Margord Client Storefront Launch (Delivery)

Margord Client Storefront Launch (Delivery)

1. 01

   Create a new restaurant client in the multi-tenant dashboard

   Navigate to the dashboard's client section and add a new restaurant. This initializes the tenant environment where you'll configure all client-specific settings.

2. 02

   Upload the client's menu data with categories and product images

   In the menu management screen, import or manually enter menu items, assign them to categories, and attach product images. This data populates the storefront immediately.

3. 03

   Provision the custom domain with auto SSL

   In the domain settings, enter the client's domain (e.g., order.clientname.com). Margord automatically issues and renews SSL certificates, so no manual certificate handling is required.

4. 04

   Integrate the client's Stripe keys for payment processing

   Access the payment settings and paste the client's Stripe publishable and secret keys. This ensures transactions are processed under the client's Stripe account, not yours, avoiding payment holds.

5. 05

   Configure email notifications and real-time order alerts

   Set up notification rules for new orders, status changes, and cancellations. Margord streams order data via WebSocket to the dashboard and can push alerts to email, Slack, or Telegram through webhooks.

6. 06

   Apply white-label branding to remove Margord references

   If the client is on the White-Label plan ($49/mo), toggle the white-label setting to hide Margord branding and assign a custom dashboard domain. This makes the solution appear fully proprietary to the client.

7. 07

   Test the end-to-end order flow

   Place a test order through the storefront, verify it appears in the real-time dashboard, and confirm the Stripe payment is captured. Check that the webhook fires correctly to any connected external systems like Zapier or Make.

8. 08

   Hand off the storefront to the client with a walkthrough

   Provide the client with access to their tenant dashboard, explain how to manage menu items, view orders, and process refunds. Document the support escalation path for any technical issues.