> ## 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.

# Start Here: Your First Week Checklist

> A step-by-step roadmap for getting your oFatoura restaurant live — from logging in and finishing the setup checklist to configuring taxes, receipts, staff, and starting to sell.

This page is your chronological roadmap for the first few days on oFatoura. Work through it in order: each step builds on the one before it, so doing them out of sequence usually means circling back. Most of this happens in the web admin (your browser dashboard); selling can happen on the web POS, the ePOS waiter app, or QR ordering once the basics are in place.

<Note>
  Your account is created for you during onboarding — you don't sign up yourself. If you don't yet have login details, see [How Your Restaurant Account Is Created](/getting-started/how-accounts-are-created).
</Note>

## The big picture

Your first week breaks into four phases:

<Columns cols={2}>
  <Card title="1. Get in" icon="log-in">
    Log in to the web admin and verify your email.
  </Card>

  <Card title="2. Finish the checklist" icon="list-checks">
    Add your dining areas, tables, menus, and menu items.
  </Card>

  <Card title="3. Set the essentials" icon="settings">
    Confirm taxes, currency, order numbering, and receipts.
  </Card>

  <Card title="4. Set up people and sell" icon="users">
    Add staff and roles, then start taking orders.
  </Card>
</Columns>

## Step 1 — Log in and verify your email

<Steps>
  <Step title="Open the web admin and sign in">
    Enter the email and password from your account credentials on the login page.
  </Step>

  <Step title="Verify your email if prompted">
    Some accounts require email verification before you can continue. Follow the link sent to your inbox.
  </Step>

  <Step title="Pick your active branch">
    If you have access to more than one branch, you'll choose which branch you're working in. Single-branch accounts skip this and land straight on the dashboard. Your choice is remembered for next time.
  </Step>
</Steps>

See [Logging In and Verifying Your Email](/getting-started/web-admin-login) and [Switching Active Branch in the Web Admin](/getting-started/switching-branches-web) for details.

## Step 2 — Finish the setup checklist

Right after your account is created, the dashboard shows a guided checklist. Complete its four steps in order — each one marks itself done once you add the first item, and you can always come back to add more.

<Steps>
  <Step title="Add your dining areas">
    Create the sections of your venue (for example, Main Hall, Terrace, Bar). See [Managing Dining Areas](/floor/areas).
  </Step>

  <Step title="Add your tables">
    Add tables to each area with their seating capacity. See [Managing Tables and Waiter Assignments](/floor/tables).
  </Step>

  <Step title="Create your menus">
    Set up your menus and item categories. See [Creating Menus and Item Categories](/menu/menus-and-categories).
  </Step>

  <Step title="Add your menu items">
    Add the dishes and drinks customers will order. See [Adding and Editing Menu Items](/menu/menu-items).
  </Step>
</Steps>

<Tip>
  Each checklist step shows a green checkmark once it's complete. After finishing a step you'll see an "Add More" option so you can keep building out areas, tables, and items over time.
</Tip>

For the full walkthrough, see [Completing the Setup Checklist](/getting-started/post-provision-checklist).

## Step 3 — Confirm your essential settings

Many of these were set during your initial onboarding, but it's worth confirming each one before you take real orders — they affect every receipt and every total.

<AccordionGroup>
  <Accordion title="Restaurant information and localization" icon="building">
    Confirm your restaurant name, contact details, country, timezone, and currency. See [Restaurant Information and Localization](/essential-setup/restaurant-information).
  </Accordion>

  <Accordion title="Taxes" icon="receipt">
    Check your tax rates and whether tax applies per order or per item. See [Setting Up Taxes](/essential-setup/taxes).
  </Accordion>

  <Accordion title="Order numbering and order types" icon="hash">
    Set your order number format and turn on quick-service (QSR) mode if you run a counter-service operation. See [Order Numbering, QSR Mode, and Order Types](/essential-setup/order-numbering-and-types).
  </Accordion>

  <Accordion title="Receipts and printing basics" icon="printer">
    Choose what appears on receipts (customer name, table, waiter, logo, tax) and your printing behavior. See [Receipts and Printing Basics](/essential-setup/receipts-and-printing-basics).
  </Accordion>
</AccordionGroup>

For an overview of everything in this phase, see [Essential Configuration Overview](/essential-setup/index).

## Step 4 — Set up your staff and roles

Decide who can do what before you hand devices to your team.

<Steps>
  <Step title="Add your staff members">
    Create accounts for your team. See [Adding and Managing Staff Members](/staff/adding-staff).
  </Step>

  <Step title="Set up roles and permissions">
    Assign roles such as Branch Head, Waiter, or Chef and apply the permissions each role should have. See [Creating Roles and Applying Permission Tiers](/staff/roles-and-tiers).
  </Step>

  <Step title="Set manager override PINs">
    Configure PINs that authorize sensitive actions like refunds and voids. See [Manager Override PINs for Sensitive Actions](/staff/manager-override-pins).
  </Step>
</Steps>

<Warning>
  Newly created Waiter and Chef roles can start with no permissions. If staff can't take orders or open shifts, check that their role has the right permissions granted. See [Staff and Permissions Overview](/staff/index).
</Warning>

## Step 5 — Start selling

With the basics in place, choose how your team takes orders:

<CardGroup cols={3}>
  <Card title="Web POS" icon="monitor" href="/pos/creating-orders">
    Take orders directly from the browser dashboard.
  </Card>

  <Card title="ePOS waiter app" icon="smartphone" href="/epos-app/index">
    Take orders on a phone or tablet on the floor.
  </Card>

  <Card title="QR ordering" icon="qr-code" href="/floor/qr-codes">
    Let customers order from their table by scanning a code.
  </Card>
</CardGroup>

<Check>
  Before your first live service, confirm: areas and tables exist, your menu has items with prices, taxes and currency are correct, receipts print the way you want, and your staff can log in with the right permissions.
</Check>

## Related

<Columns cols={2}>
  <Card title="What Is oFatoura and How It Fits Together" icon="info" href="/introduction/what-is-ofatoura">
    Understand the parts of the system before you dive in.
  </Card>

  <Card title="Getting Started Overview" icon="rocket" href="/getting-started/index">
    The full getting-started section in one place.
  </Card>

  <Card title="Daily Operations Checklist" icon="list-check" href="/reference/daily-checklist">
    What to check each day once you're up and running.
  </Card>

  <Card title="Settings Reference Overview" icon="sliders" href="/settings/index">
    Every configuration screen, explained.
  </Card>
</Columns>