Quick Setup Guide Toast Quick Setup Guide Publication: 20180831140853 Copyright © 2018 Toast, Inc.

Toast technical documentation is proprietary and confidential. No part of the documentation may be disclosed in any manner to a third party without the prior written consent of Toast, Inc.

Toast Quick Setup Guide ii Table of Contents

Quick Restaurant Setup ...... 1 Marketing Setup ...... 2 Restaurant Info ...... 2 Hours and Services ...... 3 Receipts ...... 4 Kitchen and Dining Room Setup ...... 4 Service Areas ...... 5 Dining Room Tables ...... 5 Courses ...... 7 Prep Stations ...... 8 Dining Options ...... 9 Printers ...... 10 Jobs and Employees Setup ...... 11 Jobs ...... 12 Employees ...... 13 Payments Setup ...... 14 Other Payment Options ...... 15 Discounts ...... 16 Void Reasons ...... 17 Service Charges ...... 17 Tax Rates ...... 1 8

Toast Quick Setup Guide iii Quick Restaurant Setup

The Quick Restaurant Setup Guide explains how to make the basic configuration of your Toast POS system match the workflow of your restaurant.

This guide does not cover menu configuration, reporting, or more complicated POS configuration. It will take approximately two hours to complete the procedures in this guide.

The following sections provide more information about setting up your Toast restaurant.

• Marketing Setup (page 2)

• Kitchen and Dining Room Setup (page 4)

• Jobs and Employees Setup (page 11)

• Payments Setup (page 14)

Make sure to download the guide to your device for the best benefit! Text that appears in orange like this is a clickable link to more detailed training information.

If you need additional help, refer to Toast Central.

Toast Quick Setup Guide 1 Marketing Setup

Marketing setup configures the information about your restaurant that you share with restaurant guests.

Restaurant Info

You can add the information about your restaurant that you want to send to guests on the Marketing > Restaurant Info page of the back-end.

All Toast restaurants have a Toast web page. You can find the web address of the Toast web page for your restaurant in the Toast Tab Page control on the Restaurant Info page. The information about your restaurant that you include in the restaurant info configuration section is shown on your Toast restaurant web page.

The following image shows the Restaurant Info page.

Enter the following restaurant information:

Restaurant Information

• Restaurant Image – The square image at the top of the page. The minimum size is 180 pixels in height and width.

• Banner Image – The banner image at the top (960 pixels wide minimum).

Toast Quick Setup Guide 2 • Restaurant Description – A brief paragraph about the restaurant concept. Include messaging that you want associated with your business. For example, information about cuisine, atmosphere, etc.

• Website URL – The web address of your restaurant's web site.

• Facebook Page URL – The web address of your restaurant's Facebook™ page (Optional).

• Twitter Account – The web address of your restaurant's Twitter™ page (Optional).

• Toast Tab Page – The web address of your Toast restaurant web page. Your customers will see this when they visit the Toast online ordering page.

Hours and Services

You can add information about the days of the week and times of day that your restaurant is open, and what types of service, or meals, you offer on the Marketing > Restaurant Hours / Services page of the back-end.

In the Services section, add the meals that you offer (for example, lunch, dinner, or late night).

In the Day Schedules section, add your restaurant's hours of operation for each meal on each day type, for example weekdays and weekends. You can add more day types if you need to.

Toast Quick Setup Guide 3 In the Weekly Schedule section, choose the days of the calendar week that match the day types that you configured in the Day Schedules section. For example, you might choose the weekend day type for Sunday and Saturday, and Closed for Mondays.

Receipts

You can customize the header and footer of the payment receipts for your restaurants on the Marketing > Receipt Setup page of the back-end. You can add your company logo, address, social media pages, or a fun message.

Kitchen and Dining Room Setup

Kitchen and dining room setup builds your floor plan and configures your restaurant workflow in the POS.

Toast Quick Setup Guide 4 • Service Areas (page 5)

• Dining Room Tables (page 5)

• Courses (page 7)

• Prep Stations (page 8)

• Dining Options (page 9)

• Printers (page 10)

Service Areas

On the Kitchen/Dining Room > Service Areas page of the back-end, configure service areas for restaurants that provide table service. A service area represents a section of your physical restaurant space. If you plan to use table service mode, you must configure at least one service area. For large full service restaurants, service areas might include patios, bars, or private dining rooms.

