GoTab

How to Create a Location

Stand-Up Your Sandbox

Configure the Manager Dashboard: Location Settings > Edit

Manager Dashboard: Location Settings

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

HALT!

Account Settings

HALT!

Evidence of Learning: End User Experience

Evidence of Learning: Upload Your Receipt

End-User Knowledge Check

Bring Two Discussion Questions to Training.

How to Set-Up a Display

How to Set-Up a Device

How to Deactivate a Tablet

How to Manage Display Settings from the Manager Dashboard

POS Display Settings

KDS Display Settings

Task Display (TDS)

POS Introduction

POS Service Models | Hybrid Model | QR & GoTab POS

POS Service Models | POS-Only

POS Service Models | QR Ordering only | POS as a Mode to Upsell

POS: How to Clock-In and Out

POS: Ordering

POS: Rush Orders

POS: Quick Order

POS: Takeout

POS: Barcode Scanner

POS: Tabs

Split Products Onto Existing Tabs or Split Onto New Tabs

POS: Tabs: Comp/ Void

Discoverable

How To Merge Tabs

POS: Share Tab

Moving Products from One Tab to Another

Evidence of Learning: POS Order

POS Payment Options

How To Reopen Closed Tabs

POS Tipping

POS: Authorizing Tabs

Maps

POS: Adding a Mobile Number to a Tab

POS: More Options

POS: Settings: Spots and Menus

POS: Settings: Processors

POS Cash Accounts

Write-Off Accounts

POS: Settings: Devices and Printers

POS: Settings: Display

POS Knowledge Check

Bring Two Discussion Questions to Training.

KDS Introduction

KDS: Basic Kitchen Configuration

KDS: Expo Mode vs. Prep Mode

KDS: Ticket Timer

KDS: Takeout

KDS: Ticket Functionality

KDS: Multi Texting

KDS: Product Management

KDS: Product Delays

KDS: Display Functionality

KDS: Settings

KDS: Default EXPO Settings

KDS Knowledge Check

Bring Two Discussion Questions to Training.

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: Tools

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

Manager Dashboard: Product Catalog: Tags

Manager Dashboard: Product Catalog: Catalog Browsing

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: Zones: Overview

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: Payments

Manager Dashboard: Service (Employee Reports)

Manager Dashboard: Product Mix

Manager Dashboard: Feedback

Manager Dashboard: Subscribers

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

Bring Two Discussion Questions to Training.

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

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: Accounting, Processors, and Payments Terminal Introduction

Manager Dashboard: Accounting Overview

Micro Merchant Account and Mid Merchant Accounts

Manager Dashboard: Processors: Payout Schedule

Manager Dashboard: Accounting: Accrual and Deposit View

Manager Dashboard: Accounting: Unpaid Tabs and Chargebacks

Manager Dashboard: Accounting: Configuration and Mapping

Manager Dashboard: Accounting: Quickbooks Online

Manager Dashboard: Accounting: Errors (!)

Manager Dashboard: Accounting: Troubleshoot

Manager Dashboard: Processors

Manager Dashboard: Payment Terminals

Bring Two Discussion Questions to Training.

How to Set Up a Cash Drawer

EasyTab

Customer Facing Display

POS on PAX

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

Copy of Bring Two Discussion Questions to Training.

Manager Dashboard: Fulfillment and Labor Introduction

Manager Dashboard: Fulfillment

Manager Dashboard: Labor

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

Bring Two Discussion Questions to Training.

Location Settings Knowledge Check

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: Station Groups

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

Manager Dashboard: Stations: Station Overrides

Manager Dashboard: Stations: How to Troubleshoot Printers

Manager Dashboard: Concierge, Pack & Route, Inventory Introduction

Concierge

Concierge

Manager Dashboard: Concierge: Display and Users

Manager Dashboard: Pack and Route

Manager Dashboard: Inventory

Manager Dashboard: Inventory: Variants

Coursing (Full-Service) Introduction

Coursing: Full Service Configuration

Coursing: POS Courses

Coursing: Guest QR Coursing

Manager Dashboard: Secret Menus Introduction

Manager Dashboard: How to Set Up Secret Menus

Manager Dashboard: Secret Menus: Adding Order Rules

Manager Dashboard: Gift Cards Introduction

End User Experience: How to Purchase a Gift Card

End User Experience: How to Transfer a Gift Card

End User Experience: How to Pay with a Gift Card

End User Experience: How to Merge 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: Product Catalog and Processors: How to Set Up a 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: Tabs: How to Refund a Gift Card

Manager Dashboard: Gift Card Liabilities (External Gift Cards)

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

Gift Card Integrations

Multi-Operator Introduction

What is a "Multi-Operator"

Multi-Operator

Multi-Operator Accounting

Invoices

Onboarding and Managing a Multi Operator Account

RFID Technology

7shifts

BarTrack

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

Demo Overview

Demo Introductory

End User Experience: Demo Example

POS & KDS: Demo Example

Manager Dashboard: Demo Example

How to Guide Operators with Tip Pooling

Tips by Server

Tip Pool by Hours Worked

Tip Pool by Shift