Self-boarding checklist

This checklist takes you from a brand-new Pedestal account to ringing your first sale. Do the steps in order — later steps (like online ordering) depend on earlier ones (like products).

Before you start

You can log in to the back office as an owner or admin.
Set aside 1–2 hours for initial setup, plus time to enter your product catalog.

Steps

Confirm your location — Your first location is created when your account is provisioned. Review its settings under Operations → Location Setup.
Set up taxes — In Settings → Taxes, add your sales tax rate(s) before selling anything.
Add your team — Invite managers and staff under Team, and assign roles and POS PINs.
Build your catalog — Add products, categories, and (for restaurants) modifiers under Products.
Add a POS station — Create a station and install the POS app on your iPad, Android tablet, or computer.
Connect printers — Add receipt, kitchen, or label printers in Settings → Devices & Hardware if you use them.
Connect payments — Get payment processing activated and pair your card terminal, then run a test transaction.
Turn on optional modules — Enable Gift Cards, Loyalty, or Online Ordering from the Settings hub when you're ready.
Run a full test sale — Ring a small sale on the POS, pay it with a real card, print the receipt, then refund it.

Common mistakes

Enabling online ordering before products are marked visible online — customers will see an empty menu.
Skipping the test transaction and discovering a payments problem on your first real customer.
Entering products without categories, which makes the POS catalog hard to navigate.

Troubleshooting

A step in this list doesn't appear in your account.

Some modules are gated by your plan or role. Check the Settings hub as an owner, or ask support to confirm what's enabled.

When to contact support

You need additional locations provisioned.
Payment processing isn't activated on your account yet.