Managing Your Tabs
Close tabs, process refunds, update payment methods, search tabs, and manage open orders.
Everything you need to manage tabs throughout their lifecycle — from finding and filtering open tabs to processing refunds, updating payments, and communicating with guests.
Finding & Managing Tabs
Section titled “Finding & Managing Tabs” How to Search for a Tab Look up any tab by name, table, or other identifiers.
How to Filter by Tab Status Filter your tab list by open, closed, or other statuses to find what you need fast.
How to Manually Close an Open Tab Force-close a tab that a guest left open.
Close All Open Tabs from the Dashboard Bulk-close all open tabs at end of service from the Manager Dashboard.
How to Add Seats to Orders Assign or add seat numbers to items on a tab.
Guest Cover Count Track the number of guests at a table for reporting and coursing.
Scheduled vs. Placed Orders Understand the difference between scheduled orders and orders that have been placed.
POS: Pre-Auth Name Prompt Capture a guest's name when a tab is pre-authorized on the POS.
Payments & Refunds
Section titled “Payments & Refunds” How to Process a Refund Issue a full or partial refund on a closed tab.
How to Change the Payment Method on a Closed Tab Swap out the card charged on a tab after it has been closed.
Pocket POS: Guest Pay Let guests pay at the table using the Pocket POS app.
Guest Communication
Section titled “Guest Communication” How to Text a Guest from the Tabs Page Send a direct SMS message to a guest from their open tab.
Viewing Guests' Receipts Look up and review the receipt for any guest's order.