How do I leave notes for the team?

Today's notes (Pro and Complete) are short notes for the team — "the cake for table 12 is in the walk-in". They show on Home, first in the staff app and in the Briefing; a note is for one day, a few days or pinned; Kitchen and The door notes also show on the kitchen screen and the Scanner; each clears itself at 5am after its last day.

Today's notes are short notes for your team — "card machine 2 is charging, use machine 1 until 8", "the wine delivery comes at 10 tomorrow". They come with the Pro and Complete plans. (They used to be called shift notes and sat behind a clipboard button in the top bar; that button has gone.)

Where the team sees them

• Home — the Today's notes card at the top of the right-hand cards. Pinned notes come first, then the day's notes in the order they were written. Each note says who wrote it and when ("Sofia · 16:10"), who it's for, and how long it runs.
• The staff app — the same card is the first thing on Home after a PIN sign-in.
• The Briefing — a Today's notes section (and Tomorrow's notes when you brief tomorrow), on screen and on the printout. See How do I brief the team before service?.
• The kitchen screen and the Scanner — a note for Kitchen also shows as one strip at the top of the Orders screen, and a note for The door at the top of the Scanner. The Kitchen and Door screen logins see only those notes, and can't add or change notes.

Adding a note

On the card, click Add a note:

• What should the team know? — up to 280 characters.
• Who's it for? — Everyone, Kitchen, Bar, The door or About a guest. Everyone on the team still sees every note; the tag helps people spot theirs, and puts Kitchen and The door notes on those screens too.
• How long? —
• Today (the usual one).
• A date — a note you know ahead, such as a delivery tomorrow.
• Until a date — it shows every day from its first day to its last, 31 days at most.
• Pinned — until removed — for owners and managers only. It stays at the top of the card every day until someone removes it. A note About a guest can't be pinned.

Then click Add note. Anyone on the team can add notes — owners, managers and staff with their own login or PIN.

Done, Edit and Remove

• Done — anyone on the team can click it once the note's dealt with. It clears the note for today for everyone. A note that runs for several days, or a pinned one, comes back the next day.
• Edit and Remove (in the ⋯ menu beside a note) — only the person who wrote the note, or an owner, admin or manager. Remove takes the note off every screen straight away.

When notes clear and when they're deleted

The venue's day runs from 5am to 5am, so a note for today clears itself at 5am the next morning, and a note Until a date at 5am after its last day.

ResoFlow then keeps a note for 30 days before deleting it for good: 30 days after its last day, or 30 days after a pinned note is removed. A note About a guest is deleted 30 days after its first day. Because notes can mention a guest, keep anything the venue needs to remember about a guest — an allergy, a preference — on the booking or the customer's profile instead, where it stays with them.

Related: How do I use the Home screen? · How do I brief the team before service?