Welcome

We're so glad you're here! Whether you're just getting started with Servinn or looking for help with a specific feature, this Knowledge Base is your friendly guide to managing your business with confidence.

This Knowledge Base is designed to help you get the most out of Servinn's Admin Dashboard. We've organized everything into clear, easy-to-follow articles that explain how to use each feature without technical jargon. Think of this as your business companion - always here when you need a hand.

You don't need to be tech-savvy to use Servinn. Our goal is to make running your business simpler, not more complicated. Each article is written in plain language with real-world examples, so you can quickly find what you need and get back to serving your customers.

How to Use This Knowledge Base

• Finding What You Need: Browse the categories below to explore different areas of the dashboard, or use our search function (usually Ctrl+K or Command+K) to search and find specific topics.

• Learning by Category: Each category covers a major area of your business operations. Start with "Getting Started" if you're new, or jump directly to any topic that interests you.

• Step-by-Step Guidance: Every article includes clear explanations of what features do, when to use them, and practical tips to help you work efficiently.

Your Knowledge Base Categories

1

Getting Started

New to Servinn? Start here! Learn the basics of the dashboard, set up your first venue, and understand how everything works together. This is your launchpad for success.

Perfect for: New users, business owners setting up for the first time, anyone wanting a refresher on the fundamentals.

2

Basics

These are some basic things you can get right to and start to understand the moving parts of Servinn to help you be more efficient in your day-to-day operations.

3

Dashboard Overview

Learn the basics of the dashboard and the main statistics and metrics available for you to get a birds eye view and to know quickly how your business is performing.

4

Orders, Bookings & Sales

Track and manage every customer order, booking, or sale in real-time. Learn how to create manual orders, filter through your order history, and keep your operations running smoothly.

Perfect for: Daily operations, processing customer requests, tracking order status and history.

5

Payments & Financials

Monitor your revenue, track payment transactions, and understand your financial performance at a glance. See exactly where your money is coming from and how it's flowing through your business.

Perfect for: Financial tracking, understanding payment methods, monitoring successful transactions and revenue trends.

6

Reports & Analytics

Understand your business performance with detailed reports on sales, products, and operations. See what's working, identify trends, and make informed decisions based on real data.

Perfect for: Analyzing business performance, identifying best-sellers, tracking trends, exporting reports for accounting.

7

Venue Management

Manage your business locations, update venue details, and switch between multiple properties if you operate more than one. Keep your business information accurate and up-to-date.

Perfect for: Multi-location businesses, updating business details, managing venue profiles and settings.

8

Catalog & Products

Build and manage what you offer to customers - whether that's menu items, room types, or retail products. Organize your offerings into categories, set prices, and control what customers can see and order.

Perfect for: Creating your menu or product list, updating prices and descriptions, managing product availability.

9

Entry Points & QR Codes

Set up the places where customers can order from you - tables, rooms, check-in counters, or sales points. Generate QR codes that customers can scan to place orders instantly from their location.

Perfect for: Setting up ordering locations, generating QR codes for tables or rooms, managing service points.

10

Staff & Team

Build your team by adding staff members, assigning roles, and managing who has access to different parts of your dashboard. Empower your team to help you run operations smoothly.

Perfect for: Adding team members, setting permissions, understanding user roles and access levels.

11

Account Management

Manage your personal account details, update your profile, handle security settings, and understand account-related processes.

Perfect for: Updating personal information, managing account security, profile settings.

12

Settings & Configuration

Customize how Servinn works for your business. Configure taxes, adjust your dashboard preferences, set up notifications, and understand service fees.

Perfect for: Customizing your experience, configuring tax settings, understanding pricing and fees.

Your Success Matters to Us

Every article in this Knowledge Base has been written with you in mind. We understand that running a business is demanding, and you need tools that work with you, not against you. If you ever feel stuck or need additional help, remember that every feature in Servinn is designed to make your life easier.

Take your time exploring, and don't hesitate to refer back to these articles whenever you need a refresher. You've got this!

Ready to begin? Head to the Getting Started section to learn the fundamentals, or jump to any category that catches your eye.