Get Started with Dripos Onboarding
Welcome to Dripos đ !
We are so excited to kick off the onboarding process with your business! This document will introduce you to the Onboarding Guide, the website youâll use to help go live.
Weâve already created your account! Use your phone number to access the Web Dashboard to get started.
The Onboarding Process
Getting Started
Getting Started
In this article, weâll highlight what the onboarding process looks like, who youâll 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.
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No one was building a tool specifically for the Coffee Industry.
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So many shops were using upwards of 5-10 pieces of software to run their business.
Since then, weâve 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 youâve worked with our growth team to sign up, your onboarding specialist will then schedule out three different Zoom meetings for onboarding.
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Kickoff Meeting - On this Zoom, weâll talk through the high level onboarding process described here to make sure you are aware of all the steps. Weâll then run through a questionnaire on our end to detail out your target launch date, hardware requirements, and more. After this meeting, weâll have an understanding of all the different tasks you need to do before launching.
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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, weâll also dive into more of the specifics on this call to figure out your pay period, tipping processes, and more.
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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. Weâll 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 wonât be able to launch if certain tasks are not completed.
Post Launch Experience
On our last zoom call prior to launching, weâll 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 youâd like to schedule, let your onboarding specialist know!
Who to Contact
During the onboarding process, itâs 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.
How to Access Dripos Platforms
How to Access Dripos Platforms
Dripos has multiple apps and websites, so itâs important to understand where to go for accessing certain features. Youâll 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 youâll 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. Youâll 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. Itâs helpful to view your menu here as you are building it out inside our dashboard.
- Accessible by searching for âDripos - Point of Saleâ on any Android or iOS tablet. This app is not intended to be downloaded to your phone.
3. The Hub App
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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.
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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 itâs 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 âDripos - Order Aheadâ 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 donât 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
Complete Stripe Onboarding
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 Stripeâs 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.
Check Your Statement Descriptor
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 youâve set up your Stripe Account, a statement descriptor will be automatically set based on your Stripe Account.
The automatically set statement descriptor often isnât your businessâs name. Small businesses without websites may get âINSTAGRAM.COMâ or âFACEBOOK.COMâ.
- Edit your statement descriptor by clicking the Edit button on the right:
- Change the statement descriptor to your businessâ name or your website URL and hit Save.
Enter your Billing Details
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 youâve 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 youâre redirected to:
- Pay hardware invoice:
- View Dripos subscription receipt:
Run a WiFi Speed Test
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
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Google Wi-Fi Speed Test on a device while in your shop and select Googleâs âRUN SPEED TESTâ button.
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Take a photo or record the results once the test is complete. We will ask for these results in our first call.
Download speeds greater than 100mbps and upload speeds greater than 50mbps is considered strong Wi-Fi. Dripos requires minimum download speeds of 20mbps and upload speeds of 10mbps to operate.
Running a Final-Exact Wi-Fi Speed Test Online
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Perform the following steps after youâve received all Dripos-issued hardware, and shortly before your final hardware-focused onboarding call.
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Google Wi-Fi speed test on the specific tablet you will be using as the POS tablet.
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Repeat this step anywhere else a tablet or card reader will live in your physical shop.
Weâve 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.
Check Your Time Zone
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 donât 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 storeâs hours in your time zone. This requires an extra step of work, so be sure to change your timezone first.
Set Store Hours
The hours you set up as the operating hours will display on the mobile ordering website and app, dictating when customers can order online.
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 youâre 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.
Set Store Info and Images
This information will be visible to mobile ordering customers, and impact whatâs printed on receipts, displays on the card reader, etc.
Confirming Your Locationâs 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 Shopâs 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, and your logo will appear on the digital receipt:
Before Call 2
Submit a Payment for Your Hardware Invoice
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 shopâs hardware invoice on the redirected Stripe link and pay the balance in full:
Create Your Menu
Creating your menu is the most important onboarding task. Perfecting the menu is easier to do pre-launch than post-launch.
The below directions act as supplemental âquick readsâ versions of our Guidebook. See here for more in-depth instructions on how to completely build out your menu.
How to Build Your Menu on the Web Dashboard
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.
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Espresso/coffee
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Tea/non-espresso drinks
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Breakfast
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Food
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Retail
2. Create a Product This is where you will create the individual items youâre selling that live within categories youâve 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.
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Latte
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Cold Brew
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Croissant
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Bottled Water
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Avocado Toast
Most of the default settings/options you see as youâre creating new products can typically stay as is:
Fixed pricing and Sized pricing are the most common pricing options:
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Fixed pricing is best for individual products like croissants and bottled water.
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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, itâs 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 productâs 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:
Set up your Tax Rate(s)
You must manually enter your sales tax rate and any other tax rates and apply those rates to the specific products or categories applicable.
