Back Office: Introduction to Scheduler and Adding It To Your Account

Back Office: Introduction to Scheduler and Adding It To Your Account

Introduction to Schedules

As a component of the software ecosystem, Schedules is a web-based software created for helping restaurant’s manage the Shifts of their staff.
  1. Integrated with the Back Office application, restaurants are now able to view their staffs’ information: Shifts (including Overtimes), Time Off, and Total Payment by using the  Scheduler’s user-friendly interface.

  2. Also, Admins/Managers can manage requests (including Shift Swaps) and Permission Requests with Schedules in Back Office. Other Staff use the Schedules 
    Website or App.

Upgrading Your Account to Use the Schedules Add-On

  1. Enter your credentials and log in to your Account.

  2. At the top right of the My Stores screen, click Upgrade.


  3. On the Upgrade screen, select Employee Scheduling. Enter the number of registers to be added/reduced and then select your billing plan.
    A screenshot of a computer Description automatically generated

  4. Click Manage Plan. On the Manage Plan screen: under Add-ons select Schedules.


  5. The Payment Method screen appears, where you’ll proceed with payment.
    A screenshot of a credit card Description automatically generated

  6. Once the Payment Method is saved, the Scheduler option appears on the left side Navigational Panel, between Customers and Marketing, with options for Scheduler, Messaging, Requests and Employees.
    A screenshot of a phone Description automatically generated        A screenshot of a computer Description automatically generated

    • Related Articles

    • Back Office: Scheduler

      Shift Management can be performed on the Scheduler screen. Log into Back Office then select a Store. On the left-side navigation screen, select Scheduler then Scheduler. The Scheduler screen displays the following details and information: Note: The ...

    • Back Office: Requests Scheduler

      Managers (Admin level) can approve requests for Time Off or Shift Swapping. Employees can approve Shift Swapping requests from their co-workers. Log into Back Office then select a Store. On the left-side navigation pane, select Scheduler then ...

    • Back Office: Employee Scheduler

      Scheduler provides a view of Employees Details via the Employees screen. To Add, Edit or Delete Employee information - see the Users screen. Only Admin level users are authorized to manage Employee details. Log into Back Office then select a Store. ...

    • Back Office: Messaging Scheduler

      Messaging enables staff to communicate with each other. Log into Back Office then select a Store. On the left-side navigation screen, select Scheduler then Messaging. The Messaging screen is broken down by tabs for Inbox and Sent Items. a Inbox Sent ...

    • Back Office: Store Scheduler Settings

      Note: If you are logged in as a Super Admin user, you will not be able to view and access Scheduler. Sign into the Back Office and select a Store. On the left-side Navigation Panel, click Settings. On the Settings page, under Store click Scheduler. ...