Get Started with Dripos Onboarding
Welcome to Dripos 🎉 !
We are so excited to kick off the onboarding process with your business! This document will introduce you to the Onboarding Guide, the website you’ll use to help go live.
We’ve already created your account! Use your phone number to access the Web Dashboard to get started.
The Onboarding Process
In this article, we’ll highlight what the onboarding process looks like, who you’ll work with, and what to expect as you are gearing up to launch Dripos!
The Power of Dripos
All of us at Dripos are incredibly grateful you are trusting us to power your business. Years ago when we first starting asking Coffee owners & operators what their dream platform was, we were told two things.
- No one was building a tool specifically for the Coffee Industry.
- So many shops were using upwards of 5-10 pieces of software to run their business.
Since then, we’ve made it our sole mission to build an all-in-one platform that has features for anything you could possibly need, all tailored to your workflows for running a Coffee Shop. We are excited to get these tools into your hands and onboard you onto Dripos!
Onboarding Schedule
Every single business onboarding onto Dripos works with a dedicated onboarding specialist based in our New York office. This hands on approach ensures the smoothest transition for you and your team. Once you’ve worked with our growth team to sign up, your onboarding specialist will then schedule out three different Zoom meetings for onboarding.
- Kickoff Meeting - On this Zoom, we’ll talk through the high level onboarding process described here to make sure you are aware of all the steps. We’ll then run through a questionnaire on our end to detail out your target launch date, hardware requirements, and more. After this meeting, we’ll have an understanding of all the different tasks you need to do before launching.
- General Check-in and Payroll - This second zoom call is used for a chance to talk through any big questions that have arisen as you complete more of the onboarding steps as well as education on important features. If you are setting payroll up on Dripos, we’ll also dive into more of the specifics on this call to figure out your pay period, tipping processes, and more.
- Hardware Connection and Test Orders - This third and final zoom call is scheduled for a time that you can be in the shop with your Dripos hardware. We’ll run through final connections together, troubleshoot any setup tasks, and then run test transactions to ensure orders are flowing properly.
Throughout the whole onboarding process, your onboarding specialist will also be available at any time via email/text to answer questions on the fly! Our aim is to give you as much confidence as possible going into day one launching Dripos.
While we do schedule out three different Zoom meetings and spend time working with you on different questions, it is still imperative that you complete the tasks required before each meeting. Onboarding requires significant work and we won’t be able to launch if certain tasks are not completed.
Post Launch Experience
On our last zoom call prior to launching, we’ll schedule one more check-in 1-2 weeks after your launch day. This meeting is great for running through any final questions after your first week or so on Dripos. Once you are live, this is also where our 24/7 support comes into play. Your onboarding specialist will get this info to you before launching!
We also offer the opportunity for optional product feedback meetings with the Dripos Product Team and your onboarding specialist. Almost every single feature you currently see inside of Dripos has been a result of similar meetings and we always do our best to listen and continue building the absolute best product in the world for any Coffee Business. If this is something you’d like to schedule, let your onboarding specialist know!
Who to Contact
During the onboarding process, it’s important to direct all of your questions to the onboarding specialist you are working with. Our support team will direct you back to them if you reach out prior to launching.
As soon as you have Dripos up and running in your shop, that is when our 24/7 support becomes accessible. Our team can be reached via call, text, or email!
We built this knowledge base to be a resource for any questions that might arise as you are using Dripos. Use the onboarding section to answer common questions and then dive into the rest of the knowledge base for complete info on everything we offer.
Dripos has multiple apps and websites, so it’s important to understand where to go for accessing certain features. You’ll also want to instruct your team to download the correct app and provide your customers with information on ordering ahead and tracking loyalty.
The 5 Dripos Platforms
1. Dashboard Website
- This is the control center for all things Dripos and where you’ll complete most of the different onboarding tasks. Our dashboard is split it sections for the main pillars of your business - Sales, Team, Marketing, Operations, Reports, and Finance. You can give permissions to other team members to access certain or all of these pages in addition to yourself. You’ll build and manager your menu here, schedule and pay your team, and so much more!
