Next Steps: Actions to take now
Create Your Catalog Categories
What to do: Go to the "Catalog" section in your dashboard and create categories for your offerings.
Why it matters: Categories organize your products so customers can easily browse what you offer.
Where to do it: Dashboard → Catalog → "Create New Catalog" button
Examples:
Restaurant: "Appetizers," "Main Courses," "Beverages," "Desserts"
Hotel: "Standard Rooms," "Deluxe Suites," "Room Service Menu"
Retail Store: "Electronics," "Clothing," "Home & Garden"
Quick tip: Start with 2–4 main categories. You can always add more later as you grow.
Add Your Products or Items
What to do: Inside each category, add the individual items you want to sell.
Why it matters: Without products, customers have nothing to order! Each product should have a clear name, accurate price, and appealing description.
Where to do it: Dashboard → Catalog → Select a category → "Add Product" button
What to include:
Product name: Clear and descriptive (e.g., "Grilled Salmon with Lemon Butter")
Price: Accurate pricing in your local currency
Description: What makes this item special? Ingredients, features, or benefits.
Photo (optional but recommended): A quality photo increases orders significantly
Quick tip: Start with your 10–15 most popular items. You don't need to list everything on day one.
Set Up Entry Points
What to do: Create entry points for the locations where customers will order from.
Why it matters: Entry points generate the QR codes customers scan to place orders. They also help you know where each order originates.
Where to do it: Dashboard → Entry Points → "Create Entry Point" button
Examples:
Restaurant: Create entry points for Table 1, Table 2, Table 3, etc.
Hotel: Create entry points for each room number or the front desk check-in
Retail: Create entry points for checkout counters or sales stations
What happens next: Each entry point gets a unique QR code that you can download and print. Place these QR codes at the corresponding physical locations (on tables, in rooms, at counters).
Quick tip: Start with a few entry points to test the system, then add more as needed.
(Optional) Add Settlement Account for Online Payments
What to do: If you want to accept online payments (card or mobile money), connect your bank account or mobile money account in Settings.
Why it matters: Without a settlement account, you can only track cash payments manually. Adding one allows customers to pay digitally, and funds are deposited directly to your account.
Where to do it: Dashboard → Settings → Setup → "Settlement Account" section
When to do this:
If you're ready to accept online payments immediately, do this now
If you want to start with cash-only and test the system first, you can skip this and add it later
You can always test orders without payment to see how the system works
Quick tip: Servinn is free to use. Service fees are only added to customer orders when they pay online, so this doesn't cost you anything to set up.
You're Ready! Start Receiving Orders
What to do: Share your QR codes with customers! Place them on tables, print them for rooms, or display them at your checkout counter.
How it works:
Customer scans the QR code with their phone camera
They browse your catalog and add items to their cart
They submit the order and choose how to pay (cash, card, mobile money)
You see the order instantly in your dashboard
You fulfill the order and mark it complete
Where to track orders: Dashboard → Orders (or Bookings/Sales depending on your business type)
What you'll see: Each new order appears in real-time with:
What was ordered
Total amount
Payment status and method
Which entry point it came from (table, room, counter)
Customer contact information
Quick tip: Test the system yourself first! Scan one of your QR codes with your own phone and place a test order to see exactly what your customers will experience.