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Templates / Restaurants and cafés

Allergen sheets, party bookings and staff starters, from one link.

Allergy details, new starters and party bookings arrive as texts, photos and half-finished emails. Docsroom asks once, gives each person their own link and chases whoever has not replied.

8 templates80 requestsWritten for restaurants and cafés

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Eight templates for restaurants and cafés

Open a template to see every request in the order it is asked, and watch it written in and answered.

Group booking starter checklistfor group bookings · once a large table is pencilled in10 requests10 requests
Group booking starter checklistEllis birthday · table for 148 of 10 back
  • The booking
  • FormBooking detailsdate, time and numbersAssigned to KEKaren Ellis, organiserFrom Mariain 2 daysComplete
  • QuestionContact on the daya mobile we can reachAssigned to KEKaren Ellis, organiserFrom Mariain 2 daysComplete
  • DecisionSet menu or à la carteone choice for the groupAssigned to KEKaren Ellis, organiserFrom Mariain 4 daysReady to check
  • QuestionAllergies in your groupnames and what to avoidAssigned to KEKaren Ellis, organiserFrom Mariain 4 daysReady to check
  • Holding the table
  • UploadDeposit payment receipta screenshot is fineAssigned to KEKaren Ellis, organiserFrom Mariain 5 daysComplete
  • ApprovalCancellation termsread and approveAssigned to KEKaren Ellis, organiserFrom Mariain 5 daysAwaiting reply
  • DecisionPaying the billone bill or splitAssigned to KEKaren Ellis, organiserFrom Mariain 6 daysReminder sent
  • Nearer the day
  • TablePre-orderone row for each guestAssigned to KEKaren Ellis, organiserFrom Mariain 7 daysComplete
  • DecisionCake or candlesbringing one, or oursAssigned to KEKaren Ellis, organiserFrom Mariain 8 daysReady to check
  • QuestionFinal numberstwo days beforeAssigned to KEKaren Ellis, organiserFrom Mariain 10 daysReady to check
Staff starter checklistfor new kitchen and floor staff · before their first shift12 requests12 requests
Staff starter checklistTomasz Nowak · commis chef9 of 12 back
  • About you
  • QuestionRight to work share codenine charactersAssigned to TNTomasz Nowak, commis chefFrom Mariain 3 daysComplete
  • UploadPhoto IDpassport or licenceAssigned to TNTomasz Nowak, commis chefFrom Mariain 3 daysComplete
  • QuestionEmergency contactname and numberAssigned to TNTomasz Nowak, commis chefFrom Mariain 4 daysReady to check
  • Pay and contract
  • FormBank and tax details6 questionsAssigned to TNTomasz Nowak, commis chefFrom Mariain 4 daysReady to check
  • QuestionNational Insurance numberone lineAssigned to TNTomasz Nowak, commis chefFrom Mariain 4 daysComplete
  • ApprovalEmployment contractread and approveAssigned to TNTomasz Nowak, commis chefFrom Mariain 5 daysAwaiting reply
  • ApprovalTips and service charge policyread and approveAssigned to TNTomasz Nowak, commis chefFrom Mariain 5 daysReminder sent
  • Kitchen and floor
  • UploadFood hygiene certificatelevel 2, if you have oneAssigned to TNTomasz Nowak, commis chefFrom Mariain 5 daysComplete
  • UploadAllergen trainingcertificate, if anyAssigned to TNTomasz Nowak, commis chefFrom Mariain 5 days1 file sent
  • FormFitness to work form5 questionsAssigned to TNTomasz Nowak, commis chefFrom Mariain 6 daysReady to check
  • ApprovalHygiene and kitchen rulesread and approveAssigned to TNTomasz Nowak, commis chefFrom Mariain 6 daysComplete
  • TableWeekly availabilitydays and times you can doAssigned to TNTomasz Nowak, commis chefFrom Mariain 7 daysAwaiting reply
Private hire and events packfor private hire customers · once they want to book the room11 requests11 requests
Private hire and events packHughes 40th · upstairs room9 of 11 back
  • The event
  • FormEvent detailsdate, hours and guestsAssigned to DHDavid Hughes, organiserFrom Mariain 2 daysComplete
  • DecisionRoom layoutseated, standing or mixedAssigned to DHDavid Hughes, organiserFrom Mariain 4 daysComplete
  • QuestionMusic or entertainmentDJ, band or playlistAssigned to DHDavid Hughes, organiserFrom Mariain 4 daysReady to check
