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Using Tip Sheet

Setup is done once. This section covers what you do every week, one screen at a time, plus a set of everyday workflows that string the screens together into the routines a venue actually follows.

GuideWhat it's forWhere it is
DashboardHow the venue is tracking. Frontline venues only.Venue view
Tip CollectionThe tips that came in: card, cash, service charges and surcharges.Venue view
Tip SheetWho earned what, fixing it, locking the week and paying out.Venue view
Staff ManagementWho earns tips: new starters, leavers, changes and bank details.Venue view
Everyday workflowsThe weekly routines that string those screens together.Venue view
ReportsTips by person, where every venue's week stands, and who changed what.Admin view
Users and rolesWho can sign in, and what they can do.Admin view
Pay RunsPaying several venues, several weeks, or a fortnight or month at once, in one go.Admin view
NotificationsThe bell: announcements, and imports finishing or failing.Both views
Tip Sheet AssistantAsk in plain words, get shown around, have a change made once you've said yes. In beta.Both views

The last column says which view the screen lives in. If you're not sure how to switch, see Venue and admin views.

Everyday workflows​

Paying several venues or weeks at once has its own guide under Pay Runs.

Your screens may differ

What you can see and do is set per person and per venue. If a button described here is missing or greyed out, it is almost always a permission. See Users and roles.