Improve Communication with Property & Parent Logbooks
If you have multiple businesses not only can you easily toggle between businesses in the Logbook but you can also set up a parent or property Logbook.
What is the difference between a Property and Parent Logbook
The Parent logbook is an over arching logbook over every business that you have in Avero. A property logbook is designed to group all businesses for a single property for a hotel or Casino. A parent logbook will not include the weather snapshot as it contains businesses with different physical addresses. A property logbook will include a data snapshot with all included businesses data. A parent logbook will not include a data snapshot.
- Why Create a Property Logbook?
- Why a Property Logbook is not the solution
- Who Can View the Property Logbook
- How Can I Setup a Property Logbook
Why Create a Property Logbook?
- Property level insights and communication
- Total Sales for Property at a glance
Why a Property Logbook is not the solution
Looking for custom property level sales reporting - Snapshot data is not customizable and is limited to the standard sales figures that are available by default. If you are looking for additional metrics or reporting such as category sales breakdown, consider setting up Automated Emailed Reports or Designing a Property Dashboard.
Who Can View the Property Logbook
If you have access to all the businesses for the group in Avero, in Logbook Management you will see a Property Logbook option in addition to Logbooks for the single businesses.
Note that users need access to all of the businesses within a Property to access the Property Logbook.
How Can I Setup a Property Logbook
If you would like to group multiple businesses together, say you are a hotel with businesses for In Room Dining, Lobby Bar, Banquets, and 2 Restaurants, you would do this by creating an Attribute for those businesses to group them together. See our explanation of Attributes and Tags to complete this. Once businesses are grouped as a Property (must use Property designation, even if that doesn't quite describe your organization) you can assign a Logbook template for that property and manage the fields and Snapshot filters the same as you would for a business Logbook.
To set up your desired property logbook:
- Go to your Settings menu and select Logbook Setup (note, this requires a special role that you have access to, if you want to delegate this to another user, make sure they have the special role of Logbook)
- Property logbooks are automatically available alongside outlet logbooks, you'll simply toggle the Property logbook Active switch to ON
- Assign a template.
- You can use any template you like, and add text/notes fields and check boxes as you wish. If you add several sections, you can filter the revenue shown in them, but make sure your top snapshot is set to ALL to show all revenue.
Why Create a Parent Logbook?
Corporate level insights and communication
Why a Parent Logbook is not the solution
If you are looking for group level data. The parent logbook does not offer a data snapshot. For Group level data reports please review our article: Group Analytics
Who Can View the Parent Logbook
If you have access to all the businesses for the group in Avero, in Logbook Management you will see a Parent Logbook option in addition to Logbooks for the single businesses. Parent Logbooks are grouped businesses by nature and so they will not show localized features like weather and snapshots.
Note that users need access to all of the businesses within an organization to view the Parent Logbook.
Logbook Field Suggestions
- Training Initiatives
- Current Promotions
- New Store Updates
- Menu Updates
- Birthdays and Anniversaries