Onboarding Wizard Flows

The Onboarding Wizard guides new restaurants through the essential setup steps to get their Partner Portal and online presence up and running. This includes selecting a subscription plan, connecting payment processing (Stripe), configuring basic settings, and more.

Accessing Onboarding

Step 1: For new shops, the wizard starts automatically after initial signup or location confirmation (or via /shop/[shop_id]/status or /onboard paths).

Step 2: Follow the guided steps, which may include:

• Plan selection and billing setup

• Stripe account connection for payments

• Basic shop information and hours

• Menu import or quick setup

• Website and ordering enablement

Key Steps in the Flow

Plan Selection

Choose from available subscription plans that match your needs (e.g., features for marketing, analytics, multi-channel).

Stripe Onboarding

Connect or create a Stripe account to enable online payments, including verification for payouts.

Overview and Progress

Track your completion status and jump to pending tasks.

Success Confirmation

Review setup and access your live dashboard.

Best Practices

• Complete all steps before going live to avoid issues.

• Have your business and bank details ready for Stripe.

• Test ordering and payments in a sandbox if available.

• Update settings post-onboarding as your business evolves.

Related

• Reports Overview
• Billing & Subscription (post-setup management).
• Settings Overview (initial configs).

Note: The exact steps and options in the onboarding flow may vary based on your shop type, location, and selected plan. Some advanced features are unlocked after initial setup.

Onboarding sets the foundation for success; take your time to configure everything correctly.