Getting started by industryGetting started & supportLINE Official AccountSales emailCustomers & contactsSequencesQuotes & productsContractsOnline meetings & minutesCalendar & schedule boardGoogle CalendarIntegrationsReal estate salesSubsidies & grantsReservations & guestsOrders & menuStore operationsFood safetyShifts & attendanceInventory & purchasingInsightsPeople & payStores & plan
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- Getting started by industryGetting started for restaurantsGetting startedRestaurantsFrom registering stores and staff to menus, reservations, LINE, food safety, shifts, inventory and your numbers — the order to start using Bookmi in a restaurant.
- Getting started by industry不動産会社のスタートガイドGetting startedReal Estateメンバー登録から物件・案件・顧客の管理、賃貸管理、LINE・AI 電話まで、不動産会社で Bookmi を使いはじめる順番です。
- Getting started by industry民泊のスタートガイドGetting startedVacation Rentals物件の登録から、予約サイトとの連携、料金、予約・ゲスト対応、清掃、法令対応まで、民泊で Bookmi を使いはじめる順番です。
- Getting started by industry中小企業・個人事業主のスタートガイドGetting startedSmall Businesses設定から顧客・案件の管理、見積〜請求、会計、労務、期限の確認まで、中小企業・個人事業主が Bookmi を使いはじめる順番です。
- Getting started & supportHow to find answers and contact supportThe Help & support button at the top right of the admin screen takes you to page help, article search, videos and live support.
- Getting started & supportKeyboard shortcutsPress ⌘K (Ctrl+K on Windows) anywhere to jump to a page or search customers, contacts and deals.
- LINE Official AccountWhat the LINE integration doesTalk to customers on LINE while everything from quotes to payment confirmation stays inside Bookmi.
- LINE Official AccountConnect your LINE Official AccountPaste three values from LINE Developers and you are connected in ten minutes.
- LINE Official AccountAdd-friend entry points and the welcome messagePut a "contact us on LINE" entry on business cards, quotes and email signatures. The welcome message is automatic and free.
- LINE Official AccountLink a LINE user to a contact (link code)One code from the customer links the conversation to the contact timeline; existing chats link with one click.
- LINE Official AccountReply on LINE from the message centerSend text, images and templates from Bookmi. Each agent reply uses one message; the remaining quota is shown at the top.
- LINE Official AccountCreate LINE message templatesReal Estate・Small BusinessesPrepare LINE messages for replies, sequences and broadcasts. Insert the customer's name automatically and attach one image.
- LINE Official AccountLet the AI answer the first questionKnown questions are answered instantly; unknown ones get a hand-off reply and notify the agent. Free of quota.
- LINE Official AccountAfter-hours auto replyReply automatically outside business hours, once per day. Company holidays count as outside hours.
- LINE Official AccountUnanswered reminders and the morning digestNo reply within 30 minutes re-notifies the agent; at 9:00 the next morning admins get a digest. No setup needed.
- LINE Official AccountGet Bookmi notifications on your own LINEStaff can receive Bookmi notifications, such as conversations waiting for an operator and unanswered reminders, on their own LINE. This is separate from connecting your company's LINE Official Account.
- LINE Official AccountSend quotes, invoices and receipts via LINESmall BusinessesSend a card from the document page in one click. Opening the PDF is recorded as a view.
- LINE Official AccountAdd LINE steps to a sequenceReal Estate・Small BusinessesDue steps send a LINE template automatically; contacts without LINE get the fallback email at the same time.
- LINE Official AccountBroadcast to a segmentFilter by rank, source or tag, check the count and remaining quota, then send one message per person.
- LINE Official AccountTrack link clicksLinks in LINE messages become short links on your domain; opening one adds "link clicked" to the conversation.
- LINE Official AccountTag and enroll automatically on linkWhen a customer links to a contact for the first time, add tags and enroll them in a sequence automatically.
