Getting started / onboarding
Published and maintained by Adtro Media
Home lists what to do next and ticks each step off as it detects it is done. Recommended order for a new business:
- Launch — create your first storefront (name, look, a few products) and publish it. About five minutes.
- Products — add the rest of your catalogue manually, or attach an Excel/CSV in the Operations assistant's chat and ask it to import them — any column layout works.
- Settings > WhatsApp connection — connect your WhatsApp Business number so customers can reach you and receive their ordering link.
- Settings > Locations — check each place you trade from: address, opening hours, holiday closures.
- Settings > QR codes — design and print table and shopfront codes.
- Customers > Rewards — switch on a loyalty programme if you want one.
- Settings > Team — invite staff and assign roles.
The full step-by-step guide is on Home under "Setup guide". Several of these steps can be done for you by an expert assistant instead of by hand — Operations for the catalogue, Marketing for a loyalty programme — each as a card somebody confirms.
Faster: iBot inside your dashboard can walk you through this — or do it for you. Open Assistants and just ask.