Next Steps: Growing Your Business

Congratulations! You're now set up and ready to receive orders. Here's what to focus on as you grow.

How to Invite Staff to Your Team

1

Invite staff

• Go to Dashboard → Staff → "Add Staff Member"

• Fill in their details: name, email, phone number

• Choose their role: Owner, Manager, or Staff (see Section 3 above for role descriptions)

• Send the invitation: They'll receive an email to create their password and login

2

Tips & benefits

Why this helps: Your team can help process orders, manage inventory, and keep operations running smoothly without needing your constant oversight.

Quick tip: Start staff members with limited permissions (Staff role) and increase their access as you build trust.

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How to Track Your First Orders

1

View incoming orders

• Dashboard → Orders: See all incoming orders in real-time

• Click on any order to view full details

• Update the status as you work on it:

  • "Pending" → "Preparing" → "Ready" → "Completed"

• Filter orders by date, status, or entry point to find specific orders quickly

2

What to watch for & tips

• Payment status (successful, pending, failed)

• Order timestamps (when it was placed)

• Entry point (where to deliver or who to serve)

Quick tip: Set up browser notifications in Settings so you never miss an incoming order.

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Where to Find Help

Support resources

• Knowledge Base: You're already here! Browse other articles in this Knowledge Base for detailed guides on every feature.

• Support Email: Reach out to [email protected] with questions or issues. We're here to help.

• Settings → Help Section: Find quick links to support resources and FAQs.

Quick tip: The more specific your question, the faster we can help. Include details like what you were trying to do, what happened, and any error messages you saw.

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Explore Other Knowledge Base Articles

Now that you're set up, explore these categories to master your dashboard:

• Orders & Bookings: Learn advanced filtering, manual order creation, and receipt sharing

• Payments & Financials: Understand payment tracking, revenue reports, and settlement accounts

• Catalog & Products: Master product editing, visibility controls, and category management

• Entry Points & QR Codes: Download QR codes, manage availability, and optimize entry point setup

• Reports & Analytics: Discover insights about best-sellers, trends, and business performance