- LINE Official AccountLINE metrics, quota and health alertsSee followers, median first-response time and AI answer rate in settings. Admins are alerted at 80% quota or when the webhook stops.
- LINE Official AccountSecurity and operating rules for LINECredentials are encrypted, duplicates never enter twice, blocks are detected automatically. Plus three rules to follow.
- Sales emailWhat you can do with sales emailReal Estate・Small BusinessesEmail customers from your own Gmail and keep every message and reply on the customer, contact and deal. The Mail screen makes sure no reply slips through.
- Sales emailConnect Gmail and set up sender addressesReal Estate・Small BusinessesConnect your Google account to email customers from your Gmail. Add addresses such as your company info@ or a bookmi.ai address and check them with a test send.
- Sales emailBring customer replies into Bookmi (Gmail auto-forward)VideoReal Estate・Small BusinessesSet up Gmail auto-forwarding once so customer replies land in Bookmi conversations. Bookmi never reads your mailbox.
- Sales emailSet up email signaturesReal Estate・Small BusinessesAn admin creates one company signature and each sender's name, title and mobile are filled in. Each address can also use its own signature or none.
- Sales emailWrite and send an emailReal Estate・Small BusinessesStart an email from anywhere with recipient and greeting filled in. Schedule it, undo right after sending, keep drafts, reply and forward.
- Sales emailUse AI to polish an email, check keigo and draft repliesReal Estate・Small BusinessesThe AI button in the compose window turns notes (even in Chinese) or awkward Japanese into a polished Japanese business email, checks keigo, and drafts replies. The body only changes when you click Use this.
- Sales emailInsert meeting time options into an emailReal Estate・Small BusinessesInsert time options picks slots from your free time and adds them to the body as a ready-made Japanese list of proposed dates.
- Sales emailGet reminded when there is no replyReal Estate・Small BusinessesChoose a reminder such as "in 3 days" when you send. If there is still no reply by then, you are notified at 9:00 that morning.
- Sales emailAttachments and share linksReal Estate・Small BusinessesSend files from your computer, deal files, quotes and sales materials as attachments or links. Links can expire and show how often they were opened.
- Sales emailEmail quotes, invoices and receiptsSmall BusinessesSend the original PDF saved at issue straight from the document page. Send a link instead and you will know when a quote is opened.
- Sales emailNever miss a reply on the Mail screenReal Estate・Small BusinessesSwitch between replies to handle, your inbox, sent and scheduled emails, and drafts. Mark a thread as done and it leaves the list.
- Sales emailAdd or change the contact on a thread, or mark it unreadReal Estate・Small BusinessesWhen a customer's manager or colleague replies, add them as a contact from their signature. Move a conversation to the right contact, or mark a thread unread to come back to it.
- Sales emailSee your email numbers (reply rate and reply time)Real Estate・Small BusinessesInsights on the Mail screen shows each owner's reply rate and how long replies take, both theirs and yours. We measure replies, not opens.
- Sales emailSort mail from unknown sendersReal Estate・Small BusinessesMail from addresses that are not contacts goes to Unknown senders, visible only to you. Add the sender as a contact to link it to the history.
- Sales emailWhich emails come into BookmiReal Estate・Small BusinessesEmail from customers and contacts, and replies to emails you sent, come in. Automated mail and newsletters from senders you do not know are kept out of the sales lists: they stay in Gmail for Gmail addresses, and go to Notifications for a bookmi.ai work address (no Gmail).
- Sales emailWho can see your emailsReal Estate・Small BusinessesFor each thread, choose what teammates can see, from Only me to Full email. The default is Subject only.
- Sales emailUnknown delivery, bounces and unsubscribesReal Estate・Small BusinessesEmails that may not have gone out, emails that failed or bounced, and contacts who unsubscribed are flagged on screen and in notifications.
- Customers & contactsSee where a customer stands at a glance (highlights)Real Estate・Small BusinessesThe top of each customer page shows last contact, next event, your main contact, receivables and the last 12 months of billing, so you know who talked to them and whether payments are late the moment you open it.
