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  • Can I upgrade my plan?
Food Safety (Staff App)
  • Adding Cooking Logs
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  • Completing Opening Checks
Food Safety (Admin Panel)
  • Viewing and Exporting Records
  • Keeping the SFBB Diary
  • Logging and Managing Complaints
  • Managing Suppliers
  • Completing the 4 Week Review
  • Viewing the Allergen Matrix
  • Adding and Editing Recipe Cards
  • Setting Up Recipe Card Variations
  • Editing Checklists
  • Managing Fridges & Freezers
Rota (Staff App)
  • Clocking In and Out of a Shift
  • Accessing Your Rota Options
  • Viewing Your Rota
  • Setting Your Availability
  • Requesting Holiday and Viewing Your Leave Balance
  • Seeing and Claiming Open Shifts
  • Swapping Shifts with a Team Member
  • Viewing Your Timesheets
Rota (Admin Panel)
  • Building a Weekly Rota
  • Viewing Labour Cost and Setting Average Spend Per Head
  • Creating Shift Patterns
  • Viewing Team Availability
  • Viewing and Approving Holiday Requests
  • Viewing Shift Swap Requests
  • Reviewing and Approving Timesheets
  • Exporting Payroll
  • Enforcing GeoFencing for Clock-in
  • Requesting Shift Acknowledgement
  • Setting Up Employee Contracts, Pay and Holiday Allowance
  • Adding User-Specific Documents
  • Using Skills to Manage Roles
Bookings (Staff App)
  • Viewing Bookings
  • Checking In a Guest
  • Marking a Guest as a No-Show
  • Changing a Guest's Table
Bookings (Admin Panel)
  • Managing Bookings on the Timeline
  • Using the Live Floor Plan
  • Requesting and Viewing Pre-Orders
  • Using the Guest CRM
  • Using the Feedback Manager
  • Taking Payments, Deposits and No-Show Fees
  • Setting Up the Booking Widget
  • Blocking Out Dates
  • Setting Up Booking Types
  • Limiting Covers Arriving
  • Configuring Guest CRM Settings
  • Building Your Floor Plan
  • Editing Guest Emails
Marketing
  • Creating a New Campaign
  • Creating New Auto Pilot Automations
  • Creating New Segments
  • Reports & Insights
Tools (Admin Panel)
  • Menu Builder
  • Managing Maintenance Logs
Team (Admin Panel)
  • How to Add a Team Member
  • Manage Team Members
Account (Admin Panel)
  • Upgrade or Downgrade Plan
  • Update Payment Method
Venue Settings (Admin Panel)
  • Update Opening Hours
  • Add A New Venue
Home Account (Admin Panel)

Account (Admin Panel)

2 articles · Reece By Reece
2 articles · Reece By Reece

Step-by-step guides for venue managers using the Taybl Admin Panel to manage their plan and payment method.

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.

Update Payment Method

Add or update the card used for your Taybl subscription. Steps 1. Go to Settings, then "Plan & Payments". 2. 2. Switch to the "Payment Details" tab. 3. 3. If there's no card on file, click "Add Card". If a card is already saved, the same button lets you replace it with a new one. 4. 4. Enter the new card details and save. This card is then used for all future billing on the account. 5. Once a card is saved, you can view your billing history under the "Invoices" tab on the same page.

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