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Add Pooling Agreement initial

hi everybody we are going to go through the tip pooling app set up very quickly we are very excited about bringing this into the clover ecosystem it is designed to help those establishments that have the sophistication of complex tip pooling and revenue sharing to be able to use the clover regardless of your establishment whether you are a restaurant a bar a spa salon a car wash whatever anywhere where there are tips that are being pooled in any configuration the tip pooling app will accommodate your needs so let's go to the let's let's get going here and all I want to do today is just set up the app inside of your ecosystem so first thing I'm going to do is I'm going to go to the app market and they're still pulling I'm going to click on tip pooling I'm going to select tip pulling app and the first 30 days are free I'm going to accept and install and here I go I'm going to download this is designed for any establishment that has tips and you want to create a compensation environment whereby anybody interacting with a customer will have the ability to share some of that tip income so here we are now we are in the tip cooling app and it is set up with a a wizard that will take you through the steps I have to agree to the end user licensing agreement if I want to scroll through that I certainly can I'm going to agree to the privacy policy I that is there for your review next I'm going to understand that tip distribution is subject to my state laws and that I was accepting responsibility for the use of the app and then I understand that I must retain all data so let's say that an employee accidentally hits this device it shatters on the ground that data would be lost and it would just be for you to take the emails that you'll automatically get out of the system and retain them so I'm going to agree to all of that and now I decide to go the tip bullying app has a wizard that will take you step by step also if you ever get stuck there is a red button here which gives you insights into how to set up your system so we made that easy for you in addition to which you can see there are hints on the right all right so step one is I'm going to select my business type you can see on the left there are five different options you may not find the one that's exactly for you for example if you're a car wash you won't see that there find the one that's closest to you but for purposes of this video I just want to say that I'm a restaurant with a bar you will see that there is one automatically checked which is that cashier pool should I have a single cashier setup that is default on and I would just simply add an employee but for purposes of our setup here today I am going to simply add the bartender pool I'm going to add the busser pool and I'm going to have waiters but I'm not going to add that pool so I'm just gonna have those two additional pools I go to the next button and there are my pools I'm going to add people to that pool so there's my bartender pool I'm going to add that employee you can see that the bartender program goes to the bottom because we have an employee in there next is the bus or pool I'm going to add my bus er employee to that particular pool let's say I wanted to add another pool I'd simply press the plus button I'd add the name of my pool and then add any employees so you can see here I have my CPA in there and let's say I just wanted to make sure that he got a copy of all of the reports for all the employees I would simply create that here but really easy to take care of so now I'm telling with step two already we're getting closer in many businesses they choose to share some of their revenue streams and this is where you would set it up so again I'm a bar and restaurant I'm going to set up a new revenue name called alcohol okay I am then going to add the categories in this case it's going to be beer and warming there are others there but they don't necessarily apply to what we're doing here today and then I'm going to add a percentage you can see the default percentage is 2% that's fine for purposes of our conversation here so now I get to a sign of the 2% of the total alcohol sales how much is going to go to the bartender pool and how much it's going to go to the bus or pool and let's just say for purposes of conversation I'm going to take 80% of the 2% of the alcohol revenue and put that in the bartender pool and I will put another 20% of that 2% will go to the bus or pool otherwise I can change those around in any configuration I would choose to okay so now we've got 80% 20% of total of a hundred percent if I for example only put 10% here you can see that I can't save it until I achieve a hundred percent so I'm going to go back here I'm gonna put in my twenty percent I'm now at a hundred percent and I'm going to save that okay and now we're ready to go to step four this is where you have the ability to send individual CSV files to both yourself your CPA and/or your employees so I'm going to set the timing at which that that email is going to be sent so I'm going to set daily I want both daily and I want weekly for daily I'm going to set it up and 250 for a.m. and weekly I'm going to set it up to happen Monday morning at 150 for a pound so now I am provision to receive these reports for all my employees in a CSV file that I can forward to my accountant or CPA now I also have the choice here if I want to send those reports to my employees and I'm going to say yes here and now they are provisioned to also receive that for complete transparency step 5 is about credit card fee deductions this will allow you to deduct the credit card fees specifically on the tips and up the entire ticket so let's say that I am paying 3% on my merchant services I simply put in 3% there and all that the tip pooling app is going to do is allow me to deduct 3 percent of whatever that tip is all right next is we are going to set our default rules and so for the bartender let's not do part tender because we set up a rep ministry I'm just gonna set up the bus or pool for the bus or pool I'm going to say I want 2 percent of all tips not very generous to go specifically to the bus or pool I'm done there if I wanted to create a unique tip distribution over right I would have the ability to do that here and I would set up that provision right here after I accept responsibilities but I'm going to go back we will save that for an other video went a little too far I'm all set up and now I am done you have not provisioned your tip polling app to accommodate your particular environment and again you can set up new pools you can set up new tip distribution rules for each individual pool you can add post subtract pools whatever you'd like to do hope that was helpful you