Transfer a table or server

Transfers keep the floor accurate as shifts change and guests move. You can reassign a table's check to another server (for a shift handoff) or move a party to a different table. Reassigning the server is permission-gated so sales and tips follow the right person.

Before you start

  • Reassigning a server requires the “Transfer tables” permission.
  • Confirm which server or table the check should move to.

Steps

  1. Open the tableSelect the occupied table on the map.
  2. Choose Transfer serverPick the new server; the open check and its future sales follow them.
  3. Or move the party to a new tableTransfer the check to a different available table when guests relocate.
  4. Confirm the changeThe map updates to show the check on its new table or server.

Common mistakes

  • Leaving a check on a departed server's name at shift change, skewing tips and sales.
  • Transferring to an occupied table instead of an available one.

Troubleshooting

Transfer server is blocked.

Your role lacks the “Transfer tables” permission; a manager can grant it or perform the transfer.

The check didn't follow the transfer.

Refresh the map; if the check still shows on the old table, contact support.

When to contact support

  • Transfers succeed on screen but reports still credit the old server.

Reach us any time from the Contact Support form.

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