- Accessible by logging in via phone verification at dashboard.dripos.com
2. Point of Sale App
- The POS app is intended to be installed on all of the tablets that are inside of your shop. This is where you can process transactions, manage incoming orders, clock in/out as an employee, and find all your day to day operational features. As soon as you begin onboarding you can download this app onto your tablet and start poking around. It’s helpful to view your menu here as you are building it out inside our dashboard.
- Accessible by searching for “Dripos - Point of Sale” on any Android or iOS tablet. This app is not intended to be downloaded to your phone.
3. The Hub App
- We built the Hub app to serve two main purposes. 1) A place for your employees to manage their availability, see the schedule, and message each other. 2) An on-the-go tool for owners and management to see reports, schedule employees, manage team members, and more. You can add modules to different team members allowing them to access these extra features.
- As soon as you start adding your team into Dripos, have them search for and download this app!
4. Online Ordering Website
- As part of our unified order system, every Dripos account has it’s own dedicated online ordering website. The very same menu you are building inside of the dashboard syncs to your POS, Order Website, Mobile app, and Kiosk. Use our QR code builder to print out or share access with your customers. This site allows for ordering ahead, viewing & redeeming rewards, and tracking the status of a recent order.
- You can access the link to your online ordering website inside of the dashboard settings.
5. Mobile Ordering App
- In addition to your online ordering website, we also built the Dripos Order Ahead app that allows your customers to do all of the same things they can do on the website, but on an app instead! This is great for customers who are used to the smooth usability of apps that many larger chains have. There is no extra work you need to do to offer this and you can access the app by searching for “Dripos - Order Ahead” on any app store.
Dripos primarily uses text verification to login across all of our platforms. If you are having trouble accessing your account, reach out to your account specialist for help!
Onboarding Tasks
Onboarding tasks are things you are required to complete before you are ready to launch the Dripos system. In general, most of the tasks don’t have to be completed in a specific chronological order, however we have broken tasks up by due date.
The onboarding calls you will have with your onboarding specialist will revolve around the tasks you were required to complete before the call, or after the previous call. It is important to complete the relevant tasks before your next call to get the most out of your education-focused meetings and to launch on time.
Hardware Guide
Click here to read about your hardware once it arrives! As a note, you will not receive any hardware prior to your first onboarding call and prior to paying the invoice.
Before Call 1
You cannot go live, or utilize the card reader without having a verified Stripe account. This should be one of the first onboarding tasks you complete.
Even if you are an existing business and have an existing Stripe account, you will still need to make a separate Stripe account through Dripos that will be independent of your existing Stripe account.
- Log on to the Web Dashboard. Once signed in, select Finance > Payouts > Settings:
- Select Open Stripe Settings > Enter your phone number and email to attach yourself to the Stripe account:
- Enter initial business information:
- Continue through Stripe’s account setup steps to provide relevant information to confirm the existence of your business and ownership:
- Attach the bank account that you want to receive payouts from the orders you process. This can be changed in the future.
The statement descriptor displays to your customer on their bank statements/credit card bills/Apple Pay notifications. It indicates where the customer spent their money, so it must be explicitly stated as your business.
- Log on to the Web Dashboard. Once signed in, select Finance > Payouts > Settings:
- Once you’ve set up your Stripe Account, a statement descriptor will be automatically set based on your Stripe Account.
The automatically set statement descriptor often isn’t your business’s name. Small businesses without websites may get “INSTAGRAM.COM” or “FACEBOOK.COM”.
- Edit your statement descriptor by clicking the Edit button on the right:
- Change the statement descriptor to your business’ name or your website URL and hit Save.
The credit card information you enter into Billing will be kept on file and charged according to your quoted monthly subscription price.
How to Enter Your Billing Details on the Web Dashboard
- Log on to the Web Dashboard. Once signed in, select Finance > Billing:
- Click Add Billing Method > Enter your card information > Once you’ve entered your information hit Save:
- Next, click on the Billing Address tab > click Edit:
- This will prompt a pop up to appear where you will need to fill in your billing Address, City State, and Zipcode:
- Once you have finished, click Save:
How to Check Your Billing History on the Web Dashboard
- Log on to the Web Dashboard. Once signed in, select Finance > Billing:
- Toggle to the History menu option to view a breakdown of hardware invoices and Dripos monthly subscriptions:
- Click View next to any of the historical line items to open up the associated Stripe invoice page.
