Role-aware guide hub for the docs this user should actually see.
This page is designed to live inside the app and also print cleanly. Use the role switcher before printing so restaurant owners, public reviewers, and admins only receive the right documentation.
Visible guides4
Current roleOwner
Guided setupStep-by-step
PDF-readyYes
Analytics flow0
Guide 1 - Guest or restaurant reviewer
Menu Preview Guide
Use this guide to open a restaurant menu, browse categories, inspect dishes, and return to the restaurant website.
Step 1
Open the menu
Use the restaurant menu link or QR code. If the page is still in private preview, enter the temporary preview password supplied by the platform owner.
Step 2
Browse categories
Use the category cards, search field, or sticky tabs to move through sections such as Appetizers, Mains, Desserts, and Drinks.
Step 3
Open a dish
Select any item to view the cinematic dish slide with image, price, description, ingredients, allergens, nutrition, and navigation controls.
Step 4
Return to the restaurant
Use the Website action when available to go back to the restaurant owner's official website. Other actions may include Call, WhatsApp, Directions, Reserve, or Order.
Guide 2 - Restaurant owner or account manager
Restaurant Owner Guided Setup Guide
Use the guided setup to complete one clear task at a time, then return later to edit the finished restaurant dashboard.
Step 1
Start with the guided setup
On the first visit, the owner sees one setup slide at a time instead of the full dashboard. Each slide explains the current task and keeps the Continue button locked until the required fields are complete.
Step 2
Complete restaurant information
Fill in the restaurant name, slug, tagline, location, market, menu language, currency, price display, owner website backlink, and hero image. These fields build the public identity of the restaurant menu.
Step 3
Upload images first
For hero, category, and dish images, use Upload as the primary action. If an image is already hosted somewhere else, use the image URL field after the word or.
Step 4
Create categories
Add at least three active categories such as Appetizers, Mains, Desserts, or Drinks. Categories control the menu tabs and the category selection experience.
Step 5
Add complete menu items
Add dishes with category, name, slug, description, price, image, ingredients, allergens, calories, protein, carbs, and fat. Item prices automatically use the restaurant currency and the restaurant's chosen price display style.
Step 6
Wait for allergen approval
New, edited, or duplicated items are marked as needing owner allergen confirmation. Confirm the allergens from the Today tab or the item edit form, then wait for the platform admin to approve them.
Step 7
Enable private preview
Set a temporary preview password and expiry date so the owner can review the unpublished menu before it becomes public.
Step 8
Use the dashboard on later visits
After setup is complete, later visits open the real dashboard for edits, adding menu items, previewing, publishing, QR sharing, and quality checks.
Step 9
Use Today for daily service
Open the Today tab when service starts. It gives the owner a simpler view for price tweaks, short description changes, sold-out status, and quick hide/show controls without entering the full menu builder.
Guide 3 - Owner review workflow
Private Preview Guide
Use private preview when a restaurant page should be temporarily accessible for review without being publicly published.
Step 1
Enable private preview
In the guided setup, open the private preview step. Turn on private preview, set a temporary password, and choose an expiry date.
Step 2
Save preview access
Save the preview settings. The preview password is stored as a hash, and the reviewer must enter the password to open the unpublished menu.
Step 3
Share the preview link
Use Open preview to test the link. In production, the same pattern can work on the restaurant subdomain before public launch.
Step 4
Publish when approved
Once the owner approves the menu, publish the restaurant so the page no longer needs private preview access.
Guide 4 - Launch workflow
Publishing & QR Guide
Use publishing and QR tools to turn a restaurant demo into a shareable public menu page.
Step 1
Check readiness
Before publishing, finish the guided setup: restaurant information, hero image, at least three categories, complete menu items, and private preview approval.
Step 2
Publish the restaurant
Use the final guided setup step or the later dashboard to publish. A published restaurant opens on its hosted restaurant subdomain.
Step 3
Use the hosted URL
The public format is restaurant-slug.inviteto.menu. Use this hosted link for the restaurant website button, QR code, social posts, staff review, and guest sharing.
Step 4
Use QR codes
The QR code points to the hosted menu URL with a source tag. This helps separate QR opens from direct link opens in the engagement panel.
Step 5
Prepare share assets
Use Share Assets to copy the menu URL, website button HTML, social caption, table-card copy, owner handoff note, and QR target from one place.
Step 6
Place QR after approval
Use QR codes on tables, windows, receipts, printed cards, Instagram highlights, Google Business Profile posts, or hotel lobby materials.