Set up your shop

6 of 8 done. Take them in order, a few at a time; what you've done is kept.

Your shop's name and mission
The mission is on everyone's Today screen, so the team knows what the shop is for.
Done
Add your people
Only the emails on the list can sign in. Add at least one more person, by hand or from a spreadsheet.
Done
Set up your roles
Each person's role decides what they can do. Owner, Lead and Team member are ready; change them, or make your own, like a Shift lead who builds the schedule but doesn't see payroll.
Done
Put someone in each seat
A seat on the org chart with a name next to it means everyone knows who owns what.
Done
Write your checklists
What must happen every day or every week, like opening the bar, each item for a person, a seat or anyone, so nothing depends on memory. Add at least three items.
Done
Add your vendors
Numbers and order days in one place, so anyone on shift can place an order.
Done
Publish this week's schedule
Once it's published, each person sees their shifts here and in their own calendar.
Make the schedule
Pick a number to watch
One number a week, like cafe sales, shows early whether things are on track.
Add a measure

Have a spreadsheet? People, vendors and shifts each have “Import from a spreadsheet” on their own screen.