# GoTab Documentation > Public documentation for the GoTab platform. ## Pages - [GoTab Documentation](https://docs.gotab.io/): Operator help, developer guides, APIs, and internal tooling for GoTab. - [API Reference](https://docs.gotab.io/api-reference/): GoTab exposes both a REST API and a GraphQL API — choose the right tool for your integration. - [Concepts](https://docs.gotab.io/concepts/): Core concepts behind the GoTab API — OAuth, webhooks, pagination, rate limits, and more. - [Environments & Testing](https://docs.gotab.io/concepts/environments/): Sandbox vs production environments and how to test your GoTab integration. - [Error Handling](https://docs.gotab.io/concepts/error-handling/): Understand GoTab API error responses and how to handle them gracefully. - [OAuth Flows](https://docs.gotab.io/concepts/oauth-flows/): Choose and implement the right OAuth flow for your GoTab integration. - [Pagination](https://docs.gotab.io/concepts/pagination/): Cursor-based pagination for large GoTab GraphQL result sets. - [Rate Limits](https://docs.gotab.io/concepts/rate-limits/): Request limits for the GoTab REST and GraphQL APIs, and how to handle 429 responses. - [Webhooks](https://docs.gotab.io/concepts/webhooks/): Receive real-time event notifications from GoTab via HTTP POST to your endpoint. - [Overview](https://docs.gotab.io/getting-started/): Everything you need to start building with the GoTab API. - [Create API Credentials](https://docs.gotab.io/getting-started/api-credentials/): Set up your sandbox and get your API credentials. - [Authentication](https://docs.gotab.io/getting-started/authentication/): Get a Bearer token and authenticate your API requests. - [Your First API Call](https://docs.gotab.io/getting-started/first-call/): Make your first GoTab API request and explore the response. - [Quick Start](https://docs.gotab.io/getting-started/quick-start/): Single-page reference for sandbox setup, credentials, and first GraphQL queries. - [Guides](https://docs.gotab.io/guides/): Walkthroughs for ordering, payments, accounting, loyalty, and more. - [Basic Accounting Integration](https://docs.gotab.io/guides/basic-accounting-integration/): This documentation will describe the necessary steps to consume the GoTab API in order to create a basic accounting integration. - [Create a New Tab](https://docs.gotab.io/guides/create-a-new-tab/): A Tab is analogous to a ticket. Typically a Tab is opened and then one or more orders of Items are added to it. The tab is eventually closed by zeroing out the balance due. - [Get Tab Details](https://docs.gotab.io/guides/getting-tab-data/): Tabs, whether created via the API, the POS, or by consumers can be retrieved with all of their items via the Graph API and returned list or the [REST - [GoTab Loyalty API](https://docs.gotab.io/guides/gotab-loyalty-api/): The GoTab Loyalty API is an events-driven API to be consumed by a third party loyalty program. - [GoTab Promo API](https://docs.gotab.io/guides/gotab-promo-api/): The GoTab Promo API is an events-driven API to be consumed by a third party promo (code) program. - [GoTab Wallet](https://docs.gotab.io/guides/gotab-wallet/): Embed the GoTab Wallet into your website to give customers a complete payment management experience — view, add, and delete saved cards, and pay with digital wallets like Apple Pay and Google Pay. - [GraphQL API introduction](https://docs.gotab.io/guides/graphql-intro/): Learn how to query the GoTab GraphQL API — from your first request to efficient filtering with fiscalDay. - [Payment SDK](https://docs.gotab.io/guides/payment-sdk/): A lightweight JavaScript SDK for securely managing customer payment methods using VGS Collect. Loaded via a single CDN script and exposing a simple global API for mounting an Add Card form, mounting an Apple Pay button, and fetching/deleting saved cards. - [Products & Menus 101](https://docs.gotab.io/guides/products/): Getting menus, categories, and products A location's catalog is split into menus, categories in a menu, and products in each category. Products w - [Reservation Integration](https://docs.gotab.io/guides/reservation-integration/): This documentation will describe the necessary steps to consume the GoTab API in order to create a reservation integration. - [Testing with Postman](https://docs.gotab.io/guides/testing-with-postman/): Use the GoTab Postman collection to explore and test the REST API without writing code. - [Operator Help Center](https://docs.gotab.io/operator/): Guides, how-tos, and training for GoTab operators and staff. - [Cart Rules & Loyalty](https://docs.gotab.io/operator/cart-rules-segments-loyalty-memberships/): Discounts, coupons, loyalty programs, memberships, fees, and customer segments. - [Discounts Introduction](https://docs.gotab.io/operator/cart-rules-segments-loyalty-memberships/how-do-you-set-up-a-discount/): Discounts automatically appear at the end of the ordering flow upon check-out. - [How to Add and Remove Customers from Discount Groups](https://docs.gotab.io/operator/cart-rules-segments-loyalty-memberships/how-to-add-and-remove-customers-from-discount-groups/): Learn how to add and remove customers from unrestricted and restricted discount segments in GoTab. - [Discounts: How to Add Discounts on Your POS](https://docs.gotab.io/operator/cart-rules-segments-loyalty-memberships/how-to-apply-discounts-on-your-pos/): Add an open or segmented discount. - [How to create a coupon](https://docs.gotab.io/operator/cart-rules-segments-loyalty-memberships/how-to-create-a-coupon/): Utilize coupons to give to guests for promotional offers, limited-time products, and for being loyal customers. - [Discounts: How to Create a Discount](https://docs.gotab.io/operator/cart-rules-segments-loyalty-memberships/how-to-create-a-discount-1/): Create a discount for all guests to redeem each time they place an order. - [How To Create a Fee](https://docs.gotab.io/operator/cart-rules-segments-loyalty-memberships/how-to-create-a-fee/): In this article we will cover how to create a fee within the same rules engine as discounts & coupons. - [How to Create a Secret Menu](https://docs.gotab.io/operator/cart-rules-segments-loyalty-memberships/how-to-create-a-secret-menu/): Secret Menus will allow you to showcase a special menu for a segmented group of people. - [How To Create an Employee Discount](https://docs.gotab.io/operator/cart-rules-segments-loyalty-memberships/how-to-create-employee-discounts/): Learn how to create an employee discount in GoTab using segments and order rules. - [How To Make a BOGO Discount](https://docs.gotab.io/operator/cart-rules-segments-loyalty-memberships/how-to-make-a-bogo-discount/): Here we will cover how to make a buy one, get one discount. - [How To Setup a Membership](https://docs.gotab.io/operator/cart-rules-segments-loyalty-memberships/how-to-setup-memberships/): Utilize GoTab Memberships for one-time, or recurring, memberships for your clientele. - [Segments: How to Manage Customers](https://docs.gotab.io/operator/cart-rules-segments-loyalty-memberships/segments-how-to-manage-customers/): Learn how to upload customer phone numbers, add customers to unrestricted or restricted segments, and remove customers from a segment. - [Segments](https://docs.gotab.io/operator/cart-rules-segments-loyalty-memberships/segments/): Segments simply refer to a group of people. Examples of segments include employees, teachers, first responders, military, and locals. Once the segment is create - [Selling a membership through the POS or online](https://docs.gotab.io/operator/cart-rules-segments-loyalty-memberships/selling-a-membership-online-or-through-the-pos/): Learn how to sell a GoTab membership through the POS or online, including enrolling customers and setting up a membership menu. - [Getting Started](https://docs.gotab.io/operator/getting-started/): Initial setup for your GoTab location — menus, zones, tabs, schedules, and adding staff. - [Users](https://docs.gotab.io/operator/getting-started/adding-users-and-creating-a-pin/): Learn how to add staff users to GoTab, assign PINs, edit permissions, and set up user roles for POS and manager dashboard access. - [How to receive a new activation code](https://docs.gotab.io/operator/getting-started/displays-how-to-receive-an-activation-code-1/): If your device is asking for a 6 digit activation code, you can quickly grab one from your GoTab Manager Dashboard. - [How to manage your Product Catalog](https://docs.gotab.io/operator/getting-started/getting-started-1/): Managing your menu in GoTab is two-fold. First, create your menu category (Appetizers, Entrées, Beers, Cocktails, Etc.). Second, create products in that categor - [Creating a Menu](https://docs.gotab.io/operator/getting-started/getting-started-creating-a-menu/): Menus allow you to pull in your products and categories created within the product catalog into individual concise menus. Remember, all products must be created - [Introduction](https://docs.gotab.io/operator/getting-started/getting-started-introduction/): Use the following articles and videos to help you or your staff get familiar with GoTab. - [Managing