Customer Onboarding & Account Setup Guide
This document will help you get started in setting up your eatOS account.
Your eatOS dashboard is your restaurant business management backend that can help you manage and add more information about your restaurant from setting up your location, adding your employees, building your restaurant menu, configuring your payments and taxes, and viewing your restaurant report, employee records, and more.
Step 1: Create eatOS Dashboard Account
Link: eatOS Dashboard
Note: This article does not cover the full configuration of your eatOS restaurant settings. Please see all related articles to help you get started.
A. CREATE YOUR DASHBOARD ACCOUNT
Enter the required information and click Next
This is your official account details to be used in all account setup of your POS, it is important to provide detailed and correct information to successfully create your dashboard account
First Name, Last Name – restaurant owner information/main Point of Contact
Email – make sure to input your official and working email, your email will be used as the official channel of communication for all notification and verification purposes
Password – Your password is important for you to be able to log in to all devices
Confirm Password - Re-enter the provided password to confirm
Phone Number – insert the active mobile/phone number where it receives verifications and notification
County – your restaurant location
Note that the email and password provided here will be used as your login credentials to all the eatOS devices.
Restaurant Name – establishment name – must be the registered business name
Restaurant Type – defines your restaurant concept – Fine Dining/Café/Fast Food/Casual Dining, etc.
Restaurant Address - enter the restaurant's complete address including the city and zip code
PIN - enter your user PIN
Please review the Seller Agreement and* e-Sign Consent**, and select the "Finish Sign Up" button once you have done so.
Select where to receive the confirmation code and tap the "Send Code" button
Enter the OTP number and tap "Confirm OTP" and you will be redirected to the login page
LOG IN PAGE
Note: At this stage, you are still unable to access and log in to the eatOS dashboard.
B. REGISTER ACCOUNT USING LICENSE – ACTIVATION
Once you have successfully created your dashboard account, sign into your Point of Sale using the same email address and password to register your LICENSE KEY to be able to have access to the EatOS dashboard.
An authentication code will be sent to your email to authorize you to create, access, and modify the EatOS dashboard
Enter your activation code provided by your Account Manager
Select primary device usage and tap "Continue"
Set a device name and tap "Continue"
Set user PIN – this will be used to access all devices
Confirm PIN
WELCOME TO EATOS POINT-OF-SALE
**You may now log in to your eatOS dashboard to complete your account setup**
STEP 2: RESTAURANT SETUP
When you have successfully logged on, you may update your restaurant settings and enter additional information into your eatOS dashboard account.
REMINDER: Always select your location to enable settings
How to select a location:
From the dashboard home page
Tap the locations and select the location to configure
RESTAURANT SCHEDULE – set your restaurant schedule start and end time
A. Set start time = set the time your restaurant accepts orders
B. Set end time = time your restaurant stops accepting orders
From the eatOS dashboard, navigate to Restaurant > Schedule
Tap the + New Schedule and enter the required information
Click Save to save the schedule
LOCATION SETTINGS AND FEATURES
From the eatOS dashboard, navigate to Restaurant Settings
Select Locations
a. Tap the + New Location to add a new location
b. To edit/update the current location, hoover to the date created column and select Edit
Restaurant Information
Restaurant Name – input your restaurant name, type, email, phone number
Website URL – enter your restaurant web address or you may create your website by configuring the online storefront (link online storefront setup guide)
Restaurant Logo – upload your restaurant logo to the image box
Location – enter your full restaurant location address
Restaurant Features
ENABLE/DISABLE features – this will set your dining options
Restaurant Settings
Set an inactivity timer for your device to close if no activity within the set time
Select the default language
Set currency
Select your restaurant time zone
Step 3: Configure Role and Employee Settings
Create employee users and permission for a specific job role.
Employee Access & Permissions
Employee access & permission allow you to take full control and define what your employee or staff can and cannot access on your devices and dashboard.
