What you’ll need
Logins for those who will need access to Trail. Click here to learn how to do this.
Tablets or mobiles with decent wifi. Pin the app to your device (you can learn how to do this here)
If you have devices that are allocated to different parts of the site (e.g. Front of House and Back of House), login beforehand on each of them, and filter the Trail accordingly - filtering is on the Team & Standard plans only, if you're interested in upgrading from Solo, drop Support a message (to understand more about filtering Trails, click here).
If you'd like to run a training session, here's a presentation template to get you started - feel free to make a copy and customise
Time to go Live
Now that everything has been set up, going Live should be a breeze! All you need to do is login to Trail when the work day begins, and start completing the tasks.
Here's a quick video introduction to completing tasks at the site:
Teams need to click the checkboxes next to items on the checklists and/or fill in the required information in Record Logs before clicking “Mark as done”, which will complete each task.
When your teams are “Done for now”, they can get back to serving customers, until it's time for them to complete the next set of tasks.
In order for the rollout to be a success, we highly recommend teams don’t use their paper-based diaries and checks while using Trail, as it will take up more of their time by doubling their work.
You can reach out to us by emailing firstname.lastname@example.org or messaging us using the in-app chat (found in the bottom right hand corner of Trail).