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New Restaurant Setup

Get your restaurant up and running quickly with our guided setup. Most restaurants complete setup in under 30 minutes.

Setup Experience​

FeatureDescription
Progress TrackingVisual progress bar shows your completion status
Auto-SaveYour progress saves automatically - return anytime
Mobile-FriendlyComplete setup from any device
AI AssistanceGet help at every step with Maximus
Skip & ReturnSkip optional steps and complete them later

Overview​

The onboarding process covers:

┌─────────────────────────────────────────────────────────────────┐
│  SETUP PROGRESS                                    75% Complete │
├─────────────────────────────────────────────────────────────────┤
│  ████████████████████████████████████░░░░░░░░░░░░              │
│                                                                  │
│  ✓ Account      ✓ Profile     ✓ Menu        ✓ Payments         │
│  ✓ Hardware     ○ Staff       ○ Testing     ○ Go Live          │
│                                                                  │
└─────────────────────────────────────────────────────────────────┘
  1. Account Creation - Sign up and verify
  2. Business Profile - Restaurant details
  3. Menu Setup - Import or create your menu
  4. Payment Setup - Connect for payments
  5. Hardware Setup - Configure devices
  6. Staff Setup - Add your team
  7. Testing - Try everything in sandbox mode
  8. Go Live - Start taking real orders

Step 1: Create Your Account​

Complete signup from any device - phone, tablet, or computer. The setup flow adapts to your screen size.

Sign Up Options​

MethodDescription
EmailCreate with email and password
GoogleSign in with Google account
AppleSign in with Apple ID

Sign Up Process​

  1. Go to restaurantrevolution.ai/signup
  2. Choose sign up method
  3. Enter your information:
    • Name
    • Email
    • Password (if email signup)
  4. Verify your email
  5. Continue to setup
Auto-Save

Your progress is saved automatically. Close and return anytime -- you'll pick up right where you left off. No work is ever lost during setup.

Step 2: Business Profile​

Required Information​

FieldDescription
Restaurant NameYour business name
AddressPhysical location
PhoneContact number
Business HoursOperating hours
TimezoneDetected automatically

Additional Details​

  • Restaurant Type - Quick service, full service, etc.
  • Cuisine - Italian, Mexican, American, etc.
  • Logo - Upload your logo (optional)
  • Tax ID - For payment processing

Step 3: Menu Setup​

Import Options​

MethodDescription
Photo ImportUpload menu photo, AI extracts items
POS ImportImport from Square, Toast, etc.
TemplateStart with a pre-built template
ManualCreate from scratch

AI Photo Import​

  1. Click Import from Photo
  2. Upload a clear photo of your menu
  3. AI detects items and prices
  4. Review and edit
  5. Confirm import

Manual Entry​

  1. Create categories (Appetizers, Entrees, etc.)
  2. Add items:
    • Name and description
    • Price
    • Photo (optional)
    • Modifiers (optional)
  3. Set availability

Templates available for:

  • Pizza Restaurant
  • Burger Joint
  • Café
  • Bar & Grill
  • And more

Step 4: Payment Setup​

Connect Payments​

  1. Click Set Up Payments
  2. Start Stripe Express onboarding
  3. Enter business information:
    • Legal business name
    • Tax ID (EIN)
    • Bank account for deposits
  4. Verify identity
  5. Complete setup

Deposit Schedule​

Choose when you receive funds:

ScheduleDescription
DailyFunds deposited next business day
WeeklyFunds deposited weekly
MonthlyFunds deposited monthly

Tax Configuration​

  • Sales tax rates configured by location
  • Auto-calculation based on address
  • Manual override available

Step 5: Hardware Setup​

Supported Devices​

DeviceUse
iPad/TabletPOS terminal
Receipt PrinterPrint receipts
Kitchen PrinterKitchen tickets
Card ReaderPayment processing
KioskSelf-service ordering

Device Discovery​

  1. Connect devices to Wi-Fi
  2. Click Discover Devices
  3. System finds compatible devices
  4. Click to pair each device
  5. Test connection

Printer Setup​

  1. Printer detected automatically
  2. Select printer type:
    • Receipt printer
    • Kitchen printer
  3. Configure paper size
  4. Print test page

Card Reader​

  1. Reader detected via Bluetooth
  2. Pair with your tablet
  3. Process test transaction
  4. Reader ready

Step 6: Staff Setup​

Add Your First User​

Your account is the owner account. Add staff:

  1. Go to Staff > Add Employee
  2. Enter employee details:
    • Name
    • Email
    • Role (Server, Manager, etc.)
  3. Set their PIN
  4. Send invite

Role Templates​

RolePermissions
ServerOrders, payments, tables
BartenderOrders, payments, bar tabs
HostTables, waitlist, reservations
KitchenKDS, inventory
ManagerAll features + reports

Staff Invites​

Employees receive:

  • Email invitation
  • App download link
  • Instructions to set up

Step 7: Sandbox Testing​

What is Sandbox Mode?​

Sandbox mode lets you:

  • Practice taking orders
  • Test payment processing
  • Train staff
  • Explore all features
Sandbox Mode

No real transactions occur in sandbox mode -- it is completely safe to learn and experiment. Sandbox data is separate from your live data and can be reset at any time.

Sample Data​

Sandbox includes:

  • Sample menu items
  • Demo orders
  • Test customers
  • Practice transactions

Test Checklist​

TestWhat to Do
Create OrderAdd items, modifiers
Process PaymentUse test card
Print ReceiptVerify printer works
Kitchen DisplaySee order on KDS
Void TransactionPractice voiding

Test Card Numbers​

Use these in sandbox:

CardNumber
Visa4242 4242 4242 4242
Mastercard5555 5555 5555 4444
Decline4000 0000 0000 0002

Step 8: Go Live​

Pre-Flight Checklist​

Before going live, verify:

ItemStatus
Business profile complete☐
Menu items added☐
Prices verified☐
Payment setup complete☐
Devices configured☐
Staff accounts created☐
Test transaction successful☐

Activate Live Mode​

  1. Review checklist - all items green
  2. Click Go Live
  3. Confirm activation
  4. Real transactions enabled

First Transaction​

  • Take your first real order
  • Process actual payment
  • Funds deposited per schedule

Getting Help During Setup​

Help is available at every step of the setup process.

AI Assistant (Always Available)​

Click the chat icon or say "Hey Maximus":

  • "Help me import my menu"
  • "How do I connect my printer?"
  • "What does this setting do?"
  • "Skip this step for now"
  • "What should I do next?"

The AI assistant understands your setup context and provides relevant guidance.

Contextual Help​

LocationHelp Available
Every FieldTap the ? icon for field-specific help
Every Step"Learn More" links to detailed guides
Error MessagesClear explanations with fix suggestions
Progress BarClick any step to see what's needed

Support Channels​

  • Live Chat - Real human support during setup
  • Help Center - Step-by-step guides with screenshots
  • Video Tutorials - Visual walkthroughs for each step
  • Phone Support - Call for urgent setup issues

Common Questions​

Can I change my menu later?​

Yes, menu can be updated anytime. Changes sync across all devices.

What if I make a mistake during setup?​

Everything can be edited. Use sandbox mode to practice before going live.

How do I add more locations?​

Go to Settings > Locations > Add Location. Each location goes through its own setup.

Can I switch between sandbox and live?​

After going live, sandbox remains available for training. Toggle in settings.

Next Steps​

After setup:

  1. Train Your Staff - Show them how to log in
  2. Explore Manager Features - Full dashboard overview
  3. Set Up Online Ordering - Enable customer ordering
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