🔔 Most Important! Get these done! 🔔
- Gather Your Integration Keys - What's your tech stack? POS, Marketing and loyalty, Delivery, Payments, Analytics, etc.
- SEO Menu Setup - Create menu URL, create proxy account, domain (URL) host credentials, connect your menu.
- Delivery Settings and Setup - (If necessary) Onfleet integration, create delivery zones (using geoJSON or drawing tool), Delivery Fees & Taxes, Delivery Minimums $.
- Printer Setup- Order a Supported Printer if you do not already have one.
High Priority: Store and Order settings
- Store Settings - Store Info, Business Hours and Time Slots.
- Order Settings - Order Status, Order Notifications, Minimum Age, Click-Wrap Terms, Purchase Window, Reply-to Email Address
- Instore/ Curbside/ Drive-Through Order Settings - Enable Orders, Require Pickup Times, Payment Types, Time Slot Shut Off
- Product Settings - Setup Taxes and Product Categories
- POS Settings - Setup category mapping from your POS to Dispense and decide which fields map over from your POS.
- Manage Staff - Add employees and their permissions
- Branding - Add your Logos, color, etc.
Optional settings: Non critical to making menu functional but recommended
- Order Queues - Do you have an express pick-up or designated pick up areas?
- QR Code Mobile App - Scan QR codes using our mobile app to expedite order fulfillment
- Chat - SMS chat with your customers in real-time.
- Generate Cannabis Effects - Optionally turn on to create effects (e.g. happy, sleep) based on cannabis type (e.g. sativa, indica) for consumers to see.
- Enable Reviews - Allow customers to leave reviews on your product to boost visibility of unique inventory.
- Kiosk - Want to add self-service kiosks to your store? Easy, just copy and paste kiosk URL into your tablet or kiosk, no specific hardware required.
- Menu Notes - Add information about deals, hours or any information that your customers might find helpful. This will show up on your store's menu.
- Marketing and Loyalty - Be sure to enable so customers can utilize loyalty program at checkout.
- Offers - Follow the link for videos on how to set up deals and discounts for your store.
- Sound Browser Notifications - Found in “My Profile” - must be set for each profile
- Banners - Grab your customers' attention. Remember to set all three sizes for Desktop,Tablet and Phone
- Custom Category Icons - Further your branding experience