It's great to see you here. Together, let's get Aussie hospo rocking again!
Here's the steps to follow to get you set up with posBoss, Regulr and Paperless in only a few hours!
Please note (important):
- You need to have a posBoss account and an iPad to accept remote orders coming through from Regulr - it is not stand alone.
- You need an iPad running at least iOS 10 to use posBoss and Regulr
- To run Paperless, the iPad needs to be running iOS 11 or greater.
- PosBoss does not work on Android tablets.
- The Regulr mobile app (for customers) runs on both iPhones and Android phones.
Let's do this!
Step 1 - Sign up to posBoss
Enter your details and hit the "Get Started" Button. The posBoss management site will load up asking you to select your plan. To run Safe Hands Initiative, you will need to select our Small plan for only $29 +GST per month. You'll also need to select the Add Safe Hand Initiative Add on (At no cost during COVID-19).
Press the Let's Do It button at the bottom, enter your card details and you're away! (You won't be charged for the first 6 weeks)
Step 2 - Setting up your Menu and Company settings (allow 2 hours)
Your Company Settings
This is a quick process. Click the button below for all the info and get it rolling.
Here is all the information you need to know about setting up your menu.
What you'll be doing is setting up your items for sale and adding them to your posBoss menu, which will appear on the iPad you set up for Regulr incoming orders and on your Paperless screen.
Step 3 - Get Regulr Set up (allow 2 hours)
Here we will be setting up your outlet on Regulr, setting up the Regulr menu (to display for your customers) and getting your Stripe account set up so you can receive payments. Don't switch Regulr on just yet though - return here when it's all set up so we can get everything working on the iPad.
Start at Step 1 through to Step 4 - then head back here.
Step 4 - Set up your iPad and Printer (allow 1 hour)
Alrighty, now it's time to get posBoss on your iPad and set up your printer (if used).
Head to the App Store on the iPad and search for posBoss then install it.
Once installed, hit that Login button and enter the email and password you signed up to posBoss with.
Do you have a compatible printer you want to use? No worries - once logged in to the iPad app you should see your menu appear on screen. It's now time to set up your printer to receive orders. Follow these instructions.
Step 5 - Set up Paperless (Optional - allow 1 hour)
Want to get those orders coming through on a screen rather than a printer? It can be on the same iPad as posBoss runs on, or even at another location. Here's all you need to know to get it set up.
Step 6 - Learn the posBoss app basics and switch Regulr On.
Here's all you need to know about the posBoss app. You won't need all of it if you're only using Regulr but please check out the short videos and use them as a reference if needed.
Now, let's switch Regulr on. Here's Step 5 from the Get Set up with Regulr article you were in earlier...
Step 5 - See pic below... Here's where to turn it on (Regulr Tab > Status). Your outlet will appear immediately in the Regulr app, ready to take orders! This is also where you can turn it off for the night or if you're too busy to take any more Regulr orders. When turned off, your outlet will be temporarily removed - Don't forget to switch it back on and Sync your menu on your iPad when ready to take orders again (Settings > Sync Menu).
Here's some helpful links to everything you should need - or simply head to the top of this page and search for anything you need help on. Can't find what you need? Reach out to posBoss support using the messenger on the management site.
The posBoss Dashboard
Cash up - We recommend you do a daily cash up even if you don't take payment in-store and they display at $0.00 total. Cash ups keep the system running smoothly and clean up old orders. See the posBoss reports link above and use your Sales report to view your weekly takings.