  • Booking it in
  • UploadDeposit payment receipta screenshot is fineAssigned to DHDavid Hughes, organiserFrom Mariain 5 days2 files sent
  • ApprovalHire termsread and approveAssigned to DHDavid Hughes, organiserFrom Mariain 6 daysComplete
  • QuestionContact on the daya mobile we can reachAssigned to DHDavid Hughes, organiserFrom Mariain 6 daysAwaiting reply
  • Food and bar
  • DecisionFood stylesit-down, buffet, canapésAssigned to DHDavid Hughes, organiserFrom Mariain 6 daysReminder sent
  • DecisionBar optionhost bar, tab or cash barAssigned to DHDavid Hughes, organiserFrom Mariain 7 daysComplete
  • TableGuest allergiesonly guests with a needAssigned to DHDavid Hughes, organiserFrom Mariain 10 daysReady to check
  • Nearer the day
  • UploadEntertainer’s insuranceif you bring a DJ or bandAssigned to DHDavid Hughes, organiserFrom Mariain 12 days2 files sent
  • QuestionRunning orderarrival, food, speechesAssigned to DHDavid Hughes, organiserFrom Mariain 14 daysComplete
Food safety and allergen filefor the kitchen · every year, and after any inspection9 requests9 requests
Food safety and allergen fileMarsh Lane Kitchen · food safety file7 of 9 back
  • Rating and pest control
  • UploadFood hygiene ratingcertificate or letterAssigned to BWBen Whitaker, head chefFrom Mariain 5 daysComplete
  • UploadPest control reportlatest service visitAssigned to BWBen Whitaker, head chefFrom Mariain 7 daysComplete
  • Safe food records
  • UploadFood safety planthe pack you followAssigned to BWBen Whitaker, head chefFrom Mariain 8 days1 file sent
  • UploadTemperature recordsfridges, cooking, hot holdAssigned to BWBen Whitaker, head chefFrom Mariain 8 days2 files sent
  • UploadCleaning schedulekitchen and front of houseAssigned to BWBen Whitaker, head chefFrom Mariain 10 daysComplete
  • Allergens and training
  • ApprovalAllergen policyread and approveAssigned to BWBen Whitaker, head chefFrom Mariain 10 daysAwaiting reply
  • QuestionAllergen leadwho checks every dishAssigned to BWBen Whitaker, head chefFrom Mariain 10 daysReminder sent
  • TableStaff training recordname, course and dateAssigned to BWBen Whitaker, head chefFrom Mariain 12 daysComplete
  • UploadAllergen notice photoas guests see itAssigned to BWBen Whitaker, head chefFrom Mariain 12 days1 file sent
Menu change allergen checkfor head chef and manager · before a new menu goes live9 requests9 requests
Menu change allergen checkAutumn menu · allergen check7 of 9 back
  • The new dishes
  • TableNew and changed dishesdish and what is newAssigned to BWBen Whitaker, head chefFrom Mariain 3 daysComplete
  • UploadIngredient labelsfor anything newAssigned to BWBen Whitaker, head chefFrom Mariain 4 daysComplete
  • QuestionCross-contact risksshared fryer, board, ovenAssigned to BWBen Whitaker, head chefFrom Mariain 4 daysReady to check
  • The allergen chart
  • TableAllergens in each dishone row for each new dishAssigned to BWBen Whitaker, head chefFrom Mariain 5 daysReady to check
  • QuestionSpecials and daily changeshow they are checkedAssigned to BWBen Whitaker, head chefFrom Mariain 5 daysComplete
  • UploadUpdated allergen chartthe one staff will useAssigned to BWBen Whitaker, head chefFrom Mariain 6 daysAwaiting reply
  • Before it goes live
  • ApprovalAllergen chart approvalread and approveAssigned to BWBen Whitaker, head chefFrom Mariain 7 daysReminder sent
  • DecisionStaff briefing timepick a slot before serviceAssigned to BWBen Whitaker, head chefFrom Mariain 7 daysComplete
  • QuestionFront of house briefedwho, and whenAssigned to BWBen Whitaker, head chefFrom Mariain 8 daysReady to check
Food supplier setupfor food and drink suppliers · before the first order10 requests10 requests
Food supplier setupOakfield Foodservice · new supplier8 of 10 back
  • Their details
  • FormSupplier details6 questionsAssigned to MPMike Preston, sales repFrom Mariain 3 daysComplete
  • UploadPrice listcurrentAssigned to MPMike Preston, sales repFrom Mariain 4 daysComplete
  • QuestionDelivery daysand cut-off timeAssigned to MPMike Preston, sales repFrom Mariain 4 daysReady to check
  • Food safety
