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All collectionsSetup checklist

Your first service

An eight-step checklist, from setup to your first closing.

0 of 8 complete
  1. Set up your business for the first sale

    The order to set things up in, from a new account to a first test sale: business details, location, menu, tax, staff, devices and card payments.

  2. Work with locations

    Add a location, set its address, time zone and business-day cut-off, close one you no longer use, and understand what belongs to a location.

  3. Add and edit products

    Create a product with its price, category, VAT rate, photo and prep station, change it later, and take it off sale or delete it.

  4. Add staff and set up their access

    Add a person, give them a role, locations and a POS PIN, and understand the three separate ways someone can get into Verimly.

  5. Pair a device

    Connect a tablet or phone to your business with a pairing code: tills, waiter devices, preparation station screens, handover screens and customer displays.

  6. Register a card reader

    Add a card reader to a location with the registration wizard, choose the till it takes payments for, and find out which readers work with Verimly Payments.

  7. Take an order and get paid

    How to ring up a quick sale at the counter or run an order at a table on the POS, add products with options and notes, send items to preparation and take payment.

  8. Close the till at the end of the day

    Count the drawer, recount when it doesn't match, decide what stays in the drawer for tomorrow, and close the day with a printed Z report.

The daily service flow

Open the till → take orders → collect payment → count and close.

01Open the till02Take an order and get paid03Split a bill04Close the till at the end of the day
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