How to Update the Manager Log

A manager log book is a way for you as a business owner to stay up to date on daily operations among managers and employees during any given shift at your restaurant, retail, or any other type of business.

If you are not on location and are unable to keep a pulse on your daily operations, that’s okay. Managers can use a log book template as a communication tool to ensure you are aware of how your business is going.

Note: The Manager Log is available on the Plus plan or higher.

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How to Find the Manager Log

Note: Only Managers with the necessary Team Permissions are able to view and contribute to the Manager Log.

On the Web

1. Sign into your Homebase account.
2. Click Operations on the left side of the screen.
3. Click Manager Log.
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On the Mobile App

1. From the Store or Dashboard screen tap More in the bottom right of the screen.
2. Tap Manager Log.
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Manager Log on the Web

1. From the Manager Log, type your note in the Add a note field.
2. Click Save note once finished.
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3. Review the note in the Manager Notes at the top of the page.
4. You can Edit or Delete a note by clicking the trash icon or pencil icon to the right of each entry.

Creating Boards

Boards are essentially categories of Manager Log notes to better organize your entries. The names of custom boards can be updated; however the default Manager Log board title at the top of the page cannot.

Note: Boards can only be added on the web version of Manager Log. However, once a board is created, an entry made on the Mobile App can choose a pre-made board to associate the note with.

1. From the Manager Log page, click a board from Suggested Topics or click Create Your Own.
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2. Each board will be displayed on the Manager Log page and individual entries can be added to each one.
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Manager Log on the Mobile App

Note: The Mobile App Manager Log has advanced AI capabilities that aren't currently available on the web. However, entries added to the Mobile App using the AI features will show on the Web Manager Log when viewing. In addition, these AI features are currently only available on iOS devices--they are not on Android versions of the Homebase Mobile app.

Adding a Manager Log Entry

1. From the Manager Log screen on the Mobile App tap the Plus icon in the top right corner.
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2. Choose a Board to associate this entry with.
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3. Select a Date in the Date Range selector.
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4. Add an Image by tapping the camera icon and taking a photo with your phone or tapping the image icon and uploading a saved image from your device.
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5. Type your entry into the field.
   1. (Optional) Tap the lightning icon to use AI to summarize the entry. 
      1. Tap Replace to use the summarized entry or tap the X icon to Delete the suggestion.
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   2. (Optional) Tap the voice recording icon to transcribe your speech into text. 
      1. Tap Use suggestion to use the summarized entry or tap the X icon to Delete the suggestion.
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6. Tap Done to save the note.
7. To Edit or Delete an entry, click the three horizontal dots to the right of any saved note and tap Delete or Edit.