Toast Cloud Tabs

Toast Cloud Tabs allows guests to create a single tab in Toast. This tab can be modified by the guest or by staff members. 

Tab modifications that can be performed by staff members:

  • Add items to the tab.
  • Edit tab name in Toast
  • Move the tab to another table in Toast 
  • Merge a Toast tab with a Bbot tab
  • Add Item level or full tab discounts
  • Add Item level or full tab service charges
  • Refund or Void Items on the tab
  • Allow partial payment of the tab in Toast (cash, Credit Card, and gift card)
  • Apply full payment for the tab in Toast

Your guests will also be able to see all of the changes made to the tab in real-time as well as add orders, and close their tabs through the Bbot App.

Add Item or items to the Tab from Toast.

  1. Open the Bbot Tab in Toast
  2. Select and add the additional items to the Tab
  3. Press 'Send' to complete the process
  4. Guests will see the items added to their Tab in Bbot

    Move tab to another table in Toast

  • From the overflow menu, select  Change Table and select the table that the check should be moved to. 

  • If you will then select which table you want to move the check too.
  • Click the "Change Table" button to confirm the table change.
  • Once you have changed the table you will be brought back to the check where you can see that the table that the check has been moved to.
  • Then you will want to make sure that the table number is reflected on the Tab Name. to reflect the correct table. This is an important step as the Table number on the Tab name will print on the bar and kitchen tickets.
  • Click on the 'Tab' button to change the Tab name.
  • You will be presented with a pop up window where you can type in the new table number and press 'Set Tab Name' to set the new table number.
  • Check to make sure the Tab name matches the table number and press 'Send' to save.

Merge two tabs together

Note: You can only merge a non-Bbot tab with a Bbot tab. You cannot Merge one Bbot Tab with another Bbot tab.

  1. From the Service Screen Identify the tab that you want to merge with the Bbot Tab
  2. Manually merge the orders from the Payment Terminal.
    • Toast order and click on the three grey dots in the upper right-hand corner. From the dropdown menu tap "Combine Checks".
    • You will be taken to the Combine Check Screen where all of the checks will be visible.
    • The first check you select here is the destination check, the second check selected will be added to the First. Please select the Bbot tab First. The banner at the top of the screen changes and displays "Combine  Check #.
    • Then select the check that you would like to merge into the Bbot Tab.
    • Press the "COMBINE Checks" button on the top right corner to combine the checks.
    • For the last step, tap the "Open Checks" tab at the top of the screen.
    • The guest will then see the merged items on their Bbot Tab.

Add Discounts to Bbot tabs in Bbot

  1. Add item-level discounts to a tab
    1. Open the tab in Toast
    2. Select the item or items that you would like to add a discount to
    3. Click the 'Discounts' button on the Toast screen
    4. Select the desired discount and apply it to the items you have selected.
  2. Add discounts to the full tab in Toast
    1. Open the tab in Toast
    2. Click the 'Discounts' button on the Toast scree
    3. Select the desired discount and apply it to the items you have selected.

Add a Service Fee to an Item or to the full tab in Toast

  1. Add a service fee to an item in Toast
    1. Open the tab in Toast
    2. Select the item or items that you would like to add a service fee to
    3. Click the 'Discount Item' button on the Toast screen and select the discount that you want to apply.
    4. Press send to Apply the discount to the order
    5. The guest will see the price of the tab, with the discount applied, when they close the tab in Bbot. The discount will not be presented as a line item 
  2. Add discounts to the full tab in Toast
    1. Open the tab in Toast
    2. Click the 'Service Charge' button on the Toast screen
    3. Select the desired service charge and apply it to the items you have selected. 
    4. Press Send to apply the discount to the Tab
    5. The Discount will show to the guest as a line item when the guest closes the Tab in Bbot.

Void/Refund items or the full tab in Toast

Note:  Refunds will show on the Bbot tab exactly the same as voids. Refunds can only be performed on open tabs. If the tab has already been closed you will need to issue a void in order for the refund/void to be reflected in Bbot and to have the funds issued back to the guest from Bbot.

  1. Open the tab in Toast.
  2. Select the items that you would like to refund.
  3. Press the Void button.
  4. Select the Void Reason.
  5. Press 'Send' to complete the void.
  6. Confirm that the Void has been applied to the order.
  7. The guest will see the item as 'Refunded' on their Bbot Tab.

Apply partial payment to the tab

  1. Open the Tab in Toast 
  2. Press the 'Pay ($)' button.
  3. Select payment type (Cash, Credit Card, Gift Card).
  4. Select how much you want to apply to the check.
  5. Press the 'Done'. 
  6. Confirm payment amount. Note: If you are charging a credit card you will need to swipe/tap the card and have the guest sign. Please enter the tip for the credit card as soon as possible so that it can be reflected on the Bbot Tab. 
  7. Select if you would like to print a receipt.
  8. The new Balance Due will be shown on the right.
  9. Select 'Done' to complete the process and apply the payment to the Tab.
  10. Open the Tab back up to confirm the payment has been applied.
  11. The Guest will see the 'Pauid Balance' applied to their Tab.