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’ detail. 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 go and create your positions. If using the time clock functionality, each staff member will need to select the position they are clocking in for.
With your staff entered, the next step is to enable the “Staff members” setting from the POS settings. Remember, POS settings live on the user level, so make sure to enable this directly on the devices you use, as opposed to your personal login. From the POS orders screen, select Settings and toggle “Staff members” on.
You are able to view and track staff member tips by navigating to Staff>Tipping. Here you will see a reporting view to easily see tips that were earned at the point of sale. Each tip is linked with the specific staff member.
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 setup in your POS.