GoTab

End User Experience

New Users

Separate Guest Orders

End User Order Flow

How to Share a Tab

How to Join a Tab

Split By Item

End User Takeout

Private Menus

Why Open Tabs?

Taxes + Fees

Place A Test Order

Account Settings

GoTab Customer Account

End-User Knowledge Check

Evidence of Learning: Upload Your Receipt

Sandbox Basics

Enable Products/Category

Add Zone w/ a Spot

Turn On Menus / Create Menu

POS Introduction

POS Service Models

POS: How to Clock-In and Out

POS: Ordering

POS: Rush Orders

POS: Quick Order

POS: Takeout

POS: Barcode Scanner

POS: Tabs

POS: Split Pay

Discoverable

Split Products Onto Existing Tabs or Split Onto New Tabs

POS: Tabs: Comp/ Void

How To Merge Tabs

POS: Share Tab

POS: Closing out guest-initiated tabs

How To Reopen Closed Tabs

Moving Products from One Tab to Another

Evidence of Learning: POS Order

POS: Adding a Mobile Number to a Tab

POS Payment Options

POS Tipping

POS: Authorizing Tabs

Maps

POS: More Options

POS: Settings: Spots and Menus

POS: Settings: Processors

POS Cash Accounts

Write-Off Accounts

POS: Settings: Payment and Printers

POS: Settings: Peripherals and Display

POS Quiz

KDS Introduction

KDS: Expo Mode vs. Prep Mode

KDS: Basic Kitchen Configuration

KDS: Ticket Functionality

KDS: Multi Texting

KDS: Ticket Timer

KDS: Takeout

KDS: Product Management

KDS: Product Delays

KDS: Display Functionality

KDS: Settings

KDS: Default EXPO Settings

KDS Quiz

Manager Dashboard: Product Catalog Introduction

Manager Dashboard: Product Catalog: How to Create a Category

Manager Dashboard: Product Catalog: How to Create a Product

Manager Dashboard: Product Catalog: Modifiers

Manager Dashboard: Product Catalog: Open Products

Manager Dashboard: Product Catalog: Bulk Product Editing

Manager Dashboard: Product Catalog: Variants

Manager Dashboard: Product Catalog: How to set up Variants

Manager Dashboard: Product Catalog: How to Add Stock Levels to your Variants

Manager Dashboard: Product Catalog: Modifiers vs. Variants

Product Catalog: How to Assign a Barcode to a Product

Manager Dashboard: Product Catalog: Copying Categories, Products, and Modifiers

Manager Dashboard: Product Catalog: Tags

Manager Dashboard: Product Catalog: Catalog Browsing

Manager Dashboard: Product Catalog: Tools

Evidence of Learning: Manager Dashboard: Product Catalog: Create a Category, Product, and Modifier

Manager Dashboard: Product Catalog Knowledge Check

Bring Two Discussion Questions to Training.

Manager Dashboard: Menus, Zones, Maps, and Schedules Introduction

Manager Dashboard Zone Groups & Zones

Manager Dashboard: Zones: How to Create a Zone

Manager Dashboard: Zones: How to Edit Spots

Manager Dashboard: Zones: How to Create a Delivery Zone

Manager Dashboard: Zones: Takeout and Delivery: Throttles

Manager Dashboard: Zones: Dine-in vs. Takeout and Delivery Key differences

Manager Dashboard: Create a Zone and spots in your Sandbox

Manager Dashboard: Menus: Overview

Manager Dashboard: Menus: Product Catalog vs. Menus

Manager Dashboard: Menus: How to Create a Menu

Manager Dashboard: Menus: How to Add Categories and Zones

Manager Dashboard: How to Add Menu Items to POS Only

Manager Dashboard: Create a Menu

Manager Dashboard: Maps

Manager Dashboard: Schedules

Bring Two Discussion Questions to Training.

Manager Dashboard: Tabs, Sales, Payments, Product Mix, Feedback and Subscribers Introduction

Manager Dashboard: Tabs

Manager Dashboard: Tabs: Finding tabs

Manager Dashboard: Sales

Manager Dashboard: Account Reporting Page

Manager Dashboard: Service (Employee Reports)

Manager Dashboard: Payments

Manager Dashboard: Product Mix

Manager Dashboard: Feedback

Manager Dashboard: Subscribers

Tabs, Sales, Payments, Product Mix, Feedback and Subscribers Knowledge Check

Manager Dashboard: Rules, Segments, Notices, and Links & QRs Introduction

Manager Dashboard: Rules: Overview

Manager Dashboard: Rules: Discounts

Manager Dashboard: Rules: Discounts: Fixed Discount Configuration

Manager Dashboard: Rules: Autograt and Tip Exempt

Evidence of Learning: Fixed Discount Configuration

Manager Dashboard: Rules: Discounts: BOGO Discount Configuration

Evidence of Learning: BOGO Discount Configuration

Manager Dashboard: Segments

Manager Dashboard: Segments: How to Manage Customers in Segments

Manager Dashboard: Rules: Discounts and Segments

Manager Dashboard: Rules: Discounts: POS

Manager Dashboard: POS Discount Permissions

Manager Dashboard: Rules: Coupons

Manager Dashboard: Rules: Discounts verse Coupons

Manager Dashboard: Rules: Fees

Manager Dashboard: Notices

Manager Dashboard: Links & QR's

Bring Two Discussion Questions to Training.

