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Field Managers
Getting started
Resources for Central Teams
Store Managers
The basics
Taking action
Users in Hospitality
General
Field Managers
The basics
The Store View
Using the Planner
Taking action on Tasks, Alerts and Opportunities
Users in Hospitality
General
Product evolution
Get to know us
Articles
Guides
Raise a ticket
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Help Center
Field Managers
Getting started
Resources for Central Teams
Store Managers
The basics
Taking action
Users in Hospitality
General
Field Managers
The basics
The Store View
Using the Planner
Taking action on Tasks, Alerts and Opportunities
Users in Hospitality
General
Product evolution
Get to know us
Articles
Guides
Raise a ticket
Field Managers
Here you'll find topics for Managers running multiple stores or business units. Click on each of the links below to view a short explainer video.
The basics
Help, Settings and Navigation
What are Tasks, Alerts and Opportunities, and how are they prioritized?
How to filter by Store
The Store View
What's on the Store Dashboard?
How to use the Store Dashboard
Sort your stores
Using the Planner
Schedule tasks in your Planner
Mark tasks as complete, clear them from your calendar or dismiss them from your list of unscheduled tasks
Taking action on Tasks, Alerts and Opportunities
Taking action on a Task or Alert
Take action on an improvement opportunity
How to dismiss an opportunity
View Smart Insights
View Insights Explorer
See more
Users in Hospitality
Introduction for users in Hospitality
General
How to upload or change your profile picture