Get started for chains

A clear discovery path before you launch doors.

We walk hosting, maps, POS, staff pick, loyalty, flyers, and launch readiness with your team — then stand up the first stores with a shared checklist.

How onboarding works

Twelve plain-language steps — built for store managers

Everyday questions first. Tap “What’s this?” in the checklist for short explanations; IT can fill technical notes later.

Your businessBrand, website, and whether all stores share one system or each store has its own — plus optional staff shift tools (DutySeal).
Stores, maps & walking pathsWhich doors launch first; copy a template store or start blank; keep walk paths when the floor plan changes.
Products & cash registerSpreadsheet to start, or send the product list from your cash register — the register stays the source for price and stock.
Staff pick & paymentsShoppers walk their own list, staff pick for them, or both — pay by card online and/or at the store.
Rewards (honest today)Built-in earn-only points when a paid order is picked up. Spending points, punch cards, and partner loyalty programs are custom.
Flyers, people & numbersWeekly circulars, who gets which login, and which head-office vs store numbers matter before go-live.

Choices that shape the install

Decide these early — they drive hosting and config

Shared vs separate

All stores share one system (stronger head-office compare) — or each store has its own separate system.

Maps & walking paths

Keep paths on a new floor picture, stretch them to fit, or start over after a remodel.

Cash register sync

Send your product list from the register on a schedule or automatically; optionally send paid pick sales back.

Staff pick

Self-guided map paths, paid staff pick, or both — with card online and/or pay at store.

Loyalty

Earn-only pickup points today, wait on rewards, or scope a custom redeem / partner program.

Reliability

POS or card down? Pick and pay-at-store keep going — see /reliability before go-live.

Flyers & numbers

Per-store weekly flyer (not copied from a template) plus failed searches, routes, and paid-order trends.

Full checklist

Download the 12-step worksheet

Fillable HTML (best in browser — with “What’s this?” tips) or print-ready PDF. Same steps your interviewer will use.

Download checklist PDF Open fillable HTML

Steps 1–2Brand, stores, template vs blank, web addresses.
Steps 3–5Products, floor maps, cash register link.
Steps 6–9Shopper experience, rewards, flyers, checkout.
Steps 10–12People, success numbers, launch readiness.