Onboarding Checklist

Settings → Getting Started tracks your setup progress and shows a completion percentage.

The five steps

1. Add your business details

Go to Settings → Business. Fill in business name, email, phone, address, city, state, country, and currency. Tax ID / GSTIN is optional but required for GST invoices.

Marked complete when both name and address are filled.

2. Create your first menu

Go to Menus → Add Menu. Give it a name and pick a menu type. A slug is generated automatically.

3. Add categories and items

Add items manually, or use Tools → Add Sample Data to populate the menu with sample categories, sub-categories, tags, and up to 10 items based on the menu type.

4. Customize your menu look

Open a menu → Customize tab. Pick a theme, accent colour, and upload a logo.

Marked complete when a logo is uploaded or the accent colour is changed from the default orange.

5. Verify your business

Go to Settings → Verification and submit documents. Marked complete once status is pending or verified.

Recommended order for a fast launch

1. Business details
2. Menu
3. Sample data (then edit item names and prices)
4. Item photos via Tools → Import Images
5. Customize theme and logo
6. Download the QR code from the Menus page and print it