📋 Notes · Specials · Info
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Import CSV:
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Columns: type, title, date, time, end_date, repeat, repeat_until, details
🎉 Events
Manual events shown on the staff portal — private parties, buyouts, happenings that don't sell tickets. "Block during event" closes Wix online reservations from 1 hr before the start time until the end time at that location; "Block all day" closes the whole date. Ticketed classes & events live under Tickets & Classes.
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🛒 Online Ordering
Turn ordering on orderonline.greyscheese.com off or on for each shop. Off takes effect within about 10 seconds: the menu stays up, a notice says ordering is paused, and nobody can check out. Orders already paid are not affected. It stays off until someone turns it back on. (Uber Eats, DoorDash and Square Online are separate and not changed here.)
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💬 Experience Inquiries
Questions customers send from the Experiences page (Ask a question). Reply here and it's emailed to them from info@greyscheese.com; their replies go to brad@greyscheese.com and are copied in here automatically every 5 minutes (Gmail sync script). Log their reply is there for anything that comes in another way (text, phone). Booking link drops in a link that opens their experience already filled in.
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📝 Inquiry Form
The one form customers use to ask about an experience, catering or a private event. Change the wording, switch a kind of inquiry on or off, and add, reorder or remove the questions under each. The preview on the right is the real form with your changes; customers see them once you press Save.
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Preview — nothing can be sent from here
💼 Catering Leads
Every inquiry lands here — catering, private events, experiences and Nashville table requests from the inquiry form, plus any you add by hand. Memphis tables booked on the form go straight into Reservations. Experiences open their own conversation with the held time and booking link; catering and private events get the proposal and invoice. Reply here and it's emailed from info@greyscheese.com; their replies come back in automatically (Gmail sync). Build the Proposal, send it, and the customer signs online — that creates a Square invoice (deposit now, balance before the event) with the signed agreement attached. No proposal needed? 🧾 Save & send invoice skips the signature and emails the Square invoice right away. Payment status refreshes from Square every 15 minutes.
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🗓️ Reservations
Live from Wix. Add a phone-in or walk-in booking (created confirmed — the guest gets Wix's confirmation if you enter contact info), or click a reservation to change its time, party size, guest info, or cancel it. Requests still get approved or declined on the staff page.
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🚫 Blocked Dates — Online Reservations
During these windows the Wix reservation widget shows no availability at the selected location (set automatically by portal events, or add one manually for a buyout or private party). Phone-in bookings added here still work. If the end time is earlier than the start time, the block runs into the next day.
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🗓️ Time-Off Requests
Approve, deny, or delete. Approved requests appear on the staff schedule and calendar.
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📆 Time Off
Dated entries shown on the staff portal's schedule section. Click a row to edit it — each entry has its own location.
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Import CSV:
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Columns: name, date, end_date, note
🔁 Shift Swaps
Staff request swaps from their schedule page. Waiting on coworker means the other person hasn't accepted yet — you can still approve directly. Approving reassigns the shift and emails both people.
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🗓️ Weekly Schedule — all locations
Both schedules for the week below. A shift belongs to the grid you add it on. Click any cell to add a shift; drag a shift to another day or employee to copy it there (the original stays put); click one to edit, delete or copy it. Approved time off shows as a red OFF badge, and staff availability shows as grey unavail / green ★ chips. Edits stay private until you hit 📣 Publish & notify — that emails everyone whose week changed. Staff open their schedule at schedule.html with their employee ID.
🧑🍳 Employees
Employee ID is what staff type to open their schedule (no password) — it can be anything: a number, initials, a nickname. Set someone inactive to hide them from the grid without deleting their history. Click a row to edit.
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Columns: name, employee_id, role, active
📣 New announcement
Emails and texts every active employee (with an email / mobile number on file) at the chosen location, and shows on the staff schedule page.
📱 Quick text (SMS only)
Sends a one-off text to every active employee with a mobile number on file — nothing is posted to the staff page. Staff add their own number on the schedule page under Notifications.
Sent announcements
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🧀 New Case Entry
Cheese goes to DateCodeGenie + Square. Wine/Retail goes to the PLU list + Square only (no DateCodeGenie).
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| PLU | Kind | Name | Marketing | Category | Price | Per unit | Unit | Barcode | DateCodeGenie | Square | |
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🏷️ Jam Labels Open full screen ↗
✉️ Email Campaigns
Saved templates, one contact list, single or A/B sends through Amazon SES — with per-variant results.
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📅 Catering Pre-Orders
Take a future-dated order at the counter and charge it card-present on a Square Terminal. Square for Restaurants can't do this; this can.
Terminal
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Catering menu
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Search everything else
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Order
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Estimated total$0.00
Square calculates the final total (tax is inclusive) when the order is created.
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