Training a new team in an hour

Before they start: make the logins

As the owner, open Staff logins. Under Add a staff login, enter their Name, Email and a Temporary password. They are asked to change it the first time they log in. The Free plan includes the owner plus one staff login. Standard and above have unlimited staff logins.

What staff can and cannot do

Everyone with a login can use the staff app and the bookings pages. The plan, billing, staff logins, Stripe and API keys always stay with the owner. For a manager, tick Extra access: Events and menus, Venue settings or Reports and exports. Press Save access.

The hour

First 10 minutes: log in, find Today, and look at the day.

Next 15: open the Staff app (the /staff page). Show Live check On and Off, and Waiting for a reply. Add it to the phone's home screen so alerts can arrive.

Next 15: practise on a test booking. Press Accept booking, then Mark arrived, then a different one as No show. Show Decline with a reason.

Next 10: take a pretend phone booking with Add booking, and a walk-in with Taken by set to Walk in.

Last 10: check the Floor plan and the Waitlist (Standard and above), and read guest notes.

Write down your house rules

Tell them when to say yes, when to ring you, and what to do with a big group. The software shows what is booked. The judgement is yours.

Стъпка по стъпка

1. Add their login. Go to Staff logins, fill in Add a staff login and press Add staff member.
2. Give them the staff app address. Send them to /staff on your Tablez address.
3. Show Today. Open Today and read through the day with them.
4. Practise a request. Accept a test booking in the staff app.
5. Practise arrivals. Press Mark arrived, and try No show on another.
6. Add extra access for managers. Tick the boxes under Extra access and press Save access.

Watch it and read more

Prefer to watch? The matching video is on the video guides page. More reading: staff accounts and access and the staff app. See the plans and prices if you are not sure which plan you need.