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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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Using the Guest CRM
See everything about a guest in one place - their visit history, preferences, reliability and value to your venue. Steps 1. Go to Bookings, then "Guests" to see the CRM dashboard. 2. The top of the dashboard shows your Total guests, VIP guests, Regulars, Upcoming bookings and overall Attendance rate. 3. Use "Search by name, email or phone", or the tag and status filters, to narrow the guest list down. 4. You can also search for a guest from the search bar at the top of any page - it looks across both Guests and Bookings. 5. Click on a guest to open their profile: visit count, no-shows, average party size, attendance percentage, preferred booking days, and how their value compares to your other guests. 6. Tap "Add booking" to create a new reservation for this guest without leaving their profile. 7. Tap "Add note" to leave a staff note on their profile, such as a seating preference. 8. Tap "Edit Guest" to update their details, including Dietary Notes, from the Guest preferences section.
Bookings (Staff App)Changing a Guest's Table
Move a booking to a different table straight from the Guestlist. Steps 1. Go to Guestlist and find the booking you want to move. 2. Tap "Edit Table" on that booking. 3. A list of tables opens under "Choose table(s)", with the guest's current table already ticked. This list only shows tables that can actually take the booking - it's already filtered by things like party size, so every option here is a valid swap. 4. 5. Untick the current table and tick the new one (or tick more than one if the booking needs multiple tables). 6. Tap "Save" to confirm the change, or "Cancel" to leave the table as it was. Tips If a table doesn't appear on the list, it's usually because it can't take the party - check the size and area rather than assuming it's a bug. You can tick more than one table if a large party needs to be spread across a couple of tables pushed together.
Rota (Admin Panel)Using Skills to Manage Roles
Define the roles your venue schedules against and assign them to team members, so shifts, Open Shifts and Shift Swaps can be matched to the right people. Steps 1. Go to Settings, then "Skills" under the ROTA SETTINGS section. 2. Type a skill name, such as "Host", into the field and tap "Add Skill" to add it to your venue's skill list. 3. Each shift on the rota is tagged with one of these skills as its role, and it's what Open Shift and Shift Swap eligibility check against - so keep the list matched to the roles you actually schedule. 4. 5. To assign a skill to a specific person, go to Team, then "Team Management" and open their profile. 6. On the Profile tab, tick each Skill that applies to them. 7. 8. Set their Default Role from one of the skills you've ticked - this is the role used when scheduling them on the rota. 9. Tap "Save Changes". Tips A team member can hold more than one skill - for example, someone who can work both Bar and Front of House - but only one can be set as their Default Role. Skills drive who's eligible for an Open Shift or a Shift Swap, so if someone can't see a shift they should be able to pick up, check they have the right skill ticked. Keep skill names short and specific, like "Bar" or "Bar - Cocktail Trained", rather than long descriptions - they're used as labels throughout the rota.
Rota (Admin Panel)Setting Up Employee Contracts, Pay and Holiday Allowance
Set a team member's contract type, hours, pay rate and holiday allowance so their rota, timesheets and payroll figures are accurate. Steps 1. Go to Team, then "Team Management" and select the team member. 2. Open the "Pay & Contracts" tab. 3. 4. Set Contract to Full-Time, Part-Time or Zero-Hours, and enter their Hours/Wk. 5. Choose a Pay Type - Hourly rate or Annual salary - and fill in the Rate/Hr or Salary/Yr field that appears. 6. Set Holiday to either Fixed days per year or Accrued from hours worked, then enter their Holiday Days. 7. Set Holiday Year From to the date their holiday year starts. 8. Tap "Save Changes". Tips Hours/Wk and Rate/Hr feed into the estimated labour cost shown on the Weekly Rota Builder, so keeping these accurate helps you plan shifts against budget. Choose "Accrued from hours worked" for Zero-Hours or casual staff whose holiday builds up as they work, rather than a fixed number of days upfront. Holiday Year From doesn't have to match the calendar year - set it to whenever this team member's holiday entitlement actually resets.
Rota (Staff App)Setting Your Availability
Let your manager know which days and times you're free to work, either as a regular weekly pattern or for one specific week. Steps 1. Open the Staff App, tap the Rota icon in the top right corner, then tap "My Availability". 2. The "Recurring" tab is selected by default. For each day of the week, choose None, Some or All Day, and set start and end times if you choose Some. 3. 4. Recurring availability becomes your standing weekly pattern and applies every week until you change it. 5. To set availability for just one week, tap the "One Off" tab instead. 6. Choose the week beginning date from the calendar, then set your availability for that week the same way as above. 7. 8. One-off availability only affects that specific week and doesn't change your recurring pattern. Tips If you don't set any availability, your manager can still schedule you, so keep it up to date. One-off availability is useful for holidays, appointments or any week that differs from your usual pattern.
Rota (Staff App)Requesting Holiday and Viewing Your Leave Balance
Request holiday from within the app and keep track of how many days you have left. Steps 1. Open the Staff App, tap the Rota icon in the top right corner, then tap "Leave". 2. At the top you'll see your Holiday allowance, showing days remaining out of your total for the year. 3. 4. Tap "Request Holiday". 5. Enter a Start Date and End Date, and optionally add a Reason. 6. 7. Tap "Submit Request". Your request will show as Pending until your manager reviews it. 8. Use the "All Leave" and "Pending" tabs below to check the status of your requests. Tips Your holiday allowance and dates run 1 Jan to 1 Jan the following year. If a request is declined, check the "All Leave" tab for your manager's note explaining why.