This is the canonical setup checklist for new Plattr workspace owners. Aim to complete it within your first week.
Day 1 — basics
- [ ] Add your locations in Locations (each shop gets its own row).
- [ ] Set business hours per location.
- [ ] Add your logo and brand colours in Site Editor → Brand.
- [ ] Connect your custom domain in Settings → Domains.
Day 2 — menu
- [ ] Add product categories (Coffee, Brunch, Lunch, etc).
- [ ] Add your top 10 sellers.
- [ ] Add modifiers (sizes, milk options, extras).
- [ ] Set up combos if you offer them.
Day 3 — payments
- [ ] Connect Stripe in Settings → Payments.
- [ ] Set GST rate per location.
- [ ] Print and test your first receipt.
Day 4 — team
- [ ] Invite your staff in Team.
- [ ] Assign roles (owner / manager / staff / viewer).
- [ ] Set up the Roster with your usual shifts.
Day 5 — marketing
- [ ] Set up the welcome email in Email Marketing → Automations.
- [ ] Configure loyalty (Customers → Rewards).
- [ ] Connect Google Business in Settings → Integrations so reviews flow in.
Day 6 — channels
- [ ] Turn on the storefront in Online Store → Status.
- [ ] Configure pickup + delivery in Pickup / Delivery.
- [ ] Connect third-party channels (DoorDash, UberEats, Menulog) if you use them.
Day 7 — review
- [ ] Run a test order through online + POS.
- [ ] Send yourself a test marketing email.
- [ ] Open Analytics and bookmark your top 3 reports.
Welcome to Plattr. Anything stuck — open a ticket from Support.