Onboarding Flow

The Onboarding Flow guides new restaurants through complete setup with a step-by-step wizard. Follow each step to get your restaurant online and taking orders.

Starting Onboarding

Step 1: Sign up for a Fleksa account at my.fleksa.com

Step 2: Verify your email address

Step 3: The onboarding wizard starts automatically

Step 4: Follow each step to completion

Onboarding Steps Overview

Step 1: Business Information

Enter your restaurant details:

Step 1: Restaurant name

Step 2: Business address

• Street address
• City, postal code
• Country

Step 3: Contact information

• Phone number
• Email address
• Website (if existing)

Step 4: Business type

• Restaurant
• Café
• Fast food
• Other

Step 5: Cuisine type

• Italian
• Indian
• German
• etc.

Step 6: Click Continue

Step 2: Menu Setup

Add your menu items:

Option A: Quick Menu Import

Step 1: Choose Import Menu

Step 2: Upload menu file (PDF, Excel, or CSV)

Step 3: Our team will process and add items

Step 4: Review and approve imported menu

Option B: Manual Entry

Step 1: Choose Create Menu

Step 2: Add categories:

• Click Add Category
• Enter category name
• Add description (optional)

Step 3: Add products to each category:

• Click Add Product
• Enter name, description, price
• Upload image (optional)
• Add variants if applicable

Step 4: Add choices and add-ons:

• Required selections (size, etc.)
• Optional extras (toppings, etc.)

Step 5: Continue when menu is complete

Step 3: Operating Hours

Set when you're open:

Step 1: Business hours for each day:

• Opening time
• Closing time
• Or mark as closed

Step 2: Delivery hours (if different):

• When delivery is available
• Cutoff times

Step 3: Pickup hours (if different):

• When pickup is available

Step 4: Special hours:

• Holiday schedules
• Seasonal changes

Step 5: Click Continue

Step 4: Payment Setup

Connect payment processing:

Stripe Setup

Step 1: Click Connect Stripe

Step 2: Create or log in to Stripe account

Step 3: Enter business details:

• Legal business name
• Tax ID
• Bank account for payouts

Step 4: Verify identity (required by Stripe)

Step 5: Complete Stripe onboarding

Step 6: Return to Fleksa

Enable Payment Methods

Step 1: Enable accepted methods:

• Credit/Debit cards ✓
• Cash on delivery ✓
• PayPal (optional)

Step 2: Configure cash handling:

• Cash at pickup
• Cash on delivery

Step 3: Click Continue

Step 5: Select Plan

Choose your subscription:

Step 1: Review available plans:

Step 2: Compare features and pricing

Step 3: Select your plan

Step 4: Enter payment method for subscription

Step 5: Click Continue

Step 6: Review and Go Live

Final checks before launch:

Step 1: Review summary:

• Business information
• Menu items
• Operating hours
• Payment setup
• Selected plan

Step 2: Make any corrections:

• Click Edit on any section
• Make changes
• Return to review

Step 3: Accept Terms and Conditions

Step 4: Click Go Live

Step 5: Your restaurant is now online!

After Onboarding

Once live, you should:

First Day:

• Place a test order
• Verify payment processing
• Check menu displays correctly
• Test notification delivery

First Week:

• Train staff on dashboard
• Set up additional users
• Configure POS devices
• Set up integrations

Ongoing:

• Monitor orders
• Update menu as needed
• Respond to reviews
• Track analytics

Getting Help During Onboarding

If you get stuck:

Step 1: Click the Help button (usually bottom right)

Step 2: Chat with support

Step 3: Or email support@fleksa.com

Step 4: Include your account email and where you're stuck

Resuming Onboarding

If you need to stop and continue later:

Step 1: Progress is saved automatically

Step 2: Log back in to your account

Step 3: Click Continue Setup on dashboard

Step 4: Resume from where you left off

Common Questions

Can I change things after going live? Yes, everything can be edited later in Settings.

What if my menu isn't complete? Add what you can and update later. You can add items anytime.

Do I need all payment methods? No, just enable what you want to accept.

Can I preview before going live? Yes, use the preview option in the final step.