your schedules](https://docs.gotab.io/operator/getting-started/getting-started-managing-your-schedules/): You can easily access and manage your schedules from your Manager Dashboard. - [Sales](https://docs.gotab.io/operator/getting-started/getting-started-sales/): The Sales dashboard allows you to analyze real time sales data and download reports. - [Tabs](https://docs.gotab.io/operator/getting-started/getting-started-tabs/): The Tabs page will contain all of your tab information and is a page often used by managers. - [Viewing customer payment information](https://docs.gotab.io/operator/getting-started/getting-started-viewing-customer-payment-information/): The payments dashboard allows managers to view individual payments on a granular level on a specific date or within a certain time range. - [Zones](https://docs.gotab.io/operator/getting-started/getting-started-zones/): Zones is where you will build out the different spots or sections in your restaurant. Think of zones as your different revenue centers. - [GoTab Apps](https://docs.gotab.io/operator/gotab-apps/): Mobile apps for operators, managers, and on-the-go tab management. - [Downloading and using the GoTops app](https://docs.gotab.io/operator/gotab-apps/downloading-and-using-the-gotops-app/): Never worry about how to use GoTab during an internet outage. You can easily download the GoTops app on any device. - [GoTab Manager app](https://docs.gotab.io/operator/gotab-apps/gotab-manager-app/): The GoTab Manager app allows owners and managers alike to stay in-the-know of your business on the go. - [GoTab mobile outage FAQ](https://docs.gotab.io/operator/gotab-apps/gotab-mobile-outage-faq/): - [GoTab Manager Dashboard Announcements](https://docs.gotab.io/operator/gotab-manager-dashboard-announcements/): Stay up to date with the latest GoTab product updates, feature releases, and platform announcements. - [2/17/26 product update](https://docs.gotab.io/operator/gotab-manager-dashboard-announcements/2-17-26-product-update/): Members of a recurring membership segment now show renewal status, and transitioning to Option Groups is required by March 1, 2026. - [KDS: Product delays and product availability](https://docs.gotab.io/operator/gotab-manager-dashboard-announcements/86-disable-your-items-on-your-kds/): Learn how to mark items unavailable on your KDS, set auto re-enable options, and configure product delays that appear on the guest-facing menu. - [Chargeback dispute process](https://docs.gotab.io/operator/gotab-manager-dashboard-announcements/chargeback-dispute-process/): New chargeback dispute process to provide evidence and receive updates as the process plays out. - [Location Settings: How do I create refund reasons? (Comp/Void)](https://docs.gotab.io/operator/gotab-manager-dashboard-announcements/how-do-i-create-refund-reasons-comp-void/): You can create refund reasons to associate with each refund, discount, comp, or void you issue from your Manager Dashboard. - [Manager dash nav title changes (4/28/25)](https://docs.gotab.io/operator/gotab-manager-dashboard-announcements/manager-dash-nav-title-changes/): On Tuesday 4/29/25, we will make a few navigation title changes in the manager dashboard for more accurate and precise descriptions for multiple pages. Account - [Membership/Loyalty: Member info and checking in on the POS/CFD](https://docs.gotab.io/operator/gotab-manager-dashboard-announcements/membership-loyalty-check-in-on-pos/): Customers can view their membership information and staff can check in members from the POS or customer-facing display. - [Sales page update](https://docs.gotab.io/operator/gotab-manager-dashboard-announcements/new-sales-page/): Improved Clarity Whether it's the new information icon that explains how each line is calculated or clicking into each line to reveal the numbers that comprise - [Cash paid in / paid out](https://docs.gotab.io/operator/gotab-manager-dashboard-announcements/paid-in---paid-out/): Paid In / Paid Outs allow you to record cash transfers to and from a cash account. - [POS order entry enhancements (5/9/25)](https://docs.gotab.io/operator/gotab-manager-dashboard-announcements/pos-order-entry-enhancements-5-9-25/): POS order entry enhancements bring improved speed, increased reliability in unstable networks, and the ability to keep adding items while offline. - [POS UI connection status update (9/26/24)](https://docs.gotab.io/operator/gotab-manager-dashboard-announcements/pos-ui-connection-status-update-9-26-24/): A POS UI update now communicates network connection status for the POS and CFD, displaying banners when devices lose or regain connectivity. - [POS UI improvements (3/12/26)](https://docs.gotab.io/operator/gotab-manager-dashboard-announcements/pos-ui-improvements-3-12-26/): POS UI improvements consolidate the segment and pencil icons into a single profile icon, streamline discounts, and remove the back button to reduce accidental taps. - [POS updates (7/10/24)](https://docs.gotab.io/operator/gotab-manager-dashboard-announcements/pos-updates-7-10-24/): “POS updates introduce Send & Pay for Quick Order when open tabs are enabled, plus improved credit card payment alerts with clear success and failure notifications.” - [Price embedded barcodes](https://docs.gotab.io/operator/gotab-manager-dashboard-announcements/price-embedded-barcodes/): Price embedded barcodes allow you to scan a product and have the unit price automatically populate on the tab based on weight. - [Product Update (10/16/25)](https://docs.gotab.io/operator/gotab-manager-dashboard-announcements/product-update-10-16-25/): GoTab is introducing a streamlined approach to selling and activating physical gift cards directly from your POS terminal. - [Product Update (12/22/25)](https://docs.gotab.io/operator/gotab-manager-dashboard-announcements/product-update-12-22-25/): GoTab now supports 3rd party ordering discounts and adds customization options for the gift card e-commerce page CTA button. - [Product Availability Terminology Update (7/7/25)](https://docs.gotab.io/operator/gotab-manager-dashboard-announcements/product-update-7-7-25/): GoTab is updating product availability terminology: Enabled becomes Available, Disable becomes Hidden, and Set Stock becomes Adjust Stock. - [Product Update: Compact Menu Options (11/10/25)](https://docs.gotab.io/operator/gotab-manager-dashboard-announcements/product-update-compact-menu-options-11-10-25/): GoTab has expanded its Compact Menu options on each POS display, providing more ways to control how products and menus are shown. - [Product Update: Tab Access Permission (11/4/25)](https://docs.gotab.io/operator/gotab-manager-dashboard-announcements/product-update-tab-access-user-permission-11-4-25/): A new user sub-permission server:self limits the tabs each user can access on the POS display to only their own assigned tabs. - [Product Updates (1/24/24)](https://docs.gotab.io/operator/gotab-manager-dashboard-announcements/product-updates-1-24-24/): This update introduces Google Redirect, POS notifications, pre-auth name prompts, seating nicknames, Pocket POS guest mode, and item details on POS and KDS. - [product-updates-1-26-26](https://docs.gotab.io/operator/gotab-manager-dashboard-announcements/product-updates-1-26-26/): GoTab product updates regarding our automatic product delays and option groups migration. - [Product Updates (10/24/24)](https://docs.gotab.io/operator/gotab-manager-dashboard-announcements/product-updates-10-24-24/): This update covers a POS UI change for NYC1 device pairing, item fulfillment status, guest pay settings, and additional customizable text messaging. - [Product Updates (11/3/25)](https://docs.gotab.io/operator/gotab-manager-dashboard-announcements/product-updates-11-3-25/): This update introduces a Print On Send display setting for POS and cover count visibility on KDS chits, plus an Adyen terms update notice. - [Product Updates (2/12/24)](https://docs.gotab.io/operator/gotab-manager-dashboard-announcements/product-updates-2-12-24/): GoTab is rolling out Tap to Pay on the Pocket POS, allowing guests to tap mobile wallets or contactless credit cards to complete payments. - [Product Updates (2/21/24)](https://docs.gotab.io/operator/gotab-manager-dashboard-announcements/product-updates-2-21-24/): An important GoTab POS app update addresses NYC1 USB connectivity, broader Tap to Pay support, and a pending authorization bug fix on Adyen. - [Product Updates (2/26/24)](https://docs.gotab.io/operator/gotab-manager-dashboard-announcements/product-updates-2-26-24/): Automatic app switching between GoTab and 7Punches for clocking in/out on the POS is no longer supported; a direct API integration is now available instead. - [Product Updates (2/7/24)](https://docs.gotab.io/operator/gotab-manager-dashboard-announcements/product-updates-2-7-24/): A new Pending Orders modal now prompts staff when navigating away from an unsent order, with options to leave, cancel, delete, or send the order. - [Product Updates (2/9/26)](https://docs.gotab.io/operator/gotab-manager-dashboard-announcements/product-updates-2-9-26/): Product updates for 2/9/26 including