For quick service restaurants, you can use quick order mode which does not require a service area.

If you do not have staff responsible for serving tables, you can skip the remainder of this section.

Once you create a service area, you can enter table layouts and configure service area settings (instructions in the section below). You also have the ability to filter Toast reports based on service area. For each service area, you will be able to select:

• Primary? – The primary service area is the default layout employees see when they sign into the Toast POS device.

• Auto-apply Gratuity? – Allows you to apply auto-gratuities or service charges based on the party size. For more information, see this article on Toast Central.

Dining Room Tables

If you do not have staff responsible for serving tables, you can skip this section.

On the Kitchen/Dining Room > Tables page of the back-end, enter your table or bar layouts.

Toast Quick Setup Guide 5 • Click and drag tables barriers and labels from the left side of the screen onto the restaurant layout diagram.

• Drag any unneeded tables, barriers, or labels off of the diagram to remove them.

• Click to select a table and enter its number in the text box at the bottom of the screen.

• Click to select a table or barrier and adjust its size using the - and + controls for size, width, and height.

Configuring the layouts takes time, but it is essential for staff efficiency.

Here are some examples of table layouts:

You can see another example on the following page.

Toast Quick Setup Guide 6 Courses

On the Kitchen/Dining Room > Courses page of the back-end, configure courses to organize menu items and allow servers to select when items are fired to the kitchen. Course firing is especially useful when you're pacing out appetizers, entrees and desserts.

Start by enabling Course Pacing in the Meal Pacing page of the Kitchen/Dining Room section. Next, you can create and name your courses as shown below. You can toggle, change and add new course names for specific menus from this page.

You can also use courses to group menu items on kitchen receipts or on the KDS (Kitchen Display Screen), even if the servers are not controlling the flow of service. The nature of your restaurant operation (specifically, how you want the kitchen staff to receive orders) will determine how you configure courses in the POS.

If you do not have staff responsible for serving tables, you should delete any courses that are configured in the default restaurant setup.

Toast Quick Setup Guide 7 For more information on courses, see this article on Toast Central.

Prep Stations

On the Kitchen/Dining Room > Prep Stations page of the back-end, configure the prep stations to direct menu items to specific ticket printers or KDS devices. Prep stations control which kitchen employees prepare specific menu items.

For example, if one kitchen station is responsible for salad preparation, you can configure a “salad” prep station and then assign all salad items on the menu to the “salad” prep station. After you configure that workflow, each salad order will appear on KDS devices or print to the station that is setup to display salad orders.

• Send to Expediter – Enable if you want the prep station to be sent to your expediter or show up on the KDS. Disable this option if you have a prep station that you don't want these options. For example, the kitchen may not need to see what items are being prepped by the bar, so this option would be disabled.

• Ticket Printer – Configured printers will appear in the drop down menu for you to select.

• Always Print Tickets – Enable this option if you always want a printed ticket to generate. This is useful for kitchen prep stations that operate separately or only rely on printed tickets to know what to prep.

Most restaurants have at least one prep station. There are certain businesses, like bakeries or food trucks, where there is no kitchen and therefore no need for a prep station.

For more detailed information about configuring prep stations, see this article on Toast Central.

Toast Quick Setup Guide 8 Dining Options

On the Kitchen/Dining Room > Dining Options page of the back-end, customize how guests purchase food from your restaurant. For example, dining options include takeout, online ordering, and delivery.

Three dining options will be pre-populated by Toast. These dining options include:

• Dine In – Allows servers to directly enter orders.

• Take Out – Forces a server to enter a phone number and select or create a guest record before entering an order.

• Delivery – Forces a server to enter a phone number and select or create a guest record before entering an order. Since this is a delivery workflow, a guest's full address is required. If you do not offer take-out, online ordering, or delivery to guests, you can omit those dining options, which will leave Dine In as the only option. You can then skip the rest of this section.

Tap the +Add button to enter in a new dining option. You can customize the name of the new dining option, or edit the name of the pre-populated dining options. Behavior allows you to determine how you want the dining option to function. You can assign any dining option to behave as a Dine In, Take Out or Delivery order. Tap on the check box to enable a dining option as the default.

