Getting started checklist

Do these once, before your first day of service:

1. Sign the Merchant Services Agreement in the back office (the owner only; it takes a minute). Read it any time at xreditpay.com/merchant-agreement.
2. Sign in on your register with the login XREDIT set up for your store. Your menu, team and settings load on their own.
3. Check your menu and prices, item photos (at least 320 pixels wide if you use Uber Eats), and sold-out items.
4. Set your sales tax rate and your state in Settings. Your state decides the overtime rules in your payroll export.
5. Add your team with their own 4-digit PINs, roles and hourly pay, and set how tips are shared (back office → Team).
6. Set your opening hours (back office → Apps → Website & ordering). Uber Eats and your ordering page follow them.
7. Connect the apps you use: Uber Eats, your ordering page, QuickBooks, Xero, FreshBooks, Mailchimp, Klaviyo, Constant Contact, Google and Instagram/Facebook.
8. Run a practice day: ring a cash sale and a card sale, refund one, take a test online order, then close out the day.

For your staff, print or share the one-page staff card: answering orders and closing out.