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Toast Classroom: Get Started With Toast Menus

Once you get your hardware, we strongly recommend that you plug in and turn on a Toast Flex terminal, Toast Go® or S1 Handheld so you can begin previewing and testing your menu with your team. Playing around with your menu as it’s being built (and before your full system installation) is the best way to ensure that your menu is set up properly before you start serving your guests.
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After previewing your menu, follow the instructions in the Menu Testing Checklist section of this article to double-check that you’re ready to serve guests.

​If you have not received your hardware prior to your Menu/Retail Review, please still attend your review.
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After successfully logging in, you’ll be walked through some initial setup steps.
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For the purposes of previewing your menu, your responses to these setup questions don’t matter right now – you’ll be able to easily change these settings from Device Setup when you complete your full installation (learn more: POS Device Setup Overview, or for S1 Handheld Devices, find set up instructions here), so click through until you get to the end of the setup questions.
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Upon completing the setup steps, select the back arrow in the top-left corner of the order screen to access the main menu of the Toast app. Then, select Quick Order from the Mode section. This is where you'll be able to preview your menu.
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As your menu is being built, you‘ll see real-time updates on your Quick Order screen every time a change is published in Toast Web. If you have an upcoming menu review with a Toast Menu Specialist, please prepare notes of any requested edits.
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Now that one of your devices is set up to preview your menu, we encourage you to try a few things to ensure your menu is ready to serve your guests:
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Instructions for each step are detailed below.
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Look through the available buttons on the Quick Order screen to preview your POS menu and double-check that your menus and items appear correctly.
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If you’ll be using Toast Online Ordering: Your online ordering menu will match your in-store POS menu. To preview your online ordering menu, follow these steps:
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Note that this preview mode will only apply for Toast Online Ordering (not third-party online ordering).
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If you’d like certain items to not appear on your online ordering menu (or if there are additional items you’d like to add to online ordering), you can update visibility settings for entire menus, groups, items, or modifiers. To learn more, visit Manage Your Menu Visibility Settings.
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In Toast Web (on your computer), add a new item to your menu. Don’t worry if this isn’t a real menu item that you offer – this can be archived later.
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​Publish your changes, then return to your terminal to see how the new item appears on your POS.
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To learn more, see Create and Manage Menu Items.
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In Toast Web, navigate to an item on your menu and add a new modifier group. Then, create a modifier within that group.
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​Publish your changes, then return to your terminal to see how the new modifier appears on your POS.
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For more details, check out Create and Manage Modifier Groups and Modifier Options.
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Next, try out Quick Edit mode on your POS device. Before entering Quick Edit mode, ensure that you’ve saved and published any pending menu changes in Toast Web (on your computer).
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You can enter Quick Edit mode by holding down any menu button and then selecting Enter Quick Edit. Practice changing the color of a menu button, changing the price of an item, adjusting the inventory amount, or editing the POS Name to better fit on your screen.
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For more details, see Use Quick Edit Mode on the POS. Select Save to exit Quick Edit mode.
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On your Toast device, practice using the system by ringing in 5-10 sample checks. Make sure to include a variety of items from different parts of your menu (like Appetizers, Entrees, Sides, etc.), as well as any items that have modifiers (like Salad Dressings or Wing Flavors).
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Bonus: If you’re currently open for business, have your staff test your menu by ringing in orders from real guests.
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As you get closer to your go-live date, you can continually update your menu as you see fit. Check out the Additional Resources section for links to more information about menu management on Toast Classroom and Support Center.
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When you’re ready to fully install your Toast system, you’ll need to connect your device to the designated Toast network at your location.
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Note: S1 Handheld Devices cannot be factory reset.

After fully installing your Toast system, you’ll need to update some basic settings on the device you used for your menu preview:
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If you have additional questions before you go live, please reach out to your POS Onboarding Consultant.
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If you’d like to learn more about menu setup, advanced configurations, or anything else Toast-related, we encourage you to check out Toast Classroom and Support Center.

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