Overview
The Otter POS Onboarding flow guides you through the process of setting up your account and surfaces Otter POS Onboarding steps.
It ensures a seamless transition by providing detailed steps for account setup, hardware shipping, and Stripe Connection, ensuring you are ready to move into the next phase of Point-of-Sale Onboarding.
Otter POS Onboarding Steps
Learn more about Otter POS Onboarding Steps
| Step | Task | What does it do? |
|---|---|---|
| 1 | Confirm your POS Locations | Confirm all stores on the screen match the stores you are onboarding onto Otter POS. |
| 2 | Assign Packages | Assign the Otter subscriptions to your stores. |
| 3 | Assign Add-Ons | Assign software add-ons to your stores. |
| 4 | Assign Hardware | Assign hardware to your stores. |
| 5 | Ship Hardware | Confirm the hardware shipping address for each store. |
| 6 | Set your store's go-live date | Prompts you to select an intended go-live date (the day you want to officially begin using Otter POS).
5-Day Minimum Selection
The Onboarding flow will not allow you to select an intended go-live date within five days of the current date. We recommend setting your intended go-live date to at least ~5-10 days from now. This will give you enough time to ship and set up your hardware, build your menu, and train your team on how to use Otter. |
| 7 | Connect your Stripe Account | Sends you to Otter Payout settings, where you can connect your Stripe account to the Otter Dashboard. |
Otter POS Go-Live Checklist
Before you begin your Go-Live call with an Otter Onboarding Specialist, please attempt to complete the following tasks. If you get stuck on a step or experience any complications, your Onboarding Specialist will be able to assist you during the scheduled Go-Live call.
1. Connect Stripe Account to Otter
Learn how to connect your Stripe Account to Otter
Stripe is Otter's way of paying you out for any order processed through our system. Think of Stripe as your financial sidekick that ensures you get paid every day. Stripe is a third-party payment processor that handles all the heavy lifting of securely processing payments and managing transactions.
Once you create your Stripe account and connect it to Otter, you're all set to start receiving daily payouts. It’s fast, reliable, and seamlessly integrated into Otter to keep your business running smoothly.
Before your Go-Live call, make sure you have connected your Stripe account to Otter. Follow this guide for steps on how to connect your Stripe account: Otter POS: Guide to Connecting Stripe
2. Setup and Connect Otter POS Hardware
Learn how to setup and connect your Otter POS Hardware
|
Use this guide to set up Otter POS hardware: Otter POS Hardware Setup Guide This walkthrough covers connection steps for various pieces of hardware connected to Otter POS:
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3. Add Staff Members to Otter
Learn how to create employee passcodes and manage POS users
Invite your staff to Otter by creating Users. There are two user profile's you will use for your staff members: either Cashier or Supervisor role.
- Cashier - clock in/out, ring in orders, accept online orders, 86 menu items, and more.
- Supervisor - can start a cash drawer, authorize a discount, or process a refund.
Ensure the following User Management settings have been setup within the Otter Dashboard using the Otter POS: How to manage logins and passcodes guide.
- Make sure at least one Supervisor user has been created
- Add all staff members to your store
- Ensure all staff members have a passcode (PIN code)
4. Finalize Menu Setup
Learn more about Menu Management within Otter
Finalize your menu setup within the Otter Dashboard. There a multiple ways you can add a new menu to Otter:
- Import from delivery partner
- Upload a spreadsheet template
- Create the menu manually in Otter
If you need assistance setting up your menu, please review the following Otter Help Center articles:
- Learn about Otter Menu Management: Menus | Learn how to create, update, and manage your menu in Otter
- Learn about Multi-Menus (Lunch & Dinner Menus): Self-Serve Multi-Menus
- Learn about Featured Menu Items: Otter POS: Featured Menu Items
Need help? Our support team is available via the following channels:
- Chat - Our live agents are available 24/7 to help you through your Otter device. Tap the chat button on the top right corner of your POS device.
- Telephone or SMS/text - Call or text us anytime at 1-727-268-8471 for prompt service from our Otter POS support experts.
- Email - Send us an email at otterpossupport@tryotter.com and get a response within 24 hours
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