Admin

Order search

Export XLSX

From To Status All Paid Partial Voided Search

Order	Table	Server	Items	Options	Status	Total

Exports use the selected date range and filters.

Analysis

Item performance

Live sample

Menu setup

Menu items

Admin editable

Add menu item Search items Show inactive items

Menu item Creating new item

Blank/default values will create a new unpublished menu item draft.

RestaurantCurrent restaurant StatusNew draft

Selected existing item

Basics Item details

Name, price, and the short description customers see on the menu.

Item name Required Price Required Description

Classification Routing & categories

Where the item appears on the menu and which prep station prepares it. Prep station and default printer come from Stations admin.

Top category Food Drinks Dessert Second category Station Kitchen Bar Dessert Default course Appetizer Main

Media Item image

No image selected

Menu image Image path or URL Remove image

Options Customer wizard steps

Optional included choices appear first in ordering; paid extras are a second step.

Optional choices page title Optional choice max selections

Name Price Default

Add optional choice

Paid extras page title

Name Price

Add paid extra

Allergens Menu item contains

Add restaurant-specific allergen

Add allergen option

Save new menu item Save menu item Save copied menu item Cancel Reload saved values Archive menu item Restore menu item

Optional choices and paid extras use row editors below. Customers see a two-step wizard when ordering.

Menu items

Menu setup

Modifier groups

Reusable options

Add modifier group Search groups

Modifier group Modifier group library

Browse reusable questions and choices used by menu items.

RestaurantCurrent restaurant StatusLibrary

Question Group details

Define how customers choose from this reusable set of options.

Group name Required Selection type Choose oneChoose multiple Required YesNo Minimum selections Maximum selections Customer step label

Choices Modifier options

Prices are added to the menu item price. Mark choices selected by default where appropriate.

NamePriceDefault

Add option

Save modifier group Cancel Archive modifier group

Reusable modifier groups can be assigned to multiple menu items.

Modifier groups

Menu setup

Menu categories

Two-tier navigation

Add category Search categories

Menu categoryCategory library

Manage top-level navigation and its second-level sections.

RestaurantCurrent restaurantStatusLibrary

IdentityCategory details

Top-level categories become primary customer tabs. Sections appear beneath their parent.

TierTop-level categorySecond-level section Parent category Display name Required Stable ID Generated on create and retained so menu-item links remain stable.

Save categoryCancelArchive category

Food, Drinks and Dessert remain explicit top-level customer navigation.

Menu categories

Menu setup

Menu releases

Historical safe

Create release Search releases

Menu release Menu release library

Browse release history and restore captured snapshots before publishing pending menu changes.

RestaurantCurrent restaurant StatusLibrary

Release Version label

Published versions stay immutable and remain available for restore and order history.

Version number Required Version description

Publish Pending menu changes

Choose which draft changes become customer-visible in this release.

Publish scope Publish selected item only Publish all pending items Menu item Change summary Item lifecycle Published Hidden from new ordering Archived / deleted

Restore Rollback snapshot

Restore creates a new published version from a captured menu snapshot.

Version to restore

Review Changes customers will receive

Publishing creates a restorable snapshot while historical orders retain their captured menu data.

Publish menu version Restore selected version Archive selected item Preview order snapshot Cancel

Ordered items keep menu item version and immutable snapshots, so archived items still appear correctly on receipts and reports.

Menu releases

Menu setup

Availability & daily limits

MVP simple controls

Add availability rule Search rules Show inactive availability rules

Availability rule Availability library

Browse item availability, daily limits, and time windows before editing one record.

RestaurantCurrent restaurant StatusLibrary

Item Availability status

Controls whether guests can order the item and what warnings staff see.

Menu item Required Status Available Low stock Sold out / 86 Ingredient warning Staff manager action Warn only Hide item from new ordering Restore item visibility Ingredient dependency note

Limits Daily cap

Daily limit 0 means unlimited. Sold today tracks how much of the cap is used.

Daily limit Sold today

Schedule Time visibility window

Restrict when this item appears on the customer menu. Every day removes any saved window.

