Setup Wizard Walk-Through

When you first sign up on, you will be sent an email with a link to setup your restaurant account.

Follow these steps to setup the Wizard.

1. Click on the link in the email to get started. You will be redirected to a page titled “Get started with CURV, [your name].” Click “Tell us about your company.”
2. On the next page, fill in your “Company Information.” Once complete, click “Next.”
3. Next, you will need to enter information for restaurant location. Click “Add Location.”
4. Fill in information about your restaurant location. Once complete, click “Save” to add data into the system.
5. Click “Next” to go to the next step in the process.
6. To customize taxes, click “Add Tax Rates.”
7. Select between “% (percentage)” or “$ (standard rate)” to customize values for your business. Once complete, click “Save.”
8. The system will save the updated information under “Tax Rates” and you can proceed to customize the “Tip Rates.”
9. To customize tax rates, click “Tax Rates.” You can edit the “Flat Tip Rates” and “Percentage Tip Rates.” Once complete, click “Save.”
10. In the next section, scroll past the Menu information and click “Next” to go to the employee section.
11. To add employee role information, click “Add Role.”
12. Enter “Role Name” and “Description” for the role. Once complete, click “Save.”
13. The new employee role will be shown under the “Employee Roles” list.
14. To add a new employee, click “Add Employee.”
15. Enter details about the new employee you want to add. Once complete, click “Save.”

Important: Remove the already configured “Password” and set a custom “PIN” for the new employee.

16. This new employee will be shown under the “Employees” list. Click “Next.”
17. To customize shifts, click “Add Shift.”
18. Customize the shift information and remember to set a “Start Time” and “End Time.” Once complete, click “Save.”
19. The new shift schedule will be shown under “Schedule.” Click “Next” to complete the setup.
20. Setup is now complete.

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