I’ve Purchased the Pro Version. What’s Next?
Table Of Contents
You will shortly be receiving an email or call from TouchBistro to arrange requested installation or training aid.
Chapter 1. Getting Started
Getting started with TouchBistro is a six step process:
- Setup Your Mac Mini Server
- Download and Install TeamViewer
- Download TouchBistro for iPads
- Setup your restaurant/menu
- Ensure you have Internet connectivity before your install/training
- Assess your wiring needs
Before following these steps, please ensure that your iPad is running the latest iOS software. TouchBistro only supports iOS7 and above. To check this, go to the iPad’s Settings | General | Software Update. You might want to review TouchBistro hardware requirements at this page.
Chapter 2. Step 1 – Setup Your Mac Mini Server
First thing you want to do is get your Mac Mini server up and running. Download this step by step guide and follow it. It shows you how to setup your Mac Mini, update the OS, and configure it for operation as your TouchBistro server.
Note: You will need a mouse, monitor, and keyboard connected to your Mac Mini. It is critical you keep these items on site at all times. They are needed for updating your Pro Server to the latest version as well as helping TouchBistro support resolve any problems you’re having.
Chapter 3. Step 2 – Download and Install TeamViewer
To aid training and support, download and install on your Mac Mini the third party TeamViewer app. TeamViewer allows TouchBistro support to remotely diagnose and correct issues with your server software as well as connectivity issues.
Chapter 4. Step 3 – Download TouchBistro
On each of your iPads, download TouchBistro from the Appstore. Please download TouchBistro using the same Apple ID and an Apple ID you, the venue owner, owns. Do not use an employee’s Apple ID. You do not want an employee leaving with the Apple ID and password.
Chapter 5. Step 4 – Create Your Restaurant
On one iPad open TouchBistro and select Setup New Restaurant. Tap New Restaurant. Complete your restaurant profile (name, address, email, etc.) and tap Create New Restaurant. Tap Register. Tap Register With Existing Account. Register your restaurant with the username and password provided to you by TouchBistro.
Note down your default Admin Pass: 1234.
From your floor plan screen, tap Admin | Admin Settings. You’re now ready to set up your restaurant, notably your menu, staff, and floor plan. It is not necessary that you setup the whole menu or floor plan in one go. But it’s important, before your training, to have these things started.
To get started on your floor plan, menu, and your staff, see these chapters in the Administrator’s Guide:
Setting Up Your Menu – This is where you will program your menu.
Managing Staff – Here you set up login passwords and profiles for your staff. Make sure you create a manager profile for yourself and additional manager profiles for staff with managerial duties. Manager profiles can sign off on voids, run reports, and perform all end of day type duties like an admin profile. It’s advisable not use the admin profile for day to day operations.
Setting Up Your Floor Plan – Here is where you setup your tables, bars, and POS locations for takeout orders.
If you choose to register, please write down the Account Name and Password that you create for yourself. The Account name can be your restaurant name, all one word with no capitals.
Chapter 6. Step 5 – Ensure You Have Internet Connectivity before Your Install/Training
Double check you have access to the Internet before your scheduled install and training times.
Chapter 7. Step 6 – Assess Your Printer Locations and Wiring Needs
Consider the locations of your AirPort router, modem, and printers. Printers need to be plugged into your AirPort router via Cat5 Ethernet cables. If your kitchen chit/ticket printer is located at a distance from your AirPort router, you will need to acquire a Cat5 Ethernet cable of the proper length. Measure the distance from your AirPort to your kitchen printer and then add an extra 12 feet (a bit less than 4 meters) to account for mounting.
Chapter 8. Step 7 – Download the Pro Server to your Mac
Login to your cloud site and download the Pro Server app.
Chapter 9. Help
TouchBistro’s Help site provides a wide range setup, user, and how to guides. It’s fully searchable and an excellent starting point for making the most out of TouchBistro. Below, are several important documents you should access to aid you in setting up any payment processor you’ve contracted with, securing your iPad, and important training documents.
Chapter 10. Payment Processor Guides
If you are using an integrated payment processor, you will find a setup guide on the resources site.
Chapter 11. Best Practices
Consult these guides for help implementing backup procedures and increasing the security of your iPad. As well, you should make sure you completely power down all iPads and your Mac Mini computer at the end of day.
Backing Up TouchBistro: This guide will walk you through setting up a regular backup procedure for TouchBistro Pro. It is important your regularly backup your restaurant data.
Disable Automatic Updates: Automatic updates can pose certain problems when running TouchBistro. You do not want your iPad updating apps in the middle of a shift, for example. See this guide for full instructions on how to make sure TouchBistro is properly updated.
Locking your iPad in TouchBistro mode only: Follow this guide to configure your iPads to prevent users from exiting TouchBistro and accessing the iPad and other apps.
Prevent TouchBistro from being deleted: If you prefer to keep your iPad free to run other apps, you should prevent it from being easily deleted.
Chapter 12. Additional Online Resources
Review these pages and documents below. You will find these pages and documents useful for getting TouchBistro setup and making the most out of TouchBistro:
Administrator’s Guide: How to setup your restaurant using the Admin section. Basically your TouchBistro Owner’s Manual.
Setup Guides: A resource section helping you understand your hardware setup and setting up your payment processor of choice.
How To Guides: A resource section helping you with many common tasks and configuring your iPad for use as a POS.
What’s New: We regularly update TouchBistro with new features. New features and how to use them are detailed in our release notes. When you update TouchBistro, visit this page, download the latest release notes, and circulate them among your staff.