Team training

Train for the shift ahead.

Give each person a clear path through the apps and tasks their role needs. Start with the guides, practice safely, and confirm readiness before independent use.

Start with one task, then confirm the result.

Use an approved practice environment and the current app guide. Give the person their own authorized access and the intended restaurant, location and date.

Host: seat a practice party

  1. Confirm the published floor, shift and eligible staffing.
  2. Review the waiting party, table readiness and assigned server; use the supported seating action.
  3. Confirm the same party appears at the intended table and inspect its service context.
Open the host and manager manual →

Manager: review the close

  1. Confirm the business date, location and available source records.
  2. Review variances and unresolved work in the owning app; record the explanation and approval required.
  3. Check readiness again before the authorized close. Keep exports and external acceptance separate.
Follow the close and review journey →

Team lead: prepare a new employee

  1. Confirm the accepted person, role and receiving location.
  2. Review onboarding tasks, access and availability before assigning work.
  3. Have the person demonstrate the permitted task and identify who handles corrections or support.
Review onboarding and workforce setup →
Four training lanes

Teach the right workflow to the right person.

Training should not make a host learn finance screens or a line cook learn checkout setup. HospiEdge training follows the person, role, app access, and restaurant location.

New team

New-hire onboarding

Define the day-one basics, role expectations, app access, training tasks, practice screens, and readiness check a new hire needs before independent use.

Managers

Manager operating rhythm

Schedules, approvals, guest flow, incidents, standards, closeout review, labor, reports, and source-reviewed AI findings where eligible.

Apps

App-specific refreshers

Short practical walkthroughs for Schedule and its hiring path, HETable, POS, Ops, Finance, Labels, Marketing, and the optional Master AI review layer.

Rollout

Local plus online setup

Practice supported POS and HETable tasks on the installed Windows computer when Hybrid is used. Separate tablets and card payments need internet.

Training by workflow

Each authorized workflow needs a practical learning path.

A restaurant can train one focused package first. The Schedule package includes Jobs, Finance, and Ops; every added workflow still needs the right role, access, practice, readiness, and support review.

Hiring + workforce

Hospi Jobs

Best when hiring follow-up is scattered across job boards, email, and texts—and the accepted candidate still has to be typed into the workforce system again.

12 highlighted functions
  • Branded public careers pages
  • Location-specific job posts
  • Mobile-friendly applications
  • Candidate profile and activity history
Review app workflow
Labor

HE Schedule

Best when managers are rebuilding the schedule from texts and spreadsheets, labor surprises arrive too late, or punch cleanup makes every payroll harder than it should be.

12 highlighted functions
  • Weekly schedule builder
  • AI-assisted starting point with manager review
  • Role, station, and coverage targets
  • Availability and time-off requests
Review app workflow
Front of house

HETable

Best when reservations, walk-ins, table status, server sections, guest messages, and assistance requests need to stay together at the host stand instead of being managed across paper, memory, and separate links.

12 highlighted functions
  • Public reservations
  • Waitlist capture
  • Live host stand board
  • Drag-and-drop floor map
Review app workflow
Service

HE POS

Best when a restaurant needs one accountable path from order entry to production, payment, server checkout, manager cashout, and end-of-day recovery instead of disconnected service and closing tools.

12 highlighted functions
  • Table-service ticket flow
  • Quick-service register flow
  • Menu, modifier, and 86 control
  • KDS, expo, and bar routing
Review app workflow
Operations

HE Ops

Best when the schedule exists but execution still depends on memory, group texts, paper checklists, and an owner asking every manager what happened.

12 highlighted functions
  • Daily manager desk
  • Opening and closing checklists
  • Line checks and culinary audits
  • Custom audit forms
Review app workflow
Finance

HE Finance

Best when closeout numbers live in different systems, managers cannot explain a variance, or the accountant spends more time rebuilding the day than reviewing it.

12 highlighted functions
  • Daily sales review
  • Tender and cash reconciliation
  • Tip and checkout review
  • Labor and payroll context
Review app workflow
Kitchen

HE Label AI

Best when labels are handwritten, templates drift between stations, or the restaurant needs a controlled print workflow configured for its actual devices.

12 highlighted functions
  • Reviewed AI-assisted item import
  • Controlled prep label templates
  • Date and shelf-life rule support
  • Allergen label template support
Review app workflow
Marketing

HE Marketing

Best for an operator who knows the restaurant but not marketing—and needs a guided, repeatable way to bring guests back without handing the relationship to another platform.

12 highlighted functions
  • Guest contact database
  • CSV contact import
  • Tags, segments, and opt-in flags
  • Email campaigns
Review app workflow
AI

HE Master AI

Best for an existing HospiEdge customer who needs cross-workflow answers and follow-through—not a generic chatbot and not a replacement for the apps that own the records.

12 highlighted functions
  • Cross-app leadership review
  • Source readiness checks
  • Live findings
  • Daily and weekly recaps
Review app workflow
Role-based training plan

Different users need practice and readiness checks for their roles.

The training plan should identify only the workflows, routes, and records allowed for each role, restaurant, and location, then define how the user demonstrates readiness.

OwnerPricing, authorized apps, reports, finance view, AI review, account access, and location oversight.
General managerSchedule, guest flow, closeout review, incidents, team access, daily standards, and follow-up.
Shift managerFloor rhythm, waitlist, reservations, time-off, coverage, labels, checklists, and handoffs.
Team memberSchedule, availability, swaps, assigned training, station-specific workflows, and team communication.
Back officeFinance review, payroll handoff, AP context, closeout exceptions, exports, and account support.
Guest-facing pathReservations, waitlist, applications, offers, forms, confirmations, and public links.
Training during rollout

Confirm what is taught, practiced, accepted, and supported before go-live.

01Pre-launch scope

Confirm the roles, authorized apps, login paths, locations, workflows, materials, trainer, and readiness criteria included in the accepted plan.

02Practice in the approved environment

Identify the screens and safe practice data each user will use, then record corrections before production access is accepted.

03First-shift ownership

If first-shift support is included, confirm its availability window, contact route, escalation owner, rollback boundary, and response responsibility in writing.

04Refresh and expand

Assign follow-up items and refresher ownership, then create a new training and readiness scope before another app or role is added.