🍹 Server / Bartender

Taking orders, running tabs, and closing out on the POS.

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

POS

Add mobile number to a POS tab with Phone Pass You can add mobile numbers to a POS-initiated tab allowing you to automatically text guests upon fulfillment from the KDS.

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 Utilize Quick Orders (lightning bolt icon) to speed up order entry at the POS.

Starting a dine in order 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 The Discoverable feature allows a guest to easily access their server-initiated tab.

Finding Tabs 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 Easily course items on the POS.

GoTab’s 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? 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 rush orders from my POS? You can rush orders directly from your POS.

How do I set a spend limit on a pass? Cap how much a GoTab pass can spend on a tab, with a hard block or a soft cutoff after the limit is crossed. Applies to RFID and phone passes.

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? 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 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? 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 You can easily add a tip to any closed tab for up to 72 hours.

How to add a tip 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 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 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 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! Guests can pay for an occasion in advance by using our event deposit feature.

How do I transfer a tab? You can easily transfer any tab on the POS to another staff member.

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.

Cash Due to the House/Server The user report on the POS will show cash due to the house/server.

How To Set-up The 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 GoTab offers multiple default view options when pinning into the 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 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 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 Assign your servers sections ahead of their shifts.

Refund mode The refund mode feature allows a manager to issue a credit back to a guest, most commonly used for refunding keg deposits.

Split pay 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 Learn how to start a takeout order from your 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 In this article we'll cover the different views we provide for a tab in your 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? 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

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

Dedicated gift card ordering 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 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 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 to Lookup a Physical Gift Card 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 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 From either the POS or manager dashboard, you can issue a guest a gift card.

How to Merge Digital 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 Learn how to pay for a tab using physical or digital GoTab gift cards, including RFID, QR, and barcode scanning methods.

How to redeem a GoTab digital gift card Guests can redeem an unclaimed digital gift card by QR code or card number, and claiming it remains optional for added security.

How to resend a 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 You can easily sell GoTab physical, RFID or digital gift cards from your POS.

How to sell, comp, and issue physical gift cards from the POS Adding any physical gift card to a tab now uses the Scan Physical Gift Cards flow, whether you're adding one card or several.

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 Customers can transfer a digital gift card to another person via a link, QR code, or email from their GoTab Account Settings page.

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 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 Guests are able to take control of their food and drink pacing when utilizing guest coursing.

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 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 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 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 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? 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 A segment is a group of customers to which special circumstances may apply, such as discounts or vouchers.

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 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 Step by step instructions for how to place an order.

End User: Open tab pre-authorization on credit statement 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 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 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 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 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.