To assign user permission and access, navigate to employees on the dashboard nav bar and select Add a new role to configure user access & permission
Job Type
A general job type designation for employees, which can be dynamically applied to provide a user the capacity to perform multiple responsibilities
Job Role
Job role provides the tool to create and assign a specific set of provisions to employees. All roles and permissions can be adjusted by the system admin using the tool they need to be redefined or adjusted
On the eatOS dashboard, you can configure each role with a set of allowable access or default permissions.
You can configure access to your menu, payments, restaurant, customers, and account, and report to a certain role like your restaurant manager. If enabled access, the restaurant manager will automatically have permission to access the selected data when logged in to your devices.
Users or employees who have access permission granted them to view complex information about your restaurant
CREATE ROLES & PERMISSION
Employee Access & Permissions
ADD EMPLOYEES
Note: The ability to add employees may be limited to the license capacity
To easily add employees to the dashboard, follow the recommended step below:
Add Roles > Add Employees > Add Job Types
From the eatOS dashboard, navigate to Workforce > Employees
Tap "+ New Employee"
Click ADD and SEND to add an employee
Your employee should be receiving an email and needs to verify (only if dashboard access is toggled on)
Step 4: BUILD YOUR RESTAURANT MENU
A menu template will be sent to you by your Account Manager or Onboarding Executive. The template will include sample data sets for you to reference or you may follow the guide from the following link to help you build your menu template
• Template link
• Dashboard Menu Management
Note: the sets of menus that are created in your eatOS dashboard will be displayed at your point of sale.
STEP 5: SET UP REVENUE CENTERS & TABLE MANAGEMENT
For quick-service restaurants or QSR, you can skip configuring table management as it does not require a service area.
For a full-service restaurant, create service areas like your dining rooms/area, bars, and other parts of your restaurant map.
This feature helps you streamline your restaurant operation. Note that creating a restaurant zone and allocating tables still varies from one restaurant to another - depending on the restaurant's size and concept.
How to create service areas
Navigate to Restaurant setup
Select Service Areas
Select “+ New Floor” and enter the required information
a. Enter the floor name
b. Enter floor number
c. Tap ADD to save new floor
Back to top
How to create a new service area from scratch
You can select from the pre-created service area templates or select “Add A New Area” where you can create a service area from a template, create a service area with eatOS AI, or create a service area from scratch
Tap the Start Now and create a service area from scratch
Create the service area on the blank canvas
Add Tables
a. Tap “Tables”
b. Select the applicable table shape
c. Add the tables and seats
i. Table name - enter a unique table name
ii. Table no. - enter the associated table number to be assigned
iii. No. of seats - enter the number of seats to be assigned and select the seat direction either clockwise or anti-clockwise
iv. Tap Add to add the table and seat
Repeat the steps to add more tables and seats
Back to top
d. Add dividers - note to add dividers according to your restaurant service area.
Tap Dividers to draw a line on the canvas
Back to top
e. Add text
To add text, tap the Text button
You can also edit the text color, and font size according to your liking
Tap Save to save the created service area
Back to top
STEP 6: PAYMENT SETTINGS
Set up your restaurant payment including payment integration, discounts, service charges, and taxes.
Mode of Payment
eatOS support several payment options that your restaurant can accept when completing a transaction.
CASH
CARD
DIGITAL/MOBILE Payment
How to select payment options (POS)
Navigate to the Settings tab of the point-of-sale device
Select Payments > Payments Options
Tap to select the available payment options
PAYMENT INTEGRATION
Integration is a software-based program to seamlessly connect and extend the functionalities of your POS System.
In this article, you will learn how to add integration to your Point-of-Sale and build a full restaurant management system that will help you manage all departments of your business in one place.
CARDCONNECT INTEGRATION
CardConnect is a leading provider of payment processing and technology solutions, helping more than 230,000 organizations accept billions of dollars in card transactions each year
To begin integrating CardConnect with your eatOS dashboard, please follow these steps:
Access your eatOS dashboard and select the desired location. Then, navigate to the Integration section.