- Customers & contactsImport contacts in bulk (Eight, Sansan, Excel)Real Estate・Small BusinessesTurn an Eight or Sansan export, or a customer list kept in Excel, into contacts. People are linked to customers by company name, and you review everything before it is saved.
- Customers & contactsSort companies by type (customers, suppliers, government)Real Estate・Small BusinessesKeep sales customers and the suppliers, service providers, banks and government offices your back office works with in one list, and switch between them by type.
- Customers & contactsRecord terms, contacts and deadlinesReal Estate・Small BusinessesRecord the purpose, contact department and closing and payment days for each supplier or government office, and link deadlines such as renewals to the company.
- Customers & contactsLink with the accounting counterparty listReal Estate・Small BusinessesCustomers, suppliers and lenders in the accounting counterparty list are added to your company list automatically, with the right type.
- SequencesWhat sequences can doReal Estate・Small BusinessesLine up when, on which channel and with what message, then add contacts and each message goes out automatically. Built to stop follow-ups from slipping.
- SequencesWrite message templatesReal Estate・Small BusinessesPrepare the email and LINE messages you will send as templates, with name variables and fallback words for missing values.
- SequencesBuild a sequenceReal Estate・Small BusinessesLine up steps made of a channel, a template and a wait time. If unsure, start from a scenario and adapt the wording.
- SequencesAdd contacts to a sequenceReal Estate・Small BusinessesAdd contacts from the sequence or from the Sequences card on a contact. Wait times count from the moment they are added.
- SequencesHow sending works (timing, limits, threads)Real Estate・Small BusinessesDue steps go out within about five minutes. Nothing is sent from 8 p.m. to 8 a.m., and each sender can send up to 50 sequence emails a day and 10 an hour.
- SequencesAutomatic stops: replies, unsubscribes and bouncesReal Estate・Small BusinessesWhen a customer's email reply reaches Bookmi, they leave the sequence. Unsubscribes and bounces stop it too. LINE replies do not.
- SequencesCheck progress and the send logReal Estate・Small BusinessesSee each contact's progress under Contacts and every message's result in the send log. Pause, resume and remove from here too.
- SequencesTips and sending rulesReal Estate・Small BusinessesThree to five steps, first touch within 24 hours. Send promotional email only to people who agreed to receive it.
- Quotes & productsQuote monthly or yearly fees (SaaS, maintenance)Small BusinessesChoose Billing per line: one-time, monthly or yearly. With monthly or yearly lines the quoted amount is the first-year total, plus the total contract value for terms over a year. When won, the deal amount is the first-year total (excl. tax).
- Quotes & productsRegister products and plans, then pick them on quotesSmall BusinessesRegister products under Settings > Sales / CRM > Products & plans. Add from products on a quote fills in the name, unit, price and billing (one-time / monthly / yearly).
- ContractsWhat you can do with contractsSmall BusinessesTurn quotes into contracts, sign them electronically, get reminders for notice and expiry dates, and draft monthly invoices automatically.
- ContractsCreate a contract (type and your side)Small BusinessesPick the contract type and whether you are the provider or the client; clauses and fields follow. Converting a quote carries over items and amounts.
- ContractsImport a signed contract (AI reading)Small BusinessesUpload the PDF of a contract signed elsewhere to manage reminders, renewals and billing like any other. AI reads the dates, renewal terms and amount.
- ContractsReview and finalize the contract textSmall BusinessesGenerate clauses from the contract data, check for gaps and finalize. Choose Japanese, Chinese or bilingual. Re-finalize if you change the contract data later.
- ContractsSend for e-signatureSmall BusinessesEnter the signer's email and send. Signers need no account: they review in the browser and sign by hand. Up to three people sign in order, and the signed PDF keeps a certificate.
