Merchant onboarding worksheet

Print one for every merchant you sign. It keeps every store complete and consistent.

Merchant name
Contact and phone
Business owner email
Business categories
Commission and fees agreed
Settlement day

Store setup

• Store created, slug checked
• Address precise on the map
• Logo PNG and header uploaded
• Business categories assigned
• Menu imported or loaded
• Prices confirmed by the merchant
• Photos on top 10 products
• Options and limits checked
• Schedule matches kitchen hours
• Order types enabled
• Zones added or shared
• Payment methods enabled
• Split payment connected (if used)

Handover

• Business owner created and assigned
• Login and project name sent
• Business App installed on a counter device
• Volume and notifications tested
• Printer or POS connected
• Test order accepted and printed
• Store added to a delivery group
• Rules and refund policy shared
• QR code and counter card delivered
• Store enabled
• First real order checked
• One-week follow-up call booked