Your phone: quick view and alerts
See today, sales and appointments laid out for your phone, put the POS on your home screen, and get an alert for new orders, bookings, check-ins, no-shows and a summary each morning and evening.
Quick view
Open the POS on your phone and it starts on Quick view. Up to five screens sit along the top:
- Today: what was written today and what was collected, the day's appointments on a line, your goals for the week and the month, how many things need you, and What's happening (new orders, bookings, check-ins, cancellations and no-shows as they happen).
- Texts: every text conversation from the store's number, with a red number for unread ones. Tap one to read it and reply; New text starts one. New texts show up by themselves while it's open. See Texts.
- Appointments: the next seven days. Tap a bride to call or text her, or open her page. When your store's texting is on, Text opens her conversation in Texts, so it goes from the store's number and is kept. Until then the button says Text from my phone: it opens your own phone's texting, from your own number, and isn't kept in the POS.
- Sales: today, this week, this month or this year, with each consultant. Owners and managers only.
- Schedule (staff have it where Sales would be; owners and managers open it from the My schedule card on Today, since six screens don't fit across a phone): see below.
- Alerts: the things that need you (the same list as To do) and your phone alert settings.
Staff see the appointments and What's happening, never sales figures or money. Every other screen is still in the bar at the bottom. On a computer, Quick view opens from Settings › You › Phone alerts.
Schedule: your shifts, time off and clocking in
- My shifts this week and next, with the store's hours and who else is working that day (names only).
- Clock in and Clock out with the big button (and Start break when your store uses breaks), when your store has clocking in on. If your store asks phones to be at the store, your phone asks to share its location: it is only used to check the distance and is never saved.
- Request time off: a day off or PTO hours, the days, and a note. You'll see it as Waiting, then Approved or Denied, and get an alert with the answer.
- This pay period: your hours so far, overtime, PTO and your own tips.
- Text me my schedule, when your store sends schedule texts. Reply STOP to stop.
- Managers also see time off requests to Approve or Deny, and who is still clocked in.
Today has a My schedule card with your next shift and the Clock in button. See Staff schedule, time off and payroll.
Put it on your home screen
- iPhone or iPad: open the POS in Safari, tap Share, then Add to Home Screen. Open it from the new icon. On iPhone, alerts only work this way (iOS 16.4 or newer).
- Android: open the POS in Chrome and tap Install on Quick view, or use the menu, then Install app.
Turning alerts on
- Open Quick view › Alerts on the phone.
- Tap Turn on alerts on this iPhone (or device) and allow notifications.
- Tap Send next to Send a test. It should arrive in a few seconds.
Do this on each phone or computer you want alerts on. Your other devices lists the rest, each with Turn off. Signing in on a new phone doesn't turn alerts on there until you tap the button.
Which alerts
- New orders: when the first payment is taken on a sale, special order or layaway, not when the ticket is opened (tickets are often started and nobody buys). Each order alerts once; later payments don't.
- Appointments booked (by you or online), bride checked in, appointments cancelled (also when she cancels from her link) and no-shows.
- Texts from customers: "Text from Ashley Smith: …" when a customer texts the store's number. Tap it to open her conversation. Everyone with Texts can get these.
- My schedule (on to start with): your week when the schedule is published, a change to one of your shifts, a reminder the evening before each shift, "You're still clocked in" after a shift, and the answer to your time off request. These come to you only, and never between 9 PM and 8 AM (owners: during your own quiet hours).
- Time off requests to approve (owners and managers, on to start with): when someone asks for time off.
- Morning summary at 8 AM: today's appointments and yesterday's totals. Evening recap at 9 PM: what was written, who came, what was collected.
Untick any you don't want. Your choices are for you only, in that store; with two stores, set each one. Owners and managers can get every alert. Staff can get the appointment alerts only: new orders and the summaries carry money, so they never go to staff.
Alerts go out right after the change is made in the POS. The summaries, and anything that came in from your website, go within 15 minutes. You never get the same alert twice.
Quiet hours (owners)
Quiet hours are off unless you turn them on. Under Quiet hours tick the box and pick when they start and end, for example 9 PM until 8 AM. During them, alerts wait and come when quiet hours end; the morning and evening summaries still come. Quiet hours are yours only: another owner sets their own, and managers' alerts are not held.
What an alert says is fetched from the POS by your phone when it arrives, signed in, so nothing about your store passes through Apple's or Google's alert servers.