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Getting Started

  • Your storefront address
  • Dashboard & Quick Actions
  • Set up your first menu
  • Going-live checklist
  • Overview

Menu & Inventory

  • Menu items
  • Sizes and pricing
  • Modifiers and option groups
  • Categories
  • Stock and 86ing
  • Menu timeslots
  • Pizza builder

Storefront

  • Branding
  • Hero banners
  • About page
  • SEO & discovery
  • Hours

Orders & Fulfillment

  • The order lifecycle
  • Managing orders
  • Delivery and drivers
  • Preorders

Payments

  • Payment options
  • Card payments and payouts

Marketing

  • Deals and coupons

Team

  • Roles and permissions
  • Inviting your team

AI Assistant

  • Merchant assistant
  • Customer assistant

Reports

  • Understanding your reports

Support

  • Support and issue routing

Account & Billing

  • Your plan and billing

Release Notes

  • What's new
Docs/Getting Started

Set up your first menu

The shortest path from an empty account to a live, orderable menu.

This is the quick path from an empty account to a menu customers can order from. Each step links to a fuller guide if you want more detail.

Step 1: Create your categories

Categories are the sections of your menu — Appetizers, Mains, Drinks, and so on. They group your items and set the order customers see them in. Start by creating a few categories that match how you think about your menu. You can rename and reorder them any time. See Categories.

Step 2: Add your items

Open Inventory and add your menu items one at a time. For each item you set a name, a description, a price, and — if you have a photo — an image. Assign each item to one of the categories you just created so it lands in the right section. See Menu items.

The menu manager listing items with photos, prices, and live togglesThe menu manager listing items with photos, prices, and live toggles
The menu manager — every item with its photo, price, and live toggle.

Step 3: Add sizes and options where you need them

If an item comes in more than one size (small / large, 6-inch / 12-inch), set those up as sizes so each size carries its own price. If an item has choices or add-ons — toppings, sides, "how spicy" — set those up as option groups. See Sizes and pricing and Modifiers and option groups.

Step 4: Make items live

An item only appears on your storefront when it is set to live. As you finish each item, mark it live. You can keep an item saved but hidden while you are still working on it, then flip it live when it is ready.

Step 5: Preview your storefront

Open your storefront address (see Your storefront address) and look at your menu the way a customer will. Check that categories are in the right order, prices look right, and every item you expect is showing.

Next

Once your menu looks right, set your hours and payment method and run through the Going-live checklist before you start taking real orders.

PreviousDashboard & Quick ActionsNextGoing-live checklist

On this page

  • Step 1: Create your categories
  • Step 2: Add your items
  • Step 3: Add sizes and options where you need them
  • Step 4: Make items live
  • Step 5: Preview your storefront
  • Next
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