Tag: Training Guide

Create promotions with requirements and rewards.

1. Open Marketing → Promotions.
2. Click Add Promotion.
3. Enter the promotion name and type.
4. Configure requirements and reward.
5. Select POS, OLO, or KIOSK.
6. Review the settings and Active/Inactive status.
7. Save.

Create a Loyalty Plan with rewards for customers.

1. Open Marketing → Loyalty Plan.
2. Enter the plan name.
3. Select Dollars, Points, Visits, or Items.
4. Configure the requirements and reward.
5. Select POS, OLO, or KIOSK.
6. Set the plan Active or Inactive.
7. Review and save.

Create employee schedules in Juvo Back Office so employees can view them on the POS Time Clock.

1. Open Employees → Staff Schedule.
2. Click Add Shift.
3. Select the employee and review the automatically populated job.
4. Choose the date, start time, and end time.
5. Review and click Save.
6. Sync the POS after creating or updating the schedule.

Create employees and manage their roles and time records.

1. Open Employees.
2. Select Employee and click Add Employee.
3. Enter contact information and a login PIN.
4. Open Job/Roles to assign permissions.
5. Use Time Cards to review, edit, or approve hours.

Control when menu items appear on the POS.

1. Open Menu Items → Availability.
2. Choose a menu item, category, or modifier group.
3. Click Edit Availability or Add Schedule.
4. Set days and time ranges.
5. Optionally add seasonal date ranges.
6. Click Save, then Publish or Push to Devices.
7. Verify in Preview or on the POS.

Edit multiple menu items efficiently.

1. Open Menu Items.
2. Locate the items to modify.
3. Select the checkbox next to each item.
4. Use the Mass Edit options.
5. Review the selected items and apply or save the changes.

Note: Double-check the selection before applying changes.

Create modifier prefixes, items, and groups.

1. Open Menu Items.
2. Select Modifier Prefix, Modifier Item, or Modifier Group.
3. Create prefixes such as No, Extra, or Add.
4. Create modifier items such as Cheese or Bacon.
5. Combine items into modifier groups such as Toppings.
6. Click Save after each setup.

Create order types such as Dine In, Takeout, or Delivery.

1. Open Operations → Order Type.
2. Click Add New Order Type.
3. Enter the name.
4. Select the tax configuration and color.
5. Select the available platforms.
6. Configure POS options such as Customer Lookup, Required, Auto Gratuity, and Package Printer.
7. Review and save.

Configure payment methods available in the POS.

1. Open Operations → Payment Type.
2. Click Add New Payment Type.
3. Enter the name.
4. Set Enabled and Manager Approval as needed.
5. Review and save.

Enable Positions for a specific order type.

1. Open Operations → Order Type.
2. Open an existing order type.
3. Go to the Juvo POS tab.
4. Find Options and enable Positions.
5. Review and save if required.