SmartlyMenu Client Workspace Setup (Onboarding)

SmartlyMenu Client Workspace Setup (Onboarding)

1. 01

   Create the agency workspace and attach the client's custom domain

   In the agency workspace settings, add the restaurant's domain and upload logo and color assets. Confirm SmartlyMenu branding is removed before the guest-facing menu is shared with the client, since white-label removal is a Pro plan feature and the client will notice the vendor name on a live QR scan.

2. 02

   Verify the client's own payment gateway connection

   Connect the restaurant's Stripe, PayPal, or Square account rather than the agency's. The 0% platform fee model only holds when the client's gateway is the one processing transactions, so test a $1 authorization and refund it before go-live.

3. 03

   Import the menu with AI from photos or a PDF

   Use the AI menu import to pull items from the client's existing printed menu. The Pro plan allows 30 AI imports and 40 AI tokens per month, so batch the import in one pass rather than editing item by item. Generate AI dish photos for items the client has no photography for.

4. 04

   Build the menu structure and QR code set

   Pro supports 200 menu items, 5 menus, and 10 QR codes. Create separate menus for dine-in, pickup, and delivery, then generate the matching QR codes for table tents, takeout bags, and window decals.

5. 05

   Configure online ordering and checkout flows

   Enable checkout for dine-in, pickup, and delivery. If the client uses DoorDash Drive or Uber Direct, connect those delivery partners here so orders route without a dispatcher in the middle.

6. 06

   Test the Kitchen Display System end to end

   Place a test order from a phone on the guest menu and confirm the ticket lands on the KDS with the correct items, modifiers, and pickup time. Repeat for each order type the client will run.

7. 07

   Train client staff and hand over the dashboard

   Walk the manager through menu edits, order status changes, and the analytics view. Note that analytics history is capped at 7 days on the Free plan, so confirm the client is on Pro or Business before promising month-over-month reporting.