User Manual

YELLI APP USER MANUAL


ACCOUNT OWNER & MANAGERS 


**Note: If you are a staff level user of Yelli (Server, Bartender, etc) There is a User manual just for you. Scroll down until you see “STAFF LEVEL USER MANUAL”


ACTIVATING YOUR YELLI SUBSCRIPTION

The Yelli App requires a monthly subscription. Go to Yelliapp.com to subscribe



The Name and Email entered when purchasing your Yelli Subscription are designated as the 

Admin User / Account Owner.

At the time of purchase an activation code was supplied.

Follow the steps below under Register New Account to Activate your Yelli Account. 


Note: The Admin user will need to add manager level users to the account. The Managers can then add other team members. 

(See ROSTER: ADDING TEAM MEMBERS & SENDING OUT ACTIVATION CODES below for steps to add users)


Individual Activation Codes are sent to each new user via email when they are added to the Roster.


            

REGISTER NEW ACCOUNT (NEW USER)


The first time you use yelli you must register your user account.

Open the Yelli App > Click on Register New Account

Complete each field: Name, Email, Username, Password and Activation Code

The activation code was sent to you in an email from Yelli Platform<[email protected]>

If you have not received an activation code:

Check your spam folder

Check that your account owner(Admin user) has added you to the roster and that the email address they entered is correct.

If you cannot find your Activation code Contact Yelli and we will help you find it

Note: Access codes expire 72 hours after they are sent


CHANGE YOUR PASSWORD

If you need to change your password:  Sign out of yelli > on the Sign In screen select “Forgot Password” > follow the steps to reset your password.


CHANGE YOUR EMAIL

Click on your photo or name in the upper right corner for the drop down menu.

Click on: Profile >Edit::  Edit Email then Click Save.


USER TYPES


Any number of users can be added to your Yelli app for one restaurant location. Each physical location requires its own Yelli Subscription. 

User Types have different levels of access and authority in the system. 


Owner(Admin)

The account owner(Admin) is the highest level user.

The Admin User is setup when the Yelli Subscription is Purchased. 

There is only one Admin User per account.

This is the only user that can change the Restaurant Name, Address etc.

This is the only user that can add or delete Manager users from the app.

Admin users have access to all items listed for Manager below.


Manager

Any number of Manager users can be added

Users that are managers have access to:

Create or Delete “Roles” categories

Add and delete employee users

Enter and edit ALL material information

Create edit and issue tests

Create and edit training schedules

Create Team wide notifications.


Employee

Employee users do not have access to add, edit or delete any information within the yelli app with the exception of their profile info.

Employee Users can access all the materials information, take tests, update their training schedule completion and communicate with other users. 


SETTING UP YELLI FOR YOUR RESTAURANT


RESTAURANT INFORMATION

The restaurant Information (Name, Address, etc) is entered initially when the Yelli 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.


SUBSCRIPTIONS / PAYMENTS / CANCELLATIONS


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..

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 [email protected])


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.


SETUP AND EDIT EMPLOYEE ROLES: 

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 the Yelli App.

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. 


ROSTER: ADDING TEAM MEMBERS & SENDING OUT ACTIVATION CODES

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. 


MATERIAL : ENTERING THE MENU, UNIFORMS AND PROCEDURE


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.

Food

Yelli 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

Yelli uses subcategories to organize drink menu items. Appetizers, Entrees, 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.





Uniform


Add or Edit Uniforms:

From the Home screen select Materials> Uniform> Select Role> Select Gender: 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.


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.



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.



TESTS: CREATE, EDIT AND ISSUE TESTS TO TEAM

The Yelli App lets your test your staff on their knowledge of your menu and procedures. Yelli 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.


Auto generated tests: 

Yelli 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

Yelli 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

Yelli 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.


TRAINING SCHEDULES

Yelli 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.


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.  


DROP DOWN MENU  (Messages, Notifications, Profile, Settings, Help and Contact)


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


MESSAGES

Yelli 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. 


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.


NOTIFICATIONS

Yelli 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. 


To Access Notifications:

Click on your name in the upper right corner to activate the drop down menu>

Click on Notifications> A listing of all notifications will appear on the screen with the most recent ones first. Scroll down to read all notifications.

Click the back arrow in the upper left corner to return to the Home Screen.

USER PROFILE

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.

SETTINGS

This section will allow you to control what notifications you will receive within the Yelli App.

  

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


HELP

Selecting this Option will link you to this User Manual


CONTACT YELLI

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



If you cannot find the help you need in the user manual contact us at Yelli and we will be glad to assist you. [email protected] or 323-248-1345



*******************************************************************************************************************

STAFF LEVEL USER MANUAL


LOGGING ON / USING YOUR CODE


The first time you use yelli you must register your user account.

Open the Yelli App > Click on Register New Account

Complete each field: Name, Email, Username, Password and Activation Code

The activation code was sent to you in an email from Yelli Platform<[email protected]>

If you have not received an activation code:

Check your spam folder

Check that your manager has added you to the roster and that the email address they entered is correct.

