Look up what you are trying to do. Each line goes straight to the steps.
If you are holding the device for the first time, start with Getting started instead — it covers signing in, picking your location, and pairing a reader and printer.
Selling and taking money
| I want to… | Go to |
|---|---|
| Ring up a customer who is standing in front of me | Point of sale |
| Add a size, option or extra to an item | Point of sale |
| Send an order to the kitchen | Point of sale |
| Take a card payment on the reader | Take payment |
| Take cash and give change | Take payment |
| Send a payment link or show a QR to pay | Take payment |
| Split a bill between people | Take payment |
| Refund all or part of an order | Take payment |
| Print or re-send a receipt | Take payment |
Running the floor
| I want to… | Go to |
|---|---|
| Seat a walk-in | Floor and bookings |
| Take a booking over the phone | Floor and bookings |
| Check someone in when they arrive | Floor and bookings |
| See who is waiting and for how long | Floor and bookings |
| Move a party to a different table | Floor and bookings |
| Start a tab for a party already seated | Floor and bookings |
| Find an open tab from earlier | Point of sale |
| Work through jobs in order | Pipelines |
Customers and conversations
| I want to… | Go to |
|---|---|
| Look someone up while they wait | Customers |
| Add a new customer | Customers |
| Record what happened on a call | Inbox and calls |
| Reply to a customer message | Inbox and calls |
| Call a customer back | Inbox and calls |
Event day
| I want to… | Go to |
|---|---|
| Scan tickets at the door | Events |
| Let someone back in who stepped out | Events |
| Check in a guest whose phone is dead | Events |
| Give a walk-in a ticket at the desk | Events |
| See how many people are in | Events |
| Run the whole door operation | Event-day operations |
The device and my account
| I want to… | Go to |
|---|---|
| Sign in at the start of a shift | Me and settings |
| Hand the device to a colleague | Shared devices |
| Switch to a different location | Me and settings |
| Pair a card reader | Getting started |
| Pair or fix a printer | Printing |
| Work faster with fewer taps | Speed tips |
Setting things up and running them (admin)
| I want to… | Go to |
|---|---|
| Take an item off sale for everyone | Menu and stock |
| Put an item back on | Menu and stock |
| Add or move tables on the floor | Locations and service points |
| Set up what can be booked, and when | Reservations setup |
| Give someone an access card | Me and settings |
| Revoke a lost card | Me and settings |
| Set my own quick-login passcode | Me and settings |
| Decide who can do what | Staff and access |
| Set up a card reader or Tap to Pay | Payments |
| Pair a printer or fix printing | Printing |
| Choose which tiles this device shows | Me and settings |
| Change what the queue sends guests | Check-in workflow |
| Change the emails and texts customers get | Notifications |
| Set someone's chat status for them | Inbox and calls |
| Watch waits and escalations across the floor | Pipelines |
Something is wrong
| What I am seeing | Go to |
|---|---|
| It will not sign in | Troubleshooting |
| The reader will not connect | Troubleshooting |
| Nothing prints | Printing |
| A payment did not go through | Take payment |
| Numbers look wrong or out of date | Troubleshooting |
| My phone stopped ringing | Calls |
| An SMS or email will not send | Messages |
| Chat buttons do nothing | Live chat |
| A customer may have been charged twice | A payment failed |
| A button does nothing at all | Buttons that do nothing |
| The scanner will not read codes | Events |
| My home tiles came back after signing out | Settings that reset |
Running a whole service, not one task?
The service-day playbook walks the day from opening to cash-up in order, rather than task by task.