CC Processing
What tool can a CX use to view and dispute Chargebacks?
Chargeback Challenger
Where can a CX locate their Invoices?
Invoice Report inside the payments reporting.
Can a CX set up reasons for the voids they use on checks?
Yes they can! In the void reasons setup page.
Are all imported gift cards able to be swiped on a PoS device?
No.
What permission code is needed to give employees the ability to apply discounts on items/checks?
3.1 - Discounts
What time does a CX need to capture payments in order to receive sales deposits the next business day?
Before 9:30 PM EST.
If a customer is looking for a copy of their contract - where can you look to retrieve it for them?
Go to the Live Opportunity > DocuSign Status > Files > Toast Merchant Agreement (TMA)
What is a called when a CX wants to set up additional fees on a guest check?
Service Charge.
Which team can an agent send a CSV file to in order to import Gift Cards & Loyalty accounts?
Gift Card & Loyalty Services.
What does the override function on job permissions do?
Allows a permission to be toggled for an employee regardless of what the job permissions are set as by default.
Can A CX key in a card number to pre-authorize it?
What is NO
How long does it take for a Credit Memo to be reviewed/approved and applied to the CX account?
1-2 Billing Cycles.
What could a CX use if they have regular returning guests who would like to have an overall "Tab" tied to their name that they could pay back at a later day?
House Account
Is it possible to make GC/Loyalty changes that only affect 1 RX if that RX is in a RX Group w/ multiple locations?
No. Changes made to these settings will affect all locations within that group.
Is it possible to edit an employees time entry in the back end of Toast?
Yes!
Which email address would a guest need to contact in order to make any 1099k corrections?
taxsupport@toasttab.com
If a CX calls into churn their account with Toast, where would we need to guide them?
Transfer to Supervisor.
What is the contactless form of payment that our CX can enable for there guests?
Mobile Payments / Scan to Pay.
Can a CX test out live gift cards while in Test Mode?
No. Gift Card Report will not populate since Live Gift Cards cannot be seen in Test Mode.
Where in Toastweb can a CX edit the options of the end of day workflows for their employees?
UI options > Shift review / Closeout
If a CX who is on Chase processing is receiving an error message("Oops, something went wrong. Please try again.") on the PoS and in Toastweb when trying to do a refund, what would be the correct action/workflow to do a refund?
If a CX has already churned with Toast but is requesting a credit memo, is this something we can do?
No. Only the Subscription Services team can submit the credit memo at that point.
What are all of the different types of discount types a CX can use on there discounts.
Open $ off, Open % off, Fixed $ off, Fixed % off, BOGO, and Combo
Where is each RX's loyalty sign up URL located in Toasttab?
Guest Engagement > Loyalty > Loyalty Settings > Promote Loyalty
What would cause an employee to not show up in the labor summary?
The employee being assigned to a salaried job.