Sign in and bind a device
Signing in
Section titled “Signing in”Signing in on the app takes up to three steps:
- Your email. The app uses it to work out which restaurant you belong to, so you never have to type a web address.
- Your password.
- A six-digit code, but only if your login has not been verified yet. Once it has been, you will not see this step again.
Staff can also be set up for Quick access (username) with a six-digit PIN instead of an email and password, which is faster on a shared counter tablet. Which one a person has is set when they are added — see Add a staff member.
One login per person
Section titled “One login per person”Give every member of staff their own login. This is not a licensing rule, it is how the cash trail works: a cash shift is tied to one person on one device, so two people sharing one login across two devices produces a shift the system cannot attribute, and the second device starts refusing cash payments with “Open a till or waiter bank on this device before taking cash payments” even though a shift looks open.
One login per person explains the whole trap and how to get out of it.
Every device registers as Solo
Section titled “Every device registers as Solo”The first time anyone signs in on a device, that device appears in Settings → Devices with the mode Solo:
No devices registered yet. Each POS login registers this restaurant’s devices as Solo until an owner or manager changes the mode.
Solo is the right mode for almost every venue. Only change it if waiters need to keep taking orders while the internet is down — see Device modes: Solo, Hub and Waiter.
Making a device a proper station
Section titled “Making a device a proper station”Three things turn an anonymous tablet into a station you can read in a report:
- Station name — set on the device itself, under Settings → This device. Name it after where it stands: Front counter, Bar, Terrace handheld.
- Purpose — set from the dashboard or the app’s device list: Counter till, Handheld, Kitchen display, Payment terminal, Back office, or Unassigned.
- Assigned user — the person this device belongs to. Leave it empty if the device is shared.
Set the purpose to Counter till and give it an assigned user for any device that holds a cash drawer. Doing both is what makes a variance in the day report point at a till and a person rather than at “some tablet”.
Releasing a stuck binding
Section titled “Releasing a stuck binding”If someone signs in on a device and then leaves with the device, or a device is wiped while a session is still open, an owner or manager can release the binding from the device list. The device then asks for a sign-in again.
Revoking access is the stronger action: it logs the device out and blocks it from signing back in until you allow it again. Both are covered in Devices.
You cannot sign out mid-shift
Section titled “You cannot sign out mid-shift”If a cash shift is still open on the device, signing out is blocked:
A register shift is still open on this device. Close the shift (count cash) before logging out.
Count the cash and close the shift first. This is deliberate — an open shift with nobody signed in is an unexplained drawer.