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Do you require your servers and/or bartenders to utilize suggestive selling to upsell your customers?
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Bar Forms and Downloads
Looking for ready-to-use bar forms, templates, spreadsheets, manuals, and handbooks for your bar business? Here's where you'll find 270+ downloads and forms you can use to help your business run more efficiently, get better organized, and become more profitable.
Join BarBusinessOwner.com now and gain IMMEDIATE access to all of our bar owner forms, templates, spreadsheets, and manuals. SAVE COUNTLESS HOURS (and money) to create them on your own - they're all available at no additional charge with your membership. We've done the work for you so you don't have to.
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Overtime Authorization Form
To manage your employees' overtime properly, you should have your managers sign off in writing when, why, and how much overtime is necessary. Use the Overtime Authorization Form to approve and track employee overtime every time it occurs . . .
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Bar Employee Overtime Policy
Unnecessary overtime by your employees is a quick way to over-spend your labor budget. Unless you have a written overtime policy in place, your cutting into your profits. Use the Bar Employee Overtime policy to have each employee sign and acknowledge that they understand your bar's policy for overtime . . .
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Bar Download: Tray Carrying Guidelines
When used appropriately, trays can help your employees perform their duties in a quicker and more efficient way. However, when used incorrectly (when trays are overloaded for example) trays can be a hazard. Use the Tray Carrying Guidelines to help you use a tray in the safest and best way . . .
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Rush Preparation Checklist
Busy times in your bar don't have to be a nightmare. If you properly prepare your bar and your employees you can handle crowds of customers with ease. Use the Rush Preparation Checklist and be ready for peak time frames in your bar . . .
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Bar Pre-Shift Meeting Topics
Pre-shift meetings give your managers/supervisors the opportunity to discuss with your staff numerous relevant topics to improve your operation, customer service, and profitability. Use the Bar Pre-Shift Meeting Topics to have a variety of topics to choose from that will keep your staff from getting bored with what's discussed and keep your meetings fresh . . .
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Water Problem Emergency Procedures
When water service becomes disrupted or water becomes contaminated at your bar it is a major problem that can cause you to close for an undetermined amount of time. Use the Water Problem Emergency Procedures so you have to move quickly and take the proper steps to maintain safety, get clean water service restored and prepare to re-open . . .
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Bar Download: Customer Complaint Log
Dealing with customer complaints can be a learning process for your employees so that they know how to respond to complaints and also the steps to take to avoid them in the first place. Use the Customer Complaint Log to track complaints, how they are resolved and how they could be avoided in the future - then present the information to your employees during training or staff meetings to improve customer service . . .
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Fire Emergency Procedures
A fire can be one of the worst things to happen to your bar or restaurant. You can minimize the damage and quickly move onto the road of recovery if you know the right steps to take. Don't be caught without a plan in place. Use the Fire Emergency Procedures as a guideline to develop a fire plan for your bar and review the proper course of action . . .
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Power Outage Emergency Procedures
Not being prepared in the event of a power outage is a crucial mistake that endangers your staff and customers and may leave your bar out of business for a long period of time. Power outages will happen to every bar - are you prepared with detailed plans on what to do? Use the Power Outage Emergency Procedures as a step by step guide when a power outage occurs . . .
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Flood/Sewage Emergency Procedures
When a flood or sewage emergency happens, it's essential to have a working plan in place, complete with which steps to take for your business to remain operational. Use the Flood/Sewage Emergency Procedures as a step by step plan to follow in the event of a flood or sewage backup . . .
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Food Safety Checklist
To minimize the risk of customer illness and keep your bar up to health code you need to constantly check the status of food safety. Use the Food Safety Checklist as a quick way to monitor your bar's food safety and address any items that are not in line with best practices . . .
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Food Safety Checklist Spanish Version
To minimize the risk of customer illness and keep your bar up to health code you need to constantly check the status of food safety. Use the Food Safety Checklist Spanish version as a quick way to monitor your bar's food safety and address any items that are not in line with best practices . . .
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Bar Manager Hour by Hour Checklist
If your manager is overwhelmed by tasks or doesn't know where to start, nothing productive gets done. Instead of letting events get out of hand, set some guidelines to help determine the day's tasks. Use the Bar Manager Hour by Hour Checklist to cover the specific tasks the manager needs do to throughout the day so that your bar runs the way you want . . .
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Employee Reference Check Sheet
To make sure you're not hiring someone who is wrong for the position, you need to make a habit of checking references on potential employees. Use the Employee Reference Check Sheet when you contact employee references and get the right information about potential employees . . .
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Food Safety Inspection Checklist
Should you fail to pass your health inspections you can be fined or worse - shut down. Doing frequent self inspections will ensure that your bar is up to code and will help you feel confident when the real inspector comes. Use the Food Safety Self Inspection Checklist to see how you measure up to an inspection and make any changes needed before the health inspector comes. . . .
