01 Administrator
The administrator gives you access
You start without doing anything. The administrator adds your name and e-mail in «Onboarding team» and passes you the sign-in address, your e-mail and a temporary password, shown only once.
For the NexoGRX onboarding team
How you onboard a restaurant, from start to finish.
You bring the information and check it. The website, the panel record and the menu create themselves. Every screen here is exactly as you will use it.
Ten steps, in this order
The journey
«Onboarding team»: the account is ready and the details appear once. 02 You
Sign in and change your password
The first time, the panel asks for a password of your own. Go to admin.nexogrx.es/login with the temporary password and type a new one twice. You land on «Onboarding», your board, empty the first time.
First sign-in, password change and the board. 03 You
Create the onboarding link
One link per restaurant, shown once. In «New onboarding» type the restaurant’s name, just so you recognise it, and press «Create link». Open it with the owner with «Open the form», or send it with «Send via WhatsApp». The link lasts 14 days and works once.
Copy it before you leave the screen: it cannot be shown again. If you lose it, create another.
«Create link» and the two ways to use it. 04 You
Fill in the form together
A name and one contact are enough; the rest makes a better result. Three parts: «Your restaurant», «What you already have» and «What we’ll do with you». The owner’s e-mail creates their panel account. At the top you will see «NexoGRX is helping you.», which tells you the link is yours.
The form is not sent in this video: it is a test copy.
The form on a phone, filled in with the owner. 05 Automatic
The website builds itself
Once sent, the restaurant appears on your board. Columns: «Link sent», «Website building», «Under review» and «Handed over». Websites build one at a time, so it can take a while. If the website fails, open the onboarding and press «Retry the website».
The board: each restaurant in the column of its stage. 
If the website failed: «Retry the website». 06 You
Check what they asked for and what is missing
The onboarding record tells you where to look. «What the client asked for» sums up what they wanted help with, what they don’t know yet and what they want to achieve. «What’s missing» ticks itself from the real data: website, venue details, opening hours, menu, prices at zero, impossible vintages, services, shifts and capacity, logo, tables and owner. «What they submitted» keeps their files.
Allergens are not on that list because the owner confirms them.
The record: what they asked for, what is missing and what they sent. 07 You
Go in and fix the menu
Inside, you work on setting up only. Press «Enter the restaurant». The bar at the top shows which restaurant you are setting up and until when, with «Back to my onboardings». In Prices, tick the zero-price filter, type the missing price and confirm with «Save these changes».
Going in and fixing a price at zero. 
Outside setup: «That screen is not part of the onboarding.» 08 You
Prepare the allergens
You prepare; the restaurant confirms. In Allergens, tick what each dish contains, as the kitchen tells you, and press «Save proposal». It shows «Proposal saved». Nothing you save reaches the restaurant’s guests until the owner confirms it from their own account.
«Save proposal»: prepared, not confirmed. 09 You
Draw the tables
Without tables, bookings have nowhere to sit. On the floor plan press «Add table» for each table and set the seats. Services, shifts and closures are in the booking settings.
The floor plan with the first tables. 10 You
Hand over to the owner
When you hand over, your access to that restaurant closes. Go back to the onboarding and press «Hand over to the owner». Before you confirm you will see how many items wait for their allergen confirmation. Then the welcome sheet appears with their address, username and a temporary password. Show it to them on their phone: it is shown only once and stays on screen until you press «All onboardings».
If the owner already chose their own password, it is not changed: they sign in with theirs.
The handover and the welcome sheet. 
What the administrator sees afterwards: the restaurant under «Handed over». They can add 30 days, close access or reopen it.
Come prepared
Before the visit
Ask for it on WhatsApp the day before. Ticks are saved on this device only.
List cleared.
While you set up
What you can and cannot do
You can
- Menu and prices
- Import the menu from a photo, CSV or JSON
- Venue details, opening hours and logo
- Tables, services and closures
- Prepare allergens with «Save proposal»
The owner or the administrator does it
- The booking book, sales, guests, lights and devices
- Bringing data from the old system («Traslado»): the owner does it
- Moving items between sections, such as a drink filed under Food: tell the owner
- Creating accounts for the restaurant’s team: the owner creates them after handover
- Confirming allergens, marking the menu as reviewed or publishing to the till
- Staying in after «Hand over to the owner»
If you open another screen, the panel sends you back to your board with «That screen is not part of the onboarding.»
Don’t improvise
When to call the administrator
The restaurant has the same name as another client
Don’t send the form. Call first.
The form won’t send
Check the name and one contact, and reload the verification. If it still fails, call.
The restaurant doesn’t appear on your board
Don’t send the form again. Call.
The website fails twice
Press «Retry the website» once. If it fails again, call.
Dishes are missing, or prices at zero you don’t know
Ask for a better photo or the PDF. If that doesn’t solve it, call before handing over.
Your access is running out
Each onboarding shows the days left. The administrator can add 30 days.
The owner can’t sign in
Check the e-mail letter by letter. Then call.
They ask about terms, the contract, data or tax
Say «I’ll check and confirm» and call.