How-tos
21 articlesShort, task-focused recipes.
User Profile
Your user profile shows the personal account you signed in with: name, email, role, the tenants you belong to, and your personal display preferences (language, theme). It's distinct from the business profile in Settings, which is about your
Settings
The Settings area is where you configure everything that isn't day-to-day operations: your business identity, branches, taxes, devices, integrations, your team, and your subscription. It's deliberately the last item in the sidebar because y
Pairing and Modes
Before a Tappya POS install can do anything, it has to be paired to your tenant. Pairing is a once-per-device action that:
POS overview
Tappya POS (internally "POS v2") is the in-store cashier app. It's a single application that you install on a tablet (Android, iPad) or a laptop (Windows / macOS) and then choose a mode at pairing time. The mode determines whether the devic
Daily Use
This article covers the everyday cashier and waiter flows on the Tappya POS: opening a shift, taking orders, applying discounts, splitting bills, sending tickets to the kitchen, and closing out. The exact buttons differ slightly by mode (Ma
Online ordering overview
Tappya Online Ordering is the customer-facing app where diners can browse your menu and place orders directly with you, no aggregator, no commission. It's a web app, not a download: customers reach it on their phone browser by scanning a QR
Merchant Setup
Online ordering is configured per branch, because hours, delivery zones, payment providers, and pricing can all vary by location. This article walks through the merchant-side setup in order.
Customer Experience
This article walks through the customer journey in the Tappya online-ordering app, useful both for understanding the product and for answering "how do I do X?" questions from your diners. It mirrors the v2 app currently in production.
Onboarding
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.
Menu Links
A Sales Channel is a publishable surface that exposes one of your menus to customers, typically through a QR code or a shareable URL. Each channel pairs a published menu with a branch (or set of branches) and dresses it up with your brandin
Navigating the Dashboard
The Tappya dashboard is organised into a left-hand sidebar (your main navigation), a top header (account, help, AI assistant, notifications), and the page area itself. This guide walks through what's in each section so you can find features
Introduction to Tappya
Tappya is an end-to-end restaurant management platform. A single Tappya account brings together your digital menu, your point of sale, your online ordering channel, your team, and your reporting in one place. This article gives you a map of
Dashboard
The Dashboard is the page you land on after logging in. It gives you a quick health-check of the business: sales, orders, top items, anything that needs your attention, without having to dig into individual modules.
Variant Groups
Variant groups allow you to define different versions or options for your menu items, such as sizes (Small, Medium, Large) or types (Hot, Iced). Each variant group contains a set of variant options that can be applied to items.
Modifier Groups
Modifier groups allow you to define optional additions or changes to your menu items, such as "Extra Toppings" for a pizza or "Sauce Choices" for a main course. Each modifier group contains a set of modifier options that customers can selec
Menus
Menus are the core of your digital presence, allowing you to group categories and items into a cohesive offering for your customers. You can create multiple menus for different purposes (e.g., "Dine-in Menu", "Delivery Menu", "Seasonal Spec
Menu Structure
The Menu Structure page allows you to define the exact layout and content of a specific menu. Here, you can add categories and items, arrange their order, and configure menu-specific overrides for items.
Items
Items are the individual products or services you offer on your menu. This section allows you to add, edit, and organize all your menu items, including their details, pricing, images, and associations with categories, variants, and modifier
Categories
Categories help you organize your menu items logically. You can create main categories (e.g., "Appetizers", "Main Courses") and sub-categories (e.g., "Soups" under "Appetizers"). Proper categorization makes it easier for customers to browse
Authentication
This article covers how merchant users sign in to the Tappya dashboard, register new accounts, recover forgotten passwords, and stay signed in across devices. The dashboard uses Firebase Authentication under the hood, so the same credential
AI Features
Tappya bundles a set of AI-powered tools to help you set up faster and operate smarter. They all run on top of your real catalog and operations data: the AI knows your menu, your branches, and your sales.