Business Owner

    Cutflow Setup Wizard: Get Your Business Ready in Minutes

    Welcome to Cutflow! 🎉
    This guided setup wizard will help you configure your account based on how your business operates—what you sell, how you sell it, and how you get paid.

    Follow the steps below in order. Each section includes links to detailed guides if you need help along the way.

    Step 1: What Do You Sell?

    ✅ I Sell Services

    If your business provides services (appointments, sessions, consultations, rentals, etc.), start here:

    Next steps:

    • Manage Schedules and Teams
      Set business hours, assign staff, and control availability.

    • Create Services in the Catalog Manager
      Define your services, pricing, duration, and staff assignments.

    👉 Recommended for: barbers, salons, wellness providers, consultants, trainers, technicians

    ✅ I Sell Products

    If you sell physical goods (retail, food, beverages, inventory-based items), follow these steps:

    Next steps:

    • Create Warehouses and Bins
      Organize where your inventory is stored.

    • Create Products in the Catalog Manager
      Add SKUs, pricing, tax rules, and inventory tracking.

    • Create Your First Inventory Movement
      Record starting inventory so your stock levels are accurate.

    👉 Recommended for: retail shops, cafés, bars, bodegas, product-based businesses

    Step 2: How Do You Sell?

    Choose the option that best describes how customers place orders with you:

    🏪 In My Establishment

    Customers order and pay on-site.

    Tools to set up:

    • Order Tray

    • Activity Screen

    👉 Ideal for in-person retail, food service, walk-in service businesses

    🧑‍💼 In My Clients’ Establishment

    You travel to your customers.

    Tools to set up:

    • Web Presence

    • Schedule Management

    👉 Ideal for mobile services, home visits, on-site consulting

    🔁 Both In My Establishment & Client Locations

    You sell both in-store and on-the-go.

    Tools to set up:

    • Order Tray

    • Activity Screen

    • Web Presence

    👉 Ideal for hybrid businesses

    📲 Through Social Media or WhatsApp

    Customers order online via links you share.

    Tools to set up:

    • Web Presence

    👉 Ideal for Instagram, WhatsApp, link-in-bio sales, pre-orders

    Step 3: Order Payment Equipment

    Choose the payment hardware that fits your sales environment:

    🖥️ Kiosk

    • Self-service ordering

    • Ideal for high-volume or quick-service locations

    💳 Terminal

    • Portable card reader

    • Ideal for mobile or table-side payments

    🧾 Countertop

    • Fixed checkout station

    • Ideal for front-desk or cashier setups

    📱 Dongle

    • Connects to a mobile device

    • Ideal for on-the-go payments with minimal hardware

    👉 You can order equipment directly or connect supported devices already in use.

    Final Step: Go Live 🚀

    Once you’ve completed the steps above:

    • Test an order

    • Process a sample payment

    • Review reports and activity

    You’re officially ready to run your business on Cutflow.

    Published