Customer Onboarding & Account Setup Guide
This article is designed to assist you in setting up your eatOS account initially.
Introduction
The eatOS dashboard is your restaurant business management backend. It can help you manage and add more information about your restaurant, including setting up your location, adding your employees, building your restaurant menu, configuring your payments and taxes, viewing your restaurant report, and employee records, and more.
Table of Contents
Getting Started
Step 1: Create an eatOS Dashboard Account
Link: eatOS Dashboard
Once you're on the dashboard, tap the "Create a New Account" button.
Enter the necessary information and then click on the Next button.
- These is your official account details to be used in all account setups 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 notifications 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 notifications
- Country – your restaurant location
- 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
- Checkbox: agree to eatOS's Seller Agreement and e-Sign Consent
- Captcha Image: Enter the code shown in the image
- Please review the Seller Agreement and e-Sign Consent, and select the "Finish Sign Up" button once you have done so.
- After clicking the "Finish Sign Up" button, a One-Time Password (OTP) will be sent to your email.
- Enter the OTP number
and tap "Confirm OTP" and you will be redirected to the login page
- Log in page
Step 2: Register Account Using License – Activation
2a. 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.
2b. Enter your activation code provided by your Account Manager
2c. Select primary device usage and tap "Continue"
2d. Set a device name and tap "Continue"
2e. Set user PIN – this will be used to access all devices
2f. Confirm PIN
2g. Welcome to eatOS Point-of-Sale
Step 3: Account Setup
When you have successfully logged in, proceed with building out your account by following the steps below to successfully complete the dashboard setup
How to select a location:
- From the dashboard home page, tap the locations and select the location to configure
Configure Restaurant Settings
a. From the eatOS dashboard, navigate to account settings and select locations
b. Tap the + new location to add a new location
c. To edit/update the current location, hover over the date created column and select edit
Configure Restaurant Information
- Restaurant Name – input your restaurant name
- Restaurant Type - Select your type of restaurant
- Restaurant Logo – upload your restaurant logo to the image box
- Phone Number
- Website URL – enter your restaurant web address, or you may create your website by configuring the online storefront (link to online storefront setup guide)
Address Information
To ensure accurate reporting, all dates are shown based on the time zone and address assigned to the location.
- Address - Enter your restaurant's full address.
- Timezone - Automatically generated based on the provided address.
Configure Restaurant Features (coming soon)
- Enable/Disable features – Adjust your dining options.
FEATURES | ENABLE | DISABLED |
|---|---|---|
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 |
|
|
Configure Restaurant Settings
- Set an inactivity timer for your device to close if no activity is detected within the set time
- Select the default language
- Set currency
- Choose tax labeling options, including Tax, VAT, and a Custom name
Configure Additional Settings
Deposit Settings
- Fixed Deposit Time: Toggle this option to enable a specific time of day for the deposit.
- Deposit Time: Set the desired deposit time.
Require Manager PIN
- Reports: If toggled on, a manager's PIN is required to access the reports.
- End of Day: Toggle this option to require a manager's PIN to perform the end-of-day process.
Payroll Settings
- Day and Week Start/End: Choose the day of the week for the start and end.
- Day and Week Start/End Time: Select the specific time of day.
Daily Operating Hours
- Start Time: Choose the beginning of your restaurant's operational hours.
- End Time: Select the closure time for your restaurant's operations.
- Day and Week Start/End: Indicate whether the operation ends on the same day or extends to the next day.
Restaurant Schedule – set your restaurant schedule start and end time
- Set start time = Set the time your restaurant accepts orders
- 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 e.g., Meet & Eat Weekdays |
Schedule Date Range | Start Date and End Date: Date fields with calendar icons facilitate easy selection, defining when the schedule is active |
Custom Schedule Section | Enable a custom schedule, offering flexibility in managing different days uniquely |
Schedule days | Days of the week for the schedule to be available i.e., select or mark Friday, Saturday, and Sunday for the weekend schedule |
Schedule services | Tap the plus sign if you need to add a service schedule |
Service Name | Service name also refers to your restaurant shift schedule |
Step 4: Workforce Setup
Create employee users and permissions for a specific job role.
4a. Employee Access & Permissions
Employee access & permission allow you to take full control and define what your employees or staff can and cannot access on your devices and dashboard.
Create Roles & Permission
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.
4b. Job Type
A general job type designation for employees, which can be dynamically applied to provide a user the capacity to perform multiple responsibilities.
4c. Job Role
The job role provides the tool to create and assign a specific set of provisions to employees. The system admin can adjust all roles and permissions using the tool; they must 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 access is granted, the restaurant manager will automatically have permission to access the selected data when logged in to your devices.
Users or employees who have access can view complex information about your restaurant.
4d. Add Employees
To easily add employees to the dashboard, follow the recommended steps below:
Add Roles > Add Employees > Add Job Types
- From the eatOS dashboard, navigate to Workforce > Employees
- Tap "+ New Employee"
FIELD | DESCRIPTION |
|---|---|
Employee Profile Picture | Area to drag or click to upload images |
First & Last Name | Required fields to enter the employee's first and last names |
Dashboard Access | Grants or restricts access to the dashboard |
Employee Role | Select the appropriate role for the employee, affecting access permissions and responsibilities |
Revenue Center | Select one or more revenue centers the employee is associated with |
Point of Sale PIN | A unique set of 4-digit numbers to be used to access devices |
Payroll Section | Instructions to add pay type, rates, and job descriptions for effective payroll management |
Click add and Save to add an employee.
- Your employee should be receiving an email and needs to verify (only if dashboard access is toggled on)
For a comprehensive guide on adding and configuring employee settings, please see the Employee article.
Step 5: Menu Setup
- 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
Step 6: Restaurant Setup
Configure your restaurant schedule, set up your revenue center, and create service areas.
- For quick-service restaurants (QSR), table management configuration (service areas) can be skipped as it's not typically needed.
- However, for full-service restaurants, it's essential to create service areas such as dining rooms, bars, and other sections of your restaurant layout.
- This feature aids in optimizing restaurant operations. Keep in mind that creating restaurant zones and allocating tables can differ based on the size and concept of each restaurant.
For a complete walkthrough on how to create a service area or set up your restaurant, please click here.
Step 7: Set up Payment Integration
Integration is a software-based program to seamlessly connect and extend the functionalities of your POS System.
To assist you in navigating through the integration process, please refer to the following articles:
Step 8: Configure Taxes, Tips & Service Charge
Easily set up your restaurant taxes on the dashboard page by adding a tax rate that corresponds to your location.
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's check.
• Banquet Service Charge
• Special Menu
• Large Party
• Delivery & Takeout Orders
Service charges can also be configured directly from POS and KIOSK devices:
On your POS settings, you can independently adjust gratuity, discounts, and service charges. For a detailed guide, refer to the Point of Sale - payment Management article.
Point of Sale Settings
Please note that all configurations made on your dashboard are synced in real-time with your point-of-sale system.
Step 9: Mode of Payment
Set up your restaurant payment, including payment integration, discounts, service charges, and taxes.
Mode of Payment
eatOS supports several payment options that your restaurant can accept when completing a transaction.
- Cash
- External CC
- Card
- Manual CC
- Manual Card
- Grubhub
- Gift Card
- UberEats
- Account
- Doordash
- Loyalty
We've covered essential steps to ensure your eatOS account is set up correctly, from creating your dashboard account to configuring restaurant settings, workforce setup, menu setup, and payment integration. Please refer to the relevant articles provided for further assistance or detailed instructions on specific features. We're here to help you navigate any challenges you may encounter during setup.
Updated on: 05/25/2025
Thank you!