DreamsPOS Client Workspace Setup (Onboarding)

DreamsPOS Client Workspace Setup (Onboarding)

1. 01

   Deploy the self-hosted DreamsPOS stack from the full source code (React, NodeJS, Laravel, MySQL, MongoDB) on the client's chosen host or your agency's managed server.

   Budget development hours for database configuration and environment variables before any client data touches the instance. Medium setup complexity is expected.

2. 02

   Connect at least one payment processor in the DreamsPOS payment settings: Stripe, PayPal, or Square.

   Confirm card, mobile, cash, and split payment methods are enabled for the client's counter workflow. Test a split payment before staff training.

3. 03

   Rebrand the admin and POS interface with the client's logo, colors, domain, and app name.

   DreamsPOS supports white-label customization at this layer, so the client never sees the vendor brand. Verify the domain resolves before loading the product catalog.

4. 04

   Load the client's product catalog, inventory data, and optional customer list into DreamsPOS.

   Enable barcode support and multi-user staff access at this stage. For food service clients, configure menu categories and modifiers rather than a flat product list.

5. 05

   Turn on real-time multi-location inventory tracking across the client's warehouses and offline mode for counter downtime.

   Validate that stock decrements correctly across locations after a test sale. Offline mode must sync without duplicating transactions when connectivity returns.

6. 06

   Configure the sales reporting dashboard around the client's product categories and profit reporting needs.

   DreamsPOS generates sales reports and profit reports; tailor the default views so the client's end-of-day routine takes minutes, not an hour.

7. 07

   Train client staff on daily POS operations and end-of-day reporting, then hand over credentials.

   Cover transaction types, refunds, gift cards, and loyalty program actions if enabled. Leave a one-page counter reference for new hires.