Quick Start Guide

This is the short path from an empty account to a store customers can order from. Plan on one sitting. You can edit every step later.

1. Build a menu and price the items

1. Open Operations → Menu Management → All Menus
2. Click New Menu
3. Enter a Menu Name (for example, "Drop-off Lunch") and click Create Menu
4. Open the Main section and click Add item
5. Create an item, give it a Menu item name and a Base price, then click Create Menu Item
6. Leave Status on Active, and turn Webstore to Published

The full walkthrough is A Menu for Your Storefront.

Don't worry if the price is a guess. You can change Base price later. Unpublishing the menu only hides it from the store.

2. Turn the store on

1. Open Sales & Finance → Sales Configuration → Webstore
2. On Storefront, turn on Publish storefront
3. Copy the live link and open it in a private window

You should see the menu you just published. If the page doesn't load, Publish storefront is still off, or the menu isn't Active and Published.

Details: Publishing Your Store.

3. Save delivery or pickup hours

1. On the same Webstore page, open Scheduling
2. Turn on Offer delivery, Offer pickup, or both
3. Turn on the weekdays you serve, and set Opens, Closes, and Order cutoff
4. Pause for a moment so the page can save

If you still see a warning that delivery or pickup has no saved hours, customers can't book that option. Fix the hours before you send anyone the link.

Details: Hours and Limits.

4. Decide how customers pay

Quote-only works with no extra setup. Customers check out with Email me this quote.

To take cards:

1. Open Sales & Finance → Sales Configuration → Payments
2. Click Connect with Stripe and finish Stripe's form
3. Back on Webstore → Checkout, turn on Accept card payments

Details: Checkout and Accepting Cards.

5. Confirm the first order

Place a test order on the live link (use a private window so you aren't signed in as staff).

1. Open Sales & Finance → Sales → Sales Orders
2. A paid checkout shows an amber awaiting confirmation banner. Open that order and click Confirm
3. A quote checkout shows under quote requests. Open it when you're ready to reply. You don't confirm it until the customer wants to go ahead

Details: Your First Order.

Common Questions

Q: The live link opens, but the menu is empty.
A: The menu has to be Active and Webstore has to say Published. Items also need a Base price.

Q: Customers can see the menu but can't pick a time.
A: Open Scheduling and save hours for the option you turned on. An unsaved starter week does not go live.

Q: I turned on cards and checkout still only offers a quote.
A: Stripe has to finish onboarding first. Webstore shows a warning under Accept card payments until Payments says you can accept card payments.

Q: Can I undo this?
A: Yes. Turn off Publish storefront to hide the store. Turn off Webstore on a menu to hide that menu. Archived menus can be restored from Archived on the menus list.