Setup Wizard
The Setup Wizard is the guided onboarding flow a brand-new store sees the first time an admin signs in. It walks you through the roughly 80% of settings most stores actually customize — store name, time zone, tax, registers, hardware, features, payments, rounding, the AI assistant, and staff accounts — so you can get to the register in about five minutes. Everything it asks lives in Settings too; the wizard just collects the most common choices up front so a new store isn't staring at a blank admin.
This page explains what the wizard does, walks through each step, and covers re-running or skipping it. For the full, exhaustive configuration checklist (categories, products, compliance, loyalty tiers, receipt text, and more), see Store Setup — the wizard is the fast on-ramp, and Store Setup is the complete reference.
The wizard launches automatically only for newly created stores. When a store has never finished setup, the first admin to sign in is redirected to the wizard and kept there until they reach the final step. Existing stores were all backfilled as "already complete," so no established merchant ever sees it.
How It Works
The wizard is a sequence of nine steps with a progress bar at the top showing "Step X of 9." Each step saves its own answers the moment you click Save & continue — so if you close the browser partway through, the wizard reappears on your next login with the steps you already answered preserved. Setup is only marked complete on the final Done step.
The steps, in order:
| # | Step | What it sets |
|---|---|---|
| 1 | Basics | Store name, time zone, default sales tax rate |
| 2 | Hardware | Which devices you plan to use (receipt/label printer, scanner, scale) |
| 3 | Registers | Name your terminals / cash drawers |
| 4 | Features | Loyalty, employee time tracking & shift scheduling |
| 5 | Operations | Negative-stock selling and accepted payment methods |
| 6 | Rounding | Canadian cash rounding and optional discount rounding |
| 7 | AI | Enable the Big Brother AI assistant |
| 8 | Staff | Create up to three staff accounts |
| 9 | Done | Confirmation and quick links to the register, products, users, and settings |
Who can run it
Only store admins are forced through the wizard. Clerks and managers are never required to complete their owner's onboarding — they can sign in and work normally. Super-admins, platform sessions, owner-portal sessions, and support/impersonation sessions all bypass the wizard entirely.
Navigation
- Save & continue persists the step and moves forward.
- Back returns to the previous step (answers are kept).
- Skip this step advances without changing that step's settings.
- Skip wizard for now (on the first step) jumps straight to the Done step after a confirmation, so you can bail out early and finish later.
Every choice in the wizard maps to a setting you can change later. Pick the obvious answers now and refine in Settings once you're up and running.
Step 1: Basics
The opening step collects the three things every store needs:
| Field | Description |
|---|---|
| Store name | Shown on receipts, the admin header, and the storefront. Pre-filled from signup; editable here. |
| Time zone | Used for receipts, reports, and end-of-day cash counts. The dropdown lists time zones grouped and labelled by major city — pick the city closest to your store. |
| Default sales tax rate (%) | The combined rate applied to sales. Defaults to 0% (many Indigenous-owned stores serve tax-exempt customers). |
Tax labels, split GST/PST, and per-product tax overrides are intentionally left out of the wizard — fine-tune those later in Settings. See Store Setup → Tax Configuration for the full tax model.
The time zone affects how timestamps appear on receipts and reports. All data is stored in UTC and displayed in your local zone. Set this correctly before going live — changing it later won't alter past data but will shift how future times display.
Step 2: Hardware
A simple checklist of the hardware you plan to use. This step records your intent and flips the matching feature flags so the corresponding POS toggles and admin actions become available — it does not ask for device IP addresses (those are configured per-register in the POS later).
| Option | What it enables |
|---|---|
| Receipt printer | Prints customer receipts at the counter. Turns on receipt printing. |
| Label printer | Prints product labels with barcodes, mainly for weighed items. Turns on label printing. |
| Barcode scanner | Lets you ring up products by scanning their barcode. |
| Digital scale | Weigh flower or bulk items right at the register. |
Checking a box here only declares that you'll use that hardware. The actual printer IP addresses, scale baud rate, and so on are configured in the POS / Settings afterward — see Store Setup → Hardware Setup.
Step 3: Registers
Each physical terminal or cash drawer at your store is one register. This step lists your existing registers (a default "Main" register is created automatically) and lets you rename them and add or remove rows.
- Each row shows a fixed register identifier (e.g.
REG-001) and an editable name — call them "Front Counter," "Drive-Thru," whatever fits your store. - Click Add another register to create more rows; click the × to drop a row.
- When you save, dropped registers are hard-deleted only if they've never been used (no sales or cash-drawer sessions). Registers with history are deactivated instead, so past sales stay attributable.
You can rename, deactivate, or add more registers any time later under Settings → Registers.
Step 4: Features
Two high-level feature toggles that turn on whole subsystems. Skip anything that doesn't apply — every feature stays available to enable later in Settings.
| Feature | What it turns on |
|---|---|
| Customer accounts & loyalty points | Track repeat customers, award points per dollar, and run loyalty-tier discounts. Tiers and rewards are configured later. |
| Employee time tracking & shift scheduling | Staff clock in/out at the register, scheduled shifts, and payroll-ready time reports. This single checkbox enables both time tracking and shift scheduling together. |
Step 5: Operations
How you handle stock and which payment methods the register accepts.
