Overview
Welcome to Platter, the modern, device-friendly POS and restaurant management platform designed to support fast, reliable, and efficient hospitality operations. We’re excited to have you join the Platter community!
To help you get started smoothly, our Getting Started Guide walks you through everything you need to set up Platter, train your staff, and begin processing real orders. This introduction outlines the key steps you’ll follow, how to navigate the setup process, and where to reach out if you ever need assistance.
Prerequisites
A registered Platter account
Access to a device that supports the Platter POS app
Internet connection for setup and syncing
Steps
1. Signup
Create your Platter account by entering your contact details on the Platter website.
A Platter representative will reach out to verify your details and help activate your account.
Set your password and sign in to the Platter system using the link provided in your activation email.
Order any hardware you need, such as receipt printers, tablets, or payment terminals.
2. Onboarding & Setup
Schedule a welcome call with your Platter onboarding specialist.
Follow the Platter Getting Started guide to configure your restaurant settings, menus, floor plan, printers, payment gateways, and user roles.
You can complete the setup from any computer or supported mobile device.
Your POS app stays in setup mode until you officially launch.
3. Launch
Once your setup for menus, devices, tables, and staff accounts is ready, you can officially launch Platter at your location.
Use your launch checklist to confirm everything is fully configured and your staff is trained.
Switch your account from setup mode to live mode so you can begin taking real customer orders.
After launch, visit the Platter Help Center for support articles and resources.
Troubleshooting
If your account activation email hasn’t arrived, check your spam/junk folder.
If hardware isn’t connecting, confirm it’s on the same network as your POS device.
If test orders disappear, verify you’re not still in setup mode.
If you can’t access settings, make sure your role has the correct permissions.
If onboarding steps are unclear, reach out to your Platter onboarding specialist.