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Connect Schedule Categories to an Area

Erin Lavey
Erin Lavey
  • Updated

To ensure only the users needed appear when building a Setup, customize which schedule types from your Scheduling Partner are imported to each Area of your restaurant

To connect schedules to an Area, you must have the "Manage Admin Settings" permission. This will allow you to edit restaurant settings. For more information on different role permissions visit Edit Role Permissions

Navigate to Areas

To edit your store's Areas, you'll need to navigate to the Areas screen in Admin

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  1. From the Menu, tap Admin
  2. Tap Areas

 


 

Connect Schedule Types

You can select which schedules you would like to connect to each Area of your store (e.g. FOH connected to FOH, Training, and Leadership)

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  1. Tap on an Area you'd like to connect schedule types to
  2. Select the schedule categories that should connect with this area
    • Selected schedules will display a check mark on the right side
  3. Tap Save
    • Now when employees are scheduled in Back of House, they'll automatically appear in the Back of House setups!

Schedule categories tied to more than one Area are able to be sorted when building Setups

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