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BAR DOWNLOAD: Void Record Log
In order to keep employees from abusing voids and costing you money, you need to keep track of voids. Use the Void Record Log to help you know when and why voids occur and who approves them. . . .
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Bar Employee Internet Use Policy
The internet is full of content and activities that are inappropriate for your employees to be accessing at work. To ensure that company internet is used for the right purposes, you need to have an internet policy in your bar. Use the Employee Internet Use Policy to make it clear to employees the ways that internet should and shouldn't be used at work . . .
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Bar Catering Contract Agreement
If you bar has a full kitchen you should be taking advantage of catering business. Catering events in or outside your bar can bring in extra revenue, particularly during off-peak hours. Use the Bar Catering Contract as a template for securing catering business at your bar . . .
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Food Storage Safety Poster
Spoiled and rotten food can cost you serious money and it should be avoided at all costs. Communicate proper food storage to employees and can be placed in a prominent area for regular viewing. Use the Food Storage Poster as a reminder to employees on the safe way to store refrigerated and shelf foods . . .
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Food Allergy Form for Bars
Customers with food allergies are much more likely to visit an establishment that will accommodate their needs. Use the Customer Food Allergy Form to help customers make their allergies known so you can make the customer feel comfortable and avoid a reaction happening at your bar . . .
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Bar Manager Safe Count Worksheet
Keeping track of the monies in your bar's safe is essential to prevent loss and theft as well as to properly account for cash correctly. Use the Bar Manager Safe Count Worksheet to do a simple and concise safe count at opening and closing . . .
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Customer Seating Wait List
When your bar is busy, you can have several parties waiting to be seated and your hostess needs to keep track of each one in an organized manner. Use the Customer Seating Wait List to record customer's names, the number in their party, their estimated wait time, seating preferences and other information so you can easily tracking customers waiting to be seated . . .
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Food Allergies Poster for Bars and Restaurants
Mistakes in food allergy orders can result in a serious reaction for your customer and possible liability for you. Post the Food Allergy Poster in your kitchen and food prep area to make sure that food allergy orders are handled correctly and that your employees know how to handle these types of orders . . .
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Food Allergies Posters for Bars and Restaurants Spanish version
Mistakes in food allergy orders can result in a serious reaction for your customer and possible liability for you. Post the Food Allergy Poster Spanish version in your kitchen and food prep area to make sure that food allergy orders are handled correctly and that your employees know how to handle these types of orders . . .
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Internet Bar Marketing To Do List
Using the internet to drive customer traffic to your bar is no longer an option. Unless you have the proper presence, on the right websites, you're losing these customers to your competitors. With this guide you'll learn exactly where your bar needs to be represented and the exact steps on how to do it so that your bar is getting the most customers possible from the internet . . .
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BUSSER TRAINING MANUAL
In order to get consistent results from your staff, it's essential to have your employees all pulling in the same direction using the same standards and operating knowledge. Use the Busser Training Manual to provide clear directions to your bussers on exactly what is expected in their postion and the exact policies, procedures, and methods needed to be successful . . .
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Approved Vendors and Service Providers List
To make sure your staff calls the right vendor when service is required, it's essential that you have an accessible list of approved vendors and service providers that you reference regularly for your bar repairs and maintenance. Use the Approved Vendors & Service Providers List to keep track of who to call when items in your bar need repair or maintenance . . .
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Employee Tip Out Policy
If you require servers or other employees to "tip-out" you need to communicate it right at the start of their employment to eliminate any confusion. Use the Bar Employee Tip Out Policy to communicate to employees what your policy is and ensure their compliance . . .
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Bar Manager Weekly Planner for 2012
An organized manager is an effective manager. Don't let the week get away from you without you accomplising your necessary tasks and goals. Use the Bar Manager Weekly Planner for 2012 to plan and track your progress on your to-do's", promotion planning, and other important tasks . . .
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Employee Training Satisfaction Survey
If your employee training isn't effective, then its a waste of money and time. There's only one way to truly find out if your training is worthwhile: ask. Use the Employee Training Satisfaction Survey to find out if employees are getting the training they need to be strong team members and what areas need to be improved . . .
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Bar Manager Cash Drop Record
If you don't keep track of cash movements, the likelihood that you will lose cash grows higher and higher. Cash drops are part of the daily business at your bar and they should be recorded and tracked. Use the Manager Cash Drop Record to keep an accurate history of how much cash is in the drop, who does it and when its done . . .
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Group Marketing Prospect List for Bars
Where can you really get a leg up on the competition? With group business! Take advantage of this largely untapped source of new customers by using the Group Marketing Prospect List to compile and organize who and when to contact . . .
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BAR DOWNLOAD: Gift Certificate Inventory Form
Your bar's gift certificates are like cash. Failure to properly account for them leaves you vulnerable to employee theft and customer misuse. Use the Gift Certificate Inventory Form to have a written record of your inventory of gift certificates . . .
