1. If you are using inventory management…
  2. If you are using an online menu…
  3. If you are enabling online ordering on your menu…
  4. If you are using Connect for SMS and MMS messaging…
  5. If you are using Loyalty for points and rewards...
  6. If you are using Experiences for checkin, drawings, and events…

Before setting up your account configurations, you must first add your Employees to the account so that they can access the appropriate locations. 

If you are using inventory management…

  • Set up your Sales Stations
  • Set up your Safes
  • Set up your in-store Discounts
  • Configure your Receipt and Product Label text copy
  • Set up your Product Categories and configure the taxes that apply to each section
  • Receive your inventory through Inventory Shipments
  • Create Customer Profiles

If you are using an online menu…

  • Set up an integration to your third-party POS
  • Configure your Product Category taxes
  • Configure your Online Menu Settings
  • Embed the BlackbirdGo menu onto your own website

If you are enabling online ordering on your menu…

  • Set up your Sales Station
  • Set up the Discounts that can be applied for online orders
  • Configure your account for Self Delivery (if applicable) 

If you are using Connect for SMS and MMS messaging…

  • Choose a segment bundle 
  • Configure your Welcome Message
  • Set up your Collect widget and embed it onto your website
  • Notify your customers that they can subscribe to receive SMS and MMS marketing messages by signing up through the Collect widget 

If you are using Loyalty for points and rewards...

  • Create your loyalty program and enable it for specific locations
  • Set up your Loyalty Tiers (applied to all locations) 
  • Set up your Loyalty Point Triggers (applied to all locations) 
  • Set up your Loyalty Point Magnifiers (applied to individual locations) 
  • Create your Loyalty Rewards 
  • Configure your rewards for Auto Redemption (if applicable) 

If you are using Experiences for checkin, drawings, and events…

  • Set up your Business Info 
  • Set up your Experience Stations
  • Set up your Drawings
  • Set up your Events

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