Ops Manager Training Guide
Everything you need to run a smooth operation — from inviting staff and managing QR codes to assigning guests each morning and monitoring your team in real time.
Watch before you start
Walkthroughs covering the key manager workflows.
Adding New Staff — Invitation & Account Setup
How to invite staff via email, what the invitation looks like, and the manager approval flow.
Butler Assignment to Guest
How to assign or reassign a guest to a specific butler and balance workloads across the team.
Create Your Own Guest Tags
How to create and manage custom guest tags from the dashboard — build your own tag library for your property.
Butler's Personal QR Code
At Majestic, every guest connects through their butler's personal QR — no hotel generic code, no manual assignment needed.
How it works
Guest scans the butler's personal QR code — shown on a badge or card at the pool, beach, or restaurant
Guest completes registration in the web app
Guest is automatically assigned to that butler — the chat opens immediately, no ops manager step needed
Best used at the pool, beach, restaurant, or anywhere butlers introduce themselves in person. The guest-to-butler connection is instant.
Where butlers find their personal QR
Butler opens the Butler AI staff app on their phone
Tap their profile / avatar in the top corner
Their personal QR code is shown — they can screenshot it or print it on a card / badge
Each butler has a unique QR — it cannot be shared between staff members. Scanning the wrong butler's QR assigns the guest to the wrong person.
No app download required. Guests who scan the QR are taken straight to a registration page in their browser.
How the Ops Manager runs the operation
From morning setup to live oversight — what you do, when, and what you see on screen.
- 1
Assign guests to butlers each morning
Open the Operations Dashboard to see all checked-in guests. Assign each guest to the right butler based on floor, wing, or workload. Reassign at any time — chat history follows the guest.
Butler Assignment view — all checked-in guests listed with their assigned butler. Click any row to reassign.
Watch: Butler Assignment Walkthrough
Assigning, reassigning, and balancing workloads
- 2
Monitor team availability and open requests
Throughout the day, check who is online, which butlers have unread messages, and if any requests are approaching the escalation threshold. The dashboard refreshes in real time — no need to reload.
- 3
Configure notification settings & install the app
Ensure escalation alerts are routed to the right managers. Walk each staff member through enabling push notifications and installing the web app to their home screen — this is the single most important setup step.
Notification Settings
Configure alerts per event type and test them live
Install to Home Screen
iOS, Android & desktop — built-in install guide
- 4
Verify everything is running correctly
Run through this checklist to confirm the setup is complete and the team is ready to handle live guests.
Manager verification checklist
- 1Log in and navigate to the Operations Dashboard. Verify you can see all active guests, open requests, and butler workloads.
- 2Open the Butler Team panel. Confirm each team member is listed with their current status (online / offline / busy).
- 3Manually reassign a test guest from one butler to another. Confirm the reassigned butler receives the chat history.
- 4Verify the notification settings for escalations — confirm you receive an alert when a request goes unanswered beyond the threshold.
- 5Review the Schedule tab. Confirm shift times are correct and coverage gaps are flagged.
- 6Check that PMS-synced guest data (room number, check-in/out dates) is visible and refreshed correctly.
💡Check the ops dashboard first thing in the morning to get a clear picture of overnight activity and open requests.
Operational FAQs
Answers to the most frequently asked questions from ops managers.
Need help? Reach out to the Butler AI team.
We're available to support your team during rollout.