Operating ProcedureExecution layer

Ressto Client Workspace Setup (Onboarding)

A checklist with 8 steps: Create the client workspace in the Ressto partner dashboard.

By InnovaAI ResearchPublished

What are the steps?

checklist

Ressto Client Workspace Setup (Onboarding)

  1. 01

    Create the client workspace in the Ressto partner dashboard

    Register the restaurant under your agency's white-label account, then confirm the workspace inherits your agency brand rather than Ressto's default branding before any client-facing link is shared.

  2. 02

    Import the menu and upload brand assets

    Load categories, items, modifiers, and prices, then replace placeholder logos and colours with the client's own assets so the storefront and any branded app match their identity.

  3. 03

    Point the storefront at the client's own domain

    The Growth plan ($39/month) includes Your Own Domain, so map the client's existing domain to the ordering storefront instead of shipping a subdomain the restaurant will not promote.

  4. 04

    Connect an online payment gateway

    Ressto supports 20+ gateways. Pick the one the client already reconciles against, and confirm the merchant account is in the restaurant's name so payouts land with the client, not the agency.

  5. 05

    Configure delivery zones, fees, and driver tracking

    Draw delivery boundaries, set fees and minimums, then enable the driver app and live order tracking. This is a Scale plan ($99/month) capability, so confirm the workspace is on Scale before promising tracking to the client.

  6. 06

    Turn on QR code table ordering and reservations

    Generate the table QR codes, test one scan end to end on a phone, and enable table reservations if the venue takes bookings.

  7. 07

    Sync the POS and test the full order flow

    Connect a supported POS such as Square or Toast, then place a live test order through web, app, and QR to confirm it reaches the kitchen and the POS without manual re-entry.

  8. 08

    Set up staff accounts and hand over to the client team

    Create staff logins, walk the front-of-house team through order management, and leave the client with a one-page reference for menu edits so routine changes do not become agency tickets.