reminder for option groups transition and available customer coupons showing in POS when guest has checked in. - [Product Updates (3/20/24)](https://docs.gotab.io/operator/gotab-manager-dashboard-announcements/product-updates-3-20-24/): A new yellow indicator on the POS alerts servers when an open tab has a pending unsent order, plus a new Call Number Prompt feature for buzzer-style ordering. - [Product Updates (3/6/24)](https://docs.gotab.io/operator/gotab-manager-dashboard-announcements/product-updates-3-6-24/): Multi-location users can now see combined Sales & Product Mix data when selecting "All Locations" in the GoTab Manager Dashboard. - [Product Updates (4/21/25)](https://docs.gotab.io/operator/gotab-manager-dashboard-announcements/product-updates-4-21-25/): Recent GoTab updates include time clock edit reasons, an All Tabs vs My Tabs display setting, Guest Mode Tap-to-Pay, and staff notes on products. - [Product Updates 4/27/26](https://docs.gotab.io/operator/gotab-manager-dashboard-announcements/product-updates-4-27-26/): Introducing invoice processing via opsi at no cost, plus a new Preferred Name field for users that displays across POS, receipts, and reports. - [Product Updates (7/21/25)](https://docs.gotab.io/operator/gotab-manager-dashboard-announcements/product-updates-7-21-25/): Upcoming GoTab updates include removal of the Manager Dashboard Classic View sales report and a new limited product availability indicator on POS buttons. - [Product Updates (8/16/24)](https://docs.gotab.io/operator/gotab-manager-dashboard-announcements/product-updates-8-16-24/): Item validation on the POS now occurs in the background for faster order entry, with a yellow highlight indicating items pending validation before sending. - [Product Updates (8/26/25)](https://docs.gotab.io/operator/gotab-manager-dashboard-announcements/product-updates-8-26-25/): Idle Quick Ordering (Now called Quick Order Menus) There is currently underutilized space to the right of your tabs list. Quick Order Menus will take advantage - [Sales Page Updates (9/9/25)](https://docs.gotab.io/operator/gotab-manager-dashboard-announcements/sales-page-updates-9-9-25/): Today we released some improvements to your Sale Page in an effort to provide more clarity into your sales data. Your sales data has not changed, but we have ma - [SMS platform transition (9/20/24)](https://docs.gotab.io/operator/gotab-manager-dashboard-announcements/sms-platform-transition/): GoTab has partnered with OpenPhone to ensure GoTab customers utilizing SMS messaging stay compliant with new, significantly more stringent industry standards an - [GoTab Marketplace](https://docs.gotab.io/operator/gotab-marketplace/): Multi-operator features, shared menus, vendor fees, and multi-location management. - [Multi-Operator Management: What is it?](https://docs.gotab.io/operator/gotab-marketplace/multi-operator-managementarticle/): GoTab’s Multi-Operator feature allows locations operating with multiple tenants to use one QR code, enacting a seamless ordering process. Each vendor will indiv - [Multi-Operator: Vendor Fees (Remittances): What is it?](https://docs.gotab.io/operator/gotab-marketplace/multi-operator-r/): GoTab allows multi-operators the option to allocate percentage of sales or tips from vendors to the master location. - [Multi-operator: interpreting vendor fees (remittances)](https://docs.gotab.io/operator/gotab-marketplace/multi-operator/): How do I view remittances? - [Shared Menus: What are they and how do you set them up?](https://docs.gotab.io/operator/gotab-marketplace/shared-menus/): Shared menus allow multi-operators the ability for vendors to have complete control over their own menus on their individual manager dashboards. - [Integrations](https://docs.gotab.io/operator/integrations/): Connect GoTab to OpenTable, 7shifts, Restaurant365, Klaviyo, QuickBooks, and more. - [Set up 3rd party ordering](https://docs.gotab.io/operator/integrations/3rd-party-ordering/): Consolidate your DSPs (DoorDash, UberEats etc.) with GoTab's 3rd Party Ordering Integration. - [Connect your GoTab account with Klaviyo](https://docs.gotab.io/operator/integrations/connect-klaviyo/): Learn how to connect your GoTab account/s with Klaviyo for streaming in real-time customer events. - [How do I Connect meez Recipes with GoTab](https://docs.gotab.io/operator/integrations/how-do-i-connect-meez-recipes-with-gotab/): Sync meez recipes with GoTab products to view ingredients and prep instructions from any GoTab Task Display. - [How do I connect Restaurant 365](https://docs.gotab.io/operator/integrations/how-do-i-connect-restaurant365/): A tutorial for GoTab users needing to connect their account with Restaurant 365 - [How GoTab supports 7shifts Tip Pooling](https://docs.gotab.io/operator/integrations/how-gotab-supports-7shifts-tip-pooling/): 7shifts tip pooling feature automatically imports sales data received by GoTab for wage distribution and reporting. - [How to Configure the BarTrack Integration](https://docs.gotab.io/operator/integrations/how-to-configure-bartrack/): Configure the BarTrack integration to pull order data from GoTab for inventory management and draft system optimization reporting. - [How to Connect OpenTable](https://docs.gotab.io/operator/integrations/how-to-connect-opentable/): Connect your OpenTable account with GoTab for reservation management. - [How to sync email subscribers into Klaviyo](https://docs.gotab.io/operator/integrations/how-to-create-lists-in-klaviyo/): A Klaviyo list must be created to sync new email subscribers from GoTab into Klaviyo. - [How to enable 7shifts Clock-in Enforcement](https://docs.gotab.io/operator/integrations/how-to-enable-7shifts-clock-in-enforcement/): Require employees to be clocked-in before they can access GoTab POS. - [How to set up Google Redirect](https://docs.gotab.io/operator/integrations/how-to-setup-google-redirect/): Our Google Redirect integration allows the ‘Order Online’ button within Google to redirect your guests directly to ordering through GoTab. - [How to sync 7shifts and GoTab employees](https://docs.gotab.io/operator/integrations/how-to-sync-7shifts-and-gotab-employees/): Import employees from 7shifts into GoTab programmatically to help reduce redundancy, increase accuracy for sale/labor/tip reporting. - [How to sync GoTab spots with OpenTable tables](https://docs.gotab.io/operator/integrations/how-to-sync-gotab-spots-with-opentable-tables/): Sync GoTab spots with OpenTable tables for guest reservation and check mapping. - [Set up OpenPhone account](https://docs.gotab.io/operator/integrations/openphone-account-setup/): Signing up for OpenPhone is not a requirement for basic text functionality on GoTab. Our integration with OpenPhone offers increased visibility and functionalit - [SMS Platform Transition](https://docs.gotab.io/operator/integrations/openphone/): GoTab has partnered with OpenPhone to ensure GoTab customers utilizing SMS messaging stay compliant with the new, significantly more stringent industry standard - [OpenTable integration summary](https://docs.gotab.io/operator/integrations/opentable-integration-overview/): The integration between OpenTable and GoTab enables the two systems to communicate in real-time, streamlining the core information restaurants need. - [How to enable the 7shifts integration](https://docs.gotab.io/operator/integrations/setting-up-7shifts-integration/): GoTab enables sales data to be viewed against sales, tip and labor tracking information in 7shifts. - [Setting up QuickBooks Online](https://docs.gotab.io/operator/integrations/setting-up-your-quickbooks-integration/): Our QuickBooks Online integration allows for your GoTab accounting data to automatically sync via daily exports of your accounting information directly into QBO - [SMS opt-in for guests](https://docs.gotab.io/operator/integrations/sms-opt-in/): In this article we will cover how guests opt-in for SMS messaging. - [Event Deposit in TripleSeat](https://docs.gotab.io/operator/integrations/tripleseat-event-deposits/): Learn how to create, pay for, sync, and redeem TripleSeat event deposits within GoTab. - [KDS, Printers & Displays](https://docs.gotab.io/operator/kds-printers-additional-display-setup/): Set up kitchen display systems, receipt printers, task displays, and additional screens. - [Auto-text on fulfillment](https://docs.gotab.io/operator/kds-printers-additional-display-setup/auto-text-on-fulfillment/): You can configure your KDS to auto-text customers upon fulfilling an order. - [Displays: How to receive a new activation code](https://docs.gotab.io/operator/kds-printers-additional-display-setup/displays-how-to-receive-an-activation-code/): If your device is asking for a 6 digit activation code, you can quickly grab one from your GoTab Manager Dashboard. Activating a point of sale as a payment t - [How to set up a display system](https://docs.gotab.io/operator/kds-printers-additional-display-setup/displaysetup/): In this article we'll cover how to activate a non-payment terminal display system. - [KDS: EXPO vs PREP mode](https://docs.gotab.io/operator/kds-printers-additional-display-setup/expo-vs-prep-mode-on-your-kds/): EXPO: