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HomeΒ /Β WorkflowsΒ /Β Dining
AI Workflow Β· Dining

Every reservation, every allergy,
and how dinner really went.

One reservation book for breakfast through dinner. Members get a confirmation email the moment you book them, servers see each member's allergies and preferences in one tap, and a survey goes only to the members who dined, with Troy reading what came back.

Book a walkthrough→How it works
Included in Max.

Dining

Daily sheet Β· Dinner

βœ“

Booked

βœ“

Seated

3

Marked as dined

4

Survey sent

πŸ“ŽFri, Oct 16 Β· 14 reservations Β· 46 covers
Confirmation emailsSent automatically
Allergies on file3 members tonight
Occasions2 birthdays Β· 1 anniversary
Dinner surveySends Sat, 10:00 am
Waiting on youConfirm the dined list
Confirm dined list
New reservation
The daily sheet

Know who is coming to dinner. And what they can’t eat.

Tonight's reservations by service, with live cover counts and each occasion starred. Tap any member for their allergies, dietary needs and seating preference, then mark who dined so the right members get tomorrow's survey. Try it below.

Dining Β· Reservations

Daily sheet
Upcoming
History
Survey setup
Member feedback

Fri, Oct 16

All servicesLunchDinner

14 reservations Β· 46 covers

βœ‰ Survey sent Β· 3/6
TimeMemberPartyWhereStatusProfileDined
12:00Robert Ellis #09342Grill Room Β· T3Completedβœ‰
12:30Susan Park #12174Terrace Β· T5Completedβœ‰
1:00David Ortega #06023Main Dining Β· T10Completedβœ‰
6:00Margaret Hale #1042β˜… Anniversary4Main Dining Β· T12Seated
6:15Tom Brooks #08772Grill Room Β· T4Seated
6:30Ana Castillo #1310β˜… Birthday6Terrace Β· T2Seated
7:00James Whitfield #05194Main Dining Β· T8Confirmed
7:30Linda Nguyen #11882Grill Room Β· T6Confirmed
+ 6 more dinner reservations after 7:30

βœ‰ marks members who were sent that service's survey. Every member got a confirmation email when the reservation was made.

Member quick view

Margaret Hale party of 4

Allergies
Shellfish
Dietary
None
Seating
Window, away from the bar
Staff notes
Prefers a quiet table; usually orders the halibut

From the member record, kept current by every department.

Lunch survey

βœ‰ Sent today at 3:00 pm to the 3 members who dined.

Dinner survey

Sends Sat, 10:00 am to the 3 members marked as dined. No login needed to answer.

Confirm dined list

One book, every service

Breakfast, brunch, lunch and dinner in one place, with the room, table, occasion and notes on every reservation, and cancellations kept on record.

Allergies before the first course

Allergies, dietary restrictions, seating preference and staff notes live on the member record, so the dining room sees what the rest of the club knows.

Surveys to the right people

Each service has its own survey, sent at the time you choose and only to members who dined. Results feed a dashboard and a board-ready PDF.

What actually changes

The same job, by hand today and with Troy tomorrow.

Your team keeps every decision. Troy takes the re-typing, the chasing, and the double-checking.

πŸ“– Taking the reservation

Confirmation sent for you

Before

Reservations live in a paper book, a spreadsheet, or one person’s inbox, and confirming each one is another email to write.

With Troy

Staff book the member in one place, and the confirmation email goes out on its own, with an update if the time changes or it’s canceled.

πŸ₯— Knowing the member

One tap at service

Before

The server learns about the shellfish allergy when the member mentions it, if they do.

With Troy

One tap on the reservation shows the member's allergies, dietary needs, seating preference and staff notes.

πŸ“ Asking how it went

Only members who dined

Before

A survey goes to everyone or no one, so the results say little about any one night or service.

With Troy

Staff mark who dined, and that service’s survey goes to them at the time you set. Results arrive with Troy’s read on them.

The workflow

Troy drafts. Your team approves.

Every step that matters has a person on it β€” nothing is hidden, and nothing goes out on its own.

1

Book

T

Troy does

Sends the member a confirmation email, and an update if the time changes or the reservation is canceled.

βœ“

Your team does

Takes the reservation: member, party size, time, service, room, table and occasion.

2

Serve

T

Troy does

Shows each member's allergies, dietary needs and seating preference in one tap.

βœ“

Your team does

Seats the party and marks who dined.

3

Survey

T

Troy does

Sends that service's survey to the members who dined, at the time you set.

βœ“

Your team does

Sets up each survey once, previews it and turns it on.

4

Review

T

Troy does

Compares results with the last period and last year, writes the insights and builds the board PDF.

βœ“

Your team does

Reads the results, asks Troy about them and decides what to change.

1

Book

2

Serve

3

Survey

4

Review

T

Troy does

Sends the member a confirmation email, and an update if the time changes or the reservation is canceled.
Shows each member's allergies, dietary needs and seating preference in one tap.
Sends that service's survey to the members who dined, at the time you set.
Compares results with the last period and last year, writes the insights and builds the board PDF.
βœ“

Your team does

Takes the reservation: member, party size, time, service, room, table and occasion.
Seats the party and marks who dined.
Sets up each survey once, previews it and turns it on.
Reads the results, asks Troy about them and decides what to change.
Every step ends with your team. Nothing is final until a person approves it.
Reservations

One book for the whole dining room.

