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
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.