Operator Help Center
Guides, how-tos, and training for GoTab operators and staff.
The GoTab Operator Help Center covers everything you need to run your location — from initial setup and menu building to daily POS operations, reporting, payments, and integrations with third-party tools.
Browse by Section
Section titled “Browse by Section” 🚀 Getting Started Initial setup for your location: menus, zones, tabs, schedules, and adding staff.
🍽️ Menu Management Build and maintain your menu — products, modifiers, categories, images, and QR codes.
💳 POS Use and configure the GoTab POS: dine-in orders, quick orders, split checks, and voids.
📊 Manager Dashboard Reports, location settings, service fees, staff management, and analytics.
🗂️ Managing Your Tabs Close tabs, process refunds, update payment methods, and manage open orders.
👩💼 Server Training Training guides for servers and front-of-house staff on daily GoTab use.
🎁 Cart Rules & Loyalty Discounts, coupons, loyalty programs, memberships, fees, and customer segments.
🔗 Integrations Connect GoTab to OpenTable, 7shifts, Restaurant365, Klaviyo, and more.
🖨️ KDS, Printers & Displays Set up kitchen display systems, receipt printers, and additional screens.
💰 Payments & Gift Cards Cash accounts, gift cards, house accounts, and payment processor configuration.
📱 GoTab Apps Mobile apps for operators, managers, and on-the-go tab management.
🏪 GoTab Marketplace Multi-operator features, shared menus, and vendor management.
Quick Links
Section titled “Quick Links”Popular articles across all sections:
- Introduction to GoTab — Overview of the platform and how everything fits together
- How to Manage Your Product Catalog — Add, edit, and organize products
- How to 86 or Disable an Item — Temporarily remove items from your menu
- Starting a Dine-In Order — Walk through a full dine-in order on the POS
- How to Process a Refund — Issue full or partial refunds from a closed tab
- How to Create a Discount — Set up percentage or flat-rate discounts
- How to Access Your QR Codes — Download and print QR codes for your zones