Your first-time store setup (delivery, payments, WhatsApp, password)
Right after you sign up for a store yourself, a screen asks how customers get their orders, and further screens ask about online payments and WhatsApp if your plan includes them. Then your store is live. The first time you open the dashboard, a welcome tour runs and asks you to choose a password. Every screen can be skipped except the password, and everything can be changed later in Settings.
- Where
- The screens right after signup, then the dashboard the first time you open it
- Plan
- Delivery methods and password on every plan. Online payments from Lite. WhatsApp from Pro.
- Time
- 3 min
- Updated
Go through the setup
Step 1: Add delivery methods
The first screen is Add delivery methods. It has a switch for Takeaway, Dine-in and Delivery. Dine-in and Delivery start off, so turn on what you offer. A panel on the right, What customers see, shows the order options as you switch them. Press Continue when done. You need at least one switch on.
Step 2: Set up delivery, if you deliver
With Delivery on, its card opens. Under Store location press Set (or Change) and pin your store on the map, because delivery is priced by distance from it. Fill in Charge per km and Deliver within (in km). Tick Free delivery above a minimum order and enter a Minimum order if you want free delivery over an amount. While you are in the Delivery card, the right panel shows your delivery area on a map.
Step 3: Connect online payments (Lite and above)
Outside India, Accept online payments offers Connect Stripe, so customers pay into your own account. Press Later to skip. Under it, Don't have Stripe? Tell us which gateway you use lets you name another gateway. In India this screen isn't shown. Set up Cashfree, Razorpay or Easebuzz in Settings → Payments & tax.
Step 4: Connect WhatsApp (Pro and above)
Connect WhatsApp links your own WhatsApp Business number, with Facebook's sign-in popup. Order updates and replies then go out from your number. Press Later to do it from the WhatsApp screen in the dashboard.
Step 5: See that your store is live
The last screen says your store is live. It shows your store link with Copy link, your menu QR, View menu and View dashboard.
Step 6: Take the welcome tour
The first time the dashboard opens, a tour has a page each for Orders, Menu, Digital menu and Analytics. Plans with Customers, Offers, Discounts or Loyalty get a page for those too. Press Let's Explore, then Next. Skip ends the tour.
Step 7: Set your password
Signing up asks for an email code and no password, so the dashboard asks you to choose one. Type it twice and press Save password. Then Get in.
Which screens you get
| Screen | Who sees it | If you skip it |
|---|---|---|
| Add delivery methods | Every plan | Turn on what you offer in Settings → Ordering → Order types. |
| Accept online payments | Lite and above, outside India | Customers can't pay online until you connect a gateway. See Turn on online payments. |
| Connect WhatsApp | Pro and above, if no number is connected | Connect later from Sales channel → WhatsApp. |
| Password | Stores that signed up without typing a password | You can't skip it. Esc does nothing here. |
Questions
I skipped delivery. How do I turn it on later?
Why does it ask me for a password now?
What does the delivery screen set up?
Why are Dine-in and Delivery off on that screen?
Related
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