Well, I'd like to answer you in a more timely manner, but for some reason, the support account always logs me in as the square account owner and not me. My husband and business partner signed our business up for square and so I never get notifications via email about my questions. 😞 With everything going on remembering to log in and check is problematic for me at this point. 😕
Anyway, what I mean by default is I would like to have a default setup that any new person to the system would start with. Since a new employee has to learn our stuff any way they need to start somewhere. So if I could have some layouts stored and set one to their pin or a device by default it would give them a place to start and also a place to revert to.
Personas:
Reggie: Waiter for night shift
Sid: Waiter/Barback night shift
Sally: Bartender night shift
Fred: Barista day shift
Minnie: New waitress
Use cases:
Reggie works the tables on a busy night shift. He deals with customers from their tables who are all ordering from a printed menu. He would like the pages on his tablet Square to mirror the menu pages so as he helps walk customers through the menu he doesn't have to surf around more than the customer.
Sid is a jack of all trades. He helps pick up slack behind the bar or on the floor. He goes between the iPad mini and large Square Register screen all night. He would like to have a more unified layout that matches the bar but since the mini screen can't hold as many items he would like to make two tabs per two one on the mini but order things in the same way between devices.
Sally is a bartender who rarely has to work the floor or use the iPad minis. She slings drinks and rings up the folks who walk up or sit at the bar. She doesn't think of the menu much because her customers tend to know the drink they want. She'd like her pages organized by the liquor category rather than by the friendly name of the drink on the menu. If she makes a White Russian she thinks vodka and looks for that on her screen.
Fred is a barista and never works at night. His customers rarely order anything other than coffee, tea, or espresso drinks. He would like a simple layout that is item based, rather than category. The most popular drinks he sales front and center and he'll type to search for the rest.
Minnie is a new waitress. She would like to start with the same layout as Reggie since he is training her. I would like to set Reggie's layout as a default and allow her to start there. After a couple of weeks, she finds a few things about this layout that doesn't jive with how she organizes things. She would like to set the most popular items up on a single page but maintain the default otherwise. So she adds the tab, moves it to the first position and saves her own customization.
