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What's new in the Oolio Office

We heard you. Getting around the Oolio ecosystem meant a lot of moving in and out of apps just to get to the thing you actually needed. So we've built the new Office. Every experience we offer, at your fingertips, from one place. You can now manage your products and menus easily, across all channels from one place, for simplified menu maintenance. 

It's not a reinvention, it's the same Oolio, just organised so you can get to what you need faster.

In this post:


What's actually changing

new look-v2

Right now, logging into the Oolio Portal drops you on a welcome screen with eight app tiles: Pay, POS, Insights, Tags, Orders, Reservations, Loyalty, Feedback. You pick one, and go into that app. 

From 31 August, the tiles are gone. You land on Home, and every part of Oolio is a permanent item in the side nav on the left: Home, Items, Pay, Engage, Team, Insights, Admin, Settings, and POS. Nine destinations, always one click away, no matter where you are in the product.

Image: Old vs new, side by side (the eight-tile welcome screen next to the new Home screen with the icon rail)

Each nav item opens a second column with its own search box and a grouped list of everything inside it. So you're never more than: pick the area, search or scan the list, done.


Try it before it's the default

new portal banner

This week, you'll see a "Try it now" button in the top left of your Oolio Portal. It's entirely optional. Click it to explore at your own pace.

Want to check something in your current reports first? Look for the switch icon in the bottom left, just above sign out, labelled Switch to Old Office. You can go back and forth as often as you like.

From Tuesday 1 September, the new look becomes the default for everyone. Nothing you rely on is going away. It'll just be easier to find.


Home: AI Chat Agent

Home isn't just a dashboard of apps now, it's your AI Chat agent.

It can explain data, create summaries, find insights, and guide you like another manager.

That's the whole idea. If you're not sure which report answers your question, or where a setting lives, you don't need to know the structure of the product anymore. You just ask.

It's not only for questions, either. You can use prompts to analyse Sales trends, performance, and customer behaviour. You can also ask your chat agent to create items, set up Surcharges and Discounts. 


Your new side navigation

Each icon opens a panel with its own search box and a grouped list of everything inside it.

Your chat box and Skills Library.

Start a New Chat or browse the Skills Library from the sidebar; recent chats sit in the chat view itself.

Every report in Oolio now lives here, grouped into six areas:

Sales reports: Trading Monitor, Sales Summary, Stores Overview, Sales Trends, Hourly Sales, Sales Feed, Products, Option Groups, Categories, Reporting Group, Adjustments, Devices, Taxes

Payments: Payments, Settlements, Transfers, Terminal Summary, Transactions

Operations: Shift Summaries, Reconciliation, KDS Metric, Voids, Refunds, Tables & Sections

Staff: Staff Scorecard, Users, Attendance, Labour Dashboard, Cost

Customers: Loyalty Spend, Redemption, Customer Report

Admin: Dates & Times, Forecasting Settings, Forecast and Budget Planning, Labour Settings, Saved Reports, Scheduled Reports

If you know the report you want, type it into the search box rather than scanning the list.s sapien.

Your menu and products, everything related to your menu.

Library: Products, Variants, Option Groups

Menus & Pricing: Menus, Price Lists, Online Menus, Menu Displays, Schedule

Tools: Image Library

Your storefront and the orders coming through it.

Online Stores: Stores, Landing Page, Order Throttling, Online Locations

Operations: Alerts, All Orders, Scheduled Orders, Logs, Order Logs, Notifications

Your customer-facing tools to keep them coming back.

Loyalty: Rewards, Automated Rewards, Earning Rules, Program Settings

Feedback: Dashboard, Responses, Surveys, Settings

Bookings: Settings, Service Periods

Reservations: Connections, Waitlists

Understand who your customers are.

Directory: Customer, Segments

Accounts: Overview, Reports, Settings

Incentives: Discounts, Vouchers

Gift Cards: Overview, Settings, Inventory, Providers

Your transaction information.

Dashboard

Transactions: Payments

Payouts: Settlements, Transfers, Terminal Summary

Manage: Terminals

User management is now a top-level item 

Set permissions, add or remove users, manage who has access to what, through Users, User Roles, Drivers.

Your hardware, organisation details, and POS settings, are in this tab.

Hardware: Printing
POS: Refund Reasons
Adjustments: Surcharges
Areas: Tags, Zones
Organization: Organization, Locations, Features, Taxes, Payment Types, Sales Channels, Checkout


💡 There's a search box at the top of the list, so you can search anything in your Oolio Office. 

POS Pinned to the bottom of the rail. Takes you straight to your POS, with the Office still open behind it.


Questions about the change? Reach out to your account manager, or ask the chat box on Home.