Quick Start

Use this checklist to get a new restaurant ready in about 30 minutes.

Before you begin

• You need Manager, Owner, Admin, or Operating Partner access.
• If you manage multiple locations, switch to the right restaurant first.

Step 1: Open the Getting Started checklist

1. Open Tools from the left navigation (desktop).
2. On mobile, open More > Manager Tools.
3. Select Get Started and follow the checklist.

Step 2: Confirm restaurant details

• Update the restaurant name in Restaurant Settings.
• Upload a logo and choose a header color in Branding.
• If you are adding a new location, set the time zone and address in Add a restaurant.

Step 3: Add menu items

• Open Tools > Menu Editor.
• Add a few items for Food, Cocktails, and Wine.
• Use Mark as 86'd for items that are unavailable.
• Optional: turn on Show in Off-Menu Features to highlight an item on Home.

Learn more in Edit menus and Menu item editor.

Step 4: Build your SOP library

• Open Library.
• Click New SOP and add a title and summary.
• Add modules (rich text, video, or mini quiz) after saving.

See Create an SOP and SOP modules.

Step 5: Invite staff (optional)

• Open Tools > Invite Staff.
• Choose a role and restaurant access.
• Send the invite.

Invites are a Premium feature. If you see a lock, open Billing.

Step 6: Create and assign a quiz (Premium)

• Open Tools > Staff Quizzing.
• Create a quiz, then assign it to roles or teammates.

See Create and edit quizzes and Assign quizzes.

Step 7: Check the News Feed

• On Home, open the News Feed card and click See All.
• Confirm announcements, menu updates, SOP updates, and quiz activity.

See News Feed.

If something is missing

• Make sure the correct restaurant is selected.
• Confirm your role in Roles and permissions.
• Visit Help and Support for common fixes.