Manage Tab Overview

Employees

This button is used to manage employee information. Here you can Add/Delete/Edit Employee information for the desired effect.

Key Feature(s):

• The Username field will be the Employee’s Username name for whenever they login to the system.
  
  
• There is a password field which will determine the Employee's login password..
  
  
• The Employee Type field will determine what permissions/access an Employee will have on the system. These permissions in ascending order are: Host, Manager, and Administrator.
  
  
• An hourly wage can be set, which will be calculated based on the Time Clock time-in/time-out information. (If applicable)
  
  
• You can also set a Default Sale Tab. Once set, the Sales Tab that is selected will automatically open for that particular Employee when they log into the system.
  
  
• Employees can be set to a default work station depending on how many systems that are being run in one location. (Ex. Jennifer’s default work station is the “Café”.)

Employee Schedule

This page is useful because it allows Managers/Administrators to manage the Employee schedule. This is a handy tool if used in conjunction with the Time Clock feature.

Key Feature(s):

• Allows you to enter the Username, Shift Date, Start/End Time, and Notes for each shift.
  
  
• The Shift Calendar shows all Employee shifts (which can be edited).
  
  
• A detailed list of shifts for specific dates.
  
  
• A Print Report button that will print the Employee Schedule Report, which will direct you to the Manage>Reports page.

Manage Time Clock

This button allows you to view/edit the Employee clock in/out times if using the Time Clock tool.

Key Feature(s):

• A search engine that allows you to look up Employee’s clock in/out times based on their first and last name.
  
  
• A button to Manually Add Entry, which allows you to Add new shifts to an Employee or Edit an older shift.

View All Refunds

This button allows the User to see all refunds conducted using the LilYPad system.

Key Feature(s):

• All refunds are listed and ordered by Sale ID (Highest – Lowest).
  
  
• A search bar is included that will locate refunds based on their Sale ID.

View All Voids

This button will show any sales that were completed voided on the LilYPad system.

Key Feature(s):

• All voids are listed and ordered by Sale ID (Highest – Lowest).
  
  
• A search bar is included that will locate voids based on their Sale ID.

Reports

This page shows the numerous reports that LilYPad can generate. Simply follow the instruction on the desired report to create it. Here is a list of reports that the system can generate:

Key Feature(s):

Petty Cash

This button is useful means of keeping track of cash in the registers when sending Employees to purchase items for the facility or other business reasons.

Key Feature(s):

• A dropdown list populated by the Employees that can be selected from.
  
  
• Fields to enter Date/Time, Amount, and what Products can be purchased.
  
  
• A list of Petty Cash transactions ordered chronologically (most recent) and a search bar to find specific Petty Cash records.

Credit Notes

This page allows the user to View/Add Credit Notes to customer records for refunds, returns, etc.

Key Feature(s):

• A section to Add Credit Notes directly to a customer record.
  
  
• A list of Active & Used Credit Notes ordered chronologically (most recent) and a search bar to find specific Credit Notes records.

Deleted Customers

This page shows a list of deleted customers sorted in chronological order and a search bar that can look up deleted customers.

Customer Labels

This page prints off customer labels of your choosing. Just check each customer you want to print and send it to the printer. It will print a label with all of the customer’s information.

Email Customers

This page allows the user to extract customer email information so that it can be used outside of the LilYPad system.

Key Feature(s):

• A filter tool so the user can narrow down a specific group of customers to email.
  
  
• A list of customer to choose from with a Create Customer List button to generate the list of emails.

Party Settings

This button gives the user the ability to alter any settings relating to parties. A user can Add/Edit/Deactivate/Delete Party Times.

Key Feature(s):

• The Unavailable Dates button allows the user to Add/Delete any dates that they want to be unavailable online and offline.
  
  
• The Unavailable Times button works similarly to the Unavailable Dates button, the notable difference being that you can give specific times of the day as opposed to the entire day being unavailable.
  
  
• The More Settings button allows the user to define a Booking Lead Time, which restricts the online customer from booking a party within a set amount of days.
  Ex. If the Booking Lead Time is set to 3 days a customer cannot book a party within 3 days of the current date.
  
  
• More Settings also includes a Terms & Conditions section which will be visible to online customers booking parties.

Tracker Settings

This button is used to manage all the different tracker features. Here you canAdd/Edit/Deactivate/Delete Tracker Time information.

Key Feature(s):

• The Unavailable Dates  button will show any tracker dates marked as unavailable. It also allows you to add more Unavailable Dates  as needed.
  
  
• The Unavailable Times button allows you to set specific times during the day to make unavailable. You must choose a valid day before you can select a time to make unavailable.
  
  
• The Tracker Rooms tab will allow you to Add/Edit/Deactivate/Delete Tracker Rooms.
  
  
• Tracker Times can either be set individually (Add Time) or in bulk (Add Multi-Times).
  
  
• In order to use the Add Multi-Times feature, you will need to set a start time and an end time which will increment based on the Minute Interval set in the Tracker Rooms tab.