Onboarding

Overview

After you create a Tappya account, you're taken through an onboarding flow that captures the minimum information Tappya needs to run your business. It takes a few minutes and you only do it once per account.

There are two related but distinct flows you may encounter:

• Business setup onboarding (/onboarding): covered in this article. Captures your store name, languages, currency, and first branch location.
• Billing onboarding (/billing-onboarding): an overlay flow that asks you to pick a paid plan and add a payment method. You may see this once your free Solo plan reaches its limits. It's distinct from business setup, and either flow can run independently.

The business setup flow

Step 1: Business Profile

• Store Name: the public name of your restaurant (you can change it later).
• Menu Languages: pick up to three. Whatever you choose here is what the catalog will prompt you for when adding items (e.g. Name in English, Name in Arabic). You can add more languages later in Settings, but it's easier to start with what you need.
• Default Currency: the currency your prices are denominated in.

Click Next.

Step 2: Business Location

• Country, State / Region, City: pick from the dropdowns.
• Street Address: your branch's address.
• Timezone: used everywhere date boundaries matter (Today's sales, scheduled reports, KDS day-rollovers). Get this right.

Click Next.

Step 3: Review & Submit

Check the summary. If anything's wrong, click Back. If it's correct, click Create My Account.

Step 4: You're in

A "Congratulations!" screen appears with two next-step buttons:

• Begin creating your Digital Menu: drops you into the Catalog so you can start adding items.
• Go to Dashboard: takes you to the main dashboard.

What's already set up for you

When you finish onboarding, Tappya has automatically created:

• Your tenant (your isolated Tappya account).
• Your brand (using your store name).
• Your first branch (using the location you entered).
• A default user role and you as the owner of the account.
• A Solo subscription plan (free entry tier, you can upgrade from Settings → Subscription whenever you're ready).

What to do next

The onboarding flow only captures the basics. To actually start operating, you'll want to:

1. Build your catalog: add items, grouped by categories, with modifiers and variants where needed.
2. Publish a menu: see Managing Menus.
3. Create a Menu Link: so you have a sharable QR code / URL.
4. Configure additional branches: Settings → Branches.
5. Invite your team: Settings → User Management. Each user gets their own login and role.
6. Set up your POS: see POS Pairing and Modes.
7. Enable Online Ordering: see Online Ordering Merchant Setup.

There's also a Setup Checklist widget on the dashboard that nudges you through these in order, if you'd rather follow that than read this article, just do that.

Key Concepts

• Business Profile: Top-level facts about your business: name, languages, currency.
• Branch: A physical location. Everything that happens day-to-day (orders, sessions, deliveries) is tied to a branch.
• Timezone: Drives "what counts as today". Critical for accurate reporting. Per-branch, not per-account.
• Solo plan: The default free subscription that's auto-provisioned for new accounts. You can run on it until you hit its limits.