When your KDS is set to EXPO, that means that you have the ability to view all orders across all zones (i.e. Bar, Kitchen, Upstairs Bar, Etc.) Typically, - [How do I add a Task Display System](https://docs.gotab.io/operator/kds-printers-additional-display-setup/how-do-i-set-up-task-display-system/): Create a task display in GoTab and pair it with a Kitchen Display for recipe management. - [Task Display: How do I view recipes from the KDS?](https://docs.gotab.io/operator/kds-printers-additional-display-setup/how-do-i-use-the-task-display-to-view-recipes/): After you pair your Task Display with a KDS, you can begin viewing recipes. - [KDS: Closeout Report](https://docs.gotab.io/operator/kds-printers-additional-display-setup/how-to-close-out-from-your-kds/): You can print a closeout report directly from your KDS. - [KDS: How to reach out to GoTab support](https://docs.gotab.io/operator/kds-printers-additional-display-setup/how-to-reach-out-to-gotab-support-from-your-kds/): You can reach GoTab Support via our chat bubble from the KDS or the manager dashboard any time. - [KDS: How to set up batch orders](https://docs.gotab.io/operator/kds-printers-additional-display-setup/how-to-set-up-batch-orders/): Enabling batch orders makes it easy for staff to see what orders (within x seconds) are at the same table. - [KDS: How to sort items on your tickets](https://docs.gotab.io/operator/kds-printers-additional-display-setup/how-to-sort-items-on-the-kds/): You can sort items on the KDS or printed tickets by navigating to Location Settings--Edit--Display Settings in the manager dashboard. You will then scroll down - [KDS: How to text a guest and view old messages](https://docs.gotab.io/operator/kds-printers-additional-display-setup/how-to-text-a-guest-from-your-kds/): KDS: How to text a guest and view old messages - [KDS: Display functionality](https://docs.gotab.io/operator/kds-printers-additional-display-setup/kds-display-functionality/): Print On Fulfill You can configure a KDS ticket to automatically print the ticket when the order or product is fulfilled by turning on print on fulfill. If prin - [KDS: How do I view modifier names?](https://docs.gotab.io/operator/kds-printers-additional-display-setup/kds-how-do-i-view-modifier-names/): Modifier Names can be configured to show underneath the order on the KDS. This allows kitchen staff to easily view where the modifier option belongs. To enable - [KDS multi select](https://docs.gotab.io/operator/kds-printers-additional-display-setup/kds-multi-select/): You can mass text multiple guests from the KDS. Use Case: To access this, click the pointer icon on the bottom right of your KDS, then select the guests’ tick - [KDS: Settings overview](https://docs.gotab.io/operator/kds-printers-additional-display-setup/kds-settings/): This is how you can configure your KDS Settings. - [KDS: Takeout](https://docs.gotab.io/operator/kds-printers-additional-display-setup/kds-takeout/): When viewing takeout tickets on the KDS, you may see they have different functionalities. Takeout tickets will show the time the takeout is scheduled for as we - [KDS: Ticket functionality](https://docs.gotab.io/operator/kds-printers-additional-display-setup/kds-ticket-functionality/): Ticket Functionality [ ●●● ] On the KDS, when the display is in expo mode, there is greater functionality to engage with the the tickets. Texting Customers Al - [KDS: Ticket timer](https://docs.gotab.io/operator/kds-printers-additional-display-setup/kds-ticket-timer/): KDS Ticket Timer In the KDS, there are two ways to account for time. Operators can choose to use the countdown mode or count up mode [simple ticket timer]. The - [KDS: Setting up your KDS display](https://docs.gotab.io/operator/kds-printers-additional-display-setup/setting-up-kds/): Step 1: You can download the GoTops app, dependent on the operating system of the device, at the following: Android - gotab.io/android/gotops Windows - gotab.io - [KDS: Print on dispatch](https://docs.gotab.io/operator/kds-printers-additional-display-setup/setting-your-printer-to-print-on-dispatch/): Setting your KDS to print on dispatch helps avoid overwhelming the kitchen with tickets by printing only when an order is fulfilled. - [Station Groups](https://docs.gotab.io/operator/kds-printers-additional-display-setup/station-groups/): Station Groups will allow you to keep your prep stations in sync with all prep times on the same ticket. - [Station Overrides](https://docs.gotab.io/operator/kds-printers-additional-display-setup/station-overrides/): In GoTab, you can set up station overrides that reroute products for fulfillment based on the zone the product is ordered in. - [What to do if one printer is down (but other printers are working)](https://docs.gotab.io/operator/kds-printers-additional-display-setup/what-to-do-if-one-printer-is-down-but-other-printers-are-working/): Troubleshooting steps for a single offline printer. Before starting, confirm all cables are connected and your network is stable. Ask if there have been any recent network changes. - [Manager Dashboard](https://docs.gotab.io/operator/manager-dashboard/): Reports, location settings, service fees, staff management, and analytics for your GoTab location. - [Accrual vs. deposit view](https://docs.gotab.io/operator/manager-dashboard/accrual-vs.-deposit-view/): The Payouts dashboard displays your accounting data and deposits. - [Announcements](https://docs.gotab.io/operator/manager-dashboard/announcements/): Announcements allow the GoTab team to directly communicate with clients system-wide to ensure they are up to date with the latest features. - [Chart of Accounts](https://docs.gotab.io/operator/manager-dashboard/chart-of-accounts/): In this article we introduce you to the Chart of Accounts and how you can create your own accounts to fine tune your sales reporting. - [Full Service: Coursing Configuration](https://docs.gotab.io/operator/manager-dashboard/coursing-1/): You can configure products to specific courses in your Manager Dashboard. - [Location Settings: Daily Insight Email](https://docs.gotab.io/operator/manager-dashboard/daily-emails/): Learn how to add or remove your email from the daily email generator to receive your location-specific daily insight report. - [Reports: KDS Fulfillment Report](https://docs.gotab.io/operator/manager-dashboard/fulfillment-report/): This report allows users to see the performance of order processing in the kitchen, including average fulfillment times and the slowest orders. - [Location Settings: Edit](https://docs.gotab.io/operator/manager-dashboard/how-to-access-edit-your-location-configurations-dashboard/): Learn how to edit your location settings. - [Location Settings: How to Add Service Charges (Automatic Gratuity)](https://docs.gotab.io/operator/manager-dashboard/how-to-add-service-fees/): At GoTab, service charges can be added on the zone level to automatically apply to any tab in that zone, supporting large parties, delivery fees, and catering. - [Location Settings: Messaging](https://docs.gotab.io/operator/manager-dashboard/how-to-create-custom-messages/): Learn how to create custom messages, assign them as primary or default, and when to use custom messaging. - [Location Settings: How to create & edit your Tax Rates](https://docs.gotab.io/operator/manager-dashboard/how-to-edit-your-tax-rates/): Learn how to locate your Tax Rates configurations dashboard so that you can update, remove, and edit your tax rates. - [Location Settings: Schedule and Schedule Overrides](https://docs.gotab.io/operator/manager-dashboard/how-to-set-a-schedule-override/): Learn how to create schedules and schedule overrides from the Location Settings page in the GoTab Manager Dashboard. - [How to override your location schedule](https://docs.gotab.io/operator/manager-dashboard/how-to-turn-off-ordering-for-a-specific-days/): If you ever need to turn your ordering on or off for the day or days, you can put a schedule override on top of your main location's schedule. - [Reports: Customer Feedback](https://docs.gotab.io/operator/manager-dashboard/how-to-view-customer-feedback/): Reports: Customer Feedback - [GoTab Accounting/Payout Reports](https://docs.gotab.io/operator/manager-dashboard/how-to-view-your-gotab-accounting-reports/): “Navigate to the Payouts Page in the GoTab Manager Dashboard to view accrual accounting, deposit view, and merchant overview reports.” - [Reports: Product Mix](https://docs.gotab.io/operator/manager-dashboard/how-to-view-your-product-mix/): The product mix allows you to view and interpret product data on a granular level. - [Reports: Sales Page](https://docs.gotab.io/operator/manager-dashboard/how-to-view-your-sales-report/): Navigate to the Sales Page in your GoTab Manager Dashboard to view sales data, drill into discounts, and download transaction reports. - [Labor Management](https://docs.gotab.io/operator/manager-dashboard/howtomanagelabor/): GoTab's labor functionality allows you to adjust employee clock in/out times, track employee hours, shift breaks, pay rates and tip declarations. - [Reports: