Help & Flow Guide
Help & Flow Guide is a static, in-app reference page — it does not call any API or store any data. It organises every restaurant workflow (from initial setup through guest journeys, kitchen operations, billing, bar management and reporting) into categories, each with step-by-step flows that name the exact screens involved in order.
Overview
Content is entirely built into the page component — there are no database calls, no editing, and nothing here can go "out of sync" with your actual data; it is pure reference material.
Flows are grouped into twelve categories: Initial Setup, Guest Journey, Order & Kitchen, Takeaway & Delivery, Events & Banquet, Kitchen Operations, Staff & HR, Revenue & Pricing, Finance & Payments, Bar & Beverage, Operations & Compliance, and Reports & Analytics.
Each flow gives a short description, a numbered sequence of steps, the exact list of screen names involved (in the order you would visit them), and one practical tip.
The Initial Setup category is effectively an onboarding checklist — it walks through building your menu, setting up tables and floor plan, configuring kitchen stations, adding staff, configuring billing, setting up delivery/QR ordering, and a first-day go-live checklist, finishing with a suggested weekly admin routine.
Screen names used inside each flow (e.g. "Host Station", "Kitchen Orders (KOT)") match the exact labels used in the sidebar navigation, so you can follow a flow and find the matching menu item without guessing.
Before You Start
- None — this page has no feature gate beyond having the Billing feature enabled to access the restaurant app at all.
Step-by-Step Guide
1 Get a new restaurant set up
- Open Help & Flow Guide and select the "Initial Setup" category.
- Work through Step 1 (Build Your Menu) through Step 8 (Weekly Admin Routine) in order — each step lists the exact screens to visit and what to do on each.
- Use the "Go-Live Checklist (First Day)" flow every morning until it becomes routine.
2 Look up how a specific process works
- Pick the category that matches what you're trying to do (e.g. "Guest Journey" for reservations/waitlist, "Finance & Payments" for tips/cash reconciliation, "Bar & Beverage" for wine/cocktail management).
- Find the flow whose title matches your scenario (e.g. "No-Show & Cancellation", "Reservation Flow", "VIP Guest Arrival").
- Follow the steps and screen list — each step names the screen to open next, in the order a real shift would use them.
Every Field & Button, Explained
| Field / Button | What it does |
|---|---|
Category | A top-level grouping (e.g. Guest Journey, Kitchen Operations) with its own colour and icon; each category contains several related flows. |
Flow | One end-to-end scenario (e.g. "Walk-In Guest", "No-Show & Cancellation") with a description, ordered steps, the list of screens touched, and a tip. |
Steps | A plain-English sequence describing what happens and in what order, referencing screen names directly (e.g. "Open Host Station", "Send to Kitchen Orders (KOT)"). |
Pages | The exact set of screens involved in that flow, useful as a quick checklist of what to have set up before relying on that workflow. |
Tip | One practical, specific piece of advice for getting the most out of that flow. |
Tips & Best Practices
- New staff should read through their relevant category (e.g. a host reads "Guest Journey", a cashier reads "Finance & Payments") during onboarding rather than being talked through it verbally.
- Bookmark the "Go-Live Checklist (First Day)" flow under Initial Setup — many restaurants use it every single morning before opening.
- If a workflow feels broken or a screen is missing, check the exact screen name in the flow's step list against your sidebar — some screens are gated by plan tier or feature flags and may not appear for every account.