Email notifications can be sent to your administrative and management teams by configuring your Toast contact settings. The following email notifications can be sent:
Location (for enterprise customers), Total Sales, # Orders, # Guests, the average sales amount per order, and per guest. You will also see any events that were logged into the Manager's Logbook per location.
This summary also contains an overview of discount and labor percentages according to your gross and net sales.
- Gross sales measure overall sales.
- Net sales reflects the overall sales minus the amount of discounts and voids.
Your total discounts will appear as a percentage below your gross sales
Your labor calculation will appear as a percentage of your net sales based off of your employee time entries.
Product updates, bug fixes, and new features will be consolidated into an email and sent each time there is a major product update.
For customers who use online ordering, this will notify users via email every time an online order is placed.
Customers that use Toast for delivery orders can be notified via email anytime a delivery order is placed.
Includes invoices, unlinked refunds, Toast monthly statements (credit card deposits and monthly software fees), as well as any other direct, financially sensitive messages regarding processor outages or follow ups. This information will be sent to only those who are listed as your restaurant's administrators. Users can only be added to this email list by contacting Toast support.
Create an email list, then add one or multiple users to the list using their email address. Once saved, you can then choose the email list from the dropdown that should receive the notification.
The image below represents a sample nightly summary:
Required Criteria for receiving the email:
In order to receive the nightly email, the user must have 3 attributes for their user profile:
- Restaurant Access - an active employee listing on the Employees page.
- Sales Report User Permissions - this must be enabled on their user profile.
- Listed in the Contact Settings Group that receives the nightly email.
Troubleshooting not receiving the email:
If someone is not receiving the email and you have confirmed all three criteria above, please ensure that the emails are not being filtered to "Spam" or another type of folder outside their primary inbox.
Another best practice is to add firstname.lastname@example.org - the address that sends the emails - to the contact list within the email account so that it is not presumed to be a solicitation or spam.