  • UploadAllergen informationfor every productAssigned to MPMike Preston, sales repFrom Mariain 6 days2 files sent
  • UploadProduct specificationsorigin and shelf lifeAssigned to MPMike Preston, sales repFrom Mariain 7 daysComplete
  • QuestionBatch and date codeshow they show on boxesAssigned to MPMike Preston, sales repFrom Mariain 7 daysAwaiting reply
  • UploadFood safety certificateBRCGS, SALSA or similarAssigned to MPMike Preston, sales repFrom Mariain 7 daysReminder sent
  • QuestionRecall contactname and night numberAssigned to MPMike Preston, sales repFrom Mariain 7 daysComplete
  • Terms
  • UploadBusiness insurancecertificateAssigned to MPMike Preston, sales repFrom Mariain 8 days1 file sent
  • ApprovalTrade termsread and approveAssigned to MPMike Preston, sales repFrom Mariain 9 daysReady to check
Yearly licences and insurancefor the business · each year, before anything runs out11 requests11 requests
Yearly licences and insuranceMarsh Lane Kitchen · yearly pack9 of 11 back
  • Insurance
  • UploadPublic liability insurancecurrent certificateAssigned to NHNadia Hussain, managerFrom Mariain 7 daysComplete
  • UploadEmployer’s liabilityif you have staffAssigned to NHNadia Hussain, managerFrom Mariain 7 daysComplete
  • Licences
  • UploadAlcohol premises licenceif you serve alcoholAssigned to NHNadia Hussain, managerFrom Mariain 9 days1 file sent
  • UploadMusic licenceif you play musicAssigned to NHNadia Hussain, managerFrom Mariain 9 days2 files sent
  • UploadPavement licencetables outsideAssigned to NHNadia Hussain, managerFrom Mariain 10 daysComplete
  • Kitchen
  • UploadGas safety certificateengineer’s copyAssigned to NHNadia Hussain, managerFrom Mariain 12 daysAwaiting reply
  • UploadExtraction cleaningcertificate and dateAssigned to NHNadia Hussain, managerFrom Mariain 12 daysReminder sent
  • UploadTrade waste contractrubbish and cooking oilAssigned to NHNadia Hussain, managerFrom Mariain 14 daysComplete
  • Fire and accidents
  • UploadFire risk assessmentsigned and datedAssigned to NHNadia Hussain, managerFrom Mariain 12 days1 file sent
  • UploadFire extinguisher servicelatest visitAssigned to NHNadia Hussain, managerFrom Mariain 14 days2 files sent
  • QuestionAccidents this yearyes or no, then detailsAssigned to NHNadia Hussain, managerFrom Mariain 16 daysComplete
Allergy and dietary formfor guests with allergies · before their booking8 requests8 requests
Allergy and dietary formHannah Booth · table for four6 of 8 back
  • Your booking
  • QuestionBooking name and dateso we can find youAssigned to HBHannah Booth, guestFrom Mariain 2 daysComplete
  • QuestionWho has the allergyyou or someone with youAssigned to HBHannah Booth, guestFrom Mariain 2 daysComplete
  • The allergy
  • FormAllergies and intolerances6 questionsAssigned to HBHannah Booth, guestFrom Mariain 3 daysReady to check
  • DecisionHow serious it ismild, moderate or severeAssigned to HBHannah Booth, guestFrom Mariain 3 daysReady to check
  • QuestionCross-contact worriesshared fryers, boardsAssigned to HBHannah Booth, guestFrom Mariain 4 daysComplete
  • QuestionDishes you have in mindso the chef can checkAssigned to HBHannah Booth, guestFrom Mariain 4 daysAwaiting reply
  • Before you come
  • ApprovalOur allergen noticeread and approveAssigned to HBHannah Booth, guestFrom Mariain 5 daysReminder sent
  • DecisionHow the chef can reach youcall, text or emailAssigned to HBHannah Booth, guestFrom Mariain 5 daysComplete

Written for restaurants and cafés. The names are made up. The replies coming in are an illustration. Build any of these in Docsroom and save it as your own template.

Why it helps

What changes for you

Allergen answers you can find again

Guest allergy forms, allergen charts and training certificates arrive in one place, each with the date it came in.

Bookings that arrive complete

Group and private hire customers answer the same questions in the same order, so the deposit receipt and final numbers are not chased by text.

Ask early, before anything lapses

Docsroom chases staff and suppliers who have not replied, on the schedule you set, and stops as soon as the reply is in.

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