Payments Page](https://docs.gotab.io/operator/manager-dashboard/payments/): From the Payment Page in your manager dashboard, you can view payments, refunds, chargebacks and failures. - [Reports: Inventory Depletion](https://docs.gotab.io/operator/manager-dashboard/reports-inventory-depletion/): You can view a comprehensive report of all your inventory adjustments and depletions. - [Reports: Variants](https://docs.gotab.io/operator/manager-dashboard/reports-variants/): You can view a report of your variants. - [Service (Employee Reports)](https://docs.gotab.io/operator/manager-dashboard/service-employee-reports/): The service tab will display sales, comps, voids, and discounts and can be viewed by all or grouped by an employee. - [Managing Your Tabs](https://docs.gotab.io/operator/managing-your-tabs/): Close tabs, process refunds, update payment methods, search tabs, and manage open orders. - [Closing All Open Tabs from the Manager Dashboard](https://docs.gotab.io/operator/managing-your-tabs/closing-all-open-tabs-manager-dashboard/): To close all open tabs, click the Close all open tabs button from the tabs page. - [Tabs: How to Filter by Tab Status](https://docs.gotab.io/operator/managing-your-tabs/filter-by-tab-status/): You can easily adjust your tabs view from the tabs page by tab status using the Open Tabs and Closed tabs toggles. - [Guest Cover Count](https://docs.gotab.io/operator/managing-your-tabs/guest-count/): You can now add a cover count for the number of guests on a given tab on your POS. - [Pocket POS: Guest Pay](https://docs.gotab.io/operator/managing-your-tabs/guest-pay/): Quickly flip to Guest Mode on the Pocket POS to more intuitively allow your guest to pay, tip and choose method of receipt delivery. - [How Do I Add Seats to Orders?](https://docs.gotab.io/operator/managing-your-tabs/how-do-i-add-seat-numbers/): Our seating feature allows you to designate items to specific seat numbers or the entire table, as well as to rename seats. - [Tabs: How to manually close an open tab](https://docs.gotab.io/operator/managing-your-tabs/how-to-manually-close-an-open-tab/): In GoTab, you have the ability to manually close a tab. This is helpful in case a customer leaves your establishment without closing their tab. Or, if you are c - [Tabs: Refunds](https://docs.gotab.io/operator/managing-your-tabs/how-to-process-a-refund-article/): You can easily process a refund from the tabs page on the manager dashboard. - [Tabs: How to change the payment method of a closed tab](https://docs.gotab.io/operator/managing-your-tabs/how-to-update-the-payment-method-of-a-closed-tab/): If a customer paid with the wrong card, a Manager can go into the tab to process a refund and reopen it so that the guest can pay with a new payment method. Her - [Tabs: How to text a guest from the tabs page](https://docs.gotab.io/operator/managing-your-tabs/initiating-custom-chat-1/): To initiate a message, click the arrow on the order card then select the blue message icon to start a conversation with a guest. - [POS: Pre auth name prompt](https://docs.gotab.io/operator/managing-your-tabs/nameprompt/): A tool to help ensure your tabs are properly named and easily located. - [Scheduled vs. Placed](https://docs.gotab.io/operator/managing-your-tabs/scheduled-vs.-placed/): GoTab allows you to filter your tabs, product mix, and feedback pages by scheduled or placed orders. - [Tabs: How to Search for a Tab](https://docs.gotab.io/operator/managing-your-tabs/search-by-name-or-table/): The search bar on the tabs page allows you to locate a guests' tab seamlessly. Simply search by using the guests' first and last name, check number, or the spot - [Tabs: Viewing Guests' Receipts](https://docs.gotab.io/operator/managing-your-tabs/viewing-guest-reciepts/): To locate a guests' receipt from the Manager use the search bar on the tabs page to filter by the guests' name or table number. Then select the blue receipt ico - [Menu Management](https://docs.gotab.io/operator/menu-management/): Build and maintain your menu — products, modifiers, categories, images, QR codes, and zones. - [Category bulk tagging](https://docs.gotab.io/operator/menu-management/category-bulk-tagging/): Bulk Category Tagging lives under your "Bulk Edit Products Within Category" option. Select this to get started with bulk tagging. - [Copying Modifiers](https://docs.gotab.io/operator/menu-management/copying-modifiers/): You have the ability to copy modifiers allowing you to save time by copying over information into a separate modifier group. - [Creating a Takeout Zone](https://docs.gotab.io/operator/menu-management/creating-a-takeout-zone/): Learn how to create a Takeout Zone in GoTab, including configuring order lead time, scheduling, ASAP orders, and throttle settings. - [How to Create A Modifier](https://docs.gotab.io/operator/menu-management/creatingamodifier/): You can customize your products with any modifier and also choose a default option for guests upon ordering. - [Call to action (CTA) buttons](https://docs.gotab.io/operator/menu-management/cta-call-to-action/): Provide your guests a distinct button linking to an external URL, whether it's your website or social media. - [Creating a delivery zone](https://docs.gotab.io/operator/menu-management/delivery-zone/): To create a Delivery Zone in GoTab, first create your delivery boundary map in Google Maps, then configure your zone settings and spots. - [How To Update Availability of a Product through the Manager Dashboard](https://docs.gotab.io/operator/menu-management/how-to-86-or-disable-an-item/): In your GoTab Manager Dashboard, KDS, or POS you can hide or mark an item unavailable in case you run out of stock. - [How To Print Your QR Codes](https://docs.gotab.io/operator/menu-management/how-to-access-your-qr-codes/): Each spot at your venue will have its own unique QR Code so your staff knows where to deliver placed orders to. - [How To Create a Notice](https://docs.gotab.io/operator/menu-management/how-to-add-a-notice-on-your-menu-site/): Notices is a tool operators use to add a layer of communication between them and their guests. - [How to add GoTags (filters) to your Products](https://docs.gotab.io/operator/menu-management/how-to-add-filters-to-your-menu/): GoTags are external tags that act as filters for your customer-facing menu. - [How to Add Products to your POS but not Customer QR Ordering](https://docs.gotab.io/operator/menu-management/how-to-add-products-to-your-pos-but-not-customer-qr-ordering/): You can configure certain products to only be shown on your POS ensuring they can only be ordered through a server. - [How To Restore Your Archived Products](https://docs.gotab.io/operator/menu-management/how-to-archive-your-products/): Managers can bring back archived or deleted products to a category of their choice using the bin icon in the Product Catalog. - [How to assign a barcode to a product](https://docs.gotab.io/operator/menu-management/how-to-assign-a-barcode-to-a-product/): GoTab uses barcode scanning technology which allows operators to assign a barcode to any of their products. This technology allows products to be scanned via th - [How to Bulk Edit Products Within a Category](https://docs.gotab.io/operator/menu-management/how-to-bulk-edit-products-within-a-category/): Bulk Product Editing allows you to edit all products within a category without having to edit each product individually. - [How To Change Tip Suggestion Calculation](https://docs.gotab.io/operator/menu-management/how-to-change-tip-suggestion-calculation/): In this article we'll show the two tip percentage calculations you can use to calculate tip percentages on a tab. - [How To Create A Delivery Map](https://docs.gotab.io/operator/menu-management/how-to-create-a-delivery-map/): Learn how to create a delivery map in Google My Maps and upload a KML file to define delivery zones in GoTab. - [How To Manage Your Product Catalog](https://docs.gotab.io/operator/menu-management/how-to-manage-your-product-catalog/): Learn how to add categories and products to your product catalog. - [How To Upload Product Images/Videos](https://docs.gotab.io/operator/menu-management/how-to-upload-product-images/): You can add product images or videos to your products and menus to further maximize your guests QR ordering experience. - [Option Groups](https://docs.gotab.io/operator/menu-management/intro-to-option-groups/): In this article we are going to cover our new Option Groups. - [Managing your stock levels](https://docs.gotab.io/operator/menu-management/inventory-management/): Stock level management is critical to operations to measure food and beverage costs. - [Item details on POS & KDS](https://docs.gotab.io/operator/menu-management/item-details-on-pos-kds/): The item detail functionality allows servers or kitchen staff to quickly bring up item descriptions and access 86ing and stock level controls. - [Links & QRs](https://docs.gotab.io/operator/menu-management/links-qrs-1/): QRs store direct URL information allowing guest access to sections of GoTab for ordering, from location-level down to individual spots. - [How to Create