Dineplan Integration

Disclaimer 

The Dineplan integration app for Commerce7 is owned and developed by a 3rd-party developer (Treefrog Digital). For questions regarding custom reports, setup, or support, please contact us at support@treefrogdigital.com.

App Technical Description

The Dineplan + Commerce7 integration securely syncs reservation and customer data between systems in near real time. Reservations are automatically added to existing customer profiles in Commerce7, or new profiles are created when needed.

All booking data is centralized within Commerce7, reducing manual entry and eliminating the need to switch between platforms. 

For quick access to the topic you are looking for, click the corresponding link below:

• Setup Instructions
• How to view Dineplan Reservations
• Viewing a Customer’s Reservation

Setup Instructions 

1. Sign up for a Dineplan account
2. Install the App on Commerce7

• From the Commerce7 Admin Panel, Go to Apps. (You will need to have Admin Owner role to install the app)
• Search for Dineplan by Treefrog Digital, and click on the app, then click install.

3. After installing the app, click Settings.

4. Under General Settings, you’ll need to enter your Api Key

• Please contact support@dineplan.com to obtain an API Key.

5. Enable or disable “Send notification email to customer” to send account notifications to customers. When a reservation is made, Commerce7 automatically creates a customer account if one does not already exist.

• When enabled, Commerce7 will send an email notification to the customer when a new customer account is automatically created from a reservation.
• When disabled, the customer account is still automatically created, but no email notification is sent.

6. Once installed, the app will appear in the Store in your admin panel.

How to view Dineplan Reservations

Once your API Key is set up, data will begin syncing automatically from Dineplan.

When importing a reservation, the integration will attempt to match it with an existing customer in Commerce7. If no matching customer is found, a new customer profile will be automatically created.

To view DinePlan reservations:

1. In your admin panel, go to Store, scroll down until you find Dineplan, and click on it.
2. Once inside the Dineplan app, you’ll see the dashboard that gives you a quick overview of total reservations and today’s reservations.

3. To view all reservations, click on Reservations.

4. Here you can view all your reservations. To see more details, such as deposit amount, booking, or diner notes, simply click on the relevant reservation.

Viewing a Customer’s Reservation

From a customer’s CRM profile, you can view their reservation history, including past, current, and future reservations.

1. In your admin panel, go to CRM.
2. Find and click on the desired customer.
3. In the customer profile, click on the Dineplan tab.

4. Here you can view all reservations made by that customer.
5. To see more details, such as deposit amount, booking, or diner notes, simply click on the relevant reservation.