Your setup checklist

When you first set up VenueStack, Getting started sits in the menu, with a rocket, under the areas. Click it to open the Getting started page, which shows how many steps are done. On a phone, it is in the menu too.

Work through the checklist

1. Click Getting started in the menu.
2. Each step shows its name and Try it, which takes you there. Point at a step to see what it is for. The next step to do is outlined.
3. Finish the task on that page, then come back. The step shows a check mark once it is done.

The six steps:

1. Connect Stripe so guests can pay. See Connect payments.
2. Create your first event: create an event and publish it. See Create an event.
3. Set up your floor plan: add sections and tables, and save the room. See Set up your floor plan.
4. Review table preferences: click Try it on this step. It opens the Preferences tab of Settings → Tables & Floor Plan.
5. Add widgets to your site: click Try it to put your calendar, tickets, or bookings on your website. It opens on the Events widgets. See Embed on your website. VenueStack cannot see your website, so click Mark as done when the widget is live.
6. Invite a user: send at least one invite. See Invite your team.

Finished steps fade back and keep a Review button so you can go back to them. It is also worth filling in your logo, address, and time zone. See Venue details and menus.

See how it works

Above the steps, See how it works runs the How-to guides: a hands-on walkthrough of each part of VenueStack, with a sample room and night that are removed when you finish. Click Start the guide.

Each step that isn't done also has Show me, which runs the part of the walkthrough for that step. The walkthrough shows you how; the steps above are done when you set up your own. See Use the how-to guides.

Mark a step done yourself

Click Mark as done on any step that is finished or that you do not need. It shows a check mark like a finished step. To take it back, click Undo.

Hide the checklist

1. Open Getting started.
2. Click Hide, then Hide for good.

Once every step is done, the page says so and offers to book a demo with our team. Getting started stays in the menu until you hide it.

The Getting started page also has the app to install on your phone and a link to this Help Center.

Getting started for your team

Everyone else on your team, such as servers, hosts, door staff and managers, has Getting started in their menu too. It leads to a page with three things:

• See how it works: the How-to guides, with only the chapters for the parts their role can open.
• The VenueStack app for your phone, with Download on the App Store and Get it on Google Play.
• Help Center, with Open Help Center.

Each person can hide their own with Hide, then Hide for good. The How-to guides and the Help Center stay under the headphones button.

Emails while you set up

For your first two weeks, the venue's owner gets a few short emails from VenueStack. The welcome arrives as soon as your free trial starts. The rest come at 11 AM in your venue's time zone, one each on the How-to guides, connecting payments, the setup checklist, your floor plan, VenueStack on your phone, your booking page and widgets, and your first night. An email is skipped when you have already done what it is about, such as taking live payments or drawing your floor plan.

Everyone else on your team gets four of their own over their first week: a welcome, the tour for their role, VenueStack on their phone, and what else VenueStack does.

If you signed up but have not started your free trial, you get up to three emails about starting it instead.

Reply to any of them to reach our team. To stop them, click Stop these emails at the bottom of any one. Emails about your account, like sign-in codes and receipts, still arrive.