Getting Started

Add Your First Location

Add a physical location so you can organise operations by site.

Answer the Business Profile Questions

Complete the Business Profile step so Crunch can tailor onboarding to your operating status, POS needs, and priorities.

Check Go-Live Readiness

Read coverage and blockers, resolve Square links and costing gaps, and check readiness before publishing.

Choose Your Onboarding Path

Decide whether Alex-led onboarding, manual setup, or the demo dashboard is the right starting point for you.

Choose Your Subscription Plan

Choose the scope you need, then review your plan and usage in the workspace.

Connect and Publish Square During Onboarding

Connect Square, seed Crunch from an existing catalog, review unmatched records, and publish only after readiness checks.

Create Your Account

Create your Crunch account and reach the onboarding choices.

Explore the Dashboard

Find dashboard tabs, workspace navigation, plan access, and the Crunchy assistant.

Explore the Demo Dashboard

Explore a separate sample venue and return to your own account and onboarding when you are ready.

Import Your Catalog During Onboarding

Seed from Square first where needed, then upload or select spreadsheets, enter items, and review catalog drafts.

Invite Team Members

Invite teammates into your Crunch organisation and choose their access level.

Onboarding with Alex

Start Alex-led setup, provide your business data, and review the proposed changes in the onboarding workspace.

Resume Incomplete Onboarding

Understand what happens when onboarding is not finished yet and how to safely return to it from the dashboard.

Review and Approve Onboarding Drafts

Review proposed onboarding changes, approve and apply drafts, and check partial or failed results.

Set Up Taxes During Onboarding

Create tax rates in the onboarding workspace and understand when it is safe to skip the tax step.

Set Up Your Organisation

Create your first Crunch organisation and learn where to manage it later.

Use the Onboarding Workspace

Understand the canvas-based onboarding workspace, step nodes, drafts, and go-live readiness checks.