Team access / Event ops

Keep kitchen, floor, and office on the current plan

Run the night from one event plan, with a team feed for quick updates. Each login sees only the part its job needs.

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The mess when the team is not on one plan

When the team is not on one current plan, the house runs on fragments — and group chat is not a system of record.

Email threads

The “final” menu lives in someone’s inbox.

Spreadsheets

Guest counts and duties drift between files.

A photo of the run-of-show in a group chat

Blurry, cropped, already outdated.

Which print is current?

Kitchen and floor argue from different paper.

What the event plan holds

The booking is where title, times, status, category, labels, guest counts, client, menu, additional services, timeline, tasks, schedule, notes, and documents live. Office (owner or manager at the location) builds it on the dashboard. Kitchen and floor open the same event — each with the fields their job needs, not a separate “version in chat.”

See also Menus, Timelines, Tasks, Schedules, Features.

Menu

Meals, drinks, packages, add-on food services; quantities; special notes. Office drafts and publishes.

Additional services

AV, flowers, corkage, and similar: office sees rates; floor sees name, description, quantity.

Shopping list

Produced from menu ingredients and quantities = what to buy, not a stockroom.

Run-of-show

Timed groups and steps with start/end and optional description.

Tasks

On this event’s board; templates can copy when confirmed — this night, not a company backlog.

Work schedules

Attach employees; also how floor gets into the booking.

Documents

Templates filled from event/client; guest vs kitchen layouts.

Event notes

Office notepad only.

Who sees what

Four views. Kitchen is its own login — not “staff who cook.” Do not merge kitchen and floor. Managing access is how you keep everyone on the current plan.
Office

Owner or manager at the location

Builds the commercial and ops file: client, prices, draft + publish menu, generate shopping list, edit timeline and share link, full task board, whole rota, documents, event notes, analytics and cost journal where the plan includes them. Managers cannot invite or archive logins — only the organization owner hands out seats.
Kitchen

Separate login

Sees every upcoming event at the location (not only nights they are rostered). Opens published menu (print/preview), read-only shopping list, and own tasks (move between columns only). No client file, no prices, no event notes, no document editor, no run-of-show on the kitchen event screen. Prep guest count is the kitchen number.
Floor

Staff

Never the office dashboard. Enter an event only with a shift or a task on that booking. See published menu without prices, services without rates, full timeline read-only, coworkers’ name + job title only, and own tasks to move. Own schedule screen. No client, documents, event notes, shopping-list editing, or plate cost.
Share link

No login

Unlisted view of the current run-of-show (title, groups, step titles, descriptions, times). Not a password portal and not a place to reply. Default expiry: event end + 24 hours if unset. Regenerating the link kills the old URL; expired links are gone. Office can limit which timeline groups are included. Use this when someone needs timing without a seat.
Role comparison
Role comparisonOwnerManagerStaffKitchen
WhereEvery location + orgOffice dashboard assignedStaff homeKitchen event list
EventsAllAll at locationShift or task onlyAll upcoming at location
Client / prices / notes / docsYesYesNoNo
MenuDraft + publishDraft + publishPublished, no pricesPublished, print
Shopping listGenerate + mark purchasedSameNoRead-only
TimelineEdit + shareEdit + shareRead-only when assignedNot on their event screen
TasksFull boardFull boardOwn cards moveOwn cards move
ScheduleWhole rotaWhole rotaOwn shiftsNo schedule screen
Team adminInvite, roles, archive, billingRoster only — no loginsOwn passwordOwn password

Team feed

One feed for the location

Manager, kitchen, and staff.

Role and event visibility

Each person sees posts for their role and their events.

Next to the plan

Updates sit next to the plan, not in a separate chat app.

Decisions stay in the event

What changes the night (a menu, a time, a task) still goes into the event.

How a change lands

Nothing pushes into an open tab. The next open of the event, published menu, or share link loads what was last saved or published — that is how the team stays current.
  1. Publish the menu

    Draft saves stay in the office. Publish stores a numbered kitchen version with time and author. Kitchen and floor read that version; if never published, kitchen has no current menu.
  2. Generate the shopping list again when the menu changed

    The list is produced from this menu. It does not rewrite itself when a dish changes. After menu changes, generate again so kitchen is not buying old dishes.
  3. Share link loads current times

    Not a photo from the briefing. Until expiry or replace, the link shows the timeline as it is now.
  4. Assigned people move their own tasks

    Kitchen and floor move only their cards on the same board. They cannot rename, rewrite, reassign, create, or delete cards.

How people get in

Employee

A roster row at the location (name, email, job title, phone). Can exist with no login. Not a billed seat. Used for shifts and task assignment.

Login

A user account with a role at one or more locations = a seat. Only the organization owner invites. Pending invites reserve a seat until accept, cancel, or expire (7 days). Archive frees the seat immediately. The owner is not counted as a seat. One person at several locations in the same org = one seat.

Invite flow

Owner picks active locations, then invites a new person (email, name, role, optional job title/phone) or — when a single location is selected — invites an existing employee to log in (email must match). Staff/kitchen emails say so; manager gets a generic team invite. Managers manage the roster only — they cannot create logins.

Roles you can assign

Manager, Staff, Kitchen. Manager at one location cannot also be staff/kitchen anywhere in the same org. Staff and kitchen can combine across locations.

What you are not buying

Team feed

Managers, kitchen, and staff post quick updates in one feed, so nobody has to dig through a group chat. Decisions still land in the event plan: the published menu, timeline, and tasks.

No warehouse

Shopping list is a buy-list from the menu, not stock.

No payroll

Schedules and who is on the night; not HR pay runs.
  • Not a POS
  • Not a hotel PMS
  • Not guest messaging

Frequently asked questions

Ready to run the next night with kitchen and floor on the current plan, and one feed instead of a group chat?

14 days, full features.