To start taking orders, work through your setup checklist — Open's Assistant shows you what's done and what's still needed. At any point you can ask the assistant "what's left to set up?" and it'll tell you exactly what's complete, what's in progress, and what to do next.
The steps to go live with online ordering
Here's the path from a new account to taking your first order. Each step has its own quick guide:
Add your business info — your restaurant's name, address, and contact details.
Connect your POS — link Toast or Square so your orders and menu sync. See Connect Toast to Open or Connect Square to Open.
Your menu syncs in — once your POS is connected, your menu flows into Open automatically; there's nothing to rebuild by hand.
Connect your payouts — add the bank account where Open sends your sales. See Connect your payouts.
Add your branding — upload your logo, banner, and app images so Open looks like you. See Add your branding.
Verify your web-ordering domain — to run ordering on your own web address. See Verify your web-ordering domain.
Go live — flip ordering on for your location. See Go live with online ordering.
Turn on more when you're ready
Online ordering is just the start. When you want them, you can enable other parts of Open — each has its own short setup:
Marketing — email and SMS campaigns (texting needs a one-time Get cleared to send SMS (10DLC) step), loyalty, and a welcome offer for new customers.
Reviews & Google — connect your Google Business Profile to manage reviews.
Lead capture — turn website and ad visitors into contacts.
A marketing website and catering ordering.
You don't have to do these to go live — add them whenever it makes sense.
More than one location?
Set up each location the same way. Your business info, POS connection, branding, and domain are handled per location, so you can bring new sites online as you grow.
Check your progress anytime
You don't have to remember where you left off. Ask Open "how's my setup going?" or "what's left before I can take orders?" and it'll walk you through what's next.