Visible day Every day Sunday Monday Tuesday Wednesday Thursday Friday Saturday Visible from Visible until

Save availability Save time window Staff manager hide item Cancel Soft delete availability Restore availability

Daily limit defaults to 0 for unlimited. Existing submitted items stay in workflow; pending carts show warnings if availability changes.

Availability rules

Site hours

Open hours & station cutoffs

Ordering gates

Add open hours Search periods Show inactive periods

Open hours Open hours library

Browse site operating hours, default station blocks, and per-station overrides.

RestaurantCurrent restaurant StatusLibrary

Hours Operating period

Open/close times gate customer ordering. Overnight periods (close before open) are supported.

Restaurant/site Downtown Bistro Riverside Bistro Airport Taproom Period name Start date End date Open time Required Close time Required

Days of week

Sun Mon Tue Wed Thu Fri Sat

Holiday/special hours note

Stations Default block & overrides

Default station block applies to all stations unless overridden. Cutoff is the last moment to submit new work.

Default start Default end Default cutoff

Station overrides

Add station override

Cutoffs Ordering behavior

Controls what happens when guests browse or submit outside active hours.

Cart cutoff behavior Warn and remove unavailable items Require staff manager approval Allow grace period Override permission Staff manager or site admin Site admin only Server with manager approval

Save open hours Test cutoff rule Override ordering Cancel Soft delete open hours Restore open hours

Customers may browse outside hours, but order submission requires an open table session, active operating period, and open station cutoff unless an authorized override is used.

Open hours

Site schedule

Closures & holidays

Overrides weekly hours

Add closure Search closures Show inactive closures

Closure Closures & holidays library

Browse statutory holidays and one-off site closures before editing one record.

RestaurantCurrent restaurant StatusLibrary

Closure Holiday or one-off closure

Matching dates override weekly open hours for customer ordering gates.

Restaurant/site Downtown Bistro Riverside Bistro Airport Taproom Closure name Start date Required End date Closed all day Reason

Save closure Cancel

Soft delete closure Restore closure

Closures override weekly open hours on matching dates. Customers may browse the menu but cannot submit orders while closed or outside modified holiday hours.

Closures

Menu specials

Specials & happy hour

Lowest price wins

Add special Search specials Show inactive specials

Special Specials library

Browse time-based discounts and fixed-price specials before editing one record.

RestaurantCurrent restaurant StatusLibrary

Special Item discount

Overlapping specials for the same item resolve at order time using the lowest price.

Restaurant/site Downtown Bistro Riverside Bistro Airport Taproom Special name Special menu item Required Discount type Fixed price Percent off Amount off Discount value Menu placement Specials tab Happy hour tab Primary menu only

Schedule Active window

Times use each restaurant's configured timezone (default America/Edmonton).

Start date End date Start time End time

Days of week

Sun Mon Tue Wed Thu Fri Sat

Add-to-cart grace minutes Submit-from-cart grace minutes

Save special Cancel Soft delete special Restore special

When multiple specials apply to one item, the customer menu uses the lowest price at order time.

Specials

Guest content

Promotions & events

Guest-facing

Add promotion Search promotions

Promotion Promotion library

Browse published, draft, and hidden guest content before editing one promotion.

RestaurantCurrent restaurant StatusLibrary

Details Promotion card

Title, type, dates, and publication status shown on the guest promotions page.

Title Required Type Music Promotion Restaurant news Private event Status Published Draft Hidden Start date End date Card image URL

Content Rich HTML body

Compose guest-facing announcements, event details, images, and call-to-action links.

Bold Italic Underline Heading Text Font Arial Georgia Trebuchet Verdana Size Small Normal Large XL Insert image CTA Divider Add picture

Image URL for insert

Friday jazz trio

Live music from 8 PM with a late-night small plates menu.

Happy hour pricing is available until 10 PM in the lounge.

Save promotion Preview content Cancel

Site admins can keep this page current with images, band listings, promotions, and restaurant notices.

Promotions

Android print agent

Station app print jobs

MVP path

Register agent Search agents Show inactive print agents

Print agents Print agent library

Browse station Android print agents before registering a new device.

StatusLibrary

Registration Station Android print agent

Register a station app device and route it to a printer or PDF fallback output.