Within the Integration menu, locate the option for CardConnect.
Tap on the CardConnect option and then click on the "Install App" button.
After selecting the "Install App" button, you will be prompted to provide your CardConnect account's credentials
Input your CardConnect account's username, password, and merchant ID into the appropriate fields.
Once you have entered the required credentials, click on the "Save" button to save the integration settings.
After saving the integration, proceed to the Hardware section of your dashboard.
Tap on "+ New Hardware" and select the card reader option.
Choose "CardConnect" as the subtype for the card reader integration.
Enter the necessary device information for the card reader and click the "Add" button to complete the setup process.
TIPS & Service Charge
Service charges and TIPs are optionally added to a customer check and they can be treated as gratuity as well to be paid to an employee.
The following can be a sample where you may want to add a service charge for guests. Can be added to a customs fee or set a default amount to charge on top of the customer check.
• Banquet Service Charge
• Special Menu
• Large Party
• Delivery & Takeout Orders
How to add or create a service charge
Select Service Charge on the menu management section
Tap “+ New Service Charge”
Enter the required information and tap Save
Note that the system currently supports exclusive service charges only and once you have selected the order type and tax applicable, the service charge will automatically apply to transactions.
Service charges can also be configured directly from POS and KIOSK devices:
To configure service charge on POS, navigate to the setting. Here you can set the gratuity, discount, and service charge independently:
Add gratuity in Point-of-Sale
Navigate to the point-of-sale settings
Select Payments and configure gratuity settings
CREATE NEW DISCOUNT
From your POS settings, locate Payments
Select Discount and tap Add to create a new discount
Input discount name
a. Note that discounts can be applied to your entire transaction and/or individual items.
Select applicable product
a. Discounts will be automatically applied to the selected products
Enable employee PIN
a. If enabled, employees must enter their PIN to apply the discount to the transaction.
Enable scheduled discount be able to set a scheduled discount and configure the date and time
TAXES
Taxes can be configured depending on your local or State type of taxes that will apply to your restaurant sales with corresponding rates. Taxes can be applied to an item or a group of items on your menu.
It is best practice to configure and assign your taxes before using your point-of-sale, like your sales tax and other local and state taxes.
The following is a guide to configuring your taxes.
From your POS settings, locate Payment
Select Taxes
a. Tap +ADD
b. Input Tax Name
c. Input Tax Amount
d. Select Tax Type
e. Select Order Type to apply taxes
f. Click APPLY TO PRODUCT to select a specific product to apply taxes.
g. Click the "SAVE" button to store the newly entered tax information.
Your eatOS dashboard is your restaurant business management backend that can help you manage and add more information about your restaurant from setting up your location, adding your employees, building your restaurant menu, configuring your payments and taxes, and viewing your restaurant report, employee records, and more.
Step 1: Create eatOS Dashboard Account
Link: eatOS Dashboard
Note: This article does not cover the full configuration of your eatOS restaurant settings. Please see all related articles to help you get started.
A. CREATE YOUR DASHBOARD ACCOUNT
Enter the required information and click Next
This is your official account details to be used in all account setup of your POS, it is important to provide detailed and correct information to successfully create your dashboard account
First Name, Last Name – restaurant owner information/main Point of Contact
Email – make sure to input your official and working email, your email will be used as the official channel of communication for all notification and verification purposes
Password – Your password is important for you to be able to log in to all devices
Confirm Password - Re-enter the provided password to confirm
Phone Number – insert the active mobile/phone number where it receives verifications and notification
County – your restaurant location
Note that the email and password provided here will be used as your login credentials to all the eatOS devices.
Restaurant Name – establishment name – must be the registered business name
Restaurant Type – defines your restaurant concept – Fine Dining/Café/Fast Food/Casual Dining, etc.
Restaurant Address - enter the restaurant's complete address including the city and zip code
PIN - enter your user PIN
Please review the Seller Agreement and* e-Sign Consent**, and select the "Finish Sign Up" button once you have done so.
