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Go Live Checklist

You have set up your account, built your menu, and assigned it to a location. Before you start accepting orders, run through this checklist to make sure nothing has been missed.

Work through each item below. Once everything is ticked off, you are ready to go live.

Essential Setup​

These items must be completed before customers can place orders.

  • Business profile is complete — Your business name, country, contact details, and GST registration are all filled in. Double-check these in Business Details in BMS.

  • At least one location is added — You have created a location with a name and address. This is where your QR code will direct customers.

  • Dining methods are configured — Your location has at least one dining method enabled (for example, dine-in, takeaway, or pickup). Customers need to know how they will receive their order.

  • Payment methods are configured — Your location has at least one payment method enabled (cash, card, or online). Without this, customers cannot complete an order.

  • Menu is created with categories and items — You have at least one menu containing categories and items with prices. An empty menu means nothing for customers to order.

  • Menu is assigned to a location — Your menu is linked to the location where customers will be ordering. An unassigned menu will not appear when customers scan the QR code.

  • QR code is downloaded and displayed — Go to the QR Code section in BMS, download your QR code, and print it. Place it where customers can easily scan it — on the counter, on tables, or at the window of your food truck.

  • Test order placed — Scan your own QR code with your phone, browse the menu, and place a test order. This is the single best way to catch any issues before real customers do.

Test like a customer

When placing your test order, go through the full experience: scan the QR code, browse categories, customise an item, and complete the order. Check that prices, descriptions, and images all look right. If something feels off, fix it now.

These items are not required to accept orders, but they will make your setup more complete and professional.

  • Stripe account connected for online payments — If you want to accept online payments (credit/debit card via the customer ordering page), connect your Stripe account in Business Details. This is available for businesses in Australia and New Zealand. Without Stripe, customers can still order but will need to pay in person (cash or card at the counter).

  • Staff invited via User Roles — If you have staff who will be managing orders, invite them through the User Roles section in BMS. They will use the OMS mobile app to receive and manage orders in real time. You can assign them as an Order Manager (manages incoming orders) or Kitchen Staff (views order details for preparation).

Going solo?

If you are a one-person operation, you do not need to invite any staff. You can manage orders yourself directly from the OMS app on your phone.

You Are Ready​

Once you have worked through the checklist above, your CliqMenu setup is complete. Customers can scan your QR code, browse your menu, and place orders — all from their phone, with no app download needed.

Here is what happens next:

  1. Customers scan your QR code and your menu loads instantly in their browser.
  2. Orders come through to OMS on your phone or tablet in real time.
  3. You prepare and serve — update the order status in OMS as you go.
  4. Track everything in BMS — view order history and revenue reports from your dashboard.
Need help?

If you run into any issues or have questions, check the other guides in this Help Centre or reach out to the CliqMenu support team.

Congratulations — your business is now live on CliqMenu. Time to start taking orders!