🗝️ Manager / Shift Lead

Running a shift: schedules, discounts, refunds, and reports.

Everyone starts with the basics — logging in and your PIN. Below is what’s specific to Manager / Shift Lead.

POS

Activate GoTab POS as non-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 Here we will walk through how to activate a POS, CFD or KIOSK with the GoTab POS app as a payment terminal.

AMS1 In this article we will cover the AMS1 payment terminal.

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? 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? You can choose to block printers from specific POS stations.

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 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.

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.

What are Maps? Maps allow you to create floor plans that imitate your physical restaurant.

KDS, Printers & Additional Display Setup

Displays: How to receive a new 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 In this article we'll cover how to activate a non-payment terminal display system.

How do I add a 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? After you pair your Task Display with a KDS, you can begin viewing recipes.

KDS: 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 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: Settings overview This is how you can configure your KDS Settings.

KDS: Setting up your KDS display 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 Setting your KDS to print on dispatch helps avoid overwhelming the kitchen with tickets by printing only when an order is fulfilled.

Station Groups Station Groups will allow you to keep your prep stations in sync with all prep times on the same ticket.

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) 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.

Managing Your Tabs

Closing All Open Tabs from the 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 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 You can now add a cover count for the number of guests on a given tab on your POS.

Pocket POS: 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? 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 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 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 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 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 A tool to help ensure your tabs are properly named and easily located.

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 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 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

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 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 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 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

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? 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 Reconcile your Cash Accounts You can reconcile your Cash Account via the POS or in the Manager Dashboard.

How to set up and use cash rounding Turn on cash rounding for your location and round cash payments to the nearest nickel on the POS.

Event Deposit: What is it? 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.

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 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 You can configure products to specific courses in your Manager Dashboard.

Location Settings: Daily Insight Email 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 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 Learn how to edit your location settings.

Location Settings: How to Add Service Charges (Automatic Gratuity) 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 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 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 Learn how to create schedules and schedule overrides from the Location Settings page in the GoTab Manager Dashboard.

How to override your location schedule 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 Reports: Customer Feedback

Reports: Product Mix The product mix allows you to view and interpret product data on a granular level.

Reports: Sales Page Navigate to the Sales Page in your GoTab Manager Dashboard to view sales data, drill into discounts, and download transaction reports.

Labor Management 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 From the Payment Page in your manager dashboard, you can view payments, refunds, chargebacks and failures.

Reports: Inventory Depletion You can view a comprehensive report of all your inventory adjustments and depletions.

Reports: Variants You can view a report of your variants.

Service (Employee Reports) The service tab will display sales, comps, voids, and discounts and can be viewed by all or grouped by an employee.

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 GoTab supports 7shifts Tip Pooling 7shifts tip pooling feature automatically imports sales data received by GoTab for wage distribution and reporting.

How to Connect OpenTable Connect your OpenTable account with GoTab for reservation management.

How to enable 7shifts Clock-in Enforcement Require employees to be clocked-in before they can access GoTab POS.

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 Sync GoTab spots with OpenTable tables for guest reservation and check mapping.

7shifts (v2) Setup and configuration guide for 7shifts (v2) integration with GoTab

7shifts Setup and configuration guide for 7shifts integration with GoTab

Deliverect Setup and configuration guide for Deliverect integration with GoTab

Direct POS Setup and configuration guide for Direct POS integration with GoTab

Ekata Setup and configuration guide for Ekata integration with GoTab

Google Setup and configuration guide for Google integration with GoTab

Mews Setup and configuration guide for Mews integration with GoTab

OpenTable Setup and configuration guide for OpenTable integration with GoTab

Opsi Setup and configuration guide for Opsi integration with GoTab

Rex Reservations Setup and configuration guide for Rex Reservations integration with GoTab

RTS Ticketing Setup and configuration guide for RTS Ticketing integration with GoTab

RTS Setup and configuration guide for RTS integration with GoTab

SevenRooms Setup and configuration guide for SevenRooms integration with GoTab

Shipday Setup and configuration guide for Shipday integration with GoTab

Shopify (v2) Setup and configuration guide for Shopify (v2) integration with GoTab

Shopify Setup and configuration guide for Shopify integration with GoTab

Stream Dispatch Setup and configuration guide for Stream Dispatch integration with GoTab

Stream DSP Setup and configuration guide for Stream DSP integration with GoTab

SwipeIt Setup and configuration guide for SwipeIt integration with GoTab

Tripleseat Setup and configuration guide for Tripleseat integration with GoTab

Set up OpenPhone account 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 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 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 GoTab enables sales data to be viewed against sales, tip and labor tracking information in 7shifts.

SMS opt-in for guests In this article we will cover how guests opt-in for SMS messaging.

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 Learn how to select takeout or delivery orders and generate packing slips from the Pack & Route dashboard.

Pack & Route The Pack & Route dashboard helps operators generate packing slips, export bulk orders, and plan self-delivery routes.

Packing Slips Packing slips allow you to generate printable or exportable versions of any order from the Pack & Route dashboard.

Route Planning GoTab's route planning feature allows operators doing self-delivery to create optimal routes by time, distance, or number of vehicles.

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 The GoTab Manager app allows owners and managers alike to stay in-the-know of your business on the go.

GoTab mobile outage FAQ

Product Spotlight

Credit Card 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 Utilize donation prompt to add a prompt to guests to donate to a good cause.

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 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.

AI & Analytics

Getting the most out of Lovey and GoTab Data Hub A practical guide to asking better questions, building your own reports, and finding insights in your GoTab data — whether you use Lovey, Data Hub, or both together.