Onboarding
Before Pulse Check
Let’s get your hardware shipped out and the menu started!
Task 1: Submit a Payment for Your Hardware Invoice
Submit a Payment for Your Hardware Invoice
Submit a Payment for Your Hardware Invoice
After confirming your hardware on the Kick Off Call, your onboarding specialist will send a finalized hardware invoice.Click Pay online on the PDF or View the invoice here to submit a payment.
Hardware purchases are nonrefundable and cannot be shipped out until paid for.
Task 2: Add Tax Rates(s)
Add Tax Rate(s)
Add Tax Rate(s)
Manually add your sales and other tax rates here. You can find this on the Dripos Dashboard by navigating to Menu > Tax Rates.Learn how to apply applicable tax rates to specific products or categories here.
Dripos does not automatically set sales or other tax rates. Dripos is not responsible for ensuring the proper taxes are paid on your products.
Task 3: Create Your Menu
Create Your Menu
Create Your Menu
Task 4: Add Team Roles and Employees
Add Team Roles and Employees
Add Team Roles and Employees
Add team roles with different permissions to assign to your employees here. You can find this on the Dripos Dashboard by navigating to Team > My Team.Once employees are added to your team, they can download the Dripos Hub App from the App Store or Google Play.Read our in-depth Team articles here or watch our Employee Webinar below.
Roles like Barista and Cashier can have all permissions set to None and still be able to use the POS normally. Read more about the different permissions here and PIN protect settings here.Notify of trade and time-off request: Employees with this role will receive notifications for all trade and time off requests placed (best for Manager and Admin roles)Notify of late clock-in: Employees with this role will receive notifications for all late clock-ins (best for Manager and Admin roles)
To change the phone number or email for an existing employee, please contact the Dripos Support team.
Task 5: Set Up Loyalty System
Set Up Loyalty System
Set Up Loyalty System
Create Earning and Redeeming rules to determine how your customers can earn and spend points here. You can find this on the Dripos Dashboard by navigating to Marketing > Loyalty > Rules.Read our in-depth Loyalty articles here or watch our Loyalty and Patrons Webinar below.