a Menu](https://docs.gotab.io/operator/menu-management/menu-creation/): Menus allow you to pull in your products and categories from the product catalog into individual concise menus for guest ordering. - [Product Catalog Tools](https://docs.gotab.io/operator/menu-management/menu-options/): Use the product catalog tools to bulk edit options, update display order, upload or download menus, and access archived products. - [Setting a schedule on your menu or zone](https://docs.gotab.io/operator/menu-management/menuscheduling/): Setting a schedule on a menu is helpful if you serve different menus during different times. - [Option quantities on modifiers](https://docs.gotab.io/operator/menu-management/option-quantities/): Use option quantities if you want to allow your guests to select multiple selections of your modifiers. - [Throttles](https://docs.gotab.io/operator/menu-management/order-throttles/): Throttles control the amount of orders that are placed during a period of time. - [Searchable: On vs Off](https://docs.gotab.io/operator/menu-management/searchable-on-vs-off/): Searchable is used for your menus and zones. - [Searching for products](https://docs.gotab.io/operator/menu-management/searching-for-products/): Search and filter your products by enabled, 86'd, or disabled status in the product catalog. - [Zone/Menu Filtering with Tags](https://docs.gotab.io/operator/menu-management/set-availability-tags/): Use product tags and filters on zones or menus to fine-tune what products are available and where. - [Spot Management](https://docs.gotab.io/operator/menu-management/spot-management/): A spot can be a table, a seat at the bar, or any location where guests order. Spots can be renamed and moved between zones individually or in bulk. - [Variants: How do I set them up?](https://docs.gotab.io/operator/menu-management/variants-how-do-i-use-them/): If you wish to use variants and do not see them as an option, please reach out to your account manager or chat support to turn on variants at your location. Var - [Variants: What are they?](https://docs.gotab.io/operator/menu-management/variants/): Variants can be used to track Merchandise, Beverage efficiency, and Ingredients. - [What is a Menu](https://docs.gotab.io/operator/menu-management/what-is-a-menu/): Menus are a compilation of items or categories meant to emulate physical menus, keeping your product catalog organized and concise. - [How do I add a recipe to my products to use the Task Display?](https://docs.gotab.io/operator/menu-management/youtube-recipes/): When utilizing the task display, you will pair recipes to your products. - [Zone overview and breakdown](https://docs.gotab.io/operator/menu-management/zone-overview-and-breakdown/): There are 3 types of zone groups: Dine-In, Takeout, and Delivery. All zones are created within one of these groups. - [Order prompts on zones](https://docs.gotab.io/operator/menu-management/zone-prompts/): Order prompts can be added from the Zones dashboard and configured as checkboxes or open text fields, with optional required responses. - [Creating a dine in zone](https://docs.gotab.io/operator/menu-management/zones-1/): Dine In zones are for any customers that are inside of the restaurant ordering. - [Option Group Tagging](https://docs.gotab.io/operator/option-group-tagging/): Tag specific options for cart rules - [Pack & Route](https://docs.gotab.io/operator/pack-route/): Manage takeout packing slips, delivery route planning, and order fulfillment for delivery operations. - [How To Access Your Delivery Routes](https://docs.gotab.io/operator/pack-route/how-to-access-your-delivery-routes/): Learn how to calculate your delivery routes and open them directly in Google Maps from the GoTab manager dashboard. - [Generate a packing slip](https://docs.gotab.io/operator/pack-route/how-to-generate-a-packing-slip/): Learn how to select takeout or delivery orders and generate packing slips from the Pack & Route dashboard. - [Pack & Route](https://docs.gotab.io/operator/pack-route/pack-and-route/): The Pack & Route dashboard helps operators generate packing slips, export bulk orders, and plan self-delivery routes. - [Packing Slips](https://docs.gotab.io/operator/pack-route/pack-route-packing-slips/): Packing slips allow you to generate printable or exportable versions of any order from the Pack & Route dashboard. - [Route Planning](https://docs.gotab.io/operator/pack-route/pack-route-route-planning/): GoTab's route planning feature allows operators doing self-delivery to create optimal routes by time, distance, or number of vehicles. - [POS](https://docs.gotab.io/operator/pos/): Use and configure the GoTab POS — dine-in orders, quick orders, split checks, voids, and hardware setup. - [Activate GoTab POS as non-terminal](https://docs.gotab.io/operator/pos/activate-gotab-pos-app-non-payment-terminal/): Here we will walk through how to activate a POS or CFD with the GoTab POS app as a non-terminal. - [Activate GoTab POS app as terminal](https://docs.gotab.io/operator/pos/activate-gotab-pos-app-payment-terminal/): Here we will walk through how to activate a POS, CFD or KIOSK with the GoTab POS app as a payment terminal. - [Add mobile number to a POS tab with Phone Pass](https://docs.gotab.io/operator/pos/adding-a-mobile-number-to-a-pos-tab/): You can add mobile numbers to a POS-initiated tab allowing you to automatically text guests upon fulfillment from the KDS. - [AMS1](https://docs.gotab.io/operator/pos/ams1/): In this article we will cover the AMS1 payment terminal. - [Call Number Prompt](https://docs.gotab.io/operator/pos/call-number-prompt/): The call number prompt adds an automatic POS prompt for staff or guests to enter a buzzer or call number on each order. - [Creating a quick order](https://docs.gotab.io/operator/pos/creating-a-quick-order/): Utilize Quick Orders (lightning bolt icon) to speed up order entry at the POS. - [Starting a dine in order](https://docs.gotab.io/operator/pos/creatingadineinorder/): Learn how to start a dine in order for a guest, including how to send, pay, and manage open tabs from the POS. - [Discoverable on the POS](https://docs.gotab.io/operator/pos/discoverable-on-the-pos/): The Discoverable feature allows a guest to easily access their server-initiated tab. - [Finding Tabs](https://docs.gotab.io/operator/pos/finding-checks/): Find and manage tabs on the POS using My Pending, My Open, My Closed, All Open, All Closed, Search, and Previously Unpaid views. - [Full service: POS coursing](https://docs.gotab.io/operator/pos/full-service-pos-coursing/): Easily course items on the POS. - [GoTab’s RFID technology](https://docs.gotab.io/operator/pos/gotabs-rfid-technology/): GoTab's RFID technology lets servers open and manage guest tabs by scanning an RFID card, with guests able to order at self-serve stations or through the POS. - [How do I Create a Floor Map?](https://docs.gotab.io/operator/pos/how-do-i-create-a-floor-map/): Create a floor map by navigating to your maps tab, pressing +add floor map, naming it, then dragging spots to recreate your floor plan. - [How Do I Pair an NYC1?](https://docs.gotab.io/operator/pos/how-do-i-pair-an-nyc1/): Here we will walk through how to pair an NYC1 via Bluetooth to your phone or tablet. - [How do I ring in an item at a station and have it not print?](https://docs.gotab.io/operator/pos/how-do-i-ring-in-an-item-at-a-station-and-have-it-not-print/): You can choose to block printers from specific POS stations. - [How do I rush orders from my POS?](https://docs.gotab.io/operator/pos/how-do-i-rush-orders-from-my-pos/): You can rush orders directly from your POS. - [How do I set a spend limit on a tab?](https://docs.gotab.io/operator/pos/how-do-i-set-a-spend-limit-on-a-tab/): Set a spend limit on a tab to notify the server when the limit is hit. The spend limit will not stop orders from being sent. - [How do I view all tabs with no tip?](https://docs.gotab.io/operator/pos/how-do-i-view-all-tabs-with-no-tip/): View all tabs with no tip on the POS by pressing 'all closed' tabs and choosing 'View Tabs With No Tip,' then add a tip to any tab. - [How to Access a User Report](https://docs.gotab.io/operator/pos/how-to-access-a-server-report/): On the POS, the user report allows operators to monitor sales, taxes, and tips for individual employees or all users. - [How do I add a service fee to a tab?](https://docs.gotab.io/operator/pos/how-to-add-a-service-fee-to-a-tab/): Add a service fee to an existing tab on the POS. Best practice is to apply the fee after all orders are sent, as it applies to existing orders only. - [How to Add a Tip to a Closed Tab](https://docs.gotab.io/operator/pos/how-to-add-a-tip-to-a-closed-tab/): You can easily add a tip to any closed tab for up to 72 hours. - [How to add a tip from a previous day](https://docs.gotab.io/operator/pos/how-to-add-a-tip-to-a-tab-from-a-previous-day/): If you have a tab from a previous day that has been closed but needs a tip added to it, you can do so. - [How to assign a PIN to access your POS](https://docs.gotab.io/operator/pos/how-to-assign-a-pin-to-access-your-pos/): Navigate to the Users