Custom Shift Notes and Notifications

Transcription

1 Custom Shift Notes and Notifications Before Guest Center version 3.1, notes in GC could only be associated with a guest or with a specific reservation. We understand that restaurants have even more information that needs to be shared among staff members and even off-site staffers, particularly about specific days and shifts. Custom Shift Notes and Notifications allows GC to capture and store notes regarding shifts, and display the information when it's most relevant and needed during service. GC users will now be able to create and edit shift notes through the updated Shift Overview. These shift notes will also be viewable on the floor plan, in the shift overview, and in the make reservation flow. The New Notes Icon Notice the new notes icon on the navigation bar on the GC ipad app. This serves as an indicator on the floor plan view if there are notes for the day or shift. The notes icon is on the upper right corner on the navigation bar. Page 1 of 7

2 If there is a note for the current day or shift a blue indicator will be displayed. A blue dot appears on the notes icon if there is a note for the current day or shift. Tapping the notes icon displays a preview of the note. These details are explained in the following section, "Creating a Shift Note." The Notes Preview view. Page 2 of 7

3 Creating a Shift Note Shift notes can be created from the updated Shift Overview in the GC ipad app. Related updates to the Shift Overview are documented here. From the Shift Overview click the Add a Note button to start creating a new shift note. The Add a Note button in the Shift Overview. Page 3 of 7

4 Users will be taken through a sequence of screens to create a shift note. First select the date on which you want to add a note and then select if the note relates to the entire day or a specific shift. Tap through the date and shift selection. Next, select the type of note: Special Occasion / Event Note or a General Note. The note type will determine where this specific shift note will appear and be used in the app. Special Occasion/Event Notes: These note will be displayed in several key areas. The title will be displayed in the notes preview on the floor plan and in the reservation calendar. The full note will be displayed in the make a reservation flow. We recommend this note type for holidays, special events like trivia at your restaurant, or changes to the menu like a special tasting menu. General Notes: These notes only appear in the shift overview and as a count in the notes preview. We recommend using this note type for 86 lists, stocking, deliveries, and side work. Choose a note type. Page 4 of 7

5 Finally, a title is required for the note. Users can also add an optional description which can include hyperlinks. Adding a title and description. The notes preview on the floor plan includes the title for each special occasion/event note with a count for the number of large parties and general notes for the day or shift. Close up of the Notes Preview. Page 5 of 7

6 Viewing and Editing Shift Notes in the Floorplan Users can also view and edit shift notes from the Shift Overview. The left column of the shift overview will display all shift notes for the day, along with any notes for the selected shift and the remaining shifts for the day. So if dinner is selected, notes for all day and dinner will be displayed. The notes are sorted by note type with Special Occasion/Event notes on the top. The Shift Overview displaying shift notes that have been created. To edit the title or body of a note, click on the more actions icon on the note then click edit. To delete a note, click on the more actions icon on the note then click delete. The more actions icon allows the editing or deletion of shift notes. Page 6 of 7

7 Viewing Shift Notes in the Make Reservation Flow Special Occasion/Event notes appear on the Reservation Calendar and the Make Reservation flow. When creating new reservations, the title of special occasion/event notes will appear in the calendar (including notes for all day or a specific shift). If there is more than one note on any given day, a + will be displayed next to the first note title. Special Occasion/Event shift notes appear on the Reservation Calendar. Once a date is selected in the make a reservation flow, all special occasion/event notes related to that date will be displayed with title and body. This notes section can be scrolled or collapsed. Showing special occasion/event notes allow users to communicate any important information to a guest right when they are making a reservation. Accessing Special Occasion/Event notes in the reservation flow. Page 7 of 7