> ## Documentation Index
> Fetch the complete documentation index at: https://docs.ofatoura.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Completing the Setup Checklist

> Use the guided onboarding checklist shown on your first admin login to add dining areas, tables, menus, and menu items so your restaurant is ready to take orders.

When your restaurant account is first created and you log in to the web admin, oFatoura shows you a short guided checklist. It walks you through the four core things every restaurant needs before it can take orders: dining areas, tables, menus, and menu items. Completing it gets you up and running fast, and it doubles as a quick way to confirm nothing essential was missed during setup.

This checklist lives in the browser dashboard (web admin), not on the ePOS app.

<Note>
  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.
</Note>

## 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.                          |

The steps build on each other, so it's easiest to work through them in order: areas first, then tables, then menus, and finally menu items.

## 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.

<Tip>
  A step turns green as soon as you add your first item for it. You don't have to add everything at once. You can come back later to add more.
</Tip>

## Working through the checklist

Each step has its own inline form right inside the checklist, so you can complete everything without leaving the page.

<Steps>
  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Add your menu items">
    Open the **Add Menu Item** form and start adding the dishes and drinks you sell. Your first item completes the final step.
  </Step>
</Steps>

Each step has a button that shows or hides its form, so you can keep the page tidy and only open the one you're working on.

## 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.

<Info>
  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.
</Info>

## 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:

<Columns cols={2}>
  <Card title="Managing dining areas" icon="layout-grid" href="/floor/areas">
    Create and organize the sections of your restaurant floor.
  </Card>

  <Card title="Managing tables" icon="grip" href="/floor/tables">
    Add tables, set seating capacity, and assign waiters.
  </Card>

  <Card title="Creating menus and categories" icon="book-open" href="/menu/menus-and-categories">
    Set up menus and group your items into categories.
  </Card>

  <Card title="Adding menu items" icon="utensils" href="/menu/menu-items">
    Add dishes and drinks with prices, photos, and details.
  </Card>
</Columns>

<Tip>
  Once your areas, tables, and menu are in place, set up taxes and order numbering next so your receipts and totals come out right. See [Essential Configuration Overview](/essential-setup/index).
</Tip>

## Related

* [Logging In and Verifying Your Email](/getting-started/web-admin-login)
* [Switching Active Branch in the Web Admin](/getting-started/switching-branches-web)
* [Floor and Tables Overview](/floor/index)
* [Menu Setup Overview](/menu/index)
* [Start Here: Your First Week Checklist](/introduction/start-here)