You can do the following on the Stripe invoice webpage you’re redirected to:
- Pay hardware invoice:
- View Dripos subscription receipt:
The health of your internet connection can dictate what hardware we send you and additional steps required to stay reliably connected to Dripos.
Running an Initial Wi-Fi Speed Test Online
- Google Wi-Fi Speed Test on a device while in your shop:
- Take a photo or record the upload and download speeds you’re given after waiting a few seconds for the test to complete.
- We will ask you how your Wi-Fi performed on our first call, but please disclaim if the test gave poor results.
On average, we say that anything around 100mbps-200mbps or higher for downloads is considered strong Wi-Fi, while anything around 50mbps or higher for uploads is strong. Generally our minimum operating requirements are 20mbps download and 10mbps upload.
Running a Final-Exact Wi-Fi Speed Test Online
- Perform the following steps after you’ve received all Dripos-issued hardware, and shortly before your final hardware-focused onboarding call.
- Google Wi-Fi Speed Test on the specific tablet you will be using as the POS tablet.
- Repeat this step anywhere else a tablet or card reader will live in your physical shop.
We’ve found that the precise spot your hardware is set up in can impact the network connection. Typically, the closer to the router the devices are, the better the connection.
What if my Wi-Fi Speeds are Low?
If we find that your internet speeds are slow and inhibiting the use of our products, your onboarding specialist, or a specialist on our Support team will work with you to determine the best course of action.
We typically recommend getting a Wi-Fi extender to strengthen a weak connection, a Wi-Fi mobile hotspot to create a new network, or ethernet-hardwiring the device to the router. The health of your internet connection can dictate what hardware we send you and additional steps required to stay reliably connected to Dripos.
The timezone for every location defaults to CST. If this is not your timezone, your store hours, employee scheduler, and reports will be incorrect if you don’t change it.
Viewing Your Timezone on the Web Dashboard
- Log on to the Web Dashboard. Once signed in, click the Dripos logo > select Restaurant and Devices:
- You will land on the Location tab within My Shop, which displays the timezone:
Changing Your Timezone on the Web Dashboard
We advise you to check/change your timezone to reflect your location before setting hours. If you set store hours before changing the timezone, your store hours will be shifted incorrectly.
- While on the Location tab of My Shop, select Edit on the right:
- In the popup, scroll to the Timezone dropdown option. Click on the dropdown to reveal the other time zone options:
- Hit Save on the bottom right to save the timezone change.
Store Hours with Default CST Timezone:
Changing Timezone to EST Shifts Store Hours:
You must now edit Store Hours to show your actual store’s hours in your time zone. This requires an extra step of work, so be sure to change your timezone first.
The hours you set up as the operating hours will display on the mobile ordering website and app, dictating when customers can order online.
Setting Your Hours on the Web Dashboard
It is important to ensure your location information displays the correct time zone your shop is in. This can be adjusted in your Shop Settings.
- Log on to the Web Dashboard. Once signed in, select the Dripos logo on the right > select Restaurant and Devices:
- From the Shop settings > select Hours:
- While inside the Hours tab > click Edit > Select/Deselect days you’re open/closed:
- To the right of the days selected > click the dropdown arrow within the time box to change your open and close times:
- Hit Save in the bottom right corner of the popup.
This information will be visible to mobile ordering customers, and impact what’s printed on receipts, displays on the card reader, etc.
Confirming Your Location’s Address on the Web Dashboard
- Log on to the Web Dashboard. Once signed in, select the Dripos logo on the right > select Restaurant and Devices:
This is commonly overlooked and impacts when customers can order, and how employees are scheduled to work.
- Toggle to the Contact menu option to edit how customers can reach your shop and add links to your social media pages if applicable:
- Toggle to the Images menu option to add a logo and shop image to be viewed on the Order Website/App:
This is typically an image of your physical location for customers to identify your shop.
Displays of Your Shop’s Logo and Image
On the Order Website your logo will appear in the top left corner, and your store image will appear as a top banner:
On the Order App your store image will appear as a top banner, your logo will appear on the digital receipt:
Before Call 2
We cannot ship your hardware until your Dripos hardware has been fully paid for.
Receiving Your Hardware Invoice
After your initial onboarding call, your onboarding specialist will email you a PDF of a hardware invoice that contains a list of the items we will ship to you and the associated costs.
