GreenSailsAlpha

Manager Getting Started

Run a typical venue day from schedule through closeout analytics.

Use this path once the venue is set up. It covers the manager's day on the dashboard and POS, schedule people, run the drawer, watch the floor, and check results.

A typical manager day

Confirm the roster and schedule

Review employees under Workforce, then publish the week on Schedule. Enable staff portal access when needed via Staff Portal Getting Started.

Open and watch financial shifts

Open the drawer window on a Base register, track sales through the day, and close with a cash count. See Financial Shifts and Hub & Shifts.

Monitor orders and recall

Watch live tickets on Orders. On the terminal, use Recall to find, settle, or split tabs across Base and Satellite devices.

Glance at inventory

Check stock health on Inventory Overview, alerts, transfers, and counts when something looks off.

Optional: Money close helpers (Jamaica)

After the shift closes, review the service charge pool for payroll, and use the GCT-01 helper when you are closing a tax month. Configure both under Tax & compliance.

Review analytics

End the day on Dashboards and overnight AI Briefings.

What's next

On this page