Quick starts

Each quick start is a single page you can print and hand to a new hire.

2.1 Waiter: your first shift

1. Sign in. Enter your PIN (4–8 digits) on the PIN pad. Sign-in works even with no internet.
2. Clock in. Go to Cash → enter your opening float (if your venue floats servers) → Clock in.
3. Seat a table. Floor tab → tap an available (green) table → enter the number of guests (1–12) → the order opens bound to that table. If the table holds a booking, the seat sheet offers Check in booking so the reservation is honoured automatically.
4. Ring the order. Sale screen → tap categories/products → set modifiers and notes → adjust quantities in the cart.
5. Assign seats (optional). Tap the seat chips (Shared / S1 / S2 / +) then tap a line's seat badge to move it. Turn on the ⟳ auto chip to advance the active seat automatically as you ring "round the table". The ticket regroups by seat so the kitchen and the bill stay tidy.
6. Send to the kitchen. Tap 🔥 Send (whole cart) or the per-course Send on a course header. Food appears on the KDS. This needs a connection.
7. Watch for the green banner. When the kitchen taps Ready on a ticket, every terminal pops a green "ready to run" banner naming the table — go collect the food.
8. Add more / next course. Return to Floor → tap the table → Add items or Fire the next course.
9. Bill. Open the table → Bill → take payment (see §9) → the table clears.
10. Clock out. End of shift → Cash → count your cash → Clock out.

2.2 Bartender: running tabs

1. Sign in and clock in as above.
2. Open a tab. Tabs tab → + Open tab → guest name (optionally take a Yoco card pre-authorisation to protect against walk-outs — the tab then shows Card held).
3. Add rounds. Ring drinks on the Sale screen against the open tab; Send to fire bar tickets.
4. Settle. Tabs → tap the tab → Settle → take payment. Tabs need a connection throughout.

2.3 Kitchen: working the KDS

1. Open the Kitchen tab on the kitchen/bar screen. If you only cook one station, tap your station's filter chip (stations are set up in the Back Office).
2. New tickets appear oldest-first with rushed tickets pinned to the front, and flash green for a few seconds so nothing is missed. Tiles turn amber after 5 minutes and red after 10.
3. Tick items as you plate them — tap a line to strike it through. The ticket shows progress (2/5).
4. 🔔 Ready ("run this table") when the food is plated — the ticket turns READY and every waiter's terminal pops a green ready to run banner for that table.
5. Bump when the food leaves the pass — the ticket leaves the board. ↩ Recall brings back the last bumped ticket. Rush flags a ticket urgent for every station.
6. ⇊ Bump whole table clears all of a table's tickets at once when the expo sends everything together.
7. Switch to the All-day view for totals per dish across the whole board ("6× Sirloin").
8. Out of something? Long-press the item on the ticket to 86 it — it disappears from the terminal, QR menu, and Back Office ordering immediately.
9. Takeaway orders show 🥡 PICKUP with the promised time; guest QR orders arrive automatically with table and order number.

2.4 Cashier: opening and closing the till

1. Open: Cash → opening float → Clock in.
2. During service: No-sale opens the drawer for change (a manager PIN is required and each open is logged).
3. Close: Cash → count the drawer → the screen shows the variance against expected cash → Clock out → run the Z-report to lock the shift and post the day's journal. Closing and the Z-report need a connection.

2.5 Manager: day-to-day

• Authorise discounts / voids / comps / no-sales with your PIN when a server requests one (manager-override — the server keeps the till).
• Refunds are yours alone: Orders → tap a paid sale → Refund (the button only appears for managers).
• Watch the Reports tab for the live X-report and the low-stock badge in the top bar.
• Rearrange the room from the Floor tab's Edit layout (arrange mode) — drag tables, add sections, define table groups.
• Adjust the menu, staff, tables, pricing, and promotions from the Back Office (see §17).
• Confirm tonight's bookings from the Floor tab's Bookings panel — confirming sends the guest a WhatsApp confirmation (when configured).

2.6 Owner: from zero to first sale

Follow Setting up your restaurant in order. The short version: create tax rates → categories → products (+ modifiers, allergens) → prep stations → zones & tables → staff & PINs → terminal settings → connect a printer → ring a test sale → close the day.