Overview
With Platter, your device becomes a powerful tool for managing orders, tables, and daily restaurant operations. Before your staff can start using it, you’ll need to prepare the device by configuring the necessary system settings, installing the Platter Restaurant App, and logging in with your Platter credentials. Once the app is connected, you can adjust the POS device settings to meet your business needs and complete the setup.
Prerequisites
A supported IOS or Android device that supports Platter
A secure and stable internet connection
Installed the Platter Restaurant App
Platter login credentials for accessing the app
Before installing the Platter Restaurant App, you’ll need to connect your device to Wi-Fi and adjust a few essential system settings to ensure proper performance.
On iOS devices, you can connect to your restaurant’s secure Wi-Fi by going to Settings > Wi-Fi, selecting the correct network, entering the password, and tapping Join.
On Android devices, you can connect by opening Settings > Network & Internet > Wi-Fi, choosing your business network, entering the password, and tapping Connect.
On your device, set the correct timezone by going to Settings > General > Date & Time and enabling Set Automatically. This ensures accurate order times and reporting inside the Platter app.
To prevent interruptions during service hours, open Settings > App Store > Automatic Downloads and turn off App Updates so updates don’t install while staff are working.
To avoid message pop-ups from disrupting the POS screen, turn off FaceTime in Settings > FaceTime and disable iMessage in Settings > Messages.
For security, remember to update your device software outside business hours.
Enabling Guided Access and automations
Guided Access can keep the Platter app locked on the screen during work hours, preventing staff from accidentally closing it. You can enable this by going to Settings > Accessibility > Guided Access and following the setup steps.
If switching between apps is necessary, you can create an Apple Shortcut that automatically reopens the Platter app whenever it closes, offering a flexible alternative to Guided Access.
Your staff will use the Platter Restaurant App to take orders, manage tables, and process sales. Getting started with Platter begins by installing the app on your device.
Ensure Google Chrome is up to date, then open it and log in to the Platter Back Office. Go to Settings > Restaurant Settings to set up your payment gateway (Stripe or Moneris) by entering the required credentials.
In Printer Configuration, add your receipt printer using the IP address and port printed when the printer powers on, making sure it’s on the same network.
Under SMS Configuration, enter your Account SID, Auth Token, and SMS Phone Number to enable SMS alerts.
For the Customer-Facing Display, you can use the default wallpaper or upload a custom one.
You’re now ready to use the Platter POS app. Once these steps are complete, your device is fully set up for taking orders, managing tables, and running daily restaurant operations.
Troubleshooting
Device not connecting to Wi-Fi
Verify you selected the correct business network.
On iOS, check Settings > Wi-Fi.
On Android, check Settings > Network & Internet > Wi-Fi.
Restart the device or reconnect if needed.
Platter app not opening or crashing
Ensure your device is updated to a supported iOS/Android version.
Close and reopen the app.
Restart the device.
Confirm the app has finished installing.
Unable to log in to the Platter POS app
Confirm you’re using the correct email and password.
Check internet connectivity.
Reset your password if login fails.
Update Chrome or Android System WebView (Android only).
Printer not connecting or printing
Confirm both the device and printer are on the same Wi-Fi network.
Check the printer’s IP address and port from the startup slip.
Re-enter the IP/Port in Printer Configuration.
Restart the printer and ensure POS permissions (Wi-Fi, Bluetooth) are allowed.
The payment gateway is not working
Recheck your Stripe or Moneris credentials in Restaurant Settings.
Make sure the device has internet access.
Restart the POS app after updating payment settings.
Ensure terminals or card readers are correctly paired.
SMS notifications are not sending
Verify the Account SID, Auth Token, and SMS Phone Number.
Confirm your SMS provider account is active.
Ensure the device is online.
Customer-Facing Display not updating wallpaper
Ensure the uploaded image is in a supported format (PNG/JPG).
Refresh or restart the CFD screen.
Restart the Platter POS app.
Guided Access issues
Disable and re-enable Guided Access in Settings > Accessibility.
Exit Guided Access with triple-click and reset it inside the Platter app.
If using shortcuts, verify that the automation is correctly set to reopen the app.
The device is running slowly or freezing
Confirm automatic app updates are turned off during working hours.
Close unused apps running in the background.
Restart the device to refresh performance.
Platter app not reflecting recent settings
Log out and log back in.
Fully close and reopen the app.
Ensure printer, payment, and SMS settings were saved.
Check the network connection for syncing.