# Table Reservation Created Template

### Use Case 1 : Reservation Confirmed

<figure><img src="/files/68PiCuwBI3KWlhgJeeYR" alt=""><figcaption><p>Table Reservation confirmation</p></figcaption></figure>

When a customer books a table via your restaurant's reservation system, they should receive a WhatsApp / SMS  message with:

* Date & Time of reservation
* Party size
* Customer name

## Steps involved in setting up an Automated Workflow

{% hint style="info" %}
If you have already set up the WhatsApp/ SMS template for the **Table Reservation Confirmation** event, then jump to this [section](#b.-adding-the-whatsapp-sms-template-to-the-automated-workflow).&#x20;
{% endhint %}

<details>

<summary><mark style="color:blue;"><strong>A .1.  Setting up the WhatsApp Template</strong></mark></summary>

1. **Navigate to WhatsApp Templates**

<figure><img src="/files/SFuB5eiJN1zMtMmrWo02" alt=""><figcaption><p>Step 1  : <strong>Navigate to WhatsApp Templates</strong></p></figcaption></figure>

&#x20;1\. Go to **Templates > WhatsApp** in the Mercuri CX dashboard.

2. Click **Create Template**.

3. Select the **WhatsApp Account** that will be used to send out WhatsApp messages.

4. **Configure Template Details**

<figure><img src="/files/XrM9wXLiggOwPED381lw" alt=""><figcaption><p>Step 2 : configure template details</p></figcaption></figure>

**Fill in the basic template info:**

* **Template Name:** `table_reservation_confirmed` (Use an easy name to identify later)
* **Language:** `English` (or as per your customer base)
* **Category:** `UTILITY` (since it’s an informational message) &#x20;

[\[ *Understand the different categories of WhatsApp templates*\]](https://docs.mercuri.cx/features/automations/automated-workflow-for-restaurant-table-reservations/pages/y1Hhk9EVYdDwzdINHEqz#id-1.-template-category)

3. **Fill Template Components**

<figure><img src="/files/TncaEZrmPwqZE59c25G1" alt=""><figcaption><p>Step 3 : Fill template components</p></figcaption></figure>

**Header (Optional):**

*Note: Headers can contain only one variable if needed, but in this case, a fixed title is considered.*

1. **Type:** Text
2. **Example Text:**  `Reservation Confirmed`

[\[*Click here to explore different media that can be added to the header* \] ](https://docs.mercuri.cx/features/automations/automated-workflow-for-restaurant-table-reservations/pages/y1Hhk9EVYdDwzdINHEqz#id-2.-template-header)

**Body:**

1. Add the message content in the **Body** section of the template.
2. To include dynamic information like order ID or customer name, use the **"Add Variable"** button located at the right end of the Body field.&#x20;

Sample message :&#x20;

`Hello {{1}} ,`

`Thank you for your table reservation for {{2}} on {{3}}.`
\
`Your table is confirmed under the name {{4}}.`
\
`We are looking forward to welcoming you!`
\
`If you need to make any changes or have any questions, please reply to this message.`

**Variables** :&#x20;

Add a variable value to the corresponding placeholders with a sample value&#x20;

Note : Each `{{ }}`  It is a placeholder that gets replaced dynamically during automation:

* `{{1}}` → Customer name
* `{{2}}` → Part size
* `{{3}}` → Date and Time
* `{{4}}` → Customer name
*

Note: Assign sample values for each variable before submitting for approval.

3. Click on **Create template** after filling in all the required details.

</details>

<details>

<summary><mark style="color:blue;"><strong>A.2. Setting up the SMS Template</strong></mark></summary>

<figure><img src="/files/r0WVirJmHhzCFwnXrmXj" alt="" width="563"><figcaption></figcaption></figure>

1. Go to the **Templates** section in the left-hand menu of the Mercuri dashboard, and select **SMS**.
2. In the top-right corner, click **Create Template** to begin.

**3. Fill in Template Details**

You’ll be directed to the SMS template creation form. Fill in the following:

* **Template Name**: Enter a short, descriptive title so it’s easy to identify the purpose of the message.

**Example**

```
table_reservation_confirmed
```

* **Template Text**:\
  Craft a clear and concise message (within 160 characters). You can personalize it using dynamic variables.<br>
* Click the **Add Variable** button in the bottom-right corner of the body section to insert placeholders.

  **Example:**

  ```
  Hi! Your table for {#var#} is confirmed for {#var#}
  We look forward to serving you. Reply to this SMS if you have any questions.
  ```

**4. Variable Mapping**

Map each `{#var#}` to the actual data fields, like **customer name** , **service title, start date and time .**

**5. Preview**

View the **SMS Preview** to see how the final message will appear to customers.

**6. Save the Template**

Click **Create** to save your SMS template. It will now be available to use in campaigns, automations, or workflows.

</details>

### B. Adding the WhatsApp / SMS template to the Automated workflow

* Go to the **Automation** section in the dashboard.
* Click on **Create Automation**.
* Choose the **automation type** as `Table Reservation Created` from the list.
* Select the preferred communication channel as **WhatsApp/ SMS,** for delivering the automated message.
* Choose the approved `table_reservation_confirmed` template that we created in earlier steps.


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