Manager Dashboard: Cash Accounts, House Accounts, Event Deposits and Write Off Accounts Introduction

Manager Dashboard: Cash Accounts

Manager Dashboard: Cash Account Situations

Manager Dashboard: Processors: Reconciling Accounts

Create a Cash Account!

Manager Dashboard: Processors: Pay In/Out

Manager Dashboard: Event Deposits

Manager Dashboard: How to Set Up an Event Deposit

Manager Dashboard: House Accounts

Manager Dashboard: Write Off Accounts

Bring Two Discussion Questions to Training.

Manager Dashboard: Gift Cards Introduction

Manager Dashboard: Product Catalog and Processors: How to Set Up a Gift Card

End User Experience: How to Purchase a Digital Gift Card

End User Experience: How to Transfer a Gift Card

End User Experience: How to Merge a Gift Card

End User Experience: How to Pay with a Gift Card

POS: How to Purchase Physical a Gift Card

POS: How to Pay with a Gift Card

POS: How to Lookup a Physical Gift Card Balance or Activate a Purchased Gift Card

Manager Dashboard: How to Set a Gift Card Across Multiple Locations

Manager Dashboard: Processors: How to Issue a Customer a Gift Card

Manager Dashboard: Gift Card Liabilities (External Gift Cards)

Manager Dashboard: Gift Cards: Reporting: Payments, Sales, and Accounting

Gift Card Integrations

Manager Dashboard: Stations and Station Overrides Introduction

Manager Dashboard: Stations Overview

Manager Dashboard: Location Settings: Stations: GoTab Boxes

Manager Dashboard: Stations: Printers

Manager Dashboard: Stations: KDS Stations

Manager Dashboard: Stations: No Print and Email Stations

Manager Dashboard: Location Settings: Stations: How to set up a Station

Manager Dashboard: Station Groups

Manager Dashboard: Stations: Station Overrides

Manager Dashboard: Users, Announcements, Location Settings Introduction

Manager Dashboard: Users

Manager Dashboard: Announcements

Manager Dashboard: Location Settings: Overview

Manager Dashboard: Location Settings: Edit

Manager Dashboard: Location Settings: Tax Rates

Manager Dashboard: Location Settings: Service Charges

Manager Dashboard: Location Settings: Daily Emails

Manager Dashboard: Location Settings: Messaging

Location Settings Knowledge Check

Device Setup Via GoTops App

Activate GoTab POS App

How to Deactivate a Tablet

POS Display Settings

KDS Display Settings

Kiosk

Task Display (TDS)

Display Setup Quiz

Customer Facing Display (CFD)

Easy Tab

Pocket POS

Easy Tab/CFD/Pocket POS Quiz

Manager Dashboard: Secret Menus Introduction

Manager Dashboard: How to Set Up Secret Menus

Manager Dashboard: Secret Menus: Adding Order Rules

Manager Dashboard: Accounting, Processors, and Payments Terminal Introduction

Micro Merchant Account and Mid Merchant Accounts

Manager Dashboard: Processors: Payout Schedule

Manager Dashboard: Accounting Page: Accrual/Deposit/Merchant Overview

Manager Dashboard: Accounting: Unpaid Tabs and Chargebacks

Manager Dashboard: Accounting: Chart of Accounts

Manager Dashboard: Accounting: Quickbooks Online

Manager Dashboard: Accounting: Errors (!)

Manager Dashboard: Processors

Manager Dashboard: Payment Terminals

How to Set Up a Physical Cash Drawer

Accounting/Processors/Payment Terminals Quiz

Coursing (Full-Service) Introduction

Coursing: Full Service Configuration

Coursing: POS Courses

Coursing: Guest QR Coursing

Coursing Formula Configuration.docx

Manager Dashboard: Pack & Route, Inventory Introduction

Manager Dashboard: Pack and Route

Manager Dashboard: Stock Levels

Manager Dashboard: Inventory: Variants

Manager Dashboard: Inventory Depletion

Manager Dashboard: Fulfillment and Labor Introduction

Manager Dashboard: Fulfillment

Manager Dashboard: Labor

Multi-Operator Introduction

What is a "Multi-Operator"

Multi-Operator

Mulit-Operator Accounting

Revenue Share

Onboarding and Managing a Multi-Operator Account

Manager Dashboard: Multi Menu Management Introduction

Manager Dashboard: Multi Menu Management Overview

Manager Dashboard: Multi Menu Management Hierarchy

Manager Dashboard: Multi Menu Management: Linking Products

Manager Dashboard: Multi Menu Management Configuration

When and Where to Escalate Support Issues

GoChat

Printer Troubleshooting

DataDog

LMS AI Generated Printers Quiz (First Try 11/11/24_

Internal Integration Documentation

Self Pour Walls

RFID Technology

3rd Party Ordering via Stream

QuickBooks

7shifts

Tripleseat

Manager Dashboard: Customers, Copy Location, Pending Accounts W.E.S., and R.A.G.E. Introduction

Manager Dashboard: Customers

Manager Dashboard: Copy Location

Manager Dashboard: Pending Accounts

Manager Dashboard: W.E.S. and R.A.G.E. Dashboards

Demo Overview

Demo Introductory

Demo Outline

End User Experience: Demo Example

POS & KDS: Demo Example

Manager Dashboard: Demo Example