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Manager Quick Start Guide

Everything you need to run a successful shift as manager.

Before Your Shift​

Get Set Up​

  1. Log in with manager credentials
  2. Review previous shift notes
  3. Check staffing vs reservations
  4. Review any pending issues

Morning Checklist​

  1. ✅ Check equipment is working
  2. ✅ Verify opening cash drawers
  3. ✅ Review today's reservations
  4. ✅ Check 86'd items with kitchen
  5. ✅ Brief staff on specials/events
  6. ✅ Confirm all staff clocked in

Manager Approvals​

What Needs Your Approval​

ActionWhy Approval Needed
VoidsRemoving items from order
CompsFree items/discounts
RefundsMoney back to customer
Discounts over limitLarge percentage off
Cash dropsMoving cash to safe
Register adjustmentsFixing discrepancies
Time clock editsChanging staff hours

How to Approve​

  1. Staff requests approval
  2. You receive notification (or they call you)
  3. Review the request
  4. Enter your manager PIN
  5. Confirm or deny

Remote Approval​

If you're away from the terminal:

  1. Open Manager App on your phone
  2. See pending approvals
  3. Review details
  4. Approve or deny remotely

Staff Management​

View Staff on Duty​

  1. Tap Staff tab
  2. See who's clocked in
  3. View their assigned sections
  4. Check break status

Assign Sections​

  1. Go to Floor Map
  2. Tap Sections
  3. Drag servers to sections
  4. Balance by experience and covers

Send Staff Home​

During slow periods:

  1. Check labor percentage
  2. Identify who can leave
  3. Close their section
  4. Transfer remaining tables
  5. Have them clock out

Call for Backup​

If getting busy:

  1. Check on-call list
  2. Call/text available staff
  3. Update schedule when confirmed

Handling Escalations​

Guest Complaints​

  1. Listen - Let them explain
  2. Acknowledge - "I understand"
  3. Apologize - "I'm sorry this happened"
  4. Solve - Offer solution
  5. Follow up - Check they're satisfied

Common Solutions​

IssueTypical Resolution
Long waitComp appetizer or drink
Cold foodRemake immediately
Wrong orderFix and comp something
Bad serviceDiscount and reassign server
Major issueComp meal, gift card for return

Document Incidents​

  1. Tap Manager → Incidents
  2. Log what happened
  3. Note resolution
  4. Staff involved
  5. Follow-up needed

Financial Operations​

Check Sales Progress​

  1. Tap Dashboard
  2. See real-time metrics:
    • Total sales today
    • Labor percentage
    • Covers served
    • Average check

Cash Management​

Cash Drop:

  1. Count excess cash in drawer
  2. Tap Cash Drop
  3. Enter amount
  4. Put cash in drop safe
  5. Keep receipt

Register Count:

  1. At shift change or end of day
  2. Count all cash in drawer
  3. Enter in system
  4. Note any over/short

Review Voids & Comps​

  1. Go to Reports → Voids/Comps
  2. Review today's activity
  3. Investigate any unusual patterns
  4. Sign off on legitimate ones

Using Voice Commands​

Say "Hey Maximus" then:

CommandAction
"What's our sales?"Today's total
"Labor percentage?"Current labor cost
"Who's on the floor?"List of staff
"86 the special"Marks item sold out
"Approve void for table 5"Remote approval
"How many covers today?"Guest count
"What's the wait time?"Current waitlist estimate

Reports & Analytics​

Quick Reports​

Access from Reports tab:

ReportShows
Flash ReportLive sales summary
LaborHours and cost
Product MixWhat's selling
Server SalesPer-staff performance
Voids/CompsDiscounts given

End of Shift Report​

  1. Go to Reports → Shift Summary
  2. Review key metrics
  3. Note any variances
  4. Print or email to GM

Common Situations​

POS Terminal Down​

  1. Check network connection
  2. Restart terminal
  3. Try backup terminal
  4. Switch to offline mode if needed
  5. Call support if unresolved

Staff No-Show​

  1. Check if they called
  2. Try to contact them
  3. Adjust sections for remaining staff
  4. Call in backup if available
  5. Document the incident

Kitchen Backup​

  1. Check ticket times on KDS
  2. Identify bottleneck
  3. Help where possible
  4. Inform FOH of delays
  5. Consider slowing seating

Power Outage​

  1. Stay calm, reassure guests
  2. Offline mode keeps POS working
  3. Kitchen may need adjustment
  4. Process existing orders
  5. Hold new seating until resolved

Unhappy Employee​

  1. Find private moment to talk
  2. Listen to their concern
  3. Address what you can
  4. Escalate if needed
  5. Document if serious

End of Shift​

Closing Checklist​

  1. ✅ All tables closed out
  2. ✅ Drawers counted
  3. ✅ Safe drops completed
  4. ✅ Voids/comps reviewed
  5. ✅ Staff clocked out
  6. ✅ Equipment secured
  7. ✅ Closing report generated
  8. ✅ Notes for next shift

Shift Notes​

Leave notes for next manager:

  • Any issues that occurred
  • Staff concerns
  • Equipment problems
  • Guest feedback
  • 86'd items status
  • Anything unusual

Tips for Success​

  1. Be visible - Walk the floor regularly
  2. Support your team - Help when it's busy
  3. Stay calm - Your energy affects everyone
  4. Document everything - Cover yourself and the business
  5. Communicate up - Keep GM/owner informed
  6. Recognize good work - Praise in public
  7. Coach privately - Correct issues one-on-one

Quick Reference​

Approve transaction: Review → Enter PIN → Confirm

Run report: Reports → Select type → Date range → Generate

Check labor: Dashboard → Labor % shown

Voice: "Hey Maximus" + command

Emergency: Call GM or use emergency contacts list

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