Every service in one place, so the host stand, the kitchen and the manager are looking at the same night.

πŸ“–

The reservation

  • Member, party size, date and time
  • Service: breakfast, brunch, lunch, dinner
  • Room, table and occasion
  • Special requests and notes
βœ‰οΈ

Confirmations

  • Confirmation email when it’s booked
  • An update when the time changes
  • A cancellation email when plans change
  • Every change logged with who made it
πŸ—“

Daily sheet

  • Tonight’s reservations by service
  • Live cover counts for the day
  • Upcoming and history views
  • Cancellations kept on record, never deleted
πŸ₯—

Member recognition

  • Allergies and dietary restrictions
  • Seating preference and staff notes
  • One tap from any reservation
  • Kept on the member record every department uses
Dining surveys

Ask the members who were actually there.

A survey after each service, sent only to members who dined, turns into scores you can compare and Troy's read on what changed. Switch between dinner and lunch below.

Dining Β· Member feedback

% positiveSeptemberAugustSept. last year
Responses Β· covers142 Β· 1,184128 Β· 1,096119 Β· 1,050
Overall experience86%β–² +581%79%
Food quality88%β–² +484%82%
Service & pacing74%β–Ό βˆ’680%77%
Ambiance91%β–² +190%88%
Value for the price72%β–² +270%71%

Overall experience Β· monthly trend

78%80%83%82%81%86%

Apr

May

Jun

Jul

Aug

Sep

T

Troy's insights

Dinner Β· 142 responses

Trends

Overall experience is up 5 points on August and 7 on last September, its best month this season.

Food quality led the gain; members named the new halibut and the short rib most often.

Opportunities

Service & pacing fell 6 points. Most comments mention waits between courses on Friday nights.

Recommendations

Look at Friday dinner staffing and kitchen pacing when covers run high.

Re-check pacing scores after two Fridays to see whether the change worked.

Board PDF
Ask Troy
πŸ“

One survey per service

  • Your own questions for each service
  • Troy can draft starter questions
  • Choose the days, the time and the delay
  • Previewed and turned on by a person
🎯

The right members

  • Staff confirm who dined
  • A heads-up if nobody is marked before send time
  • A no-login link by email
  • Or send a link to your own survey form
πŸ“ˆ

Results that compare

  • This period vs. the last one and last year
  • Monthly trends
  • Insights written by Troy
  • SurveyMonkey results can be imported
πŸ“„

Ready for the board

  • A board-ready PDF
  • Covers and satisfaction in one report
  • Ask Troy about any night’s feedback
Ask Troy

Just say what you need.

Troy answers questions about your dining feedback in plain English.

β€œWhat did members say in the dinner survey last Friday?”
β€œWhich nights last week were surveyed?”
β€œHas dinner feedback improved this season?”
Who uses it

Built around the roles at your club.

Everyone sees what their job needs β€” and nothing they shouldn't.

Dining room manager & host

Takes reservations, runs the daily sheet and marks who dined.

Servers

See a member's allergies and preferences before they reach the table.

F&B director

Sets up each service’s survey and reviews the results.

GM & board

Read the trends and the board-ready report.

Questions

What clubs ask us.

Included in Max.

Your staff, the way most private clubs take them today: by phone, email or in person. The member gets a confirmation email as soon as the reservation is saved.

From the member record, where your staff keep allergies, dietary restrictions, seating preference and notes. One tap on any reservation shows them.

Only members your staff marked as dined for that service, at the time you set. If nobody is marked shortly before the send time, you get a heads-up.

A survey sends on its own only after a person has previewed it and turned it on. Confirmation emails go out when your staff save a reservation.

No. You can send a link to your own form, and upload SurveyMonkey results so they appear on the same dashboard.

No. Your POS keeps the checks. VisionTroy keeps the reservation book, the member preferences and the dining feedback.

Max. Dining reservations and dining surveys come with Max.
More AI workflows

It doesn't stop at one department.

The same Troy connects the work across your club β€” a request from one desk becomes the next step on another.

🍽

F&B & Cost Control

Supplier invoices become live unit costs, GL codes, price alerts, and a faster month-end close.

Learn more β†’

πŸ“‹

BEOs

Describe the function and Troy drafts the BEO from your own history β€” one live sheet, every department on the latest version.

Learn more β†’

🏷

GL Coding

Course-maintenance and golf shop invoices read line by line and coded to your own chart of accounts β€” ready for accounting.

Learn more β†’

πŸŽ€

Events & Announcements

Build the season in minutes, draft every announcement on a timeline, and assemble the newsletter from your department heads.

Learn more β†’

πŸ“Š

Surveys & the GM's Office

Troy drafts the survey, sends it to the people who were there, and reads every answer. Ask Troy about anything else at the club.

Learn more β†’

See every workflow β†’

See it on your operation

Bring last Friday’s reservation book. We'll show you the after.

A 30-minute walkthrough on your own club β€” Troy runs it, and you approve.

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