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Account
Questions about your account, payment and billing
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Food Safety (Staff App)
Step-by-step guides for kitchen and front-of-house staff using the Taybl Staff App for food safety: cooking logs, checks, temperatures and more.
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Food Safety (Admin Panel)
Step-by-step guides for venue managers using the Taybl Admin Panel to oversee food safety: records, reviews, suppliers, recipe cards and checklists.
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Rota (Staff App)
Step-by-step guides for staff using the Taybl Staff App for their rota: clocking in and out, availability, holidays, shift swaps and timesheets.
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Rota (Admin Panel)
Step-by-step guides for venue managers using the Taybl Admin Panel to build rotas, manage shift patterns, holidays, timesheets, payroll and staff settings.
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Bookings (Staff App)
Step-by-step guides for staff using the Taybl Staff App for bookings: checking in guests, no-shows and table changes.
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Bookings (Admin Panel)
Step-by-step guides for venue managers using the Taybl Admin Panel to manage bookings: the timeline, floor plan, pre-orders, guest CRM, feedback, payments and booking settings.
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Marketing
Step-by-step guides for venue managers using the Taybl Admin Panel to run marketing: campaigns, automations, segments and reporting.
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Tools (Admin Panel)
Step-by-step guides for venue managers using the Taybl Admin Panel's tools: the menu builder and maintenance logs.
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Team (Admin Panel)
Step-by-step guides for venue managers using the Taybl Admin Panel to add and manage team members.
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Account (Admin Panel)
Step-by-step guides for venue managers using the Taybl Admin Panel to manage their plan and payment method.
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Venue Settings (Admin Panel)
Step-by-step guides for venue managers using the Taybl Admin Panel to manage opening hours and add new venues.
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Popular articles
What other people are reading right now.
Creating a New Campaign
Send a one-off email to a chosen segment of guests, from picking your audience to designing the email itself with the drag and drop editor. Steps 1. Go to Marketing, then "New Campaign". 2. 3. Under "Name Your Campaign", give it an internal name - guests never see this, it's just for your own reference. 4. Under "Audience", choose a "Segment" to target. Use a "Quick Pick" tag for a fast pick, or pick a saved segment from the dropdown. 5. Under "Subject", write the Subject line guests will see in their inbox, and an optional Hidden Preheader, the short preview text shown next to the subject in most inboxes. 6. Under "Send Time", choose "Send Immediately" or "Schedule for Later" and pick a date and time. 7. Under "Content", click "Edit Email Content" to open the drag and drop editor - you may need to save the campaign as a draft first if you have not chosen a segment yet. 8. Pick a starting point, a Plain Email, a Promotional Offer or an Event Announcement, then choose a design to build from, or "Start blank" for the simple branded layout. 9. Choose "Start blank" to open the canvas. Drag blocks like Image, Text, Button and Divider from the left toolbar onto the layout, then click any block to edit it in the right hand panel, including colours, fonts and spacing. 10. When the design is finished, click "Save" to return to the campaign details page. 11. Back on the campaign page, choose "Save Draft" to finish it later, or "Send Now" if you set the Send Time to Send Immediately. If you chose Schedule for Later, this button will read "Schedule Send" instead.
MarketingReports & Insights
See how your campaigns and automations are performing, all the way from the email being sent through to the guest actually visiting. The Funnel Go to Marketing, then "Reports & Insights". Every send is tracked through six stages, so you can see exactly where guests drop off and where a send actually turns into revenue. - Sent - how many emails went out. - Opened - how many guests opened the email. - Clicked - how many guests clicked a link inside it, such as a booking link or offer. - Booked - how many of those guests went on to make a booking. - Attended - how many of those bookings were actually checked in at the venue, rather than cancelled or a no-show. - Revenue - the total spend recorded against those attended visits. Reading the Report - At the top, a summary bar totals the funnel across every campaign and automation you've sent. Below it, each individual campaign or automation gets its own row with the same six numbers, so you can compare which sends actually perform, not just which get opened. - Each row is also labelled "One-off" for a Campaign or with its trigger name for an Automation, so you can see which type of send is driving the numbers.
Account (Admin Panel)Upgrade or Downgrade Plan
Add or remove modules on a venue's plan whenever your needs change. Steps 1. Go to Settings, then "Plan & Payments" under Plan & Payments. 2. 1. On the "My Plans" tab, find the venue you want to change. Each venue shows its own set of module tiles, such as Food Safety, Bookings, Rota and Marketing. 3. 1. Click a module tile to toggle it. A tile marked "Selected" is on the plan, click it to remove it. Click an unselected tile to add it. 4. 1. Once you've made a change, the button under the venue name switches from "Current Plan" to "Update Plan". Click it to confirm and apply the new plan. 5.
Rota (Admin Panel)Viewing Shift Swap Requests
When staff swap shifts between themselves, you can see the status of every request here. Steps 1. Go to Rota, then "Shift Swap Requests" in the sidebar. 2. Every swap is listed showing who is covering for whom, along with the shift's date, time and section. 3. 4. The badge on the right shows where the swap is up to: "Awaiting colleague" while the other staff member hasn't yet accepted, or "Approved" once it's confirmed. 5. Approved swaps show a note confirming cover was checked and there are no rota conflicts, and both staff members' rotas update automatically. Tips Swaps are only offered to team members with the matching skill for that shift, so cover is always qualified. If a swap causes a rota conflict, such as double-booking someone, it won't be approved automatically - check the note on the request for details.
Tools (Admin Panel)Managing Maintenance Logs
Track maintenance issues raised by your team, from first report through to resolved, all in one place. Viewing Tickets Go to Tools, then "Maintenance" to see every ticket raised, newest first. Each ticket shows its Urgency and Status at a glance, and you can filter the list by venue or by status. Click a ticket to open its full details. A Ticket's Details Opening a ticket shows who raised it, when, where (Location) and what kind of issue it is (Request Type), along with whether it's the first time this has been reported and whether the line manager has been informed. This information is fixed once the ticket is raised. The Full Description gives the details in the reporter's own words. Updating a Ticket - Urgency and Status can both be changed from the ticket. Update them, then click "Save Changes". - Notes let you log progress, such as a spare part being ordered or a contractor booked in. Type your update under "Add Notes" and click "Save", it's added to the ticket with a timestamp, and previous notes stay visible underneath. - Once the issue is fixed, click "Mark As Resolved" to close the ticket out. -
Food Safety (Staff App)Managing Your Own Profile
Update your details, change your password, and set your app preferences from My Account. Steps 1. Tap More, then My Account. 2. Under Your Details, check your Name, User Type and Email are correct. Add or update your Mobile No. if needed. 3. To change your password, fill in Current Password, New Password and Confirm New Password under Change Password, then tap Update Password. 4. Scroll down to set your Profile Photo, Appearance (Light, Dark or System), and whether you want Push Notifications — including any days you'd like them switched off. 5. Under Checklists, turn Use card view for Opening & Closing checklists on or off, depending on how you like to work through them. 6. Tap Save Changes at the bottom to apply your updates. Your Details and Change Password (Steps 2-3) Appearance, Notifications and Checklists settings (Steps 4-5) Tips Some fields, like your Name and User Type, are set by your manager and can't be edited here — ask them if these need changing. Setting Appearance to System will automatically match your phone's light or dark mode setting. If you disable Push Notifications on certain days, you'll still see everything in the app — you just won't get alerts on your phone.