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Company settings
The Settings page holds the company-wide settings: whatever applies to everybody at every locatio...
Locations
Each of your restaurants is a location. Each location has its own schedule, its own week, and its...
Skills
Skills describe how experienced someone is in a job role, such as In training, Experienced or Tra...
Job roles and departments
A job role is what people are scheduled as: Server, Line Cook, Bartender. Each one belongs to a d...
Adding and inviting employees
Everyone who works for you has a record on the Employees page. This guide covers finding people, ...
The daily roster
The daily roster is a one-page printout of who is working on a given day at a location, split int...
Reviewing time off requests
Employees ask for time off in the app or on the website. Time off review is where you approve or ...
Reviewing ShiftHub requests
ShiftHub lets your team sort out cover among themselves: they can swap shifts with each other, gi...
House shifts and open shift pickup
A house shift is a shift you know you need but haven't given to anyone yet, like an extra server ...
Schedule templates
If most weeks look about the same, you don't have to build each one from scratch. Save a good wee...
Welcome to Sail Scheduling
Sail Scheduling is where you build your team's schedule, share it with them, and handle everythin...
PCI Compliance for Sail/EMV/Swipe
Introduction What is PCI?Payment Card Industry Data Security Standards (PCI DSS) compliance is m...
Sail POS & Focus POS: The whole system seems down - start here
Summary. For callers who say their whole system is down but don't know why. Walks through a few q...
Focus POS: The back-office computer won't turn on
Common things to try first Check that the power cable is firmly plugged in at both the compute...
Sail POS & Focus POS: Can't close the day - troubleshoot it
Common things to try first Sail: Daily Close says a table is still open, but it doesn't show u...
Surcharging FAQs
What is the credit card surcharge and how does it benefit me? For all credit card transactions (...
How to do the Daily Close
This document will walk you through performing the daily close procedure in Sail. Before you can...
Sail POS & Focus POS: A terminal is down - troubleshoot it and keep serving from another station
Common things to try first Look at the back of the station for the network cable - it clicks i...
A network/internet outage — check power and reboot your network devices
Summary. When the restaurant loses internet or the POS network stops connecting, checking power a...
Sail POS: KDS hardware troubleshooting (MicroTouch, Windows controllers, and bump bars)
Summary. Basic hardware troubleshooting for Kitchen Display (KDS) stations. Starts with identifyi...