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Operator
Developer
Operator Help Center
Getting Started
Overview
Introduction
How to receive a new activation code
How to manage your Product Catalog
Creating a Menu
Zones
Managing your schedules
Sales
Tabs
Viewing customer payment information
Users
Server Training
Overview
Server training introduction
Server Training 1: Intro to the POS
Server Training 2: Ordering
Server Training 3: Tab Management
Menu Management
Overview
Item details on POS & KDS
Products
How To Manage Your Product Catalog
How to add GoTags (filters) to your Products
How to Bulk Edit Products Within a Category
Searching for products
Category bulk tagging
How To Upload Product Images/Videos
How To Update Availability of a Product through the Manager Dashboard
How to assign a barcode to a product
Modifiers
How to Create A Modifier
Option quantities on modifiers
Copying Modifiers
Variants
Variants: How do I set them up?
Variants: What are they?
Product Catalog Tools
Product Catalog Tools
How To Restore Your Archived Products
How do I add a recipe to my products to use the Task Display?
Menu
What is a Menu
How to Create a Menu
Setting a schedule on your menu or zone
How to Add Products to your POS but not Customer QR Ordering
Searchable: On vs Off
Zones
Zone overview and breakdown
Creating a dine in zone
Creating a Takeout Zone
Creating a delivery zone
Spot Management
Order prompts on zones
Zone/Menu Filtering with Tags
Throttles
How To Create A Delivery Map
How To Change Tip Suggestion Calculation
Option Groups
Option Groups
Inventory
Managing your stock levels
Notices
How To Create a Notice
Call to action (CTA) buttons
Links & QRs
Links & QRs
How To Print Your QR Codes
POS
Overview
POS Ordering
Starting a dine in order
Creating a quick order
How to use a Barcode Scanner on the POS
Starting a takeout order
How to Pay for an Occasion in Advance!
How to Override Schedules on the POS
How do I rush orders from my POS?
Full service: POS coursing
POS Notifications
Refund mode
Call Number Prompt
POS Tabs
Why don't I see the refund option on my POS?
How to add a tip from a previous day
Add mobile number to a POS tab with Phone Pass
Remove payment and reopen tab
How do I set a spend limit on a tab?
How to Comp or Void Items
How do I view all tabs with no tip?
How to Add a Tip to a Closed Tab
How do I add a service fee to a tab?
Discoverable on the POS
Finding Tabs
POS tab views
Split pay
Server Necessities
How to Access a User Report
POS Menu Management
Server spot assignments
How do I transfer a tab?
Cash Due to the House/Server
Set Up
How to assign a PIN to access your POS
How to Use Quick Modifiers on the POS
S1F2
Activate GoTab POS as non-terminal
How do I ring in an item at a station and have it not print?
AMS1
How Do I Pair an NYC1?
Activate GoTab POS app as terminal
Maps
How do I Create a Floor Map?
What are Maps?
Finding Tabs
POS Default Views
RFID Technology
Tab pass optimizations
GoTab’s RFID technology
How do I set a spend limit on a pass?
Mobile POS
How To Set-up The Phone Only POS
KDS, Printers & Additional Display Setup
Overview
KDS Fulfillment
KDS: EXPO vs PREP mode
KDS: Takeout
KDS Functions
KDS: Ticket functionality
KDS: Ticket timer
KDS: How to reach out to GoTab support
KDS: Display functionality
KDS: Closeout Report
KDS: How do I view modifier names?
KDS Guest Communication
Auto-text on fulfillment
KDS: How to text a guest and view old messages
KDS multi select
KDS Set-Up
KDS: Setting up your KDS display
KDS: Settings overview
KDS: Print on dispatch
KDS: How to set up batch orders
KDS: How to sort items on your tickets
Displays
Task Display: How do I view recipes from the KDS?
Displays: How to receive a new activation code
How to set up a display system
Station Overrides
Station Groups
How do I add a Task Display System
Printers
What to do if one printer is down (but other printers are working)
Processors: Cash, Gift Cards & House Accounts
Overview
Gift Cards
How to Lookup a Physical Gift Card Balance
How to Issue a GoTab Gift Card
How to Sell a Physical or Digital GoTab Gift Card
How to set up gift cards
How to Transfer Your Gift Cards
How to Pay with a Gift Card
Gift card reporting
How to Issue a Customer a Digital Gift Card
How to Merge Digital Gift Card
Gift card processor info/functionality
Dedicated gift card ordering page
How to resend a digital gift card
How to redeem a GoTab digital gift card
How to sell, comp, and issue physical gift cards from the POS
Cash
How do I Set Up a Cash Processor?
How do I Set Up a Cash Account on my POS?
How to set up and use cash rounding
How to Reconcile your Cash Accounts
Cash tax-inclusive
House Accounts
How To Create House Account Processor
Add house account
Event Deposits
Event Deposit: What is it?
