The checklist is meant for restaurant administrators. You’ll see it when you sign in to the dashboard for the first time after your account is provisioned.
What the checklist covers
The checklist tracks four steps. Each one is marked complete the moment you add the matching item for the first time.| Step | What it does |
|---|---|
| Add dining areas | Create the sections of your restaurant (for example, Main Hall, Terrace, Bar). |
| Add tables | Create the tables that sit inside your areas. |
| Add menus | Create the menus your items will live under. |
| Add menu items | Add the actual dishes and drinks customers can order. |
Reading the completion status
Each step shows one of two states so you can see your progress at a glance:- Green checkmark — the step is done. You’ve added at least one of that item.
- Gray placeholder — the step is still pending. Nothing has been added yet.
Working through the checklist
Each step has its own inline form right inside the checklist, so you can complete everything without leaving the page.Add your dining areas
Open the Add Area form for the dining areas step and create each section of your restaurant. Once you’ve added one, the step shows a green checkmark.
Add your tables
Open the Add Table form and create the tables that belong to your areas. The step is marked complete once your first table is added.
Add your menus
Open the Add Menu form and create the menus your items will be grouped under. Adding your first menu completes the step.
Adding more after a step is done
Finishing a step doesn’t lock it. Once a step is complete, an Add More option appears so you can keep adding to it — for example, adding a second dining area or another menu item — without affecting the green checkmark.Most restaurants have more than one area, several tables, and many menu items. The checklist only needs one of each to mark a step complete, but you’ll want to keep using Add More until your full floor plan and menu are entered.
Permissions
The setup checklist is available to your restaurant’s administrator account. If you don’t see it, you may be signed in with a staff account that doesn’t have administrator access. Ask your administrator to complete the initial setup, or to grant you the right access.Where to go for the full details
The checklist is a fast start, but each area of setup has its own dedicated guide with every option explained. Use these when you’re ready to go beyond the basics:Managing dining areas
Create and organize the sections of your restaurant floor.
Managing tables
Add tables, set seating capacity, and assign waiters.
Creating menus and categories
Set up menus and group your items into categories.
Adding menu items
Add dishes and drinks with prices, photos, and details.