Setting Up Your Account

Learn about all the steps required to go live and start processing transactions!

What's in this article?

In this article, we'll go over all the individual tasks required to go live. Use this list as a reference as you are working with your dedicated onboarding specialist to get everything checked off!

Launch To-Do List

  1. Finalize Hardware Requirements & Workflow:
    On a call with our onboarding team, we'll go over the workflow of your restaurant to finalize the hardware you'll need. In addition, we'll talk through how you want tickets sent to the kitchen and the prep stations you'll need a KDS and/or printer for. Once finalized, we'll get everything you need shipped to you!
  2. Setup Banking Details:
    After the initial call with our onboarding team, we'll create your account and send you login credentials. Once logged in, you'll want to navigate to the "Finance" section and follow the step by step instructions there for where you want your funds deposited to. This will need to be done before you can accept payments!
  3. Fill-Out Store Information:
    Inside of the "My Shop" section of the dashboard, you'll want to input things like Store Hours, Information, and Images (display for online ordering).
  4. Create Your Menu:
    We have the ability to import menu data into our system so you don't need to spend time recreating that. If coming from Square, Toast, or Clover, send us an export of your menu data and we'll get that setup for you! If starting from scratch, you'll want to start creating your menu. Either way, it's a good idea to get comfortable with this system so you can make menu changes in the future! If you need help, don't hesitate to reach out to us or consult the menu building articles on this website.
  5. Add a Billing Method:
    When logging into the dashboard, you'll notice a popup asking for payment details. Before going live, enter in the preferred billing method that will be charged post launch!
  6. Add Team Members:
    In the dashboard, start creating roles & employees. Once created, each employee will have a unique pin number for clocking in and using various features on the POS. Employees can also download the 'Dripos - Dashboard' mobile app to see their upcoming schedules, enter in availability, and communicate with team members. Our scheduling and time clock software flow directly into our integrated payroll so there is no extra work you need to do when managing your team!
  7. Setup Hardware & Settings:
    Once all your hardware has arrived, we'll schedule a call with you to get things put into place and setup correctly! We'll ensure tickets are being sent to the correct locations in your kitchen and all settings are functioning as expected.
  8. Enable Inventory:
    Dripos has all the tools to track both ingredient inventory levels and final end product inventory levels. While this isn't required to launch, make sure to let your onboarding specialist know if this is something you'd like to get setup. We never charge extra for any of our management features!
  9. Setup Checklists:
    Rather than using pen & paper checklists for things like opening up each day or shift changes, you can use our integrated checklists tool that is build directly into every device inside your restaurant. Track each task by employee pin number so you know who did what and when! While this is another optional task for going live, it's a great way to keep your team on track!
  10. Go Live!
    That's it! Once you've followed this list and setup the initial details for your account, you will be ready to go live. There are loads of additional functionality and features inside of Dripos that aren't covered inside this article but this covers the basics of getting started. If you'd like help setting up something that isn't mentioned here, please reach out to us right away and we'll be more than happy to help!