User Manual

When a new team member is added an email is sent to them with their unique activation code. The employee will need to download the app and register as a new user with their code. That is how they are linked to your restaurant.

Adding team members:

• ‍‍From the Home Screen select Roster> Add new employee: Enter the team members first and last name, email and role then select “Invite”. An email including an activation code will be sent to the team members email address.

Deleting team members:

• From the Home screen select Roster> Role> Team member> Delete (upper right hand corner of profile screen)

Changing a team members role:

• From the Home Screen select Roster> Select Employees Current role > Select Employee. Below employee name select pencil icon next to current role > Select new role from drop down menu> Select update. Role is changed.
  

Click on your name (desktop version) or the three lines (mobile version) in the upper right corner to open the Drop Down menu.

Complete your profile information so the rest of your team can contact you and know a bit about you. 

• ‍To Complete or update your profile:  Click on your name in the upper right corner to activate the drop down menu> select Profile> Click on Edit in upper right corner: Click on upload photo, select photo from your device for your profile picture. Fill in the Name, Email, Phone number, and other information. Click Save when complete.

Selecting this Option will link you to this User Manual

The restaurant Information (Name, Address, etc) is entered initially when the YelliApp subscription is purchased. 

To edit the Restaurant Information:

• ‍‍Click on your photo or name in the upper right corner for the drop down menu.
• Click on: Settings>Manage Account:  Enter or Edit information then Click Save.
  

To purchase a subscription: 

• From the main screen >Register New Account> Click here to Subscribe: Enter Restaurant Info, Owner(admin person) Info, and Payment Info
• Or Click Here to Subscribe

To change your payment method:

• Click on your photo or name in the upper right corner for the drop down menu.
• Click on: Settings>Manage Account: Enter new payment info and select Update..

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To Cancel your subscription:

• You must be the Admin user to cancel a subscription.
• ALL INFORMATION WILL BE DELETED if you cancel your subscription. 
• (if you need to pause your subscription we will be glad to help you. Please contact Support@yelliapp.com)

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To Cancel Subscription:

• Click on your photo or name in the upper right corner for the drop down menu.
• Click on: Settings>Manage Account>Cancel Subscription> Confirm Cancellation.
  

Yelli uses “Roles” such as Server, Bartender, Manager, etc to manage team members. Some information and functions of Yelli are sorted by Role so setting up the proper roles is critical to getting the most from YelliApp.

To add a new role:

• From the Home Screen Select Roster>Add New Role: Enter the name of the new role category and click save. 

To Edit an existing role:

• ‍‍From the Home screen select Roster, then click on the pencil icon next to the role you wish to edit. Enter the new role name and click save.

To Delete a current role:

• ‍WARNING: Prior to deleting a role it is important to reassign or delete all the employees that are setup under that role.
• From the Home screen select Roster, then click on the trash can icon next to the role you wish to Delete. 
  

Anytime a change of any kind is made in the following sections your team will be notified in real time and the information will be shown in the notification for them to review.

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Food

YelliApp uses subcategories to organize food menu items. Appetizers, Entrees, etc.

• ‍Add a new subcategory: From Home screen select Materials> Food> Add New Subcategory(at bottom of screen): enter the name for the new subcategory and click save
• ‍Add New Food Item: From the Home screen select Materials> Food> Add new item: select a photo for the item from your device and enter the info for all the data fields then click save.
• Edit Food Item: From the Home screen select Materials> Food> Select item: Edit photo or fields then click save.
• Delete Food Item: From the Home screen select Materials> Food> select Item > Delete > Confirm Delete.
  
  

Drinks

YelliApp uses subcategories to organize drink menu items. Cocktails, Wine By The Glass, etc.

• ‍Add a new subcategory: From Home screen select Materials> Drinks> Add New Subcategory(at bottom of screen): enter the name for the new subcategory and click save
• Add New Food Item: From the Home screen select Materials> Drinks> Add new item: select a photo for the item from your device and enter the info for all the data fields then click save.
• Edit Drink Item: From the Home screen select Materials> Drinks> Select item: Edit photo or fields then click save.
• ‍Delete Drink Item: From the Home screen select Materials> Drinks> select Item > Delete > Confirm Delete.