We talk about hardware together on our call, but carefully review the invoice and inform your onboarding specialist of anything you want to change.
Paying Your Hardware Invoice from the PDF
- Click on the Pay online hyperlink in the PDF emailed to you:
- View your shop’s hardware invoice on the redirected Stripe link and pay the balance in full:
Creating your menu is arguably the most important onboarding task, perfecting the menu is easier to do pre-launch than post-launch.
How to Build Your Menu on the Web Dashboard
The below directions act as supplemental “quick reads” versions of our Guidebook.
Learning more by visiting those guides will ensure you have a strong understanding of the menu buildout process. Link **here!
1. Create a Category
This is how you will split the individual items you sell into broader groups based on the type of items or food groups.
You cannot create any products without creating a category first.
- Espresso/coffee
- Tea/non-espresso drinks
- Breakfast
- Food
- Retail
The fewer the categories the better, however you should make enough categories that give baristas/customers a solid understanding of what’s in the categories.
2. Create a Product
This is where you will create the individual items you’re selling that live within categories you’ve previously made.
You will attach a product to a category, when you click on the category you will find all of the products attached to it.
- Latte
- Cold Brew
- Croissant
- Bottled Water
- Avocado Toast
Most of the default settings/options you see as you’re creating new products can typically stay as is:
Fixed pricing and Sized pricing are the most common pricing options:
- Fixed pricing is best for individual products like croissants and bottled water.
- Sized pricing is best for coffees with different sizes or muffins with different flavors.
3. Create a Modifier
This is where you will indicate the milk options, flavor syrups, and other modifications for the products in your menu.
Modifiers are usually what we get asked the most about by customers, it’s important to understand your modifiers and the way you create them as they will impact the workflow of baristas and online ordering customers
Custom Modifiers are made within a product’s page and apply only to that specific product:
Global Modifiers are made generally with the ability to attach to multiple products and are created in the Modifiers page:
A common modifier is milk, below are the typical and advised settings to use:
A common modifier is flavor syrups, below are the typical settings used:
You must manually enter your sales tax rate and any other tax rates and apply those rates to the specific products or categories applicable.
Create a Tax Rate on the Web Dashboard
Dripos will not automatically generate any sales tax rates for your location and Dripos is not responsible for ensuring the proper taxes are paid on your products.
- Log onto the Web Dashboard. Once signed in, click on the Sales tab > select Menu > select Tax Rates:
Apply the Tax Rate to Categories on the Web Dashboard
Once you create your default sales tax rate, it will not automatically apply to the products or categories in your menu.
You must manually attach tax rates to categories because the Dripos tax system is meant to support different tax rates for different products and scenarios depending on state laws.
- Log onto the Web Dashboard. Once signed in, click on the Sales tab > select Menu > select Categories:
- Click into a category > select Tax Rates > click Add Tax Rate to attach a tax rate to all of the products within the category:
Review Which Products Have Tax Rates Attached on the Web Dashboard
- Log onto the Web Dashboard. Once signed in, click on the Sales tab > select Menu > select Products:
- Ensure that the products with No Tax Rate should be listed as such, or edit the category to attach a tax rate.
You can create discount “buttons” that make adding a dollar/percentage discount easy when checking out customers on the POS.
There are 4 types of discounts in Dripos as listed below. This article will focus on Custom discounts which will create quick-apply buttons on the POS.
- Custom Ticket Discounts
- One-Time Ticket Discounts
- Custom Product Discounts
- One-Time Product Discounts
Creating Ticket Discounts on the Web Dashboard
A ticket discount is one that applies to the entire order and discounts the subtotal of the transaction, rather than a specific product.
Once you create a ticket discount, it will live within the Tags icon on the register screen of the POS:
Creating Product Discounts on the Web Dashboard
A product discount is one that you attach to specific products and discounts only that product, rather than discounting the total ticket price.
You must manually attach the product discount you created to products in your menu.
You can bulk-attach products to a product discount on the Web Dashboard by going to Sales > Menu > select a category, and clicking on the square icons to the left of each product:
Once you create a product discount, it will live within the specific product’s button within the register screen of the POS:
You cannot create employees until you have created roles to put them into first. Different roles can access different parts of Dripos using a PIN.
Creating a Barista Role
The most common role created is a barista role, we’ve listed out the commonly seen ways to set this role up.