Event deposits: how to invoice a guest
Integrations
Overview
How to set up Google Redirect
Set up 3rd party ordering
Event Deposit in TripleSeat
7Shifts
How to enable the 7shifts integration
How to sync 7shifts and GoTab employees
How to enable 7shifts Clock-in Enforcement
How GoTab supports 7shifts Tip Pooling
Quickbooks
Setting up QuickBooks Online
Klaviyo
Connect your GoTab account with Klaviyo
How to sync email subscribers into Klaviyo
BarTrack
How to Configure the BarTrack Integration
Restaurant 365
How do I connect Restaurant 365
meez
How do I Connect meez Recipes with GoTab
OpenTable
OpenTable integration summary
How to Connect OpenTable
How to sync GoTab spots with OpenTable tables
OpenPhone
Set up OpenPhone account
SMS Platform Transition
SMS opt-in for guests
Managing Your Tabs
Overview
Tabs: How to text a guest from the tabs page
Tabs: How to Search for a Tab
Tabs: Viewing Guests' Receipts
Tabs: How to change the payment method of a closed tab
Tabs: How to Filter by Tab Status
Tabs: Refunds
Tabs: How to manually close an open tab
Closing All Open Tabs from the Manager Dashboard
Scheduled vs. Placed
POS: Pre auth name prompt
Pocket POS: Guest Pay
How Do I Add Seats to Orders?
Guest Cover Count
User Experience
One-tap guest ordering
Set Up
End User Experience QR: New Users
Ordering
Full service: guest coursing
End User Experience: How to Order With GoTab QR Code
Guest help button
Open Tabs
End User Experience: How to Open a Tab
End User: Open tab pre-authorization on credit statement
Shared Tabs
End User Experience: Guest item splitting on shared tabs
End user experience: how to share and join tabs
Easy Tab
Easy Tab with +OPEN
Easy Tab: How do I use it?
Easy Tab: What is it?
Easy Tab: how to set up
Payment
End User Experience: How to split payment across multiple credit cards/gift cards
End user experience: how to tip via QR ordering
Customer Accounts
End user experience: how to add a new payment method for QR ordering
End user experience: Updating a user account
End User Experience: Joining a segment as a new user
Cart Rules, Segments & Loyalty/Memberships
Overview
Option Group Tagging
Discounts
Discounts Introduction
Discounts: How to Create a Discount
How To Create an Employee Discount
Discounts: How to Add Discounts on Your POS
How To Make a BOGO Discount
Control Customer Groups
How to Create a Secret Menu
How to Add and Remove Customers from Discount Groups
Coupons
How to create a coupon
Fees
How To Create a Fee
Segments
Segments
Segments: How to Manage Customers
Loyalty & Memberships
How To Setup a Membership
Selling a membership through the POS or online
Manager Dashboard
Overview
Reports
Service (Employee Reports)
Reports: Sales Page
Reports: Product Mix
Reports: Customer Feedback
Reports: KDS Fulfillment Report
Reports: Payments Page
Chart of Accounts
Reports: Variants
Reports: Inventory Depletion
Location Settings
Location Settings: Edit
Location Settings: How to create & edit your Tax Rates
Location Settings: How to Add Service Charges (Automatic Gratuity)
Location Settings: Messaging
Location Settings: Schedule and Schedule Overrides
How to override your location schedule
Location Settings: Daily Insight Email
Announcements
Full Service: Coursing Configuration
Finance & Accounting
Accrual vs. deposit view
GoTab Accounting/Payout Reports
Labor Management
Labor Management
Pack & Route
Overview
Pack & Route
How To Access Your Delivery Routes
Route Planning
Generate a packing slip
Packing Slips
GoTab Apps
Overview
Downloading and using the GoTops app
GoTab Manager app
GoTab mobile outage FAQ
GoTab Marketplace
Overview
Multi-Operator Management: What is it?
Remittances
Multi-Operator: Vendor Fees (Remittances): What is it?
Multi-operator: interpreting vendor fees (remittances)
Shared Menus
Shared Menus: What are they and how do you set them up?
Product Spotlight
Donation Prompt
Insufficient Funds Protection
Understanding “Double Charges” and Preauthorizations: What’s Really Happening at Checkout
Credit Card Surcharging
GoTab Manager Dashboard Announcements
AI & Analytics
Overview
Getting the most out of Lovey and GoTab Data Hub
Getting Started
Overview
Create API Credentials
Authentication
Your First API Call
Quick Start
API Reference
REST API
GraphQL Explorer
Guides
Overview
Basic Accounting Integration
Reservation Integration
GoTab Loyalty API
GoTab Promo API
Choose a Payment Flow
Payment SDK
GoTab Wallet
Testing with Postman
Products & Menus 101
Create a New Tab
Get Tab Details
GraphQL API introduction
Tab Pass Spend Limits
Concepts
Overview
OAuth Flows
Error Handling
Environments & Testing
Pagination
Rate Limits
Webhooks
Reference
Changelog
Terminology
API Deprecations
Hardware Deprecations
Developer Terms and Conditions
Partner Requirements
Adding Documentation
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