Select where to receive the confirmation code and tap the "Send Code" button
Enter the OTP number and tap "Confirm OTP" and you will be redirected to the login page
LOG IN PAGE
Note: At this stage, you are still unable to access and log in to the eatOS dashboard.
B. REGISTER ACCOUNT USING LICENSE – ACTIVATION
Once you have successfully created your dashboard account, sign into your Point of Sale using the same email address and password to register your LICENSE KEY to be able to have access to the EatOS dashboard.
An authentication code will be sent to your email to authorize you to create, access, and modify the EatOS dashboard
Enter your activation code provided by your Account Manager
Select primary device usage and tap "Continue"
Set a device name and tap "Continue"
Set user PIN – this will be used to access all devices
Confirm PIN
WELCOME TO EATOS POINT-OF-SALE
**You may now log in to your eatOS dashboard to complete your account setup**
STEP 2: RESTAURANT SETUP
When you have successfully logged on, you may update your restaurant settings and enter additional information into your eatOS dashboard account.
REMINDER: Always select your location to enable settings
How to select a location:
From the dashboard home page
Tap the locations and select the location to configure
RESTAURANT SCHEDULE – set your restaurant schedule start and end time
A. Set start time = set the time your restaurant accepts orders
B. Set end time = time your restaurant stops accepting orders
From the eatOS dashboard, navigate to Restaurant > Schedule
Tap the + New Schedule and enter the required information
| FIELD | DESCRIPTION |
|---|---|
| Schedule name* | Name of schedule i.e Meet & Eat Weekdays |
| Start date | Sets the start of the schedule. The schedule will reflect and take effect on all devices with the set start date |
| End date | Sets the end of the schedule |
| Schedule days | Days of the week for the schedule to be available i.e., select or marked Friday, Saturday and Sunday for the weekend schedule |
| Schedule services | tap the plus sign if need to add a service schedule |
| Service Name* | Service name also refers to your restaurant shift schedule |
| From* | Set the start time of the schedule |
| To* | Set the end time of the schedule |
| Availability | Marked available to set the service schedule active |
Click Save to save the schedule
LOCATION SETTINGS AND FEATURES
From the eatOS dashboard, navigate to Restaurant Settings
Select Locations
a. Tap the + New Location to add a new location
b. To edit/update the current location, hoover to the date created column and select Edit
Restaurant Information
Restaurant Name – input your restaurant name, type, email, phone number
Website URL – enter your restaurant web address or you may create your website by configuring the online storefront (link online storefront setup guide)
Restaurant Logo – upload your restaurant logo to the image box
Location – enter your full restaurant location address
Restaurant Features
ENABLE/DISABLE features – this will set your dining options
| FEATURES | ENABLE | xx |
|---|---|---|
| Reservations | Allow your restaurant to accept a reservation if enabled | Will not be able to accept reservations |
| Order Ahead | It enables your customers to order in advance | If disabled, the customer will not be able to order in advance |
| Delivery | Your restaurant can accept delivery orders if enabled | Will not accept delivery orders |
| Split Check | If enabled, it allows your customers to split payment by seat, split evenly, and split in custom payment | Split mode of payment not accepted |
| Offline Mode | ||
| LRS |
Restaurant Settings
Set an inactivity timer for your device to close if no activity within the set time
Select the default language
Set currency
Select your restaurant time zone
Step 3: Configure Role and Employee Settings
Create employee users and permission for a specific job role.
Employee Access & Permissions
Employee access & permission allow you to take full control and define what your employee or staff can and cannot access on your devices and dashboard.
To assign user permission and access, navigate to employees on the dashboard nav bar and select Add a new role to configure user access & permission
Job Type
A general job type designation for employees, which can be dynamically applied to provide a user the capacity to perform multiple responsibilities
Job Role
Job role provides the tool to create and assign a specific set of provisions to employees. All roles and permissions can be adjusted by the system admin using the tool they need to be redefined or adjusted
On the eatOS dashboard, you can configure each role with a set of allowable access or default permissions.
