Customer Onboarding & Account Setup Guide

Introduction

This article is designed to assist you in setting up your eatOS account initially.

The eatOS dashboard is your restaurant business management backend. It can help you manage and add more information about your restaurant, including setting up your location, adding employees, building your restaurant menu, configuring payments and taxes, viewing your restaurant reports, and employee records, among other features.

Table of Contents

Getting Started

Note: This article does not cover the full configuration of your eatOS restaurant settings. Please see all related articles to help you get started.

Creating Your eatOS Dashboard Account from eatOS - Restaurants Made Simple on Vimeo

Playing in picture-in-picture

Play

00:00

01:47

CC/subtitles

Settings

Transcript

Picture-in-Picture

Fullscreen

QualityAuto

CC/subtitlesOff

Off

English (auto-generated) CC

English (auto-generated)

Step 1: Create an eatOS Dashboard Account

Link: eatOS Dashboard

Once you're on the dashboard, tap the "Create a New Account" button.

Enter the necessary information and then click on the Next button.

Note: that the email and password provided here will be used as your login credentials to all the eatOS devices.

Back to top

Step 2: Register Account Using License – Activation

2a. Once you have successfully created your dashboard account, sign into your Point of Sale using the same email address and password to register your LICENSE KEY to be able to have access to the eatOS dashboard.

_An authentication code will be sent to your email to authorize you to create, access, and modify the eatOS dashboard._

2b. Enter your activation code provided by your Account Manager

2c. Select primary device usage and tap "Continue"

2d. Set a device name and tap "Continue"

2e. Set user PIN – this will be used to access all devices

2f. Confirm PIN

2g. Welcome to eatOS Point-of-Sale

Back to top

Step 3: Account Setup

When you have successfully logged in, proceed with building out your account by following the steps below to successfully complete the dashboard setup

Reminder: If managing multiple locations, always select your location before making any changes. By default, the newly created account will be displayed and selected.

How to select a location:

Configure Restaurant Settings

a. From the eatOS dashboard, navigate to account settings and select locations

b. Tap the + new location to add a new location

c. To edit/update the current location, hover over the date created column and select edit

Configure Restaurant Information

Address Information

To ensure accurate reporting, all dates are shown based on the time zone and address assigned to the location.

Configure Restaurant Features (coming soon)

Configure Restaurant Settings

Configure Additional Settings

Deposit Settings

Require Manager PIN

Payroll Settings

Daily Operating Hours

For a complete configuration of your restaurant's location, please consult the dashboard location settings article.

Restaurant Schedule – set your restaurant schedule start and end time

Back to top

Step 4: Workforce Setup

Create employee users and permissions for a specific job role.

4a. Employee Access & Permissions

Employee access & permissions allow you to take full control and define what your employees or staff can and cannot access on your devices and dashboard.

Create Roles & Permission

Employee Access & Permissions

To assign user permissions and access, navigate to employees on the dashboard nav bar and select Add a new role to configure user access & permissions.

4b. Job Type

A general job type designation for employees, which can be dynamically applied to provide a user with the capacity to perform multiple responsibilities.

4c. Job Role

The job role provides the tool to create and assign a specific set of provisions to employees. The system admin can adjust all roles and permissions using the tool; they must be redefined or adjusted.

On the eatOS dashboard, you can configure each role with a set of allowable access or default permissions.

You can configure access to your menu, payments, restaurant, customers, and account, and report to a certain role, like your restaurant manager. If access is granted, the restaurant manager will automatically have permission to access the selected data when logged in to your devices.

Users or employees who have access can view complex information about your restaurant.

4d. Add Employees

To easily add employees to the dashboard, follow the recommended steps below:

Add Roles > Add Employees > Add Job Types

For a comprehensive guide on adding and configuring employee settings, please see the Employee article.

Back to top

Step 5: Menu Setup

• Template link

• Dashboard Menu Management

Back to top

Step 6: Restaurant Setup

Configure your restaurant schedule, set up your revenue center, and create service areas.

For a complete walkthrough on how to create a service area or set up your restaurant, please click here.

Back to top

Step 7: Set up Payment Integration

Integration is a software-based program to seamlessly connect and extend the functionalities of your POS System.

To assist you in navigating through the integration process, please refer to the following articles:

Back to top

Step 8: Configure Taxes, Tips & Service Charge

Easily set up your restaurant taxes on the dashboard page by adding a tax rate that corresponds to your location.

Service charges and TIPs are optionally added to a customer check, and they can be treated as gratuity as well to be paid to an employee.

The following can be a sample where you may want to add a service charge for guests. Can be added to a customs fee or set a default amount to charge on top of the customer's check.

•Banquet Service Charge

•Special Menu

•Large Party

•Delivery & Takeout Orders

Service charges can also be configured directly from POS and KIOSK devices:

On your POS settings, you can independently adjust gratuity, discounts, and service charges. For a detailed guide, refer to the Point of Sale - payment Management article.

Back to top

Point of Sale Settings

Please note that all configurations made on your dashboard are synced in real-time with your point-of-sale system.

Step 9: Mode of Payment

Set up your restaurant payment, including payment integration, discounts, service charges, and taxes.

Mode of Payment

eatOS supports several payment options that your restaurant can accept when completing a transaction.

For a detailed guide on configuring your payment methods, please refer to the Payment Options article.

We've covered essential steps to ensure your eatOS account is set up correctly, from creating your dashboard account to configuring restaurant settings, workforce setup, menu setup, and payment integration. Please refer to the relevant articles provided for further assistance or detailed instructions on specific features. We're here to help you navigate any challenges you may encounter during setup.

Back to top

Updated on: 08/09/2026

Share your feedback

Send My Feedback Cancel

Thank you!