The below directions act as a supplemental âquick readsâ version of our Guidebook. See here for more in-depth instructions on how to create and utilize tax rates.
Create a Tax Rate on the Web Dashboard Dripos will not automatically generate any sales tax rates for your location. Dripos additionally is not responsible for ensuring the proper taxes are paid on your products.
- On the web dashboard, click on the Sales tab > select Menu > 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.
- On the web dashboard, click on the Sales tab > select Menu > Categories:
- Click into a category > select Tax Rates > click Add Tax Rate to attach a tax rate to all 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.
Add Discounts for Tickets and/or Products
You can create discount âbuttonsâ that make adding a dollar/percentage discount easy when checking out customers on the POS.
The below directions act as a supplemental âquick readsâ version of our Guidebook. See here for more in-depth instructions on how to create and utilize discounts.
There are 4 types of discounts in Dripos:
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Custom Ticket Discounts
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One-Time Ticket Discounts
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Custom Product Discounts
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One-Time Product Discounts
Creating Discounts on the Web Dashboard
Navigate to your web dashboard and click Sales > Menu > Discounts > Create
Creating Ticket Discounts on the Web Dashboard A ticket discount applies to the entire order and discounts the subtotal of the transaction, rather than a specific product. Once created, ticket discounts can be viewed and applied from this home page of your Point of Sale.
Creating Product Discounts on the Web Dashboard A product discount applies to specific products and discounts only those products.
You must manually attach the product discount to products in your menu.
Once a product discount is created and added to a product, it will live within the specific productâs button within the register screen of the POS:
Add Team Roles and Employees
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.
The below directions act as a supplemental âquick readsâ version of our Guidebook. See here for more in-depth instructions on how to create team roles and employees.
Creating a Barista Role The most common role created is a barista role. Below are the commonly seen ways to set this role up.
- Navigate to the web dashboard > Team > My Team > Roles
Notify of trade and time-off request: Typically turned on for admin and manager roles rather than for the typical employee. Notify of late clock-in: Typically turned on for admin and manager roles rather than for the typical employee.
Create Employees
- Navigate to the web dashboard > Team > My Team > Employees
To change an existing employeeâs phone number, please contact the Dripos Support team.
Instruct Employees to Download Dripos Hub App
Once employees are created within Dripos, employees will be able to log into the Dripos Hub app using their phone number on file.
Employees will primarily use the Hub app for scheduling and communication. Employers will also be able to check real-time reports and employee information on the app itself.
Dripos - Hub app (Apple)
Dripos - Hub app (Android)
An employeeâs default permissions on the Hub App will be to access the schedule, messages, and the ability to request time off. Permissions can be adjusted by role, see here for more information on permissions.
Set Up Loyalty System
The below directions act as a supplemental âquick readsâ version of our Guidebook. See here for more in-depth instructions on how to create and utilize loyalty programs.
With Dripos, you have the freedom to create your own loyalty system! Our system provides numerous ways for the employer to decide how customers can earn and redeem points on orders.
What are âRulesâ and Whatâs Commonly Used?
Earning Rules: How and when can a customer get points? Redeeming Rules: How and when can a customer spend their points?
How Does a Customer Earn/Redeem Points? Customers can sign up for the shopâs loyalty program by providing their phone number upon check out on either the card reader or on the register by the barista. Loyalty points are attached to the customerâs phone number.
Set Up Online Ordering
The below directions act as a supplemental âquick readsâ version of our Guidebook. See here for more in-depth instructions on how to set up a shopâs mobile ordering system with Dripos.
Accessing Online Order Link On your web dashboard > Click the Dripos logo in the upper right-hand corner > Settings > Order Website
Accessing Online Order Settings
- On the web dashboard, click on the Dripos Logo in the top right corner > Settings > Mobile Ordering > Edit
Add Online Order Link to Your Google Listing and Socials
If youâre using online ordering, itâs important to explicitly point customers to the order link or Dripos mobile order app.
Here is a Google article that walks through adding URLs to your Google Listing.
Your location must be set to âliveâ to view your order link. Turning âDisable Mobile Orderingâ to âyesâ will prevent customers from ordering online before launching.
Before Call 3
Download Dripos POS App on Tablets
Apple Download
Android Download
Review Menu in POS App
Navigate and familiarize yourself with the POS!
Toggle Web Dashboard Settings to Reflect Shop-Specific Features
This will be in your Shop Settings via the Web Dashboard
Complete Any Remaining Tasks
See above for guides on completing all of your tasks!
Unbox All Hardware Sent by Dripos
Hardware guide here.
Run WiFi Speed Test in the Exact Spots Hardware Will Live
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.