If you cannot find your Activation code Contact Yelli and we will help you find it

Note: Activation codes expire 72 hours after they are sent to you.


CHANGE YOUR PASSWORD

If you need to change your password:  Sign out of yelli > on the Sign In screen select “Forgot Password” > follow the steps to reset your password.


CHANGE YOUR EMAIL

Click on your photo or name in the upper right corner for the drop down menu.

Click on: Profile >Edit::  Edit Email then Click Save.



Everything you need to know about your restaurant menu, layout, uniform and more can be found in the ”Material” section of the Yelli App


FOOD & DRINKS

All the menu items for your restaurant are on flash cards in the Food and Drinks Sections of the Yelli App for you to learn. 


From the Home screen select Material> Food (or) Drinks> Select a Category (Appetizers, Entree, Etc):

Click on an item photo, View the item name and photo.

Click on Flip Card to view and learn the Ingredients, Allergies, Notes and price for this item.

Click on the arrows below the card to scroll through all the items in this category. Click the back arrow in the upper right hand corner to return to the category screen.

RESTAURANT LAYOUT (TABLES)

Table and section layout diagrams are Stored in the Yelli App for you to learn.


From the Home screen select Material> Restaurant Layout > Select section to view.

View and Learn the Restaurant section selected.

To view another section Click Change View

To return to the Material Home screen Click the arrow in the upper left corner.

STEPS OF SERVICE

The steps of service for your particular role are stored in Yelli for you to learn.


From the Home screen select Material> Steps of Service> select you Role.

Review and learn the Steps of service for your role. 

Click the back arrow in the upper left corner.

Select another role to view their steps of service or click the back arrow in the upper left corner to return to the Material home screen. 


UNIFORMS

All of the details and a photo of your required uniform are in Yelli for your reference.


From the Home screen select Material> Uniform> select your Role> select your Gender:

View the sample photo of your uniform.

Click Flip Card to view the details of your uniform.

Click the back arrow in the upper left corner as needed to select and view other uniforms or to return to the Material Home screen.


SPECIAL EVENTS

Details and notices for special events at your restaurant are posted in Yelli. 


From the Home screen select Material> Special Events> select the Event to view by clicking the arrow icon next to the event name..

Review the Date, Time, notes and other details of the Event.

Click the back arrow in the upper left corner as needed to select another event or return to the Material Home screen. 


SIDEWORK

Tasks and descriptions of sidework are stored in Yelli for you to learn and refer to. 


From the Home screen select Material> Sidework> select the sidework item to view.

Review and learn the details of selected sidework item. 

Click the back arrow in the upper left corner as needed to select another sidework item or return to the Material Home Screen. 


HEALTH & SAFETY

Health & Safety practices and procedures are stored in Yelli for you to reference and learn.


From the Home screen select Material> Health and Safety> Select the item to view:

Review and Learn the selected guideline or practice.

Click the back arrow in the upper left as needed to select another item or return to the Material Home screen. 

TESTS

Testing of your knowledge as a team member is done in the Yelli App. When a test is issued for you to complete you will get a notification. 


Food and Drink item tests require that you fill in the information from the back of the flash card.

All other tests will be a multiple choice format. 


From the Home screen select Test: 

Any tests that you need to complete will be listed on the screen.

Select Begin to start taking the test.

You will be unable to leave the test until it is completed.

If you are taking a food or drink items test flip each card and fill in the details for that item then click save.

For other tests click the circle next to the correct answer for each question until the test is completed. 

When a test is completed you will be 


TRAINING SCHEDULE

A training schedule for your Role is Set up in Yelli to help you learn your new Role.

For each day of training it is up to you to check off the completed training items. 


From the Home screen select Train> 


To Review the training items for each day:

Click Continue box and view the items. 

Click the back arrow in the upper left corner to return to the list of training days.


To Check off Completed training Items:

Click Continue in the appropriate day> Place a check mark next to the completed Items

Click the back arrow in the upper left corner as needed to return to the list of training days or to return to the Home screen.


DROP DOWN MENU  (Messages, Notifications, Profile, Settings, Help and Contact)


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


MESSAGES

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


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.


NOTIFICATIONS

This is how your manager uses yelli to keep you up to date in real time on things you need to know about your restaurant. Check and review your notifications often!

When you have new notifications a red circle with a number will appear next to your picture in the upper right corner of the screen. 


Yelli 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. 


To Access Notifications:

Click on your name in the upper right corner to activate the drop down menu>

Click on Notifications> A listing of all notifications will appear on the screen with the most recent ones first. Scroll down to read all notifications.

Click the back arrow in the upper left corner to return to the Home Screen.

USER PROFILE

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.


SETTINGS

This section will allow you to control what notifications you will receive within the Yelli App.


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

HELP

Selecting this Option will link you to this User Manual


CONTACT YELLI

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


If you cannot find the help you need in the user manual contact us at Yelli and we will be glad to assist you. [email protected] or 323-248-1345