Connect OpenTable and Peoplevine
Welcome to the comprehensive guide on integrating Peoplevine with OpenTable, a transformative collaboration designed to modernize the membership experience within the hospitality sector. This integration leverages the robust capabilities of both platforms to offer a seamless, efficient, and engaging environment for managing member accounts and enhancing customer loyalty.
Key Features and Benefits
By integrating Peoplevine with OpenTable, businesses can unlock a many of features aimed at enriching both the member and staff experience
Enhanced Customer Insights: Integrating Peoplevine with OpenTable allows for the consolidation of customer data, including dining preferences, frequency of visits, average spend, and special requests. This information can help businesses tailor their services and marketing efforts to better meet customer needs and preferences.
Personalized Customer Experiences: With access to detailed customer profiles from Peoplevine, restaurants can personalize dining experiences, such as acknowledging special occasions like birthdays or anniversaries, or remembering a customer's favorite table or dish. This level of personalization can significantly enhance customer satisfaction and loyalty.
Efficient Reservation Management: The integration allows for seamless management of reservations, where customer information from Peoplevine is automatically linked with their booking details on OpenTable. This can help with better table management, reducing wait times, and improving the overall customer experience.
Targeted Marketing Campaigns: With rich customer data, restaurants can design more effective marketing campaigns. They can segment their audience based on dining habits, preferences, and other criteria to send personalized promotions, event invitations, and special offers that are more likely to result in bookings.
Improved Customer Service: The integration also provides staff with immediate access to customer information, enabling them to offer superior service. For instance, knowing a customer's dietary restrictions or preferences in advance can help in preparing for their visit, ensuring a positive dining experience.
This guide is designed to walk you through the setup, configuration, and utilization of the Peoplevine and OpenTable integration, ensuring you can fully leverage the benefits to offer an unparalleled membership experience.
Integration Architecture
Integrating Peoplevine and OpenTable consists of several steps:
Grant Peoplevine access to the OpenTable Sync API.
Identify the Restaurant IDs for the restaurants that you want to connect to Peoplevine.
Enter the Restaurant IDs into Peoplevine to form a connection.
Configure the schedulers for your integration.
Test the OpenTable-Peoplevine connection.
Before you begin
Before you can connect OpenTable and Peoplevine, there are a few prerequisites that you need to complete:
Contact your OpenTable Account Representative and ask them to grant Peoplevine access to the OpenTable Sync API.
Gather the Restaurant IDs for the restaurants that you want to connect to Peoplevine. The Restaurant IDs can be provided by your OpenTable Account Representative if you do not have them.
Requesting access to the OpenTable Sync API is usually done by email, and can take several days to facilitate. When requesting access, use the following sample as a template.
Hello OpenTable Account Representative,
We would like to add our new partner, Peoplevine, to our API integration and grant them access to the Sync API. Peoplevine is a Membership CRM that we will use for 2 of our 3 restaurants. Those restaurants are:
Restaurant A
Restaurant B
Restaurant C will not be a part of this integration. Can you also provide the Restaurant IDs for both Restaurants A and B? Peoplevine needs these to facilitate the integration.
Best,
- John Smith
Enter the Restaurant IDs into Peoplevine
Entering your Restaurant IDs into Peoplevine is a simple process that involves logging in to the Peoplevine Control Panel, locating the OpenTable integration, and entering your Restaurant IDs.
To enter the Restaurant IDs into Peoplevine
Log in to the Peoplevine Control Panel.
From the Peoplevine banner, choose Automate. The Automate options are displayed.
Under Integrations, select Integrated Platforms.
On the Integrated Platforms page, go to the Reservations section and click OpenTable.
In the OpenTable Authentication section, configure the following fields:
In the Environment field, choose which environment you want to deploy the integration.
Stage Environment: Choose the staging environment for testing or quality assurance purposes.
Production Environment: Choose the production environment to deploy the integration to your live site.
In the Restaurant ID field, enter your Restaurant ID. The restaurant ID is provided by your OpenTable Support Representative.
Click Create Location to complete the process.
Configure the schedulers for your integration
Now that the connection to OpenTable is established, Peoplevine automatically creates several schedulers for you by default. You can customize these schedulers to better suit your needs, however, there are some settings in the schedulers that you must confirm before you can test the connection between OpenTable and Peoplevine.
To Configure the schedulers for your integration
Log in to the Peoplevine Control Panel.
Locate and select the Scheduler tile.
On the Schedulers page, locate the 4 default schedulers that were created for the OpenTable and Peoplevine integration. You can use the search bar if you have many active schedulers. The names of the 4 default schedulers are:
Bar
Counter
Main
Outdoor
After you locate one of the default schedulers, click the Edit button to review the settings.
Under the Options section, make sure that the following settings are configured.
For the Let users reserve this item in _____ minute blocks field, ensure that the blocks are set to 90 minutes.
In the Limit people to book up to _____ block(s) per reservation field, confirm that the limit is set to 1.
Go to the Reservation Capacity field and make sure that the maximum number of people that you can accommodate per table matches the reservation capacity in OpenTable.
Note: If the Reservation Capacities in Peoplevine and OpenTable do not match then the integration does not function.
Next go to the Settings section and confirm that the Active for Booking checkbox is selected.
Then, in the Permissions & Owner section, go to the Assign Scheduler Owner field.
In the Assign Scheduler Owner field, choose the restaurant from the Peoplevine directory that you want to associate this scheduler with. Click the field to display a list of businesses.
Note: Assigning a business to a scheduler enables reservations to be made for that business.
Click Update Schedule Item to finish updating the scheduler.
Repeat this procedure as necessary for the remaining default schedulers.
Test the OpenTable-Peoplevine connection
To test the OpenTable-Peoplevine connection, you must create reservations in the Peoplevine member portal and the OpenTable system to ensure that data is flowing in both directions.
To test the OpenTable-Peoplevine connection
Log in to OpenTable for Restaurants.
Open the menu and:
Select Floor Plan on the iPad.
Select Front of House on the OpenTable for Restaurants website.
Select the reservation icon reservation icon.
Select the reservation date and add the party size.
Select the reservation time. Time slot availability will be labeled as follows:
No in-house available: Online or walk-in only
No availability: No availability or blocked
Blank: At least one online table is available
Enter the guest’s name.
If they've dined with you before, you can tap the name to select their guestbook profile.
If they aren’t in your guestbook, enter the name and click Add to Guestbook. Then complete the contact fields.
Enter the guest's phone number and email address.
An email must be associated with the reservation to send a booking confirmation email. This is also required to send a payment request for reservations with a deposit or credit card requirement.
Confirm the toggle to Send standard booking confirmation is activated, or tap Select and choose the appropriate booking confirmation in the list.
Tap Select your name to log the reservation. Click Show All to expand the list of restaurant users.
Click the green check mark to finish booking the reservation.
Return to the Schedulers page in Peoplevine and confirm that the booking has gone through.
To confirm that the booking has gone through, locate the Booked column and see if the number of bookings for that scheduler is greater than 0. If it is, then the booking has gone through and data is flowing between OpenTable and Peoplevine.
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