Where: Launch Pad > Setup chip > Guided setup
Who can use it: Owner, super-admin, admin and manager roles only. Other roles see nothing. Cloud only. The public demo restaurant has no wizard.
Open this page in SureTill
The wizard opens by itself the first time the owner reaches the Launch Pad on a restaurant that is still empty. Each slide saves when you press its button, and repeating a slide is safe. If you close the browser half-way, nothing is lost and the wizard comes back next time.
- Step 1, Welcome: read the three tiles (Build your menu, Take orders and payments, See your numbers) and click Let’s get started.
- Step 2, Your restaurant: choose the business type, optionally add phone, address and tax, then click Continue.
- Step 3, Your menu: choose Start with a sample menu, Import from a spreadsheet or I’ll add items myself, then click Continue.
- Step 4, Tables: set how many tables you have and click Add tables and continue.
- Step 5, Payments: switch on the extra payment methods you accept and click Continue.
- Step 6, Team and devices: read the four tiles and click Finish setup.
- All set: click Open the POS and take a test order, or Go to my dashboard.
| Setting |
What it does |
| Business type |
Restaurant, Cafe, Bakery, Fast food, Food truck or Something else. It decides which sample menu you get and is remembered for later. Default is Restaurant. |
| Phone |
Optional, up to 20 characters. Saved on your branch. It appears on receipts. |
| Address |
Optional, up to 500 characters. Saved on your branch. |
| Sales tax: Name |
Name of the tax, for example VAT. Default Sales tax. |
| Sales tax: Rate % |
Optional, 0 to 100, two decimals allowed. A tax is only created when the rate is above 0 and your restaurant has no tax rate yet. It becomes the default tax. |
| Sales tax: Prices include tax |
Switch on when your menu prices already contain the tax. |
| Setting |
What it does |
| Start with a sample menu |
Adds ready-made categories and items for your business type. You can edit or delete all of it. If you already have products, it adds nothing and says You already have a menu. |
| Import from a spreadsheet |
Opens the file chooser. See Import your menu for the accepted format. Continue stays disabled until a file is read. |
| Choose Excel or CSV file |
Picks the file. The wizard then shows how many items and categories it found. |
| Download the template |
Downloads a small CSV example you can fill in. |
| I’ll add items myself |
Skips the menu. The button changes to Skip this step. |
| Setting |
What it does |
| Number of tables |
0 to 80. Use the minus and plus buttons, type a number, or click 4, 8, 12 or 20. Default 8. |
| Add tables and continue |
Creates tables named T1, T2, T3 and so on. The first four seat 2 and are round. The rest seat 4 and are square. Tables are only created if the branch has none yet, otherwise the wizard says You already have tables. You can rename, move or add more later on the floor plan. |
| No tables, continue |
Shown when the number is 0. Use it for a takeaway-only business. |
| Setting |
What it does |
| Cash |
Always on. Counted at the drawer with change calculation. |
| Card |
Always on. You record card payments from your own card machine. |
| Bank transfer |
Optional. Customers pay into your bank account and the cashier records the reference. |
| Mobile wallet |
Optional. Wallets such as JazzCash, Easypaisa or Apple Pay. Asks for a reference. |
| Vouchers |
Optional. Gift cards and promotional vouchers. Asks for a reference. |
| Setting |
What it does |
| Staff logins, Tablets and phones, Receipt printers, Kitchen screen |
Information tiles only. They tell you where to create staff PINs, how to put the POS on a tablet, how to use the print agent for network printers, and how to open the Kitchen Display. |
| Open the POS and take a test order |
Marks setup as completed, adds the Dine-In, Takeaway and Delivery departments if you have none, opens your first work period with 0 opening cash if the branch never had one, and opens the POS. |
| Go to my dashboard |
Marks setup as completed without opening a work period. A three-stop product tour then points at POS Terminal, Reports and All apps, once per browser. |
| Back |
Goes to the previous slide. |
| Skip for now |
In the top right of every slide except the last. Closes the wizard and marks it skipped. It never opens by itself again. |
Until the required steps are done, a chip labelled Setup n/6 sits beside All apps on the Launch Pad. Click it to open Finish setting up. It lists seven steps and each line has a button that takes you to the right screen.
| Checklist step |
Counts as done when |
| Add your restaurant details |
Your branch has both an address and a phone number. |
| Build your menu |
You have at least one category and one product. |
| Set up your tables |
You have at least one table. |
| Check payment methods |
An active Cash method exists. This is normally done from the start. |
| Invite your team |
There is more than one user. |
| Connect a receipt printer (optional) |
You have at least one printer. Optional steps are not counted in the n/6. |
| Take your first order |
At least one order exists. |
The Guided setup button at the bottom of the drawer reopens the wizard any time. Once all six required steps are done, the chip disappears.