Station app Grill Fryer Bar Expo PDF fallback Android device name Epson printer/output Kitchen Epson TM-88 Bar Star TSP PDF output Connection LAN USB Bluetooth Browser PDF

Register station app Simulate offline Simulate recovery Cancel

Print agents

Global admin can monitor station Android apps, failed ticket jobs, and printer fallback for any restaurant/site.

Global admin

Restaurants / Sites

Multi-site

Add Restaurant/Site Search sites Show inactive sites

Restaurant/site Restaurant library

Browse restaurants before creating or editing one tenant record.

StatusLibrary

Identity Restaurant identity

Site ID, display name, and default timezone for this tenant.

Site ID Restaurant/site name Required Default timezone

Status Operational state

Read-only and disabled sites block new orders or admin changes.

Restaurant/site status Active Read only Disabled Status reason

Create site Save site Cancel Soft delete site Restore site

Restaurant and site mean the same tenant in this product.

Restaurants

Permissions

Role matrix

Site scoped

Search roles Preview matrix Reset to platform defaults (dev)

Role matrix Staff roles

Select a role to assign permissions with allowed, approval-required, or denied modes.

RestaurantCurrent restaurant StatusRole list

Role Role

Filter allowed

Add ▶ ◀ Remove

Catalog Available permissions

Filter available

Save role Revert role to defaults Back

Role permissions are configurable per restaurant/site and all changes are audit logged.

Roles

Advanced: flat rule library

Add permission rule

Permission Single rule override

Choose role, permission, mode, and site. Save permission adds or overrides one matrix row.

Role Global Admin Site Admin Server Manager Server Station Lead Server and Station Lead Permission Process refund Void unpaid item Comp item or bill Correct paid bill Approve discount Cancel submitted item 86 menu item Request remake/refire Move or merge table Approve first device order Reopen closed table Close server shift for another server Create server login Publish menu version Configure Stripe/Twilio Configure Twilio provider Create restaurant/site Edit site admin accounts Disable/read-only restaurant site Export restricted reports Mode Allowed Requires server manager approval Requires site admin approval Denied Restaurant/site Downtown Bistro Airport Taproom Riverside Bistro

Save permission Cancel

Global admin

All-site configuration access

Platform scope

Restaurant/site Downtown Bistro Airport Taproom Riverside Bistro All restaurants/sites Configuration area Menu, modifiers & specials Tables, QR & floor layout Stations, printers & PDF output Stripe, tax, tips & accounting Staff, roles & permissions Retention, privacy & audit logs Environment base URL & QR links Operational status User account User action Update role/access Suspend user Soft delete user Reactivate user Reset MFA/OTP Move user to another site

View configuration Apply user account action

Global admins can view any restaurant/site configuration and manage user accounts across sites.

Troubleshoot

Assume user session

Audited

Restaurant/site Downtown Bistro Airport Taproom Riverside Bistro Role to view Customer Server Server Manager Server and Station Lead Station Lead Site Admin Specific user/session Reason

Assume selected view Return to global admin

Global admin can temporarily view what a customer, staff member, or site admin sees. The action is logged for audit.

Site operations

Daily close

Not started

Step 1Business date and readiness

Business date

Back Save and exit Start close

HistoryRecent daily closes

Start date End date Status AllClosedClosed correctedIn progressBlocked Search

Site setup

Restaurant tables

Site scoped

Add Table Search tables

Tables Table library

Browse restaurant tables before adding or editing table numbers, seats, zones, and floor positions.

RestaurantCurrent restaurant StatusLibrary

Identity Site and table number

Table numbers are permanent identifiers used by QR links, server controls, and order history.

Restaurant/site Downtown Bistro Riverside Bistro Airport Taproom Table number Required Display label

Floor layout Seating capacity and floor position

Seating capacity controls how many guests this table can seat. Grid position appears on the floor map.

Seating capacity Required Maximum guests this table can seat for reservations, QR joins, and server controls. Zone Main dining Bar Patio Private room Grid row Grid column

QR links are assigned securely when the table is saved.

Save table Cancel Open floor layout Soft delete table Restore table

After adding tables, generate QR codes in QR PDF and open each table from the server view before customers can order.

Tables

Site setup

Station management

Site scoped

Add Station Search stations

Station Station library

Stations are used by menu items, print agents, and station app ticket views.