Stock
| Option | Effect |
|---|---|
| Allow selling below 0 stock | Lets the register complete a sale even when inventory shows a product as out. |
Payment methods to accept
| Method | Notes |
|---|---|
| Cash | Opens the cash drawer and calculates change. |
| Debit (Interac) | Works with terminal integrations: PayFacto, Helcim, PayFirma. |
| E-Transfer | Tracks manually-confirmed Interac e-Transfer payments. |
Gift cards, store credit, and house accounts (B2B) are deliberately left out of the wizard — they're more involved to configure and can be enabled later in Settings.
Step 6: Rounding
Two unrelated rounding behaviours share this step. Each toggle is independent.
Cash rounding (Canada)
| Toggle | What it does |
|---|---|
| Round cash totals to the nearest 5¢ | Since the penny left circulation in 2013, Canadian retailers round the final cash total to 5¢ (.X1/.X2 → .X0, .X3/.X4 → .X5, and so on). Debit, credit, and e-transfer stay exact to the cent. The receipt shows the adjustment so customers can see the math. |
Discount rounding (optional)
For stores that would rather not deal with small change on percentage discounts. Each toggle rounds a different kind of discount to a whole dollar:
| Toggle | Example |
|---|---|
| Round campaign discounts | 15% off $33 becomes $5 off instead of $4.95. |
| Round loyalty tier discounts | A 10% loyalty discount on $33 becomes $3 off instead of $3.30. |
| Round tier-consolidation savings | When weighed flower adds up to an eighth/quarter/half/ounce (e.g. 2g + 1.5g = 3.5g), the POS bills it at the cheaper tier price — and rounds the savings to a whole dollar. |
| Round manual cashier discounts | When a cashier enters a percentage discount at the register, round it. |
For more on cash rounding behaviour outside the wizard, see Store Setup.
Step 7: AI
Enable the Big Brother AI assistant — an optional assistant you chat with in plain English to manage your store. Examples: "show me last week's sales for Pink Kush," "set Wedding Cake to 25% off Friday," "list low-stock products under $50."
| Toggle | What it does |
|---|---|
| Enable Big Brother | Reads your store data live to answer questions and run actions on your behalf. |
You can also turn the assistant on or off later from the POS register's own settings.
Step 8: Staff
Create accounts now so everyone can log in to the register on day one. The step shows three blank rows, each with first name, last name, email, a 4-digit PIN, and a role.
| Field | Notes |
|---|---|
| First / last name | The staff member's name. |
| Their login email. | |
| PIN | 4 digits, used for fast POS login. |
| Role | Admin, Manager, or Clerk (see below). |
The three roles offered here:
- Admin — Full access: users, settings, billing, everything.
- Manager — POS plus most admin (products, inventory, reports, cash drawers), but not users or system settings.
- Clerk — Register only: ring sales and take payment, no back-office.
The Driver role isn't offered in the wizard. Drivers are onboarded through the separate driver QR flow, not here.
Each new account gets the default password password123, which the staff member can change on first login. Leave a row blank to skip it, and add more people any time under Settings → Users. For role details, see User Roles & Permissions.
Step 9: Done
A confirmation screen letting you know the store is ready to sell, with quick links to:
- Open the register — launches the touch POS in a new tab.
- Add your products — import from CSV or add them one at a time.
- Add more staff — create additional clerk, manager, or admin accounts.
- Settings & integrations — printers, WooCommerce, compliance, and more.
Clicking Finish setup & go to the admin marks the wizard complete (so it won't reappear on next login) and drops you into the normal admin.
Re-running and Skipping the Wizard
Skipping: On the first step, Skip wizard for now jumps straight to the Done step after a confirmation. Individual steps can be skipped with Skip this step. Because admins are gated until setup is marked complete, you can't simply deep-link past the wizard — the only whitelisted destinations while setup is incomplete are the wizard itself, the billing page, sign-in/sign-out, and system endpoints.
Re-running: The wizard can be run again any time without losing data. Re-running clears the completion timestamp and walks you back through every step with your current settings pre-filled, so it doubles as a quick way to review the most common settings in one place. Re-running never deletes anything you've configured.
Troubleshooting
| Issue | Cause / Solution |
|---|---|
| Wizard keeps redirecting me | You're an admin on a store that hasn't finished setup. Complete the final Done step to clear the redirect. |
| I can't reach any admin page | The setup gate sends incomplete-setup admins to the wizard. Finish it, or use Skip wizard for now on the first step. |
| Clerks/managers don't see the wizard | Expected. Only admins are forced through it; other roles sign in and work normally. |
| Super-admin / impersonation doesn't see it | Expected. Super-admins and platform/owner/support sessions bypass the wizard entirely. |
| Existing store suddenly shows the wizard | Established stores were backfilled as complete and shouldn't see it. If one does, its completion timestamp is missing — finish the wizard once to set it. |
| A staff member couldn't be added | Each staff row needs a first name, email, and role. Rows with a duplicate email or invalid data are skipped and reported at the top of the next step. |
| A register I removed is still listed | Registers with sales or cash-drawer history are deactivated rather than deleted, so historical data stays attributable. Only never-used registers are fully removed. |
| Tax looks wrong after setup | The wizard only sets a single combined rate (default 0%). Configure tax labels, split GST/PST, and overrides in Settings — see Store Setup → Tax Configuration. |
What's Next?
- Store Setup — The complete first-time configuration checklist: categories, products, receipts, compliance, and loyalty tiers.
- Navigating the Admin — Learn every section of the admin panel.
- User Roles & Permissions — The full permission matrix for your team.
- POS Quick Start — Walk through the cashier experience.
- Admin Quick Start — A faster walkthrough of the essentials.