Product User Guides by Role

Public pages: find a course, check a certificate, read the community and the company content, and sign in.

Your training: find and enroll in a course, learn it, take a quiz, certificates, community and reviews, notifications and your account.

Your teaching: teach and follow your learners, and grade written answers.

Content you may maintain: articles and course drafts.

Employees in your own branch: assign a course, learning groups, employees and branches, progress and reports, courses, quizzes and company content.

All branches: every branch, any role and the content tools.

Public pages: browse the menu, order takeaway, order at your table by QR code, book a table, buy a gift card, about and contact, and staff sign in.

Service on the floor, at the counter and on the phone: start the shift, table orders and rounds, guest approvals, takeaway, sold out and bookings.

Running the restaurant: payments and corrections, reservations, dishes and prices, tables and QR codes, hours and rules, reports and the day close.

Manager tasks except promotions, with every staff role and Switch user: the dashboard, staff accounts, payments, menu, tables, hours and reports.

Public pages: browse the menu, order takeaway, order at your table by QR code, book a table, buy a gift card and staff sign in.

The floor and the counter: start the shift, take a table order, find dishes on the POS, add a round, approve table orders, takeaway and phone bookings.

Running the café: dishes and prices, categories and options, tables and QR codes, opening hours and rules, reservations, payments, refunds and voids.

Book a stay without an account: find a room, choose extras, pay by card or PayPal, or ask for a day room on the website.

Your stay: book and pay online, ask to cancel, order from your room by QR code, and use loyalty points and member prices.

The front desk: check-in, the guest folio, check-out and the invoice, walk-ins and day rooms.

Rooms on a phone: tasks and the checklist, minibar and found items, inspection, work orders and room blocks.

The kitchen: one queue of room and table orders, menu availability and the point of sale.

Running the hotel: houses and policies, rates, promotions, groups and events, night audit, reports, marketing and reviews.

Staff and access: accounts, roles, the houses each person works in and the payment providers.

Your bookings, memberships and games: court booking, payments, serial booking, memberships, open slots, and the cancel and refund rules.

Your assigned venues: the counter and the POS, transfers to approve, serial bookings at the counter, no-show fees and store orders.

Courts, prices and stock of your venues: courts and opening hours, dynamic pricing, the store and stock, payments, refunds and reports.

Your company and its venues: your own booking site, the booking policy, membership plans, refund rules, venues and staff.

Your company's venues, people and reports: compare venues, read the audit log and manage people.

Your company's payments and reports: revenue split, unpaid orders, financial reports and the audit log.

The whole platform: many companies and venues, languages and currencies, and the words of each booking site.

Your marketing: start from your website, your business profile, one-sentence campaigns, approvals, channels and publishing, contacts, e-mail campaigns and results.

Running the service: many workspaces, plans and finance, and publishing operations.

Helping customers: support tickets, from the first question to the answer.

The public site: its content, kept up to date by the site editor.

Public pages and enquiry forms: an enquiry on the brand site that finds its local team, and one on a franchise's own pages or its widget.

Signing in, your account and the demo switch: sign in, keep your account and security, and switch users in the demo.

Your franchise's day-to-day work: enquiries to clients, homes, quotes, regular cleans, operatives, the rota, visit review, timesheets and invoices.

Your visits on the phone: the visit on the day, photos and documents as evidence, and working offline.

Your franchise, its team, its money and its website: Xero, self-bills, team accounts, website and widgets, reports and audit.

The whole network, read-only: every franchise, its work and its money in the Franchisor view, and the audit summary.

The brand, its franchises and the platform: partner enquiries, opening a franchise, territories, brand site pages, GDPR requests and settings.

Scheduled jobs and delivering an instance: the jobs that run on their own, and a new instance delivered by clone.

Your documents, credits and usage: start with a PDF, choose an engine, review and correct the result, re-read, download and follow the charges.

Site content, engines and settings, and the usage report: keep the public pages, the engines, the limits and the usage explanations in order.

Accounts and support: add accounts and help a person with Switch user, with every session logged.

Your work on the phone: start a shift, cut a work order, keep an off-cut and report damage.

Stock and stone: receive stock, find and hold stone, issue it to the factory, and correct stock.

Your crews and their work: run the workshop, check quality, confirm time and rate the crew.

From enquiry to handover: win the job, measure and approve, variations, install and sign off, warranty and subcontract packages.

Job money: claims and collection, costs and margin.

Approvals and rewards: approve a measure, read the margin, and approve and pay off-cut rewards.

The platform: staff accounts, lists, prices and rates, and the website.

Your learning: the course catalogue, enrolment, lessons and progress, the final assessment, certificates, the community and reviews.

Your teaching: follow your learners and courses, grade their answers and give feedback.

Running the programme: course authoring, learner accounts, reports, site content, notifications, roles and access.