- ContractsPaper signing and revoking a signingSmall BusinessesAfter signing on paper, record the signing date to make it Active; reminders and billing work the same. If you sent it for e-signature but the other party printed, stamped and sent back a scan, register that copy to conclude it. Revoking a signing requires a reason.
- ContractsNotice deadlines, expiry and auto-renewalSmall BusinessesSet the end date and renewal terms to get list badges and reminders for notice and expiry dates. Auto-renewing contracts extend by one period at the end date.
- ContractsCreate invoices from a contract (recurring)Small BusinessesFrom the Billing card, create an invoice for each scheduled payment. Monthly contracts can draft an invoice every month automatically (nothing is sent automatically).
- ContractsFrom a recurring quote to contract and billing (setup fees, recurring invoices, renewals)Small BusinessesA contract made from a recurring quote holds only the recurring fees, and the one-time fees go into a separate draft invoice. Yearly fees are billed every 12 months from the start month, and a renewal deal tracks the renewal.
- ContractsAmendments and related contractsSmall BusinessesMake post-signing changes with an amendment linked to the original. Individual contracts can hang under a master agreement; see links on the Related contracts card or group the list by customer.
- ContractsContract types, your own templates and approvalSmall BusinessesPick your business type to get the usual contract types. Per type, set names, your default side and your own Word template, and optionally require admin approval before sending.
- Online meetings & minutesWhat you can do with online meetings and minutesReal Estate・Small BusinessesFrom the meeting link, invitation and prep to AI minutes from the transcript, minutes for the customer and a thank-you email: everything before and after an online meeting stays in one activity.
- Online meetings & minutesAdd a meeting link or issue a Google Meet linkReal Estate・Small BusinessesKeep the meeting URL on the activity. Paste a Zoom or Teams URL, or issue a Google Meet link from your own Google Calendar with one click.
- Online meetings & minutesSend a meeting invitation emailReal Estate・Small BusinessesCreate an invitation with the date, duration, meeting link, agenda and a recording notice already filled in.
- Online meetings & minutesGet ready with Meeting prepReal Estate・Small BusinessesThe one card to open before a meeting: customer, deal and BANT, recent activities, open tasks, the last minutes and recent emails on one screen.
- Online meetings & minutesImport a meeting transcriptReal Estate・Small BusinessesPaste a transcript from Zoom, Google Meet or Teams, or pick a .txt, .md, .vtt or .srt file. Subtitle timestamps are removed automatically.
- Online meetings & minutesDraft minutes with AI, then review and applyReal Estate・Small BusinessesAI drafts a summary, decisions, next actions and even a stage suggestion. Edit, tick what to apply and click Confirm and apply to create tasks, set the next action and move the deal stage in one go.
- Online meetings & minutesSend minutes and a thank-you email to the customerReal Estate・Small BusinessesAI drafts both during extraction. Check them, then send from an email window with the recipient, subject and body filled in.
- Online meetings & minutesDecide what to capture with insight templatesReal Estate・Small BusinessesThe set of angles the AI captures in the minutes. Pick a preset (BANT, SPICED, First hearing, Follow-up) or build your own.
- Online meetings & minutesRecord and transcribe with the AI note-takerReal Estate・Small BusinessesAt meeting time the AI note-taker joins to record and transcribe. Afterwards a draft of the minutes is ready and the owner is notified.
- Online meetings & minutesImport calendar meetings as activities automaticallyReal Estate・Small BusinessesEvery 15 minutes, Google Calendar meetings with outside participants are added as Meeting activities and linked to contacts, customers and deals by attendee email.
- Online meetings & minutesSend the AI note-taker to imported meetings automaticallyReal Estate・Small BusinessesThe AI note-taker joins meetings imported from your calendar to record and transcribe, without switching it on each time.
- Online meetings & minutesDelete a transcriptReal Estate・Small BusinessesDelete only the transcript saved on an activity. The minutes (summary, decisions, next actions and so on) stay.
