Personalize your Setup Templates by selecting the specific Groups and Positions you want. Craft each template to feature the exact Groups and Positions required for different time frames within a day. It's all about customization!
To edit setup templates, you must have the "Manage Setup Templates" and "Manage Admin Settings" permissions. For more information on different role permissions visit Edit Role Permissions
Edit Setup Times
- From the Menu, tap Admin
- From the Admin menu, tap Setups
- Select the Area (Front of House, Back of House, etc) and Daypart you'd like to edit at the top of the screen
- These will be the Dayparts your team has created for the restaurant (ex. Open 5a-11a, Mid 11a-5p, Closing 5p-11p)
- Select the day of the week you'd like to adjust
- Select the pencil icon next to the timeframe you'd like to edit
- Adjust Setup Times
- If there is an overlap in the time frame between two templates, you cannot tap Save
- Tap Apply
Add or Remove Groups
- Tap Edit Template on the desired Setup
- Tap Add Group
- Tap on a Group to select or deselect it
- If a blue check is present next to the Group name it will be included in the Setup Template. If the checkbox is blank it will not be included.
- Tap Save
- Tap Save again on the Setup template
Add or Remove Positions
- Tap Edit Template on the desired Setup
- At the bottom of a group, tap Edit Positions
- Tap on a Position to select or deselect it
- If a blue check is present next to the Position name it will be included in the Setup Template. If the checkbox is blank it will not be included.
- Tap Save - don't forget to set staffing numbers!
- Tap Save again on the Setup template
- Check out Edit Positions for help creating, editing or deleting positions
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