In the example below, we have created two new dining options and set their behaviors based on the type of orders they will be responsible for.

For more information, see this article on Toast Central.

Toast Quick Setup Guide 9 Printers

On the Kitchen/Dining Room > Printers page of the back-end, enter information about the printers you will use at your restaurant. You add printer information for both payment receipt printers and kitchen printers.

Make sure you name the printers in a way that will make it easy to match printer configuration in the POS with the physical printers in your restaurant. For example, if you have a printer dedicated to printing Take Out orders, you could name the printer Take Out Printer.

Select the appropriate model of the printer from the Model section. This will determine certain formatting styles for the receipts that print.

You'll include the IP address of a printer when you add its information. Printers are pre-configured with an IP address and that IP address is shown on a label attached to the printer. Take a look at the example below.

There are a few more options you'll select when setting up a printer.

• Font Size – Designate the font size of kitchen tickets and customer receipts depending on the printer's use.

• Paper Width– Set the paper roll's width to ensure print outs are configured to the correct size

• Backup – Select a backup printer in case a print job fails at this printer.

Toast Quick Setup Guide 10 • Cash Drawer? – Enable the appropriate option if the printer is connected to a physical cash drawer.

• Cash Drawer Delay – Determine how long the cash drawer will be delayed in opening.

• Starting Cash Drawer Balance – Configure the default starting balance of the drawer attached to this printer.

• Reset Balance Type – Determine how a new drawer will be created when you close one instance of the drawer out during the business day.

See examples of those configuration options below.

For more information, see this article on Toast Cental.

Jobs and Employees Setup Jobs and employees setup builds the job roles at your restaurant, assign each role permissions and create users for your employees. After you create jobs and employees,

Toast Quick Setup Guide 11 you assign specific employees to jobs. The employees inherit the permissions for the jobs you assign. You can override the permissions for an employee if you need to.

• Jobs (page 12)

• Employees (page 13)

Jobs

On the Labor > Jobs page of the back-end, enter information about the types of jobs your restaurant employees do.

There are several default job types preconfigured for your restaurant, but if they do not match your restaurant workflow, you can update the job titles or delete them entirely. From there, you can add any other jobs you need.

Common job types include: cashier, server, bartender, hostess, busser, dishwasher, driver, prep cook, line cook, kitchen manager, FOH manager, bar manager, general manager, pastry chef, sous chef, and chef.

Consider the following questions when you deciding what jobs to create for your restaurant:

• Should employees in this job have different access permissions than other jobs in the restaurant?

• Do employees in this job have different standard pay rates from other jobs in the restaurant?

• Do you want labor reports to summarize hours and pay by this job type?

Select Add Job which allows you to Create New Job or Quick Add Jobs.

Toast Quick Setup Guide 12 • Create New Job - Allows you to configure various permissions and settings particular to that position.

• Quick Add Jobs - Allows you to add the basic job configuration but not assign any permissions. You'll need to go back and add permissions to the job.

Employees

On the Labor > Employees page of the back-end, enter information about the people who work at your restaurant.

You can quickly enter and remove employees from the POS. When you add an employee, you assign that employee to one of the jobs you created. Make sure you create jobs first for this reason.

Toast Quick Setup Guide 13 There are three ways to add a new user to Toast.

• Invite New User - Send the employee an email invitation to log into Toast using their email address. The employee then creates their own password and enters their own information. They won't be able to change job roles or permissions assigned to them.

• Create New User -Enter all of the employee's information, including assigning them a login password. You can also assign them job roles and permissions.

• Quick Add User - Use this option when you don't want to generate a password for the employee. This is helpful when adding multiple employees at a time. The employee can log into their account by entering their email address and using the Forgot Password link.

Refer to the example below that includes employees that have been successfully added to Toast. For more specific instructions, refer to this article on Toast Central.

Payments Setup

Payments setup controls how the POS handles guest payments at your restaurant.

