Retail Back Office: Introduction to Scheduler and Adding It To Your Account

Retail Back Office: Introduction to Scheduler and Adding It To Your Account

Introduction to Schedules

As a component of the Cloud POS software ecosystem, Schedules is a web-based software created for helping restaurant’s manage the Shifts of their staff.

  1. Integrated with the Back Office application, restaurants are now able to view their staffs’ information: Shifts (including Overtimes), Time Off, and Total Payment by using the Scheduler’s user-friendly interface.

  2. Only Admins/Managers can manage requests (including Shift Swaps) and Permission Requests with Schedules in Back Office. Other Staff use the Schedules Website or App.

Upgrading Your Cloud POS Account to Use the Schedules Add-On

  1. Enter your credentials and log in to your Cloud POS Account.

  2. At the top right of the My Stores screen, click Upgrade.


  3. On the Upgrade screen, select Employee Scheduling. Enter the number of registers to be added/reduced and then select your billing plan.
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  4. Click Manage Plan. On the Manage Plan screen: under Add-ons select Schedules.
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  5. The Payment Method screen appears, where you’ll proceed with payment.
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  6. Once the Payment Method is saved, the Scheduler option appears on the left side Navigational Panel, between Customers and Marketing, with options for Scheduler, Messaging, Requests and Employees.
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