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Server management
How to assign servers and manage your staff
How to assign servers and manage your staff
Jen Cheney avatar
Written by Jen Cheney
Updated over a week ago

Servers can be assigned to tables in many ways.

One way is to work in the Server Panel and create server sections,

and then assign the servers to specific sections.

Start in the Server Management Panel and select the Add Server Icon

in the top right corner.

This will allow you to add the server's name, as well as photo if you'd like.

You also may add their email, but this is not required.

Now the server will be added to the list of serving staff on the right side of the screen.

After that, you will create Server Sections by selecting the Add Section Icon

in the top right.

This will allow you to name the section (example: Lunch Section A) and assign a color using the dropper tool, if you wish.

Click the checkmark in the top right corner and select the tables that should be a part of that section. Selected tables will turn orange and can be selected and edited at any time.

Complete by again clicking the checkmark in the top right.

Now the section will be added to the drop down menu to the top right.

Using the drop down menu, select the section you'd like to assign, this will allow you to edit the tables and select a server from the list on the right hand side.

Multiple servers can be assigned to a section, and you may unassign servers

by deselecting them.

Changes can be made to the sections and assignments at any time in

the Server Management Panel.

On the Active Floor Panel, the coloured circles in the corners of each table

represent the colour of the section, and the initials of the server who has responsibility for the table.

Another important tool will be the Server Rotation Tracker in the bottom left

of the Active Floor Plan and Server Management Panel.

This will track which server is set to be seated next, and the rule for rotation

can be chosen in Settings -> Floor Rules.

The Server with the initials closest to the Server Icon will be the next due to be sat.

If a server is sat out of order it will automatically send that server to the end of the line, while keeping track of the order for the rotation. This keeps things fair and easier to manage.

Server stats are also viewable on the Active Floor Panel in the data panel along the right hand side.

Here you can track how busy each server is currently and throughout their shift.

The Table Icon is shown next to "the total number of tables currently serving" /

"the total tables within the server's section" (Total served for the shift").

The Guest Icon is the same but tracks individual guests, rather than the entire table as one. This will help gage how busy a server has been throughout the shift.

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