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	What You'll Do
1	Enter business information
2	Upload or create your menu
3	Set operating hours
4	Connect payment processing
5	Select your subscription plan
6	Review and go live

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:

Plan	Best For
Starter	New restaurants, low volume
Professional	Growing restaurants
Enterprise	Multi-location, high volume

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 [email protected]

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.