Set Up Guide for Restaurants

Before setting up your employees, you'll need to ensure that an account is active for your restaurant.

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Employee Setup:

1. Navigate to Workforce > Employees
2. Click "Add Employee"
3. Fill in the necessary information
1. Minimum fields that must be met:
1. First and Last Name
2. Email address and/or cell phone number
3. Be sure the role field is set to Basic (meaning that they'll only have access to the screenings, not the website)
4. Assign location(s)
5. Click "Create Employee"
2. Repeat steps for employees
4. Create a "Host" employee account
1. This account will be used by any staff member responsible for greeting patrons as they arrive, and will ensure patrons have completed the screening. We recommend you look over the Roles page, to determine which permissions are relevant to the Host role.
1. Click "Add Employee"
2. Set the email to a common work email
3. Set the role field to Host
4. Click "Create Employee"
2. An email will be sent to this address with an invitation to create a password
3. Click "Accept Invitation" in the email
4. Create a password for the Host account

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Daily Reminder Set Up

Go to Your Name > Settings > Screening Schedules > Add Schedule.

Select the days and time you'd like your users to get the notifications to screen.

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Employee Screening Experience

At the days and time set up for your employees, your employees will receive a daily reminder to complete the screening. They will come as one of three options

• Mobile App (Recommended, see here for how to link an account with the mobile app)
• SMS
• Email

The employee can answer the screening questions, and will have the opportunity to review their answers before submitting. For more on how to set up new questionnaires, see our Screening Questions guide.

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Managing Employees

As employees complete their screenings, their results can be viewed via the Roll Call, Employee info, and Dashboard pages.

What happens when someone fails their screening?

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Managing Patrons

1. Go to Your Name > Settings > Visitor Types
1. Edit/Create the visitor settings to best fit your needs
2. Go to On-Site > Visitor Management > Print a Sign, at the bottom of the page.
3. Select your visitor type and location
4. Print a sing using the recommended settings
5. Post the sign in an appropriate location
6. Repeat steps 2-6 for any visitor types and/or locations

For more information on visitors, see our Visitor Set-Up guide.

Checking In/Out and Waitlisting

Using the Host account mentioned above, log into app.cleartogo.co.

Then, go to Manage Visitors, and determine which of the two workflows accommodates your needs best:

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Patron Screening Experience

Your customers will see your printed sign and can use their smart phone to scan the QR code. The QR code will take them to the visitor information form, and then to the screening questionnaire. They will answer the questions and then click "Submit."

Note: If you need a different questionnaire for your users vs visitors, you can create a new questionnaire to reflect this via Your Name > Settings > Screening Questions.

What if someone doesn't have a smartphone?

From the Create a Sign page, you can click the link provided near the top of page. From there, you can fill out the form and questionnaire on their behalf, or have them do it on a tablet or computer with your Host/-ess. More information on unexpected visitors here.

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Reports

Activity Log

• Go to Your Name > Locations > Options > Activity Log. This report shows all logged activity for your establishment.
• More on Activity Log

Unscreened Report

• Go to Your Name > Locations > Options > Unscreened Report. This shows all employees that have not screened on a given date
• More on Unscreened Report

Screenings Report

• Go to Case Management > Screenings. This will show a log of all screenings completed for your organization.

All of the above reports can be exported by clicking the CSV option at the lower right hand corner of the page.

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Questions? Email support@cleartogo.co