заметка» (Note) — a free comment.

Tap «Сохранить» (Save) — the booking appears in the journal as a block at its time.

Edit a booking

1. In the journal tap a booking block — the booking form («Запись») opens with all fields at once.
2. Change what you need: date, time, duration, master, resource, client, status, colour, services, note.
3. Tap «Сохранить».

To cancel the booking, tap «Отменить запись» (Cancel booking) at the bottom of the form.

Status and colour

Status and colour come from the journal dictionaries. Tap «Статус» and pick a value (or «Без статуса»); tap «Цвет» and pick a label colour (or «Без цвета»). The colour sets how the booking is highlighted in the grid, and the status is labelled on the block.

Move a booking by dragging

You can move a booking to another time or another column right on the journal grid, without opening the form:

1. Press and hold a booking block — dragging starts. A reduced copy of the block with the booking time follows your finger, so you can see where it will land.
2. Release the block where you need it — the booking snaps to the nearest half-hour slot of the grid.
3. Dragging vertically within the same column changes only the start time — the booking's duration is preserved.
4. Dropping into another column reassigns the booking: in the «Мастера» view — to another master, in the «Ресурсы» view — to another resource.

A regular short tap on a block still opens the edit form. Dropping the block back where it was changes nothing.

Check a guest in

When a guest arrives, mark the check-in — the till opens an order tied to the booking:

1. In the journal tap the check-in icon on the booking block (tooltip «Отметить приход»).
2. The till opens the order for that booking and shows «Гость пришёл — заказ открыт».
3. Work the order as usual — see «Table orders». Payment is taken separately — see «Order payment».

After check-in the block shows «Пришёл» (Arrived), and after the order is paid — «Оплачено» (Paid).

Add a prepayment

A prepayment can be added to a saved booking that has a client (it is recorded on the client's deposit).

1. Open the booking and make sure a «Клиент» is selected.
2. In the «Предоплата» (Prepayment) row tap «Внести» (Add).
3. Enter the amount in the «Сумма предоплаты» window and confirm.

Once added, the prepayment shows in the booking and on its journal block. If it could not be saved, the till shows «Не удалось внести предоплату».

Common problems

• «Нет записей на этот день» — there are no bookings for the chosen day. Check the date with the arrows or the calendar, or create a new booking.
• «Ничего не найдено» — the column search found nothing. Clear the search field and check the master or resource name.
• «Мастер уже занят в пересекающееся время. Всё равно сохранить?» — the chosen master already has a booking at an overlapping time. Tap «Отмена» (Cancel) to change the time, or «Сохранить всё равно» (Save anyway) to book deliberately.
• «На этой точке не настроены ресурсы» — the resource list is empty. Book without a resource (the «нет» item) or configure the point's resources in the web dashboard.
• «Этот мастер не оказывает услуг» — the chosen master has no services. Pick another master or configure the master's services in the web dashboard.
• «Не удалось внести предоплату» — the prepayment was not saved. Check the connection and sync and retry; make sure a client is tied to the booking.
• No «Журнал» tile on the home screen — salon mode is off on the device. Turn on the «Режим салона» switch in the devices section of Settings.

FAQ

I can't see the «Журнал» tile. Where is it?

The «Журнал» tile appears only on a device with salon mode enabled. Open «Настройки» → the devices section and turn on the «Режим салона» switch — the tile appears without a restart.

What is the difference between the «Мастера» and «Ресурсы» views?

They are two ways to look at the same day. «Мастера» shows columns by master, handy for seeing each performer's load. «Ресурсы» shows columns by resource (tables, rooms, gazebos), handy for seeing what is free. The toggle is at the top of the journal.

How do I create a booking for a specific time quickly?

Tap an empty slot in the column of the master or resource you want — the new booking opens already pointed at that time and column. You just add services and save.

Can I book a master who is already busy?

Yes. A busy master is marked «Занят» but stays selectable. On save the till warns about the overlap and offers «Сохранить всё равно», so you can book deliberately.

How do I tie a booking to a table or room?

On the «Ресурс» step (or the resource field when editing) pick the table, room or gazebo. When the guest arrives and you check them in, the till opens an order for that booking.

What happens when I check a guest in?

The till opens the order tied to the booking and shows «Гость пришёл — заказ открыт». You then work the order as usual and take payment separately — see «Order payment».