Source material

The booking policy is written for the people taking bookings, not the people making them

Open almost any booking policy and you will find instructions. Take a card number for parties over a certain size. Mark it provisional until confirmed. Do not seat incomplete parties. These are directions to staff, and they are the reason the document answers guest questions so badly: not because the facts are absent, but because they are phrased as things to do rather than as things that are true.

Why this one is harder than it looks

The document has the wrong audience baked into every sentence. A line telling a staff member to take a deposit for large parties does contain the fact that large parties require a deposit, but it is wrapped in an instruction, and a passage retrieved from it either answers awkwardly or, worse, gets quoted back to a guest as though they were the one being told what to do.

The operational limits are in there as limits rather than as answers. Minimum party size, maximum party size, the latest a booking can be taken, how far ahead the diary opens. Each of those is somebody's question, phrased on their side as can we, and phrased on yours as do not. The words do not meet, so the match is weak, and a weak match falls below the threshold and produces a refusal about something you actually know.

Then there is everything staff know and nobody wrote. How long a table is held before it is released. How long the booking is for. Whether the room is yours until a particular time. Where a dog is allowed and where it is not. Whether a high chair needs asking for. These are asked constantly and are almost never in a document, because to the business they are too obvious to write.

Last, what makes a booking confirmed is genuinely ambiguous in most businesses and the document rarely settles it. A request, an email, a card held, a deposit taken, a text replied to. Guests want to know they have a booking. If the policy does not define the moment, the assistant cannot describe it, and a guest who thinks a request is a reservation will arrive expecting a table.

What it has to contain

Structure rather than wording. A passage pulled out of this document has to stand on its own, because that is the only form in which it will ever be read.

Structural requirements
A guest-facing section written in the second personAddressed to the person making the booking: what you can book, how far ahead, what you need to give us, what you get. The staff procedure can live in the same document under its own heading, but it must not be the only voice in it.
Party size limits with a route attached to each endThe smallest and largest you take through the normal route, and what happens above and below that: a different form, a phone call, a private hire enquiry, a person. A limit with no route is a dead end, and a dead end in a passage becomes a refusal.
Lead time stated at both endsHow far in advance the diary opens and the latest a booking can be made. Both are asked and usually only one is published. State them as times relative to something concrete, in the same sentence, the way a cancellation notice period should be.
What a booking includes, expressed as time and placeHow long the table or the room is held, when it is released if somebody is late, what is reserved and what is not, and any part of the venue the booking does not cover. This is the section that does not exist in most policies and answers the most questions per line.
The moment a booking becomes confirmedOne sentence naming the event: a confirmation message, a deposit clearing, a card being held. Plus what a guest should have received, so somebody who is unsure can check for themselves rather than asking.

The rewrite, in order

Separate the staff procedure from the guest answer

Keep both. Put the guest-facing material first, under headings a guest would search, and put the procedure below under a heading that names it as internal. You do not need two files, and two files is usually worse, because the second one drifts.

The exercise of splitting is itself useful, because it surfaces how much of the document is procedure that contains no guest-relevant fact at all, and how many guest-relevant facts are hidden inside procedure. Most booking policies come out of this pass about a third shorter on the internal side and considerably longer on the guest side.

If you would rather the procedure was not indexed at all, keep it in a separate document and simply do not upload that one. That is a legitimate choice and it is cleaner than trying to word procedure so it reads acceptably to a guest.

Turn every operational limit into a sentence with a route

Take each limit and write it from the guest's side, then add what to do about it. Bookings for more than the published number are arranged by a call to the venue. Bookings for the same day within a couple of hours cannot be taken through the form and should be phoned through. The diary opens a set period ahead and is not open beyond that.

The route half is what turns a refusal into an answer. A passage that says the limit and nothing else produces a message that closes the conversation. A passage that says the limit and the next step produces one that continues it, and the difference is one clause.

Write down the things staff know and never wrote

This is a conversation to have with whoever runs the diary, and it takes half an hour. How long is a table held. What happens if somebody is fifteen minutes late, and what happens at thirty. How long is the booking for, and does that change at busy times. Which areas take dogs, pushchairs, or wheelchairs, and which do not. Whether a high chair or an accessible space has to be requested in advance.

Every one of those is a real question with an established answer that has never made it into a document. They are the highest yield sentences you will add all week, because they are asked constantly and currently produce either a refusal or a guess.

Write them as statements, one per line, under a heading like what your booking includes. Resist the urge to smooth them into a paragraph.

Define the moment a booking is confirmed, and say what arrives

Pick the event, write it in one sentence, and describe what the guest receives when it happens: a message from a named sender, an email with a reference, a text. Guests check by looking for that thing, and if the document tells them what to look for, most of the are we booked messages stop.

Then state what happens if it never arrives and who to contact. A booking policy that defines confirmation without defining the absence of it has covered the half of the problem that never generates a message.

What happens if you skip it

An internal instruction quoted back to the person it was never about

A guest asks whether they can book for a large group. The strongest match is the line in your procedure telling staff to take a card and mark the booking provisional for parties over a certain size. The answer that comes out is a version of that instruction, cited, and it is disorienting to read, because it is addressed to somebody other than the reader and describes a process they are not performing.

The fact inside it was right. The cost is a guest who cannot tell what they are supposed to do next, and a booking that does not get made because the answer read like an internal note rather than an invitation. Restating the same fact in the second person, with the route attached, is the entire fix.

Check it against this

Before you index it

  • There is a guest-facing section addressed to the person booking
  • Party size limits at both ends have a route attached
  • How far ahead the diary opens and the latest booking time are both written
  • How long a booking is held, and the lateness policy, are in the text
  • Access, dogs, high chairs and similar are stated rather than assumed
  • The moment a booking becomes confirmed is defined in one sentence
  • Staff procedure is either clearly separated or not indexed at all

Questions

We take bookings through a third party system. Does the policy still matter?
More, not less. The booking system handles availability, which the assistant cannot see anyway. Everything else a guest asks, the rules and the inclusions and the confirmation, lives only in your policy, and that is exactly the material the assistant can answer from.
Should the policy include prices?
Include what is structurally part of a booking, such as a deposit amount or a minimum spend, because those decide whether somebody books. Menu and product pricing belongs on the pricing page, where it can be maintained without touching the policy.
Our booking rules change with the season. How should that be written?
As dated exceptions under their own heading, in the same document, rather than by editing the main rules twice a year. A dated exception is retrievable and reviewable. A quietly edited rule leaves no trace of what it used to say, and no reminder to change it back.

Keep reading

Try it on your own material

Upload a document or point it at your site, paste one line of HTML, then ask it something only your business could answer.