Restaurant Layout

• ‍Add New Restaurant Layout: From the Home Screen select Materials> Restaurant Layout>Add New Floor Layout: Click to add layout document and select the PDF file from your computer. Add the floor layout name to the field below the document. Click Save.
• ‍Edit Restaurant Layout: From the Home Screen select Materials> Restaurant Layout> Select Layout to Edit: Select Change Document to change the pdf file for this layout and/or edit the layout name. Click Save.
• ‍Delete Restaurant Layout: From the Home Screen select Materials> Restaurant Layout> Select Layout to Delete> Delete> Confirm Delete.

Steps of Service

This is a section that will allow you to communicate to your staff the details of any specific steps you want them to take when serving your customers. You can add a unique set of steps for each role of staff you have created.

Each role that you create for your restaurant will have a corresponding Steps of Service entry. Deleting an entire role will delete the corresponding Steps of Service entry.

• ‍Add Steps of Service: From the Home screen select Materials> Steps of Service> Select the Role: Enter the Title and Description for each step then click add to add another step for that role. When all steps are added click Save.
• ‍Edit Steps of Service: From the Home screen select Materials> Steps of Service> Select the Role: Edit the Title and Description for each step as needed. Click Save.
• ‍Delete Steps of Service: From the Home screen select Materials> Steps of Service> Select the Role: Click on the X next to each step to delete as needed. To delete content in Step one for any role enter “None” in Title and Description fields. Click Save.‍

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Uniform

• ‍Add or Edit Uniforms: From the Home screen select Materials> Uniform> Select Role. Click on the photo area then select a photo from your device to add or change the current photo. Enter the description for each item of the uniform or “none”. Click Save

Special Events

• ‍Add Special Event: From the Home screen select Materials> Special Events> Add New Event: Complete all the fields for the new event. Click Save.
• ‍Edit Special Event: From the Home screen select Materials> Special Events> Click on the pencil icon next to the Select Special Event to edit: Edit fields as needed. Click Save.
• ‍Delete Special Event: From the Home screen select Materials> Special Events> Click on the trash can icon next to the Special Event to Delete> Confirm Delete.

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Sidework

Sidework information can be uploaded as a PDF File or entered as text.

• ‍Add Sidework: From the Home screen select Materials> Sidework> Add New Sidework> Select the type (either text or Document[pdf]): 

                 For PDF Select “Document”> Clock Ok: Select the document from your device to upload. Enter the Title for this Sidework below the document. Click Save

                  For Text Select “Text”> Click Ok: Enter the Title. Enter First Description. Click Add to add more Descriptions as needed. Click Save.

• ‍Edit Sidework: From the Home screen select Materials> Sidework> Click on the pencil icon next to the Sidework to edit: Edit fields or PDF file as needed. Click Save.
• ‍Delete Sidework: From the Home screen select Materials> Sidework> Click on the trash can icon next to the Select Sidework to Delete> Confirm Delete.

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‍Health & Safety

Health & Safety information can be uploaded as a PDF File or entered as text.

• ‍Add Health & Safety: From the Home screen select Materials> Health & Safety> Add New Health & Safety> Select the type (either text or Document[pdf]): 

                For PDF Select “Document”> Clock Ok: Select the document from your device to upload. Enter the Title for this Health & Safety below the document. Click Save

                For Text Select “Text”> Click Ok: Enter the Title. Enter First Description. Click Add to add more Descriptions as needed. Click Save.

• ‍Edit Health & Safety: From the Home screen select Materials> Health & Safety> Click on the pencil icon next to the Health & Safety to edit: Edit fields or PDF file as needed. Click Save.
• ‍Delete Health & Safety: From the Home screen select Materials> Health & Safety> Click on the trash can icon next to the Select Health & Safety to Delete> Confirm Delete.
  

YelliApp lets your test your staff on their knowledge of your menu and procedures. YelliApp also documents and stores the results for each employee.

