Guide
Training a new team in an hour
New staff do not need to learn the whole system. They need five things: log in, see today, deal with a request, seat a guest and mark a no-show. You can cover all of it in an hour.
Watch: Train a new team in an hour
The five things a new team member needs: log in, see today, answer a request, mark arrivals and no shows, and add bookings. 63 sec
Read the transcript
Welcome to the team. You only need five things to get going: log in, see today, answer a request, seat a guest and mark a no show. Here they are. Log in with your own email and the temporary password you were given. You will be asked to change it. Then open Today to see the day's bookings. Next, open the staff app. Live check shows on or off, and Waiting for a reply lists new requests. Add it to your phone's home screen, so alerts can reach you. To answer a request, press Accept. If you cannot take it, press Decline and pick a reason. When guests turn up, open the booking and press Mark arrived. If they never come, press No show. Taking a call? Press Add booking and set Taken by to Phone. For a guest at the door, choose Walk in. Not sure whether to say yes? Ask your manager for the house rules. Tablez is at tablez.co.uk.
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.
Step by step
- Add their login. Go to Staff logins, fill in Add a staff login and press Add staff member.
- Give them the staff app address. Send them to /staff on your Tablez address.
- Show Today. Open Today and read through the day with them.
- Practise a request. Accept a test booking in the staff app.
- Practise arrivals. Press Mark arrived, and try No show on another.
- 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.
FAQ
Common questions
Can staff change my opening hours?
Only if you tick Venue settings for their login.
What happens when a staff member leaves?
Open Staff logins and press Remove login. They cannot sign in any more.
Do staff get phone alerts?
Push notifications to staff phones need Standard or above.
Can I try it first without live customers?
Yes. Make a booking yourself on your own booking page and use it for practice, then cancel it.