You can configure access to your menu, payments, restaurant, customers, and account, and report to a certain role like your restaurant manager. If enabled access, the restaurant manager will automatically have permission to access the selected data when logged in to your devices.
Users or employees who have access permission granted them to view complex information about your restaurant
CREATE ROLES & PERMISSION
Employee Access & Permissions
ADD EMPLOYEES
Note: The ability to add employees may be limited to the license capacity
To easily add employees to the dashboard, follow the recommended step below:
Add Roles > Add Employees > Add Job Types
From the eatOS dashboard, navigate to Workforce > Employees
Tap "+ New Employee"
| FIELD | DESCRIPTION |
|---|---|
| First name* | Employee first name |
| Last name* | Employee last name |
| Email* | Email address of the employee – make sure to enter a working email address to receive the verification. Note: verification will be sent to an employee with permission to access the dashboard |
| Mobile* | Mobile number of the employee – number provided will receive a notification |
| Select role* | Employee job function i.e., Manager, Bartender, Cashier |
| Set point-of-sale PIN* | A unique set of 4-digit numbers to be used to access devices |
| Dashboard access | If toggled on, it enables the employee to have dashboard access. Toggle off to limit employee access |
Click ADD and SEND to add an employee
Your employee should be receiving an email and needs to verify (only if dashboard access is toggled on)
Step 4: BUILD YOUR RESTAURANT MENU
A menu template will be sent to you by your Account Manager or Onboarding Executive. The template will include sample data sets for you to reference or you may follow the guide from the following link to help you build your menu template
• Template link
• Dashboard Menu Management
Note: the sets of menus that are created in your eatOS dashboard will be displayed at your point of sale.
STEP 5: SET UP REVENUE CENTERS & TABLE MANAGEMENT
For quick-service restaurants or QSR, you can skip configuring table management as it does not require a service area.
For a full-service restaurant, create service areas like your dining rooms/area, bars, and other parts of your restaurant map.
This feature helps you streamline your restaurant operation. Note that creating a restaurant zone and allocating tables still varies from one restaurant to another - depending on the restaurant's size and concept.
How to create service areas
Navigate to Restaurant setup
Select Service Areas
Select “+ New Floor” and enter the required information
a. Enter the floor name
b. Enter floor number
c. Tap ADD to save new floor
Back to top
How to create a new service area from scratch
You can select from the pre-created service area templates or select “Add A New Area” where you can create a service area from a template, create a service area with eatOS AI, or create a service area from scratch
Tap the Start Now and create a service area from scratch
Create the service area on the blank canvas
Add Tables
a. Tap “Tables”
b. Select the applicable table shape
c. Add the tables and seats
i. Table name - enter a unique table name
ii. Table no. - enter the associated table number to be assigned
iii. No. of seats - enter the number of seats to be assigned and select the seat direction either clockwise or anti-clockwise
iv. Tap Add to add the table and seat
Repeat the steps to add more tables and seats
Back to top
d. Add dividers - note to add dividers according to your restaurant service area.
Tap Dividers to draw a line on the canvas
Back to top
e. Add text
To add text, tap the Text button
You can also edit the text color, and font size according to your liking
Tap Save to save the created service area
Back to top
STEP 6: PAYMENT SETTINGS
Set up your restaurant payment including payment integration, discounts, service charges, and taxes.
Mode of Payment
eatOS support several payment options that your restaurant can accept when completing a transaction.
CASH
CARD
DIGITAL/MOBILE Payment
How to select payment options (POS)
Navigate to the Settings tab of the point-of-sale device
Select Payments > Payments Options
Tap to select the available payment options
PAYMENT INTEGRATION
Integration is a software-based program to seamlessly connect and extend the functionalities of your POS System.
In this article, you will learn how to add integration to your Point-of-Sale and build a full restaurant management system that will help you manage all departments of your business in one place.