- Go to your web dashboard > Team > My Team > Roles
- Enter the preliminary information
Notify of trade and time-off request: You likely don’t want every barista to receive a text whenever another barista requests time off.
Notify of late clock-in: Most baristas don’t need to be notified if someone else clocks in late.
- Select permissions for what a barista can access/see
Many of the permission options apply only to the web dashboard, which won’t be used often (if at all) by a barista.
If you keep all of the permissions defaulted to “None” the barista will still have access to the basics of performing their duties.
- Optional: Turn on the following popular permissions
- It may be beneficial to allow baristas to edit products on the POS in case a product needs to be disabled/unavailable.
- Baristas might need to access settings to repair the card reader or troubleshoot with Support regarding hardware.
- You’d likely want baristas to apply discounts to products and tickets for customers.
- Add pay rates specific to this role, or skip this step
- Review and Submit
Create Employees
Even though owners already have full admin access to their dashboards, you should still make yourself as an employee. This gives you a number PIN that may be needed in the future.
- Go to web dashboard > Team > My Team > Employees
- Enter all of the required information
Now that the employee is created, they can download the Dripos Hub app and login via their phone number.
Email or text support if you need an employee’s phone number changed.
Your employees will primarily use the Hub app for scheduling and communication, you will also be able to check real time reports and employee information here.
Dripos - Hub app
Tell Employees to Download the App
Once you create your employees, they will be able to log into the Dripos Hub app with their phone numbers to access your shop’s employee-relevant information.
Turn on the shop setting to send an employee a text when they’ve been created on Dripos to alert them of their next steps.
Your employees will primarily use the Hub app and the POS app when interacting with Dripos. Most employees will not need to use the web dashboard.
Depending on the employees’ permissions, individuals will/won’t see specific features.
If an employee has no permissions turned on, they will only be able to access the scheduler, messages, and can request time off.
View the current schedule.
Request shift preferences.
You can do many administrative tasks on the Hub app like schedule employees, view reports, access the approval center, and communicate with employees. However, all of your onboarding tasks and most admin tasks should be completed on the detailed web dashboard.
Your dashboard will look similar to your employees’ except you will have full access to every feature.
Create new shifts and schedules.
Approve time cards, time off requests, shift swaps, etc.
With Dripos, you will have the freedom to create your own loyalty system with different ways to earn and redeem points to reward your customers, or continue your pre-existing loyalty program!
What are “Rules” and What’s Commonly Used?
Earning Rules: How and when can a customer get points? Redeeming Rules: How and when can a customer spend their points?
Common Earning Rules
- Earn 1 point per $1 spent
- Earn 1 point per drink purchased
- Earn 1 point per visit to the shop
Common Redeeming Rules
- Get $5 off your order after 50 points
- Get a free (100% off) any drink after 25 points
- Receive 50% off your bagged coffee beans after 25 points
These are common loyalty rules for you to start brainstorming ideas, you can easily modify any of the above rules to determine what products earn points, and the number of points it takes to redeem something.
How Does a Customer Earn/Redeem Points and Where can They View Points?
Loyalty points are attached to a phone number belonging to a patron of your shop, only when someone enters their phone number will they earn points for that order and become a patron.
When patrons check out, they will see the number of points they currently have, and the number of points they just earned from that order (if they earned any points).
Patrons can view their points balance, and the redeeming rules during checkout in-store, on the order website, and on the order app.
If you’re using online ordering, it’s important to explicitly point customers to the order link or app.
Here is a Google article that walks through adding URLs to your Google Listing.
Accessing Your Online Order Link
On your web dashboard > Click the Dripos logo in the upper right hand corner > Settings > Order Website.
Your location must be set to “live” to view your order link, otherwise you will get a 404 error.
Turning “Disable Mobile Ordering” to “yes” will prevent customers from ordering online before launching.
Before Call 3
Link for iPads here.
Navigate and familiarize yourself with the POS!
This will be in your Shop Settings via the Web Dashboard.
See above for guides on completing all of your tasks!
Hardware guide here.
See Call 1 steps for a refresher on how to do this!
Your onboarding specialist is here to make this transition easy, they can answer any and all questions! Feel free to explore the rest of this Guidebook to learn beyond just onboarding.
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