When you issue a new test to team member(s) they are notified that a test is waiting for them.

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• ‍Auto generated tests: YelliApp automatically creates tests for each Sub category of  Food and Drink Items that have been entered into the menu database. No steps are required to create menu tests. 

• ‍Creating a custom test: YelliApp allows you to create customized tests on any subjects you choose. From the Home Screen select Test> Create: 

                 Enter the Name for the test. 

                 Enter the first Question.

                 Enter possible answers and click the grey circle next to the correct answer, a check mark will appear showing which answer you indicated as correct. 

                 Click Add Another Question and fill in question and answer text. Remember to indicate which answer is correct. 

                 When you are done adding questions click Save.

• Edit Existing Tests: From the Home screen select Test> Edit> Click the pencil icon next to the test you wish to edit: Edit the questions / answers as needed. Click Save. Note: To edit the content of Food/Drink Tests edit the items in the Materials Section.
• ‍Delete Tests: From the Home screen select Test> Edit> Click the pencil icon next to the test you wish to edit> Click Delete> Confirm Delete
• ‍Issuing tests to be taken: YelliApp allows you to issue any test to an individual team member, all team members in a role (for example: all servers), or to all team members. From the Home screen select Test> Issue> Select test to issue> Select what team members to issue test to> Click Issue
• ‍Review test results: Test results can be viewed by test or by employee
• View results by Test: From the Home screen select Test> Results> Select which test to view> Select employee results to view.
• View Results by Employee: From the Home Screen select Roster> select Role> select employee to view> on Employee profile page click on View Test Results> Select test to view results.
  

YelliApp lets you build custom training schedules and tasks for new team members. Each of the different Roles you set up for your restaurant can have its own customized training itinerary. 

Each role that you create for your restaurant will have a corresponding Training entry. Deleting an entire role will delete the corresponding Training entries for that role.

Trainees check off the training items in their app each day as they are completed.

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• ‍Creating Training Schedules: From the Home screen select Train> Select Role> Click Add new Training Day:

Enter the first item/training description.

Click Add to enter the next Item/description.

Repeat until all training items for that day are entered.

Click Save.

                       Click Add new training day to add additional days and repeat above steps until all desired training days have been entered.

• ‍Edit Training Schedule: From the Home screen select Train> select Role> click on the pencil icon next to the training day you wish to edit. Edit or add items as needed. Click save. Individual training items within each day can be deleted by click the X next to the item. 

• ‍Delete Training Schedule: From the Home screen select Train> select Role> Click on the trash can icon next to the training day you wish to delete. Confirm Delete. Repeat for all training days you wish to delete. 
• ‍Viewing training schedule Completion for employees: Yelli will show you how much of the training schedule has been completed for each employee. From the Home screen select Roster> select Role> select Employee: Training completed is shown in the box below the team members name.
  

YelliApp Lets you communicate with the other members of your Restaurant team directly through the messenger feature.

As a Manager or Admin user you have the ability to send a message to all users at once as well as private messages to individual team members. 

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• ‍To Send an alert  message to the entire team: Click on your name or the menu Icon in the upper right corner to activate the drop down menu> Select Messages> at the very top of the screen is a field to enter an alert message that will be sent to all users, Enter your message> Select the send Icon> Confirm Send. 
• ‍To send a private message: Click on your name in the upper right corner to activate the drop down menu> Select Messages>enter the users name to search (or) Click on their name in the list> Enter your message and Click on the send icon.
  

YelliApp sends out notifications when:

• Food or Drink Items are added or changed.
• Health & Safety, Uniform, Steps of service, sidework data is updated.
• A new special event is entered or changed.
• A test is issued for you to complete
• There is a new private message or announcement message to read.

This section will allow you to control what notifications you will receive within YelliApp.

*** We Strongly suggest that you leave all notifications turned ON, setting them otherwise will have a significant impact on the features of YelliApp

This Option will open a form to send a message to us at YelliApp

If you cannot find the help you need in the user manual contact us and we will be glad to assist you. Support@yelliapp.com or 323-248-1345