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Bar Equipment Service Request Log
In any busy operation equipment repair issues and maintenance can fall through the cracks and then come up again at the worst time. Don't lose track of what needs to be done. Use the Bar Service Request Log to track maintenance issues, when repair service has been requested, and the current status of the repair . . .
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Bar Manager Checklist for Cashing Out
Closing out your bartenders and servers at the end of the day can be a busy time for your bar manager. If you're not careful, mistakes can be made during important shift closing duties. Use the Bar Mangager Checklist for Cashing Out to help prevent mistakes from occuring and to make sure that all shift checkout duties are performed properly . . .
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BAR DOWNLOAD: Employee Party Guidelines
Staff parties are intended to be fun and casual time for employees to socialize with each other. But staff parties can also quickly get out of hand. To ensure the safety and comfort of your employees and reduce the liability for your bar, rules for staff parties need to be established. Use the Employee Party Guidelines to establish rules and set the tone for staff parties that are safe and enjoyable for everyone . . .
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Bar Equipment Training Checklist
One of the most effective ways to reduce accidents and workers comp claims is by training employees on how to safely and properly use equipment in your bar. Use the Bar Equipment Training Checklist to record the equipment training information that has been relayed to your employees and reduce accidents that may occur due to lack of proper training . . .
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Bar Employee Suspension Form
When an employee takes actions in violation of company policies or performance standards, disciplinary suspension may need to be taken. Use the Bar Employee Suspension Form to document and clearly communicate the terms of employee suspension . . .
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BAR DOWNLOAD: Hardgoods Inventory Log
Just as you take inventory of your bar's food and drink supplies, you should also have a record of hard goods inventory. Wear and breakage will cause some items to disappear over time, but you could also find that certain items may be stolen. Use the Hardgoods Inventory Log to keep track of your bar's hard goods like glassware and tableware . . .
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HOST/HOSTESS TRAINING MANUAL
In order to get consistent results from your staff, it's essential to have your employees all pulling in the same direction using the same standards and operating knowledge. Use the Host/Hostess Training Manual to provide clear directions to your host and hostesses on exactly what is expected in their postion and the exact policies, procedures, and methods needed to be successful . . .
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2012 Bar Events Calendar
Keeping track of your bar events and special promotions can be a challenge even for the most organized bar owners. Use the Bar Events Calendar For 2012 to add or edit your upcoming bar events and keep this part of your business organized . . .
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BAR DOWNLOAD: Restroom Cleaning Procedures
Many customers (especially women) make their determination on how clean your bar is based on the cleanliness of your restrooms. Clean restrooms cost you almost nothing and set your bar apart from the competion. Use the Bar Restroom Cleaning Procedures to acheive consistency and guide your assigned staff members to exactly what areas to clean . . .
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BUS PERSON JOB DESCRIPTION
Having a detailed job description for every position in your bar results in better job execution from your employees, prevents misunderstandings, and reduces you bar's liability. Use the Bus Person Job Description to help your bus persons understand more thoroughly their job responsibilities and what results are expected from them . . .
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COCKTAIL SERVER TRAINING MANUAL
In order to get consistent results from your staff, it's essential to have your employees all pulling in the same direction using the same standards and operating knowledge. Use the Cocktail Server Training Manual to provide clear directions to your bar waitstaff on exactly what is expected in their postion and the exact policies, procedures, and methods needed to be successful cocktail servers . . .
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Bar Drink Abbreviations Cheat Sheet
Don't be caught unprepared for the times your POS goes down. Having a backup plan in place for manual tickets is essential. Keep several copies of the Bar Drink Abbreviations Cheat Sheet handy in order to assist your staff when taking and filling hand written drink orders . . .
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BUS PERSON OPENING CHECKLIST
Before opening each day, your early shift bussers need to clean, stock, and prepare the floor for customers. Having a set of daily opening procedures and a bus person opening checklist to verify they have been completed will make their day easier and your operation run more efficiently. Use the Bus Person Opening Checklist to keep your opening procedures organized . . .
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BAR DOWNLOAD: Bus Person Closing Checklist
During closing at the end of the night, it's easy for your bussers to overlook necessary steps and procedures in cleaning and resetting the floor. Use the Bus Person Closing Checklist to organize your closing procedures so that everything gets completed before your bussers leave for the night . . .
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SERVER TRAINING MANUAL
Get more consistent results from your servers by getting them all on the same page, using the same procedures and following the same policies. Use the Server Training Manual to provide clear directions to your waitstaff on exactly what is expected in their postion and the exact policies, procedures, and methods needed to be a successful server . . .
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SERVER CLOSING CHECKLIST
Having established procedures for your servers when closing is important in order to achieve a consistent closing. Use the Server Closing Checklist to make sure your servers complete every necessary task on a regular basis . . .
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Free Sample Articles
