Last verified: 2026-05-30

Set up organization

Create your merchant tenant (organization), add at least one operational location (sub-organization), and confirm subscription limits before going live. Each location gets a storefront URL (/store/{slug}) — your direct ordering web app for guests.

Who can do this

UI terminology note

Menu labels depend on business type (e.g. restaurant shows Branches and Menu Items; hotel shows Properties and Bookings). Routes stay under /admin/organization and /admin/suborganization.

Dashboard paths

Prerequisites

• Signed in as Admin (Sign in)
• Onboarding/payment completed if your plan requires it
• Organization count within plan limit (creation blocked when limit exceeded)

Steps

1. Create or edit the organization

1. Open Dashboard → organization management (/admin/organization). Page title uses your industry term (e.g. Restaurants).
2. Click Add {Organization} (e.g. Add Restaurant).
3. In the organization form, complete:
   • Name (required)
   • Slug (URL identifier; often auto-derived from name)
   • Email, Phone, Website (optional)
   • Timezone
   • Active status
   • Address: street, city, state, ZIP/postal code, country, map coordinates
   • Region (billing/tax context)
4. Submit with Create Organization (or Save in edit mode).
5. On success you should see a confirmation toast (e.g. “Organization created successfully”).

Quick setup: Some dashboards offer a Quick Organization Setup modal with name, address, and optional phone/email for faster first-time setup.

2. Add a location (sub-organization)

1. Open Dashboard → location management (/admin/suborganization). Title uses location terminology (e.g. Branches).
2. Click the add action for a new location (label varies, e.g. Add Branch).
3. Configure location name, slug, hours, and storefront settings as shown in the wizard/modal.
4. Use View Storefront QR Code when available to share /store/{slug} with customers.

3. Confirm plan and features

1. Open Subscription Management (/admin/subscription) — Manage your subscription, billing, and payment methods.
2. Note plan limits (organizations, locations, staff, products) before bulk setup.

Verify it worked

• Organization appears in /admin/organization as Active (if applicable).
• At least one location exists under /admin/suborganization.
• Storefront loads at /store/{location-slug} (test in a private browser window).
• You can proceed to Invite and manage staff and Configure catalog.

Common issues

Related articles

• Invite and manage staff
• Configure catalog
• Subscription and plan limits