- Calendar & schedule boardWhat the Calendar and the schedule board doReal Estate・Small BusinessesSee sales appointments on the Calendar, and everyone's whereabouts, attendance and leave on the Schedule & Whereabouts board. Both are filled from the same sales activities, so nothing has to be entered twice.
- Calendar & schedule boardView sales appointments on the CalendarReal Estate・Small BusinessesOpen Calendar in the left menu to see the company's sales appointments month by month. Click an activity to open its details, and use the bar at the top to import meetings from Google Calendar right away.
- Calendar & schedule boardSee everyone's whereabouts on the schedule boardReal Estate・Small BusinessesOpen Schedule Board in the left menu to see everyone's whereabouts, time out, remote days and leave, plus today's attendance and who is on site, by day, week or month.
- Calendar & schedule boardAdd your own whereaboutsReal Estate・Small BusinessesUse Add schedule on the board to add your own outings, direct-to-site trips, business trips, remote days and so on. Link one to a customer or deal and it is saved as a sales activity that also appears in Activities and on the Calendar.
- Calendar & schedule boardApproved leave appears on the board automaticallyReal Estate・Small BusinessesWhen a leave request is approved, the period appears on the Schedule & Whereabouts board as all-day leave. It disappears if the request is rejected or withdrawn, and follows any change to the dates.
- Calendar & schedule boardAvoid double-booking (check colleagues' schedules)Real Estate・Small BusinessesBookmi does not stop you from saving overlapping entries. Before saving, check the week or day view of the board, Colleagues' availability in the activity form, and Google Calendar free/busy.
- Google CalendarWhat you can do with Google CalendarVideoReal Estate・Small BusinessesConnect your own Google account to import meetings with external guests, export your sales activities, whereabouts and leave, create Google Meet links and check colleagues' availability.
- Google CalendarExport sales activities, whereabouts and leave to Google CalendarReal Estate・Small BusinessesTurn a switch on and the next 30 days are exported right away; after that, everything you add or change follows. Reschedule or cancel in Bookmi and the Google event is updated or removed.
- Google CalendarChoose where to export and create a Bookmi calendarReal Estate・Small BusinessesExport to your main calendar, a shared calendar you can edit, or a dedicated Bookmi calendar. When you change it, events already exported move too.
- Google CalendarChoose which calendars to import meetings fromReal Estate・Small BusinessesMeeting import can read other calendars you own, not just your main one. Events that Bookmi exported are never imported.
- Google CalendarCheck colleagues' availability when schedulingReal Estate・Small BusinessesIn the form for a visit, meeting and so on, see colleagues' day on a timeline and click a free slot to set the start time.
- Google CalendarMissing permissions and disconnectingReal Estate・Small BusinessesIf you untick items on the Google permission screen, the card shows which features are unavailable. Reconnect and allow everything; your settings stay as they were. After you disconnect, exported events stay in Google.
- IntegrationsSend notifications to Chatwork, Slack or LINE WORKSPost deals won, new leads, customer replies, payments and pending approvals to your team rooms automatically. An administrator sets it up under Chat notifications in Connectors.
- Real estate salesReceive leads and assign agentsReal EstateRegister portal, phone and walk-in inquiries under Leads, then assign unassigned leads to agents in bulk. Assigned agents are notified.
- Real estate salesConvert a lead or mark it not qualifiedReal EstateConvert a lead to move it to viewing and manage it in the deal list. Mark unreachable or duplicate leads as not qualified.
- Real estate salesCreate statements and agreements from a dealReal EstateFrom a deal's Documents card, create rental and sale statements and agreements, brokerage agreements, disclosures, activity reports and settlement statements. Deal, property and broker details are filled in, and special terms or prices from the statement carry over to the agreement.
- Real estate salesInsert special terms from templatesReal EstateInsert common clauses into a document's special terms or acknowledgments, and save your own as company templates.
