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Help · Finance & CRM

Dashboard, bills archive, and guest CRM

OwnerP1

Today’s metrics, search, bills, tax invoices, and finding a guest.

Goal Find money and guests after the rush.

Who Owner in Admin.

Steps

  1. Open Dashboard for today’s attention alerts.
  2. Use global search for orders, guests, bills, tables.
  3. Open Bills archive and tax invoices as needed.
  4. Use Guest CRM for history and follow-up campaigns if enabled.

Expected result You can answer “what happened to that bill?” without guessing.

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Dashboard, bills archive, and guest CRM — Digitable Help · Digitable