The Bartender app provides complete control over customer tabs, allowing staff to reassign ownership, filter active orders, combine or divide guest bills, and open blank tabs during service.
1. Tab Ownership & Layout
Tab permissions are split into two ownership categories on the Dashboard:
Assigned Tabs: Tabs created by the currently logged-in employee.
Unassigned Tabs: Tabs created by other team members.
App Interface Changes
Tab Header: Shows the Tab Name and Tab Owner (creating employee) at the top.
Actions Menu: Primary management options (Edit items, Rename, Cancel, Reopen, Close, Reassign, Merge, Split) are located in the Actions menu in the upper-right corner.
"My Tabs" Filter: On the Tab History and Add to Existing Tab screens, switch the My Tabs toggle ON to display only your assigned tabs. Switch it OFF to view all venue tabs.
"Open Tabs" Filter: Filters the list to display active open tabs.
2. Creating an Empty Tab
Staff can establish a blank tab before taking a customer's order:
Ensure the cart subtotal is $0.00.
Tap Create Empty Tab.
Enter a name (e.g., guest name or table number) and confirm.
To add items later, place items in the cart and select Add to Existing Tab.
3. Reassigning Tabs
Reassigning updates the Employee field on a tab, transferring ownership and access permissions to a different team member.
Requirements:
Tab reassignment requires an active internet connection.
If time tracking is enabled for the event, tabs can only be reassigned to employees who currently have an open timecard (clocked in).
Reassigning an Individual Tab
Open the tabs list and select the target tab.
Open the Actions menu and select Reassign.
Search for and select the new employee.
Confirm the reassignment.
Reassigning All Open Tabs
Open the tabs list and tap Reassign Open Tabs.
Search for and select the new employee.
Confirm using the PIN/UID of an employee with permission.
All tabs in New or Partially Paid status will transfer to the new employee.
Note: Employees with open tabs are automatically prompted to reassign their open tabs when clocking out.
4. Merging Tabs
Merging moves all items and modifiers from a source tab into a destination tab, automatically setting the source tab to Cancelled.
Requirements: Requires an online connection. The source tab must be in New status, and the target tab must be in New or Partially Paid status.
Open the source tab (e.g., Tab 1) and select Merge from the Actions menu.
Select the target tab (e.g., Tab 2) to merge into. Use the search bar or My Tabs toggle to locate it.
Confirm the action using an authorized employee PIN/UID.
Discount & Item Rules During Merge:
Modifiers: All item modifiers are preserved during the transfer.
Source Discounts: Cart discounts on the source tab do not transfer; items move over at their original prices.
Target Discounts: Any discounts pre-existing on the target tab will automatically apply to the newly merged items.
5. Splitting Tabs
Splitting allows staff to move selected items from an active tab into a brand-new tab.
Requirements: Requires an online connection. The tab being split must be in New status.
Open the original tab and select Split from the Actions menu.
Adjust the item quantities you wish to move using the counter on the right.
Enter a name for the new tab (or use the default name).
Confirm the split.
(Optional) Tap Split Again to move additional items into another separate tab.
Discount & Item Rules During Split:
Modifiers: Selected items move to the new tab along with their assigned modifiers.
Discounts: Discounts applied to the original tab do not carry over to the new tab.
6. Employee Role Permissions Summary
Tab operations are governed by Dashboard permissions split by tab ownership:
Action | Assigned Tabs Permission | Unassigned Tabs Permission |
Reassign Tab | Controls the Reassign button on owned tabs. | Controls the Reassign button on other employees' tabs. |
Reassign All Open Tabs | Allows reassigning all owned open tabs (PIN/UID required). | Allows reassigning another employee's open tabs (PIN/UID required). |
Merge Tabs | Allows merging owned tabs (PIN/UID required). | Allows merging tabs owned by others (PIN/UID required). |
Split Tabs | Displays the Split button on owned tabs. | Displays the Split button on tabs owned by others. |