- Real estate salesRegister your broker detailsReal EstateRegister your license number, guarantee association, deposit office and licensed agents so they fill the broker section of every document.
- Real estate salesFinalize and deliver a documentReal EstateAfter finalizing the text, print the PDF for paper delivery or send it for e-signature. Statements and lease agreements need a licensed agent's check first.
- Subsidies & grantsWhat Subsidies & grants can doGetting startedSmall BusinessesOpen subsidies and grants are imported daily from jGrants (Digital Agency) public data. Find the ones that fit your company and track them to get reminders before they close.
- Subsidies & grantsFind subsidies that fit your companySmall BusinessesArea, headcount and industry are filled in from your company profile. Narrow by purpose or major programs and open a subsidy to check the maximum amount, rate and application period.
- Subsidies & grantsTrack a subsidy and get deadline remindersSmall BusinessesClick Track to send reminders to company admins and you 30, 14, 7 and 1 day before the deadline. Record status and notes under Tracking.
- Subsidies & grantsPrepare before applyingSmall BusinessesgBizID Prime, financial statements, a business plan and other items most programs ask for and that take time. You can export statements and plans from Bookmi.
- Subsidies & grantsSubsidies & grants FAQFAQSmall BusinessesCan I apply from Bookmi, when is the list updated, are municipal programs included, and what if I can't see the menu.
- Reservations & guestsTake and manage reservationsRestaurantsRecord phone and walk-in bookings, assign tables, and log cancellations and no-shows. Bookings from email and the iPad appear in the same list.
- Reservations & guestsImport booking emails from gourmet sitesRestaurantsBookmi reads booking emails from Tabelog, Hot Pepper, Gurunavi and others and adds them to your reservation list, including changes and cancellations.
- Reservations & guestsLook up your guestsRestaurantsGuests are added to your guest book by phone number whenever a booking is made. Check booking and no-show counts, and add tags and notes.
- Reservations & guestsRead your gourmet-site reviewsRestaurantsRead Tabelog, Gurunavi, Hot Pepper, Google and other reviews filtered by shop, site and rating, and spot low ratings quickly.
- Reservations & guestsLet AI Phone take your callsGetting startedRestaurantsAI answers calls when you are busy or closed (add-on). Review conversations in the call log and enter phone bookings in the reservation list.
- Orders & menuReview orders and handle service callsRestaurantsSee orders from the ordering tablets and staff devices by status and source, cancel unpaid ones, and mark service calls from tables as handled.
- Orders & menuSet up products and categories (specs, add-ons, required rules)RestaurantsAdd categories and products and combine specs, add-ons, courses and required rules. Sold-out applies at once; price and name edits go out with Sync to Tablets.
- Orders & menuBuild a digital menu (menu books)RestaurantsLay out menu images as pages and place hotspots for products and buttons to create a tappable digital menu on the ordering tablets.
- Orders & menuSet up tables, areas and printersRestaurantsRegister seating as areas and tables with capacity, merging and pay-after-meal, and set up kitchen and register printers and what prints when.
- Store operationsReview daily reportsRestaurantsRead the daily reports staff and managers submit from the Bookmi app, filtered by shop, type and date. Star good reports to share them company-wide, and reply with comments.
- Store operationsAssign tasks and track completionRestaurantsCreate tasks such as opening and closing checklists, assign them to people, shops or positions, repeat them daily, weekly or monthly, and see completion by shop or by staff.
- Store operationsPost announcements and record meetingsRestaurantsPost announcements to everyone, specific members or specific shops and see who has read them. Use Meetings to schedule meetings and keep minutes, decisions and action items.
- Store operationsShare manuals and documentsRestaurantsTurn prep, service and cleaning procedures into manuals for each shop, and keep company documents in the Knowledge Base to preview, download or share by link.
- Food safetyKeep and print HACCP recordsRestaurantsRecord daily results for each check item you define (fridge temperatures, cooking temperatures, cleaning and more), review the month in a report, and print or save the record sheet as a PDF.