RestaurantCurrent restaurant StatusLibrary

Identity Site and station name

Which restaurant owns this station and how it appears on tickets and admin lists.

Restaurant/site Downtown Bistro Riverside Bistro Airport Taproom Station name Required

Routing Printer and display order

Controls default ticket output and how this prep station sorts in admin lists.

Default printer/output Kitchen Epson TM-88 Bar Star TSP Dessert Counter Printer PDF output No print - screen only Display order

Status Operational state

Disabled stations stay in history but stop receiving new routed items.

Status Active Disabled

Save station Disable station Soft delete station Restore station Cancel Show inactive stations

Site admins manage stations before assigning menu items to those station apps and printer outputs.

Stations

Accounting

Tax, tips & auto-gratuity

Site configurable

Configure rules Search rules Show inactive accounting rules

Accounting Accounting rule library

Browse saved tax, tip, and gratuity rules before editing site configuration.

StatusLibrary

Tax & tips Site accounting rules

Tips are per bill/payment. Tip edits require staff manager approval before shift closeout.

Tip ownership Assigned server Payment-taking server Shift tip pool Configurable per restaurant/site Food tax % Alcohol tax % Item tax override % Discount tax rule Discount before tax Discount after tax Auto-gratuity % Auto-gratuity party size Extra tip on auto-gratuity Allowed Not allowed Service charge % Service charge taxability Taxable Non-taxable Follow item tax category Alcohol audit fields Server ID check + delivery staff Server ID check only Manager approval required Receipt sequence prefix Next receipt number Refund/void receipt rule Issue separate linked receipt record Reissue original with adjustment record

Save accounting rules Manager edit tip Cancel

Tips are per bill/payment. Tip edits require staff manager approval before shift closeout.

Accounting rules

Compliance

Terms, privacy & retention

Policy controlled

Edit compliance Search compliance

Compliance Compliance library

Browse retention, consent, and published terms versions before editing policy settings.

StatusLibrary

Retention Policy settings

Financial records are retained while customer identifiers can be anonymized.

Financial/audit log retention Low-risk click log retention Terms version Consent rule Before first order Before payment At account signup

Requests Customer privacy actions

Process export, delete, or anonymize requests while retaining financial audit records.

Customer request Export customer data Delete customer account Anonymize customer history Customer identifier

Terms/privacy editor Create a new customer consent version

Publishing a new version requires customers with older accepted versions to accept again before ordering.

Terms and privacy agreement text

Save compliance rules Process privacy request Publish new terms version Cancel

Financial records are retained while customer identifiers can be anonymized.

Compliance records

Onboarding

Launch checklist & training mode

Test safe

Update checklist item Search checklist

Launch checklist Launch checklist library

Browse pilot readiness items before updating one checklist status.

StatusLibrary

Checklist Launch readiness

Mark each setup area complete, needs review, or not started.

Checklist item Site profile Tables QR codes Menu Modifiers Stations Printer/PDF Stripe Twilio Staff Tax/tip rules Test order Status Complete Needs review Not started

Training mode Demo/test actions

Training/test mode keeps non-live orders, payments, and prints out of live reports.

Demo/test mode Enabled Disabled Demo action

Save checklist Run demo action Cancel

Training/test mode keeps non-live orders, payments, and prints out of live reports.

Checklist items

Compliance

Age-restricted items

ID required

Add age rule Search rules

Age rules Age rule library

Browse age-restricted categories and items before editing confirmation and ID rules.

StatusLibrary

Restriction Age-restricted item rule

Customers confirm age, and server still verifies ID before delivery.

Category or item Alcohol category Wine Beer Smoked Margarita Minimum age Required Customer confirmation Required before add to cart Required before submit order Server delivery rule Verify ID before delivery Verify ID before order send

Save age rule Server verified ID Cancel

Customers confirm age, and server still verifies ID before delivery.

Age rules

Tables

QR PDF generator

Print ready

Generate batch Search tables

Table QR codes Table QR library

Browse table QR links before generating a printable batch.

StatusLibrary

Batch Printable QR sheet

Generated sheets include restaurant/site, table number, scan URL, and a unique table token.

