Business Office Manager
This guide outlines how to manage senior living deliverables, reporting, adding new customers, meal plans, and people information. It provides instructions for tracking deliverables, generating essential reports, managing customer data, and maintaining meal plan details to ensure efficient operations.
Overview
SI 360 is a comprehensive Point of Sale (POS) solution designed to streamline the customer experience. It allows users to book seats, place orders, manage takeout, and process payments with ease. The system simplifies operations, making it ideal for efficient service in hospitality settings.
Managed by ServingIntel 360 Team
This Topic Includes:
People information
Meal Plan
New Customer
Senior Living Deliverables
Configuring Meal Plans
Date Published: April 25, 2024
Date Updated: May 24, 2024
Version: 2025.2.5
1. Access the ServingIntel Cloud and navigate to Site Settings.
2. In the Meal Plan Management section, choose Meal Plan Definition.
3. Click on the “Add Meal Plan Definition” button.
4. Provide the Meal Plan Name and Description.
Meal plan types options explained:
- Declining: This meal plan indicates a declining dollar balance amount.
- Inclining: This meal plan indicates an inclining dollar balance amount. also referred to as direct billing charges.
- Points: This meal plan indicates the inclusion of a point or meal count based component.
- Other: Used for custom purposes only, not commonly used.
5. Select the relevant Meal Plan Types.
6. Customize the definition as needed based on the selected Meal Plan Type(s).
7. Save your changes by clicking the “Save Changes” button.
8. To review the added Meal Plans, click on the “Grid View” button.
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