Page, select the pencil icon on the user, then click the Additional Information dropdown and assign a new PIN. - [How to Comp or Void Items](https://docs.gotab.io/operator/pos/how-to-comp-or-void-items/): You can comp or void items on a tab as well as add any discounts. To comp or void items, navigate to the tab. - [How to Override Schedules on the POS](https://docs.gotab.io/operator/pos/how-to-override-schedules-on-the-pos/): Override any schedule on the POS by enabling 'POS will ignore schedules' from your Location Settings page in the GoTab Manager Dashboard. - [How to Pay for an Occasion in Advance!](https://docs.gotab.io/operator/pos/how-to-set-up-an-event-deposit/): Guests can pay for an occasion in advance by using our event deposit feature. - [How do I transfer a tab?](https://docs.gotab.io/operator/pos/how-to-transfer-tabs/): You can easily transfer any tab on the POS to another staff member. - [How to use a Barcode Scanner on the POS](https://docs.gotab.io/operator/pos/how-to-use-a-barcode-scanner-on-the-pos/): GoTab utilizes barcode scanning technology allowing operations to implement barcode scanning during the ordering flow on the POS. - [How to Use Quick Modifiers on the POS](https://docs.gotab.io/operator/pos/how-to-use-quick-modifiers-on-the-pos/): Quick Modifiers on the POS help ramp up the speed of transactions. These modifier buttons will display next to your item on the POS. - [Cash Due to the House/Server](https://docs.gotab.io/operator/pos/how-will-my-servers-owe/): The user report on the POS will show cash due to the house/server. - [How To Set-up The Phone Only POS](https://docs.gotab.io/operator/pos/phone-only-pos/): With the Phone Only POS, use Tap To Pay with a credit card or mobile wallet to the back of your Pocket POS to accept payment. - [POS Default Views](https://docs.gotab.io/operator/pos/pos-default-views/): GoTab offers multiple default view options when pinning into the POS. - [POS Menu Management](https://docs.gotab.io/operator/pos/pos-menu-management/): You can manage your menu and set product delays from any POS display, including marking items unavailable and adjusting stock levels. - [POS Notifications](https://docs.gotab.io/operator/pos/pos-notifications/): Utilize notifications on your POS to get notified when a product is unavailable, for POS refund requests, QR tab ratings, or when a QR is scanned in your establishment. - [Remove payment and reopen tab](https://docs.gotab.io/operator/pos/pos-remove-payment-and-reopen-tab/): You can easily remove a payment and reopen a tab from the POS, allowing staff to remove a tender and accept a different payment method. - [Server spot assignments](https://docs.gotab.io/operator/pos/pos-server-spot-assignments/): Assign your servers sections ahead of their shifts. - [Refund mode](https://docs.gotab.io/operator/pos/refund-mode/): The refund mode feature allows a manager to issue a credit back to a guest, most commonly used for refunding keg deposits. - [How To Reopen A Tab](https://docs.gotab.io/operator/pos/reopening-tabs/): Tabs can be reopened on selection from the POS. - [S1F2](https://docs.gotab.io/operator/pos/s1f2/): In this article we will cover the two main ways to deploy the S1F2 within GoTab: as a CFD running the GoTab app or as a basic terminal. - [Split pay](https://docs.gotab.io/operator/pos/split-pay-1/): The POS Split Pay functionality allows you to split payment seamlessly across multiple tender types or split items onto new checks. - [Starting a takeout order](https://docs.gotab.io/operator/pos/starting-a-takeout-order/): Learn how to start a takeout order from your POS. - [Tab pass optimizations](https://docs.gotab.io/operator/pos/tab-pass-optimizations/): In this article we'll cover our new tab pass optimizations where we have improved the speed of adding tab passes, as well as now having the ability t00o immedia - [POS tab views](https://docs.gotab.io/operator/pos/tab-views/): In this article we'll cover the different views we provide for a tab in your POS. - [What are Maps?](https://docs.gotab.io/operator/pos/what-are-maps/): Maps allow you to create floor plans that imitate your physical restaurant. - [Why don't I see the refund option on my POS?](https://docs.gotab.io/operator/pos/why-dont-i-see-the-refund-option-on-my-pos/): If you don't see the refund option on your POS or you are getting an error when clicking Refund, it's likely because you don't have the permission to perform th - [Payments & Gift Cards](https://docs.gotab.io/operator/processors-cash-gift-cards-house-accounts/): Cash accounts, gift cards, house accounts, event deposits, and payment processor configuration. - [Add house account](https://docs.gotab.io/operator/processors-cash-gift-cards-house-accounts/add-house-account/): You can add an account to your house account processor from both the POS and the GoTab Manager Dashboard. Notes: -A House Account processor is first needed to a - [Cash tax-inclusive](https://docs.gotab.io/operator/processors-cash-gift-cards-house-accounts/cash-tax-inclusive/): Our cash tax-inclusive feature allows you to build the tax amount into the purchase price of a product paid with cash. - [How To Create House Account Processor](https://docs.gotab.io/operator/processors-cash-gift-cards-house-accounts/create-house-account-processor/): What is a House Account? House accounts allow you to create a form of payment that is independent from credit cards or your cash accounts. A good example would - [Event deposits: how to invoice a guest](https://docs.gotab.io/operator/processors-cash-gift-cards-house-accounts/event-deposits-how-to-invoice-a-guest/): Once you accept payment for an event deposit, you are able to send the guest an invoice. To invoice a guest, simply press the share tab button on the event dep - [Dedicated gift card ordering page](https://docs.gotab.io/operator/processors-cash-gift-cards-house-accounts/gift-card-ecommerce-page/): In this article we're going to cover our new dedicated gift card ordering page, allowing for a more seamless ordering experience for your guests, as well as mes - [Gift card processor info/functionality](https://docs.gotab.io/operator/processors-cash-gift-cards-house-accounts/gift-card-processor/): In this article we'll cover some of the additional tools and information you can find around gift cards on the processors page. - [Gift card reporting](https://docs.gotab.io/operator/processors-cash-gift-cards-house-accounts/gift-card-reporting/): Gift card reporting is displayed on the payments, sales, and accounting dashboard. On the payments dashboard, operators can view their guests' gift card transac - [How do I Set Up a Cash Account on my POS?](https://docs.gotab.io/operator/processors-cash-gift-cards-house-accounts/how-do-i-set-up-a-cash-account-on-my-pos/): Cash Accounts can be added to a POS at any time but must first be configured in the processors page. To learn how to set up a cash processor, click here. How T - [How do I Set Up a Cash Processor?](https://docs.gotab.io/operator/processors-cash-gift-cards-house-accounts/how-do-i-set-up-a-cash-account/): Note: Generally, setting up a Cash Processor only occurs once during location setup. Once a Cash Processor it configured the first time, you do not have to set - [How to Lookup a Physical Gift Card Balance](https://docs.gotab.io/operator/processors-cash-gift-cards-house-accounts/how-to-find-a-physical-gift-cards-balance/): POS Navigate to MORE and click Gift Cards. Manually enter gift card number OR if your device has a camera, click Scan QR to prompt scanning of QR on gift card. - [How to Issue a Customer a Digital Gift Card](https://docs.gotab.io/operator/processors-cash-gift-cards-house-accounts/how-to-issue-a-customer-a-gift-card/): You can issue digital gift cards directly through the GoTab Manager Dashboard and the customer will receive a text message to access their gift card. - [How to Issue a GoTab Gift Card](https://docs.gotab.io/operator/processors-cash-gift-cards-house-accounts/how-to-issue-a-gift-card/): From either the POS or manager dashboard, you can issue a guest a gift card. - [How to Merge Digital Gift Card](https://docs.gotab.io/operator/processors-cash-gift-cards-house-accounts/how-to-merge-a-gift-card/): Only gift cards from within the same location can be merged. When two or more gift cards are merged, their balances will accrue to a single gift card. - [How to Pay with a Gift Card](https://docs.gotab.io/operator/processors-cash-gift-cards-house-accounts/how-to-pay-with-a-gift-card/): Learn how to pay for a tab using physical or digital GoTab gift cards, including RFID, QR, and barcode scanning methods. - [How to Reconcile your Cash Accounts](https://docs.gotab.io/operator/processors-cash-gift-cards-house-accounts/how-to-reconcile-your-cash-accounts/): You can reconcile your Cash Account via the POS or in the Manager Dashboard. - [How to resend a digital gift card](https://docs.gotab.io/operator/processors-cash-gift-cards-house-accounts/how-to-resend-digital-gift-card/): Resend a digital gift card claim message to a guest from the Processors page or Balance Accounts