How-to guides
Walkthroughs for the most common tasks.
Getting started
Set up your business
Name, logo, colours, contact details, store hours and your first location — the identity everything else builds on.
Invite your team
Give every teammate their own sign-in, the right level of access, and a 4-digit ID for shared devices.
Connect your bank & get paid
Link your bank so card payments flow in and takings land in your account automatically.
Launch your store
Work through the setup checklist, preview behind the access code, and flip your store live.
Products & menu
Create a product
Build a product from scratch: photos, pricing, sizes, allergens, ingredients, customisation and where it sells.
Build your ingredient library
Reusable ingredients with allergens and add-on prices that flow through every product they touch.
Create choice groups
Option sets like "Choose your milk" — build once, attach to any product, set the picking rules.
Create combo deals
"Make it a combo" upsells across a whole category, priced your way, live on POS and online.
Organise your menu
Sections customers browse, per-item visibility, and Manual, Rotating or rule-based Custom menu modes.
86 an item (and bring it back)
Mark anything sold out everywhere at once — from the POS, the Products page, or the app on the floor.
Create collections
Curated product groups — "Weekend specials", "Gift ideas" — customers browse on your storefront.
Build fill-your-own boxes
Half-dozen and dozen style products where customers pick their own mix from a pool you choose.
Design & print physical menus
Drag your live items onto a designed page, theme it, export it — or order professional prints.
Keep your kitchen recipes
Scalable recipes with tick-off cook mode, photo import, and a shopping list that builds itself.
Selling on the POS
Take orders on the POS
Ring up a sale end to end: customise items, attach a customer or table, apply discounts, hold and charge.
Design your POS layout
Tiles, colours, groups and zones — per device, so every till looks exactly how you planned it.
Take card payments anywhere
Tap to Pay on your own phone or tablet, Bluetooth readers, and the virtual terminal for ad-hoc charges.
Run end of day
Close out the till with a reconciliation docket designed the way your accountant likes it.
Online ordering & QR
Set up QR & table ordering
Dine-in table QR codes, counter ordering, the ordering schedule, and printed stickers for your tables.
Turn on pickup, delivery & shipping
The three ways online orders reach customers — switches, fees, radiuses and thresholds.
Run live orders
Accept, make and complete online orders in real time — with the master switch and front-of-house alerts.
Manage delivery runs
Dispatch one at a time or drive one big loop — with prep roll-ups, navigation and driver runs.
Ship with couriers
Connect NZ Post or NZ Couriers, define your packages, mark what ships, and test live rates.
Work the pickup counter
The prep roll-up and handoff queue that keeps collection orders moving and customers told.
Your website
Edit your website
The drag-and-drop Site Editor: sections, theme, header and footer, drafts and publishing.
Add website pages
Custom pages beyond the built-in six — loyalty pages, press kits, anything — from a template or blank.
Write blog posts
Publish stories and specials with rich formatting, scheduling, and search-friendly settings.
Connect a custom domain
Register a new address through Plattr or point one you already own — SSL included, automatically.
Create your link-in-bio page
One shareable link that opens a tap-ready menu of your ordering, bookings, reviews and socials.
Customers & marketing
Use the customer CRM
Nine views of your customer book, smart segments, and profiles with notes, tags and history.
Set up your rewards programme
Points, tiers and a redemption catalogue — plus the earning rules that make it pay for itself.
Create discounts & offers
Promo codes, auto-apply deals and member pushes — who gets them, when, and how they stack.
Send email campaigns
Adopt a pre-made campaign or build your own, pick the audience, and read the results.
Customise automatic emails
Order confirmations, receipts and loyalty messages — re-themed to your brand, edited or switched off.
Collect & manage reviews
Request reviews with a link, reply publicly, feature your best, and keep your average honest.
Create social images
Design promos in the Photo Editor with your brand kit, Hollis help, and one-click exports for every platform.
Make marketing videos
Clips, captions, music and transitions on a timeline — rendered ready to post.
Floor & bookings
Design your floor plan
Draw your real room — tables, booths, chairs and decor — so the live floor matches reality.
Run the floor & waitlist
Seat parties, track tables through service, and quote walk-in waits — at the host stand or on a tablet.
Take reservations
The booking diary against your real tables — suggested times, statuses, and the policies behind them.
Team & roster
Manage your team
Roles, access areas, suspensions and the live view of who's on shift right now.
Build & publish rosters
Drag shifts onto the week, watch labour cost as you go, publish to everyone's phone — then clock in on the app.
Handle time-off requests
Requests, approvals and the conflict checker that keeps leave from colliding with the roster.
Kitchen & hardware
Set up printers & routing
Pair kitchen and receipt printers on the app, then route the right items to the right stations.
Design receipts & dockets
Drag-and-drop print templates with a live thermal preview, per paper width, per location.
Run the kitchen displays
The Dockets board on a kitchen screen and the app's ticket board — bumping, recalls, urgency and chimes.
Back office
Track expenses & GST
Photograph receipts and let Plattr read them — then see your GST position and estimated tax build up.
Stay compliance-ready
Recurring food-safety checks, a daily checklist, an inspector-proof ledger, and certificate reminders.
Reconcile delivery platforms
Import marketplace reports to see commissions, fees and what you were actually paid — and watch live orders.
Manage catering jobs
Quote an event with menu line items, track it through the pipeline, invoice and record payment.
Run market days
Plan the stall, pack and prep from checklists, sell in market mode, and see how the day performed.
Read your analytics
Seven tabs of answers — plus the weekly report that emails the story straight to you.
Account & settings
Secure your account
Passkeys, two-factor, session controls — and the PIN lock that keeps shared devices personal.
Manage billing & your plan
Your plan, usage against its limits, add-ons, payment method and invoices.
Set up business email
Authenticate your domain so emails land in inboxes, and work shared accounts from the built-in Mailbox.
Handle customer messages
Every website enquiry in one inbox — routes, folders, replies and forwarding.