Clubspot allows you to assign staff members to specific orders to enable tip tracking. This article walks through setting up your dashboard to tie your staff members to individual orders.
The first step is to navigate to the Staff and Staff Members tab in the dashboard. This is where you can enter your staff members’ details. You will need to provide their names, email and a staff code which is required to be a 4-digit number for use in creating new orders or clocking in/out. The last four digits of a cell phone number can be a good default choice!
After entering your staff, you can create your positions. If using the time clock functionality, each staff member will need to select the position they are clocking in for. Positions can be helpful in tracking different pay rates for staff members who may wear multiple hats. Reach out to [email protected] or your onboarding manager if you would like to disable positions.
To edit any staff details in the future, click on the staff name and then click EDIT in the lower right-hand corner.
With your staff entered, the next step is to enable the “Staff members” setting from the POS settings. Remember, it is always a good practice to set this on your POS profiles and then select the appropriate profiles from each device.
You can view and track staff member tips by navigating to Staff> Tip & Service Charge > Tip & Service charge by staff member. Here you can access a reporting dashboard to easily see tips that were earned at the point of sale. Each tip is linked with a specific staff member. You can also click on ADD FILTER to sort by a specific staff member.
From Tip & Service charge ledger, by clicking on the three dots on the right side of each line item, you have the option to view the full order, view the membership of the customer, or preview an invoice. You can also click on export in the top right corner to export this data.
This information can also be filtered by clicking on the various locations you have set up in your POS.