Restaurant/site Downtown Bistro Riverside Bistro Airport Taproom Table range QR base URL Print layout 4 per page 6 per page Table tent

Generate QR PDF Generate test QR PDF (with URLs) Refresh preview Cancel

Production sheets show restaurant name, table number, and QR code only. Use the test button to include full customer URLs for browser testing.

Tables

Site admin

Staff user records

Site scoped

Add user Search users Show inactive users

Staff user Staff user library

Browse staff logins before creating or editing one user record.

RestaurantCurrent restaurant StatusLibrary

Identity Site, username, and role

Restaurant scope, username (or email at sign-in), and the role this person receives in staff apps.

Restaurant/site Downtown Bistro Riverside Bistro Airport Taproom Username Required User name Required Role Global Admin Site Admin Server Manager Server Station Lead Server and Station Lead Status Enabled Disabled

Contact Reachability and address

At least one of email or phone is required for login and account recovery.

Email Email or phone required Phone number Address line 1 Address line 2 City Province Country Postal code

Credentials Password and access

Leave blank when editing unless you intend to rotate the password.

Password

Create user Deactivate user Reactivate login Cancel

Site admins can create staff logins only for restaurants/sites they can access.

Staff users

Payments

Stripe settings

Test mode

Publishable key Secret key Webhook secret Payment domain Mode Test Live Statement descriptor

Save Stripe config Send test webhook

Apple Pay and Google Pay require a verified payment domain before live use.

Receipts

Printers & receipt text

Site scoped

Printers Output devices and tax

Kitchen, receipt, and shift report destinations plus the tax rate applied on bills.

Kitchen printer/output Receipt printer/output Shift report printer/output Tax rate %

Header Receipt header lines

Printed above bill details on email, PDF, and printed receipts.

Line text

Add header line

Footer Receipt footer lines

Printed below totals and payment details.

Line text

Add footer line

Save receipt settings Preview receipt template Print shift report Soft delete template Restore template Show inactive receipt templates

Printed and emailed receipts use restaurant message text and aggregate duplicate items.

Global admin

Twilio settings

Global scope

Account SID Auth token Messaging service SID From number OTP template Region US/Canada International

Save Twilio config Send test SMS

Only global admins can manage SMS provider credentials.

Operations

Realtime & session reliability

Production guardrails

Location radius meters Max devices per table First order from new device Server approval for suspicious joins Always require server approval Allow within device limit Copied/old QR behavior Block unless live session token matches Require server approval Allow browsing only Table close behavior Invalidate customer sessions and carts Invalidate sessions but keep unpaid bill visible Require manager approval if active carts exist Socket reconnect seconds Stale session cleanup minutes Cart draft expiry minutes Pending payment warning minutes Table stale warning hours Station disconnect warning minutes

Save guardrails Run cleanup check Plan 1,000 device load test

Fraud controls and reconnect behavior protect live table ordering during service.

Operations

Monitoring & health checks

Live service

Run health checks Create test alert

Tracks failed payments, failed printer/PDF jobs, station disconnects, stuck sessions, stale carts, long unpaid bills, unresolved splits, SMS/OTP failures, and Stripe webhook issues.

Operations

Backups & restore

Daily + PITR

Backup frequency Daily Every 6 hours Point-in-time recovery Enabled Disabled Restore scope Single restaurant/site Full platform Export site

Run backup Export site data Run restore drill

Backups, exports, restore jobs, and restore drills are audit logged.

Support

Incident tickets

Audit trail

Severity P2 service degraded P1 service down P3 needs review Affected site Table/session/payment Resolution notes

Create incident Resolve latest

Restaurant admins can open support tickets tied to a site, table, session, payment, station, or printer job.

Site Admin

Manager approval search

0 results

Start date End date Status All Pending Approved Declined Request type All Table owner change Refund request Bill adjustment request Custom item Move or merge session Search

Search

Search pending requests and manager decisions for the selected date range.

Reports

Server shift closeouts

0 reports

Start date End date Server Status All Pending Approved Declined Search

Search durable server closeout reports by submission date.

Audit

Action log

Refresh

From To Action prefix Actor All Staff Customer Search

When	Who	What happened	Target	Action

Server-side audit entries from the TableFlow System. Defaults to the last 7 days.