End-to-end guide for restaurant owners to set up POS, menu, kitchen display, and more.
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During account setup or in Settings, select "Restaurant" as your business type. This enables restaurant-specific features: Kitchen Display System (KDS), Table management, Menu organization with categories, Tip collection, Shift reports.
Navigate to Menu Management. Create menu categories: Appetizers, Salads, Entrees, Desserts, Beverages, etc. For each menu item, add: Item name, Description, Base price, Preparation time, Allergen information, Photo.
Set up modifiers for customization: Size options (Small, Medium, Large), Temperature (Hot, Iced), Protein choices (Chicken, Beef, Tofu), Add-ons (Extra cheese, bacon, etc.), Substitutions. Assign prices to paid modifiers.
Configure kitchen stations/departments: Grill, Fry station, Salad prep, Desserts, Bar. Assign menu items to appropriate stations. Orders will automatically route to the correct kitchen display.
Set up tablets or screens in the kitchen as KDS. Orders appear automatically when placed via POS. Kitchen staff can: View order details and modifications, Mark items as "preparing" or "ready", Bump completed orders, See order times and priorities.
Set up your floor plan with tables. Assign table numbers or names. Configure: Seating capacity per table, Section assignments for servers, Table status tracking (Available, Occupied, Reserved). Manage reservations and waitlist.
Connect your Stripe card reader. Configure for: In-person payments, Contactless transactions, Tip collection (suggested percentages), Split payments. Test transactions thoroughly.
Enable tip collection at checkout. Set suggested tip percentages (15%, 18%, 20%, 25%). Allow custom tip amounts. Configure tip pooling or individual distribution. Track tips per employee for payroll.
Configure daily shift reports showing: Total sales, Number of orders, Average ticket size, Payment methods used, Tips collected, Cash drawer reconciliation. Schedule automatic generation at shift-end.
Conduct training sessions covering: Taking orders on POS, Modifying items, Processing payments, Handling split checks, Managing tables, Reading KDS, Handling refunds/voids. Create user guides specific to each role.
Run test orders through the entire system: Enter order at POS, Verify it appears on KDS, Mark items as ready, Process payment with tips, Print receipt, Close the order. Test edge cases like modifications, split checks, discounts.
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