Skip to main content

Quick Start

This is the fastest way to get one restaurant usable for a real team.

Home page with the Getting Started checklist and manager quick links

Before you begin​

  • You need a management role: Owner, Admin, Operating Partner, or Manager.
  • If you have access to more than one restaurant, switch to the right one first.

Step 1: Open the checklist​

You can reach the setup flow from either place:

  1. Open Home and use the Get Started checklist.
  2. Or open Tools > Get Started.
  3. On mobile, open More > Manager Tools > Get Started.

Step 2: Confirm restaurant details​

  • Open Restaurant Settings.
  • Verify the restaurant name, display details, and any location-specific settings.
  • Add branding in Branding so the app looks right for staff.

Step 3: Add menu items​

  • Open Tools > Menu Editor.
  • Add enough food, cocktail, wine, or other categories for staff to start browsing.
  • Use Mark as 86'd for unavailable items.
  • If you want an item on Home, turn on the off-menu feature highlight for it.

Step 4: Build the first SOP​

  • Open Library.
  • Click New SOP.
  • Add a title, summary, category, and at least one module or attachment.

If the Library is empty, that is normal for a new restaurant.

Step 5: Check billing before you need Pro tools​

Open Tools > Billing on the web app if you plan to use any of the following:

  • Invite Staff
  • Announcements
  • Glossary management
  • Extra restaurant slots
  • Staff flashcards or self-quizzing

Starter is enough for basic setup. Pro matters once you want the full training workflow.

Step 6: Invite staff when the plan is ready​

  • Open Tools > Invite Staff.
  • Enter the teammate's email.
  • Choose their role and restaurant access.
  • Send the invite.

If the page is locked, your restaurant still needs Pro access.

Step 7: Use Home as the final check​

Before you hand the app to the team, confirm that Home looks healthy:

  • The checklist is mostly complete.
  • Manager Quick Links point to the tools you expect.
  • News Feed is ready for announcements and update activity.
  • Off-menu features only show the items you want highlighted.

If something looks wrong​