Getting started / onboarding
Published and maintained by Adtro Media
Recommended setup order for a new brand:
1. Dashboard > Onboarding wizard (or the setup checklist on the Dashboard home) — walks through the essentials.
2. Operations > Outlets: create each outlet (name, address, opening hours, WhatsApp number).
3. Operations > Inventory: add products manually, or attach an Excel/CSV in this iBot chat and ask me to import it — any column layout works.
4. Stores: create a storefront per outlet, pick its mode (ordering, booking, queue), set payment methods, then Publish.
5. Settings > QR Codes: design and print table/outlet QR cards so customers can order via WhatsApp.
6. CRM > Rewards: switch on a loyalty program if wanted.
7. Team: invite staff and assign roles.
I can do several of these for you — just ask (e.g. "import this spreadsheet", "set up a stamp card loyalty program").