- Food safetyManage expiry dates and lotsRestaurantsRegister prepared items and ingredients, track each batch by the day it was made or defrosted, and record good, use first or dispose in a daily check to cut waste.
- Food safetyRun store inspectionsRestaurantsSV patrols judge free-form items with ○△× and score QSC automatically; HQ audits deduct points per template item. Confirming assigns the deductions to staff, and you can follow up through improvement reports.
- Shifts & attendanceBuild the shift schedule (Scheduling and Schedule Templates)RestaurantsBuild each store's weekly shift schedule one shift at a time, or a whole week at once from weekday templates.
- Shifts & attendanceReview and correct attendanceRestaurantsReview the clock-ins and clock-outs staff make in the app each month, and fix missed or wrong punches with a reason.
- Shifts & attendanceLeave requests and paid leaveRestaurantsApprove leave requests and manage paid leave grants and balances. Approval deducts paid days and adjusts shifts automatically.
- Inventory & purchasingCheck stock and record movements (Inventory Overview, Stock, Stock Logs)RestaurantsSee each store's ingredient stock and record stock in, stock out, waste and returns. Ingredients below safety stock show up as alerts.
- Inventory & purchasingTake an inventory countRestaurantsEnter counted quantities on a count sheet and confirm it to set stock to the actual counts, keeping the differences from the book.
- Inventory & purchasingSet up ingredients, recipes and suppliers (the basis of food cost)RestaurantsRegister ingredients with unit prices, categories and suppliers, and build per-product recipes to get cost and cost %. Shared by all stores.
- InsightsCheck your sales (metrics, monthly comparison, average spend, payments, shop comparison)RestaurantsSummaries of the sales, guests and payments each shop enters in its daily report, by period, month, weekday, payment method and shop. Use the Monthly Sales Comparison for month-by-month year-over-year figures.
- InsightsTrack costs and the FL ratio (FL ratio, cost rates, ingredient and drink costs, cost trend)RestaurantsKeep ingredient prices and drink costs up to date, and compare food, drink and labor costs as a share of sales (the FL ratio) with targets.
- InsightsPerformance report, AI analysis and the daily briefingRestaurantsThe Performance report shows sales, guests, top dishes and busy hours from Bookmi orders. The daily briefing sends yesterday's sales, tasks and attendance to administrators at 8:00 every morning.
- InsightsTax accountant report (Yayoi / freee CSVs and the accountant's account)RestaurantsSum up a month of sales by tax rate and export sales journal CSVs for Yayoi or freee. You can give your tax accountant an account that opens only this screen.
- People & payRun payroll (Payroll, Monthly Confirmation, Salary Config)RestaurantsCalculate monthly pay from attendance and your salary config, approve it to create payslips, and record payment after the transfer. Employees see their payslips in the app.
- People & payIncentives and position allowance (tiers, carryover, bonus plans, manager bonus)RestaurantsCalculate incentives from sales above the shop's baseline and pay the position allowance by five targets. The manager bonus, bonus plans and carryover records live here too.
- People & payRun performance evaluations (setup and objection appeals)RestaurantsSet up evaluation items and ranks, then start monthly, quarterly or annual reviews in bulk. Scores go self → primary → secondary, and once finalized they feed the rank and promotion points.
- People & payPromotions, ranks and staff development (points, training, skills, kaizen)RestaurantsDefine ranks and apply promotions, demotions and raises through request and approval. Promotion points add up reviews and effort, while training, the skill map, missions, kaizen proposals and improvement plans record development.
- Stores & planSet up shops, members and rolesRestaurantsRegister shop hours and closed days and invite your staff. Roles decide what each person sees; give your accountant the Tax Accountant role.
- Stores & planHow plans, add-ons and points workGetting startedRestaurantsChange plans, add AI Phone, stores or members, and buy points from Plan & usage. This article also explains when points expire and in what order they are used.
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