Workflows

Ordered steps used to complete a task. A workflow may stay within one feature or connect several features and participants.

Accounts and administration

Sign in and manage a staff account

Sign in with the required phone number, which Oto normalizes to include the applicable + country code; complete required password and phone steps; manage account details and an optional email address; and sign out.

Provision and review access

Create or link a staff account, assign roles and scopes, review effective permissions, and activate or deactivate login access.

Administer operator and platform boundaries

Manage operators, branches, users, settings, integrations, and support tools.

People and employment

Manage an employee lifecycle

Create/import employee, assign structure/access, issue documents, review/move, and offboard with assets and audit.

Issue and sign an employment document

Generate and issue an employment document, verify the signer, capture consent and signature evidence, and provide a receipt.

Plan and work a schedule

Configure availability, roles, and templates; build branch schedules; resolve conflicts; and let employees view shifts, leave, and changes.

Capture and review attendance

An employee clocks through a kiosk, and managers monitor presence and resolve attendance issues.

Daily operations

Run today’s branch operations

Open Today, select permitted branch context, read announcements/events, complete tasks and checklists, and use notifications.

Design and deliver recurring operations

Author one-off/recurring tasks and checklists, assign scope and evidence, deliver through Today/Ops, and audit completion.

Find guidance

Search and browse SOPs or ask OTO a question grounded in the knowledge base.

Report and resolve an operational issue

Capture a Fix report with media, route it to the responsible department, collaborate, resolve it, and preserve history.

Deliver guest and child check-in

Prepare a public or reception link, capture restrictions and consent, check in/out, assign care, and preserve handoff evidence.

Issue and view staff vouchers

Configure a staff voucher, issue it to a staff member, and display it with its details and QR code.

Author operational content

Create and manage SOPs, knowledge files, drop-off forms, and AI settings.

Events and public services

Create and deliver an event

Configure products, create an event, plan BEO/day-of work, manage bookings/payments/suppliers, execute, and archive.

Manage a party invitation journey

Organizer creates invitations, guests RSVP and select menus, staff monitors responses and arrivals.

Register and attend camp

A parent registers children and accepts camp rules; returning families verify their phone before retrieving saved details; staff manage attendance and check-in.

Coordinate an external supplier

Issue a supplier access link for selected branches, allow the supplier to update permitted Fix reports, and let the event manager review the result.

Sales and admissions

Recognize and serve a returning member

Normalize a phone number, resolve one cross-branch member, apply only verified pricing tier, recall preferred channel and children, and record branch-specific activity.

Configure a branch POS catalog

Create or clone an independent branch catalog and configure tickets, date modes, tax, menu, merchandise, supervision, promotions, benefits, payments, stations, and print templates.

Sell and issue an admission package

Resolve visit rate mode and member tier, quote ticket package rules, enforce supervision, accept split payment, grant wallets, issue bands, print, and record the sale.

Prepare and settle an F&B order

Search menu, configure modifiers, link a guest, handle allergy alerts, route preparation, apply wallet/promo/payment, and preserve order history.

Use stored credit and promotions

Issue prepaid credit after payment, resolve one wallet from a band or QR code, prevent spending beyond the available balance, record refunds or expiry, and redeem promotions separately from wallet value.

Enter, leave, and monitor occupancy

Use adult gate bands, preserve child-to-group linkage, count supervised children separately, monitor live occupancy, and close exceptions at end of day.

Register and safely release a supervised child

Resolve age policy, capture visit consent and photos, assign care, check in, message the guardian, verify an authorized collector, and record release.

Book online and redeem at reception

Select member/children, tickets, supervision, event passes, confirmations, language, and payment; then redeem one QR into bands, wallets, and check-in.

Sell, redeem, and check in an event pass

Sell a flat-price pass online or at reception and create the attendee record, redeem once, print bands, and track per-day attendance.

Apply an employee benefit at POS

Scan an HR-linked benefit code, apply comp/free-item/credit/discount in order, enforce period usage, and audit beneficiary and operator.

Handle a customer enquiry

Receive a WhatsApp or Instagram enquiry, understand and route it, work it from a shared inbox with customer context and translation, then mark it Handled and archive it.

Reconcile POS, tax, liabilities, and profitability

Filter branch/date sales, decompose tax/service exactly, separate wallet liability from discounts, review cost and shrinkage, and export reconciling tax records.

Control stock from sale to replenishment

Decrement sellable variants, inspect stock by location, transfer, count, reorder, receive partial purchases, and report cost and variance history.