Staff Settings
Overview
The Settings screen is a central hub where staff and managers access financial tools, gift card and loyalty management, POS configuration options, and support resources — all without leaving the POS app. The screen is organized into five sections, each covering a different area of operations.
Prerequisites
- You must be logged in to the POS with a role that has access to the relevant settings areas.
- Some sections and actions within Settings require manager-level permissions.
Opening Staff Settings
- From any screen on the POS, tap the Menu (≡) icon to open the side drawer.
- Tap Settings.
The Settings screen appears with a left sidebar of five section buttons and a content area on the right that updates when you select a section.
Settings Sections
Financials
The Financials section gives staff access to all end-of-shift and financial tools.
Tap Financials in the left sidebar. The content area displays options including:
| Option | What it does |
|---|---|
| Guest Checks | View and manage your open and past checks |
| Time Card | View your clock-in and clock-out history |
| Restaurant Closeout Report | View the restaurant-wide daily closeout summary |
| Restaurant Report | View full restaurant sales reports |
| Employee Sales Report | View your personal sales summary |
| Cash Out | Start a new cash out for your current shift |
| Cash Out List | View all cash outs for your session |
| Pay In / Out | Record cash adds, removals, or employee tip outs |
Gift Cards & Loyalty
The Gift Cards & Loyalty section provides tools for managing gift card balances and loyalty card accounts.
Tap Gift Cards & Loyalty in the left sidebar. Options include:
| Option | What it does |
|---|---|
| Gift Card Balance | Look up the current balance on a gift card |
| Balance Adjustment | Adjust the balance on a gift card (requires permission to adjust gift card balances) |
| Loyalty Members | View and manage loyalty card member accounts |
| Loyalty Card Conversion | Convert a legacy loyalty card to the current format |
| Gift Card Conversion | Convert a legacy gift card to the current format |
Menu
The Menu section (labeled as Menu in the sidebar) provides access to the 86 Manager — the tool for marking menu items as temporarily unavailable.
Tap Menu in the left sidebar to open the 86 management tool. See the Menu 86 guide for full details.
Settings & Configuration
The Settings & Configuration section contains device and workflow setup options.
Tap Settings & Configuration in the left sidebar. Options include:
| Option | What it does |
|---|---|
| Cash Drawers & Order Modes | Link or unlink to an Order Mode and manage cash drawer assignments |
| Menu Market Price | Update market pricing for items that fluctuate (such as daily catch) |
| Preferences & Printers | Set default printers and personal POS preferences |
| Force Check Transfer | Forcibly transfer an open check to another staff member |
| Checkout Process | Review checkout workflow settings for this device |
Help/Support
The Help/Support section provides access to in-app support resources and diagnostics.
Tap Help/Support in the left sidebar to view support contact options and app information.
Additional Controls
- Home button — Returns you to the main Home Screen (table layout view).
- Table Management button — Switches to the Table Management mode (only visible if your role has table management access).
- App Version — Displayed at the bottom of the sidebar for reference when contacting support.
Troubleshooting
A section or option is not appearing
Certain options are hidden based on your staff role permissions. Ask a manager to confirm your role has access to the needed area in the back office staff settings.
Changes to preferences are not taking effect
Some preference changes require logging out and back in to the POS app, or restarting the session. If a setting does not appear to apply, log out and log back in.