page in the GoTab Manager Dashboard. - [How to Sell a Physical or Digital GoTab Gift Card](https://docs.gotab.io/operator/processors-cash-gift-cards-house-accounts/how-to-sell-a-physical-gotab-gift-card/): You can easily sell GoTab physical, RFID or digital gift cards from your POS. - [How to set up gift cards](https://docs.gotab.io/operator/processors-cash-gift-cards-house-accounts/how-to-set-up-gift-cards/): Gift cards are set up through the product catalog and processors dashboards in the Manager Dashboard. - [How to Transfer Your Gift Cards](https://docs.gotab.io/operator/processors-cash-gift-cards-house-accounts/how-to-transfer-your-gift-cards/): Customers can transfer a digital gift card to another person via a link, QR code, or email from their GoTab Account Settings page. - [Event Deposit: What is it?](https://docs.gotab.io/operator/processors-cash-gift-cards-house-accounts/what-is-an-event-deposit/): An event deposit allows you to take an advanced payment for a future event, which can be applied to the tab on the day of the event. - [Product Spotlight](https://docs.gotab.io/operator/product-spotlight/): Articles covering GoTab's featured products and capabilities. - [Credit Card Surcharging](https://docs.gotab.io/operator/product-spotlight/credit-surcharging/): GoTab's credit card surcharging feature helps operators offset processing fees by automatically passing costs to customers in compliance with card network rules. - [Donation Prompt](https://docs.gotab.io/operator/product-spotlight/donation-prompt/): Utilize donation prompt to add a prompt to guests to donate to a good cause. - [Insufficient Funds Protection](https://docs.gotab.io/operator/product-spotlight/insufficient-funds-protection/): Incremental authorization reauthorizes a guest's card on every order, protecting your location against guests with insufficient funds to cover their full tab. - [Understanding “Double Charges” and Preauthorizations: What’s Really Happening at Checkout](https://docs.gotab.io/operator/product-spotlight/preauthorizations/): For anyone who’s ever checked their banking app after a night out, or a visit to the gas station and thought, “Wait, why was I charged twice?”—you’re not alone. - [Server Training](https://docs.gotab.io/operator/server-training/): Training guides for servers and front-of-house staff on daily GoTab use. - [Server Training 1: Intro to the POS](https://docs.gotab.io/operator/server-training/server-training-1/): This video covers the foundations of GoTab's POS, including clocking in and out, logging in, and key navigation. - [Server Training 2: Ordering](https://docs.gotab.io/operator/server-training/server-training-2-ordering/): This video shows servers how to place dine-in and takeout orders, navigate menus, and use the different ordering options in GoTab's POS. - [Server Training 3: Tab Management](https://docs.gotab.io/operator/server-training/server-training-3-tab-management/): This video covers tab management in GoTab's POS, including viewing tabs, ordering more, merging and splitting tabs, and issuing refunds, comps, or voids. - [Server training introduction](https://docs.gotab.io/operator/server-training/server-training-introduction/): Train your staff on the basic navigation of the point-of-sale. - [User Experience](https://docs.gotab.io/operator/user-experience/): - [Easy Tab: How do I use it?](https://docs.gotab.io/operator/user-experience/easy-tab-how-do-i-use-it/): Easy Tab is available to use on our customer facing display (CFD) and Pocket POS. - [Easy Tab with +OPEN](https://docs.gotab.io/operator/user-experience/easy-tab-with-plus-open/): In this article we'll show our improved Easy Tab with +OPEN flow that now incorporates both into a single, seamless tab creation. - [Full service: guest coursing](https://docs.gotab.io/operator/user-experience/full-service-guest-coursing/): Guests are able to take control of their food and drink pacing when utilizing guest coursing. - [Guest help button](https://docs.gotab.io/operator/user-experience/guest-help-button/): Allow your guests to reach you from their mobile ordering screen. - [End user experience: how to add a new payment method for QR ordering](https://docs.gotab.io/operator/user-experience/how-to-add-a-new-card/): Edit your payment methods to put multiple credit cards on file and switch between them seamlessly while paying out at GoTab locations. With our new split pay fe - [End user experience: how to tip via QR ordering](https://docs.gotab.io/operator/user-experience/how-to-change-a-tip/): When you close out your tab at GoTab you will be prompted to enter a tip on the review tab screen, with preset percentage options and a custom tip amount. - [Easy Tab: how to set up](https://docs.gotab.io/operator/user-experience/how-to-set-up-easy-tab/): Learn how to configure Easy Tab on your POS, including prompting for Easy Tab on credit card authorization and managing the Keep Easy Tab Spot setting. - [End user experience: how to share and join tabs](https://docs.gotab.io/operator/user-experience/how-to-share-a-tab/): Having your entire party on one open tab will vastly improve your dining experience. GoTab allows you to share your tab with guests at your table so you can all - [Easy Tab: What is it?](https://docs.gotab.io/operator/user-experience/how-to-use-easy-tab/): Easy Tab allows you to enhance a guest's QR Ordering experience by enabling servers or bartenders to simplify the account creation process and quickly guide the - [End User Experience: Joining a segment as a new user](https://docs.gotab.io/operator/user-experience/joining-a-segment-as-a-new-user/): A segment is a group of customers to which special circumstances may apply, such as discounts or vouchers. - [One-tap guest ordering](https://docs.gotab.io/operator/user-experience/one-tap-guest-ordering/): One-tap ordering allows for faster ordering once a guest already has an open tab in the QR order flow. - [End User Experience: How to Open a Tab](https://docs.gotab.io/operator/user-experience/open-a-tab/): By opening a tab, the customer only has to pay once while adding new items seamlessly, saving on credit card processing fees. - [End User Experience: How to Order With GoTab QR Code](https://docs.gotab.io/operator/user-experience/place-an-order-with-gotab/): Step by step instructions for how to place an order. - [End User: Open tab pre-authorization on credit statement](https://docs.gotab.io/operator/user-experience/pre-authorization/): A credit card pre-authorization is a temporary hold placed by a merchant to validate a card is active before finalizing a transaction. - [End User Experience QR: New Users](https://docs.gotab.io/operator/user-experience/setupaccount/): Upon scanning a QR code, new users are prompted to enter their mobile phone number, verify via SMS, and add a payment method to place an order. - [End User Experience: Guest item splitting on shared tabs](https://docs.gotab.io/operator/user-experience/split-pay-by-item/): When guests share tabs via QR ordering, they can choose the items or portions of the items they want to purchase. - [End User Experience: How to split payment across multiple credit cards/gift cards](https://docs.gotab.io/operator/user-experience/splitpay/): Customers can split payment between any number of credit/debit cards, gift cards, and digital wallet payment methods such as Apple Pay or Google Pay. - [End user experience: Updating a user account](https://docs.gotab.io/operator/user-experience/updating-a-user-account/): If you are a frequent user, you will want to make sure all your information is up to date and accurate. This article will show you how to edit your profile. - [Adding Documentation](https://docs.gotab.io/reference/adding-docs/): How to publish your repo's docs to the GoTab docs site. - [API Deprecations](https://docs.gotab.io/reference/api-deprecations/): Deprecated GoTab API endpoints, sunset dates, and migration paths. - [Changelog](https://docs.gotab.io/reference/changelog/): A record of notable GoTab API changes, additions, and deprecations. - [Developer Terms and Conditions](https://docs.gotab.io/reference/developer-terms-and-conditions/): Effective Date March 01, 2022 Thanks for your interest in GoTab's Developer Platform! These GoTab Developer Terms (these “ Terms ”) are a binding a - [Hardware Deprecations](https://docs.gotab.io/reference/hardware-deprecations/): End-of-life and discontinued hardware notices from GoTab and OEM manufacturers. - [Partner Requirements](https://docs.gotab.io/reference/partner-requirements/): Stay in good standing as a GoTab Partner by meeting all of GoTab's technical and business requirements for your integration type. Select the type of - [Terminology](https://docs.gotab.io/reference/terminology/): Key terms used throughout the GoTab platform and API documentation. ## REST API - [GoTab API OpenAPI Spec (JSON)](https://docs.gotab.io/specs/gotab-api.json): Full GoTab API REST API spec in OpenAPI 3.0 JSON format ## GraphQL API - [GraphQL Schema](https://docs.gotab.io/graphql-schema.txt): Full GoTab GraphQL schema — queries, mutations, types, and input types