Adding Your Team and Choosing What Staff Can Do
Add each person on Team, give them Staff or Manager access, and choose in Settings which actions staff logins can take.
Add a team member
- Open Team and press Add team member.
- Type their first name and last name, then their email, their mobile number, or both.
- Pick their role, such as Server, and pick Staff or Manager access.
- Press Add and send invite.
- With an email, they get a welcome email with a Log in button. With only a mobile number, they get a welcome text. They sign in with their email or mobile number and the code HostyFlow sends there.
What each role sees
Owners and managers can open every screen.
Staff can open Workstation, Pre-shift plan, Floor, Waitlist, Guests, Messages, Schedule, Team, Guest view and Workflow.
Staff cannot open Setup, Bookings, Reports, Payments, Connections or Settings.
Choose what staff can do
- Open Settings, then Permissions.
- Each action has one button that switches between Staff and managers and Managers only.
- Press Save.
The actions are issuing refunds, changing the floor plan, marking no-shows, seating or moving VIPs, exporting reports, editing the schedule, blocking tables, replying to guests and sending faxes.
When staff try an action set to Managers only, HostyFlow tells them a manager can allow it in Settings, under Permissions.
Edit or remove someone
Pick a person on Team to open their card, then press Edit or Remove.
When you remove someone, their login stops working right away and their past activity stays in the log.
You cannot remove yourself or the owner.
More in Getting Started
Your Setup Guide, Step by Step
Setup walks you through eleven steps, from your restaurant's name to going live. You can skip a step and come back to it.
Signing In with an Email Code
You sign in to HostyFlow with a 6-digit code sent to your email. There is no password to remember.
Who's Working and Shifts
One signed-in device can serve your whole team. Each person taps their name, enters the code HostyFlow sends them, and sees the tools their role allows.
Importing Your Guest List
Upload the export from your old booking system as a CSV file. HostyFlow brings over guests, past visits, future bookings, notes and tags.
Questions About Setup or Workstation Workflows?
Write to team@hostyflow.com with a question about setup, your floor plan or your account.