CARDCONNECT INTEGRATION
CardConnect is a leading provider of payment processing and technology solutions, helping more than 230,000 organizations accept billions of dollars in card transactions each year
To begin integrating CardConnect with your eatOS dashboard, please follow these steps:
Access your eatOS dashboard and select the desired location. Then, navigate to the Integration section.
Within the Integration menu, locate the option for CardConnect.
Tap on the CardConnect option and then click on the "Install App" button.
After selecting the "Install App" button, you will be prompted to provide your CardConnect account's credentials
Input your CardConnect account's username, password, and merchant ID into the appropriate fields.
Once you have entered the required credentials, click on the "Save" button to save the integration settings.
After saving the integration, proceed to the Hardware section of your dashboard.
Tap on "+ New Hardware" and select the card reader option.
Choose "CardConnect" as the subtype for the card reader integration.
Enter the necessary device information for the card reader and click the "Add" button to complete the setup process.
| Field | Action |
|---|---|
| Device Name* | Enter the device name |
| Subtype* | Card Connect |
| Serial Number* | Enter the device serial number |
| Bolt Merchant ID* | Enter the merchant ID used during the integration |
| Bolt Username* | Enter the bolt username - the username used during the integration |
| Bolt Password* | Enter the bolt password (the same password used on the integration) |
| HSN* | Enter the same credential as the serial number |
TIPS & Service Charge
Service charges and TIPs are optionally added to a customer check and they can be treated as gratuity as well to be paid to an employee.
The following can be a sample where you may want to add a service charge for guests. Can be added to a customs fee or set a default amount to charge on top of the customer check.
• Banquet Service Charge
• Special Menu
• Large Party
• Delivery & Takeout Orders
How to add or create a service charge
Select Service Charge on the menu management section
Tap “+ New Service Charge”
Enter the required information and tap Save
| FIELD | ACTION |
|---|---|
| Service Charge Name* | Name of the service charge i.e., Delivery, Banquet, etc. |
| Service Charge Value* | Enter the service charge percentage or amount |
| Service Charge Type* | Select % Percentage if the service charge value is in percentage. Select $ Dollar for the service charge calculated in an amount. |
| Exclusive | The system currently supports exclusive service charges. |
| Order type* | Refers to the type of order for which the service charge will be applied. |
| Tax applicable* | Tax applicable to the service charge. Once the selected order type and tax are applicable, the service charge will automatically apply to the transaction. |
Note that the system currently supports exclusive service charges only and once you have selected the order type and tax applicable, the service charge will automatically apply to transactions.
Service charges can also be configured directly from POS and KIOSK devices:
To configure service charge on POS, navigate to the setting. Here you can set the gratuity, discount, and service charge independently:
Add gratuity in Point-of-Sale
Navigate to the point-of-sale settings
Select Payments and configure gratuity settings
CREATE NEW DISCOUNT
From your POS settings, locate Payments
Select Discount and tap Add to create a new discount
Input discount name
a. Note that discounts can be applied to your entire transaction and/or individual items.
Select applicable product
a. Discounts will be automatically applied to the selected products
Enable employee PIN
a. If enabled, employees must enter their PIN to apply the discount to the transaction.
Enable scheduled discount be able to set a scheduled discount and configure the date and time
TAXES
Taxes can be configured depending on your local or State type of taxes that will apply to your restaurant sales with corresponding rates. Taxes can be applied to an item or a group of items on your menu.
It is best practice to configure and assign your taxes before using your point-of-sale, like your sales tax and other local and state taxes.
The following is a guide to configuring your taxes.
From your POS settings, locate Payment
Select Taxes
a. Tap +ADD
b. Input Tax Name
c. Input Tax Amount
d. Select Tax Type
e. Select Order Type to apply taxes
f. Click APPLY TO PRODUCT to select a specific product to apply taxes.
g. Click the "SAVE" button to store the newly entered tax information.
Updated on: 09/28/2023
Thank you!