Surf Bagel DailyOne page · keep it by the host stand

Surf Bagel Daily · Quickstart

The daily report, in five steps

Complete the daily report after closing. The app does the arithmetic, the formatting and the address line; you still send it from your own mailbox. Connected Excel locations include the shared workbook link; add your usual attachments as needed.

  1. 1

    Pick your location

    Open surfbageldaily.com on your phone or the host stand and tap your restaurant. Covering somewhere else today? Use Switch location in the header.

  2. 2

    PIN, then your email

    Your 4-digit location PIN, the same one for every location. Then the email address you send from. Your own device stays signed in for a year. On the host stand, tick This is a shared computer for a 12-hour session. Check your address in the header and use Switch when the next manager takes over.

  3. 3

    Fill in the numbers and the notes

    Connected Excel locations: choose the Open Excel button named for your location in your report. Enter forecasts, purchases and labor in the shared workbook. Excel autosaves; wait for Saved before closing. Complete cash and shift notes in Daily. Locations without a shared Excel link: review Toast totals and fill the shaded boxes, including forecasts from your weekly sheet. The tape totals orders and sales and calculates POA as gross sales divided by orders. Review carried-over notes; keep what still applies. Daily saves as you type.

  4. 4

    Open your Outlook draft

    Choose Connect Outlook when offered, then Open in Outlook. The recipients, subject and formatted body are included. This works on phones too; find the saved message in Outlook’s Drafts folder. If you use Copy and paste instead, paste the copied body above your signature. Review any notice about another manager’s changes before continuing.

  5. 5

    Review and send

    Check the report body and recipients. At connected Excel locations, the draft already includes the shared Excel link; do not attach a replacement workbook. Other locations: attach the workbook and specials sheet as usual. Review and send from your own mailbox. Then come back and tap I sent it so Daily marks it sent. If you change the report afterwards, review and send the (revised) version.

The sign-in screen, with every location grouped by brand.
Step 1 · pick your location
The report form, with the receipt tape showing orders, sales and POA.
Step 3 · the form, and the tape doing the arithmetic
The send panel showing To, Cc, the subject line and the copy buttons.
Step 4 · To, Cc, subject, then one tap
If something is off
The connection drops
Keep typing. Your draft stays on this device. Copy will ask you to confirm if it cannot check the latest shared report. Review your numbers before copying and sending.
An address is greyed out
It is waiting on an admin to approve it, so today the link carries the brand list only. Add the rest in Outlook.
A number looks wrong to the app
You get a quiet “are you sure?” beside the field. It never blocks you, and it stops asking once you answer.
You cannot get in
Send it the usual way today. Nothing here replaces that until you say so.

surfbageldaily.com · it is a browser page, there is nothing to install.