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Tip

To access Server Sections, log into the SpotOn Reserve Web Portal, click Settings, then select Server SectionsSchedule

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Add a New Server Chart

Note: There is no limit to the number of charts that can be created.

Action

Display

  1. Click the Add ( + ) button beneath in the Server Sections Charts section

  2. Use the Server Chart Name text field to input a name for this new chart (i.e., Main Chart or 2 Server Lunch)

  3. Click the Add Section

    • Additional section settings will populate below the new chart name

  4. Use the Section Name text field to input a name for this section

  5. Select the desired tables from the layout to assign to this section

    • Selected tables will display with the same color as the section they are assigned to

    • To change a section’s color, click the color box next to the section name

  6. Click the Add Section button and repeat the process to complete the full chart, section by section

  7. Click the blue Add button in the lower left corner to save the chart

Info

  • To edit a Section: Click the pencil icon to make changes

  • To delete a Section: Click the red trash can icon

  1. ( + ) button

  2. Enter the name of the first section in the Section Name box (i.e., 1 or Bar, etc.)

    • The section color will be automatically selected, but it can be changed by clicking in the color box to the left of the Section Name

  3. Click the tables in the layout to select them and add them to the section

  4. Click on the Add ( + ) button to continue adding sections in this way

    • To edit a section, click on the pencil icon to the right of the Section Name

    • To delete a section, click on the red trash can icon to the right of the Section Name

  5. When finished, click the blue Save button

Info

  • To edit an existing Server Chart: Click edit to reopen the chart

  • To delete and existing Server Chart: click the red trash can icon

Video Tutorial Coming Soon!Server Schedule - Add server chart.mp4

Note

Note: If a table is assigned to a section in a chart, the table cannot be edited or deleted in the Dining Room Layout until that assignment has been removed in ALL charts.

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Add a New Server Tag

Server Tags are used to describe the role of a server when they are put on a Schedule and/or a Chart during service using the SpotOn Reserve Host App Server Management function.

Action

Display

  1. Click the Add ( + ) button in the Server Tags section

  2. Type in the name of the Server Tag in the text field

  3. Click Save

    • To edit a Server Tag, click the pencil icon to the right of the Server Tag

    • To delete a Server Tag, click the red trash can icon to the right of the Server Tag

Server Schedule - Add server tag.mp4