App8 operator training guide

Welcome to our App8 training video series

To help you master the App8 platform, we’ve created a series of short, task-oriented training videos designed to complement our written documentation. Whether you are navigating the guest ordering experience for the first time or deep-diving into menu management and daily production reports, these videos provide a step-by-step visual guide to ensure your operations run smoothly.

Each video is structured to mirror our knowledge base articles. We recommend watching these as part of your initial onboarding and keeping them bookmarked as a quick refresher for daily tasks.

TABLE OF CONTENTS

• Module 1 : Order management
  • 1.1 - The full ordering lifecycle
    • Order management
  • 1.2 - Modifying an order
    • Modify an order
• Module 2: Configuration and setup
  • 2.1 - Managing product offering
    • Adding and managing menu sections
    • Adding and managing menus
    • Adding and managing menu items
    • Managing item status & upsell features
    • Creating modifiers
  • 2.2 - Setting availability
    • Managing your menu availability
    • Managing your closed dates
    • Manage your takeout ordering settings
  • 2.3 - Configuring order settings
    • Delivery settings
    • Creating and managing promo codes
    • Adding custom questions at checkout
  • 2.4 - Appearance & announcements
    • New announcements
• Module 3: Reporting and production sheets
  • 3.1 - Production sheets
    • Orders report
  • 3.2 - Restaurant portal reporting

Module 1 : Order management

To ensure your catering operations run smoothly, it is important to understand how the order manager acts as your central hub for all guest requests. This module will walk you through the essential steps of the catering workflow, from initial review to final fulfillment.

By mastering these tools, you'll be able to securely manage payments, handle last-minute order modifications, and use the pause order intake feature to protect your team during peak periods.

1.1 - The full ordering lifecycle

Associated knowledge base article:

Order management

1.2 - Modifying an order

Associated knowledge base article:

Modify an order

Module 2: Configuration and setup

A catering operation needs to start with a solid foundation. While Module 1 focused on managing active orders, this module dives into the menu manager settings that define how your business appears to the world. By mastering these configurations, you ensure that your digital storefront accurately reflects your brand, your kitchen's capacity, and your specific service requirements.

You will see how to curate your product list, control your calendar, and use custom announcements to keep your clients informed without picking up the phone.

2.1 - Managing product offering

Associated knowledge base articles:

Adding and managing menu sections

Adding and managing menus

Adding and managing menu items

Managing item status & upsell features

Creating modifiers

2.2 - Setting availability

Associated knowledge base articles:

Managing your menu availability

Managing your closed dates

Manage your takeout ordering settings

2.3 - Configuring order settings

Associated knowledge base articles:

Delivery settings

Creating and managing promo codes

Adding custom questions at checkout

2.4 - Appearance & announcements

Associated knowledge base article:

New announcements

Module 3: Reporting and production sheets

Data-driven decision-making is key to scaling a catering business. This module focuses on the tools that bridge the gap between your digital storefront and your kitchen operations. By mastering the reporting features in App8, you can transform a list of individual orders into a clear, actionable plan for your kitchen while keeping a close eye on your financial performance.

You will learn how to navigate to the Orders summary to generate real-time sheets that tell your kitchen exactly what to prep, as well as how to access the restaurant portal to review sales trends. These tools are designed to eliminate guesswork and provide a clear audit trail for every event you cater.

3.1 - Production sheets

Associated knowledge base article:

Orders report

3.2 - Restaurant portal reporting