• Other Payment Options (page 15)

• Discounts (page 16)

• Void Reasons (page 17)

• Service Charges (page 17)

• Tax Rates (page 18)

Toast Quick Setup Guide 14 Other Payment Options

Toast can support an unlimited number of additional or alternative payment options to be accepted by your restaurant. Other payment options allow your restaurant to accept alternative payments that are not cash or credit cards. LevelUp™, or a non-cash option such as GrubHub™, are two examples of other payment options you might consider adding.

On the Payments > Other Payment Options page of the back-end, add payment types that are not cash or credit cards.

From the New Payment Option page, enter the information in the text fields. Begin by naming the payment option as it should appear on the payment screen. You can add a description if you'd like as shown below.

Once you add a new payment option, you can configure it according to your workflow. After successfully adding, you'll be able to accept it on your POS and track the reports right away.

• Require Manager Option - A manager would need to enter their passcode for an employee to apply this payment method.

• Treat as Discount -Applying a partial balance as this payment type would not subtract from taxes due as a discount would behave. A receipt with the remaining balance due will print.

• Tax Exempt - Remove taxes from the entire check. Intended for third party order and delivery services.

• Tips Enabled - Customers would have the ability to apply a tip on the receipt, printed or digital.

• Allow Rewards Program - The payment type can be used with the Toast Rewards Card or Program to earn points.

For more information, see this article on Toast Central.

Toast Quick Setup Guide 15 Discounts

You can configure discounts that allow an employee or manager to discount both items and checks based on percentages or amounts.

On the Payments > Discounts page of the back-end, add the discounts your restaurant offers for promotions and guest relations. Your restaurant is pre-configured with the several commonly-used discounts: Comp (100%) check, Comp (1005) item, and Open Item Dollar Amount.

You can change the default discounts and add your own discounts. There are four types of discounts:

• Fixed discounts are a set dollar or percentage amount that is deducted from a check or item.

• Open discounts allow you to enter a dollar or percentage amount of your choosing when discounting an item or check.

• BOGO (Buy One Get One) discounts reduce the price of "get" items if a check includes specific "buy" items. For example, buy a bagel and get a free small coffee.

• Combo discounts reduce the price of a specific group of items to a fixed price, or assign a single item to a specific dollar value.. For example, a bagel and small coffee for $3.00.

Click on each type of discount above to learn more details. Some additional features for discounts include:

• Set hours and days for a discount to be available.

• Set discounts to be exclusive or allow combining discount offers.

• Auto-apply to a check without selecting a discount button or entering a promo code.

For more information, see this article on Toast Central.

Toast Quick Setup Guide 16 Void Reasons

On the Payments > Void Reasons page of the back-end, configure categorizations of the reasons that employees cancel or void orders. Void reasons explain why the order was canceled.

Example void reasons include: • Server error

• Guest changed mind

• Guest canceled order

Service Charges

On the Payments > Service Charges page of the back-end, create the service charges that you apply at your restaurant, and choose whether the service charge is assigned to the check owner as a gratuity.

There are two ways of assigning the service charge amount:

• Assign the fee to the owner of the check, as a gratuity.

• Assign the fee to the restaurant.

Note that assigning fees must be configured for each service charge individually. When a fee is assigned to the owner of the check, the service charge amount is paid out to the owner of the check. Examples include an automatic gratuity for parties of six or more, or a delivery fee. When the fee is assigned to the restaurant, that means the service charge amount is kept by the restaurant and added to net sales. Examples of these types of service charges include a corkage fee or event fee.

You'll configure the following information for a service charge. See an example on the following page.

• Charge type, charge percentage and charge amount

• Apply after amount threshold

• Waive fee threshold

• Delivery distance threshold

Toast Quick Setup Guide 17 For more information, see this article on Toast Central.

Tax Rates

On the Payments > Tax Rates page of the back-end, configure the types of taxes that apply to sales at your restaurant, and their rates. You apply tax rates to menus, menu groups, or individual items.

Typically, you will need to configure two tax rates for your restaurant: state tax and local tax. Other types of taxes might apply to your restaurant. For example, additional tax rates might include: retail tax, county tax, lodging tax or takeout tax. Before you begin using the POS for live restaurant sales, you must assign appropriate tax rates to each item.

For more information, see this article on Toast Central.

Important Toast is not responsible for improperly configured tax rates.

Toast Quick Setup Guide 18