User Guide
A guide to using Take A Number.
Logging In
How to get started and launch the order management pages.
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Logging in is quick and easy. Just click the login button and enter your credentials to reveal the "Manage Customers" button.
01 - Click the login button
Pop open the login panel.
02 - Enter your credentials
Put your email and password in.
03 - Click Manage Customers
Launch the management tool.
Page Descriptions
Explanation of pages and purposes.
Waiting List Page
The waiting list page is where you can track your customers' status from the time they get in line to the point you are ready to take their order.
Waiting List
Customers who are waiting to order.
Ordering List
Customers who are ready to order.
On-Hold List
Customers you have placed on hold.
In-Progress Page
The waiting list page is where you can track your customers' status from the time they order to the point their order is completed.
In-Progress List
Orders that are currently being worked
Completed List
Orders that are completed.
Cancelled List
Orders that have been cancelled.
Stats Page
- Statistics for today's orders. Including how many orders have been completed and cancelled as well as the average wait time and order time.
Orders Completed and cancelled
Total number of orders completed and cancelled today.
Average Wait Time
The average time it takes for a customer to go from waiting to ready to order.
Average Order Time
The average time it takes for a customer to go through the entire process.
Account Page
The account page is where you update the information about your restaurant. These changes can be seen on the customer-facing app.
Taking Orders?
Let your customers know your status.
Taking Orders? (Options)
Choose from the list of options:
Open, Closed, Sold Out, Not Taking Orders
Hours
Let your customers know what hours you're open.
Contact Info
Update the address of your restaurant/truck, as well as your email, phone and website.
Social Accounts
Update the usernames for each of your social accounts.
Save and Logout
Be sure to save your changes or they won't be reflected on the customer-facing app.
Adding Customers
How to add a customer at the point of sale.
Using TAN in "Buzzer Mode".
When you don't have a long line or would rather not have your customers use the app; you can manually add a customer's name and phone number after they order. This will send a text message confirmation immediately and another when their order is ready.
Tap Add Customer Icon
Tapping the Add Customer Icon opens a pop up so you can manually add them by inputting their name and phone number.
Fill In The Customer's Info
The pop up allows you to add a customer manually. This will place them with a status of "In Progress."
Changing Statuses
How to progress orders through the system.
Here's how to update the status of orders.
To change the status of an order, slide the name left or right to reveal a button. The icon shown on the button corresponds to the status change.
Swipe Right
Swiping right reveals buttons you can tap that move orders forward to the next step or backward to previous steps.
Swipe Left
Swiping left reveals buttons you can tap in case there's an problem. These buttons let you pause the order, cancel it or send that customer a message.
Sending Messages
How to send a specific customer a message.
Let A Customer Know When Issues Arise
There are times where you need to let the customer know that they need to come back to the counter. This could be because you need more information, there's a problem with their order or an item is now sold out.
Tap Add Customer Icon
Tapping the Add Customer Icon opens a pop up so you can manually add them by inputting their name and phone number.
Fill In Customer Info
The pop up allows you to add a customer manually. This will place them with a status of "In Progress."
Icon Legend
TAN uses icons to simplify interactions with the app.
Here's a list of icons revealed when swiping and their meanings.
Waiting
Ready to Order
In Progress
Complete
On Hold
Cancel
