Team Playbooks

Use these playbooks when different people on the team need their own starting route. Each route points to the docs that person is most likely to need first.

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Owner Or Admin

Best for the person responsible for making the workspace ready and keeping access clean.

1. Start with Console Overview.
2. Confirm settings from Configuration.
3. Create access groups from Roles.
4. Invite teammates from Members.
5. Set device PINs from Member PINs.
6. Connect public URLs from Domains.
7. Review activity from Audit Logs.

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Restaurant Manager

Best for someone maintaining the restaurant setup and reviewing operations.

1. Start with Restaurant.
2. Maintain products from Products.
3. Keep menus current from Menus.
4. Review daily work from Orders and Transactions.
5. Manage table service from Table Management.
6. Tune operations from Discounts Charges And Payments, Delivery Zones, and Devices And POS.
7. Review performance from Reports Overview.

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Front-Of-House

Best for cashiers, servers, and service staff using POS during a shift.

1. Start the shift from Start Session.
2. Create orders from Create Order.
3. Use tables from Tables when dining areas are active.
4. Manage order changes from Order Actions.
5. Take payment from Pay With Cash, Pay With Card, or Split Payment.
6. Review active work from Orders List.
7. Print or review totals from Printing Reports.

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Kitchen Team

Best for staff preparing orders or checking kitchen display readiness.

1. Start with KDS.
2. Confirm device setup from Device Types.
3. Connect screens from Connect Devices.
4. Confirm printer and KDS links from Connect Printers And KDS.
5. Test order routing with Create Order.
6. Use Troubleshooting if a page, app, or device option is missing.

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Customer Care And Marketing

Best for the people handling customer conversations, campaigns, public links, and QR codes.

1. Start with Connect360.
2. Work replies from Chat Inbox.
3. Prepare reusable messages from Create A Template.
4. Build campaigns from Create A Campaign.
5. Create tracked links from Create A Short Link.
6. Build public action pages from Bio Link Builder.
7. Share pages from Share And QR.

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Content Or Developer

Best for people building structured content, websites, automations, or external integrations.

1. Organize assets from Drive.
2. Create content tables from Create A Database.
3. Add fields from Add Fields.
4. Add records from Create And Edit Entries.
5. Review generated code from Developer Tools.
6. Create scoped integration access from API Keys.
7. Start API work from API Overview.