First Steps

Get your restaurant up and running with OKeep. This guide walks you through everything from creating your account to receiving your first order.

What You Will Need

Before you begin, make sure you have:

• A computer or tablet with a web browser
• Your restaurant name, address, and contact info
• Your menu (item names and prices)
• A phone or tablet to test the QR code scanning

Step 1: Create Your Account

1. Visit crm.okeep.io
2. Click Sign Up and create an account using your email, Google, or another provider
3. Once registered, you are automatically logged in to the CRM

info

OKeep uses a secure login system. After sign-up, you will be redirected straight to the CRM dashboard. You can log out at any time by clicking your profile in the sidebar.

Step 2: Create Your Workspace

After logging in for the first time, you will see the Select Workspace screen. Since you do not have a workspace yet, click Create New Workspace to set up your restaurant.

Fill in the following:

Field	Description
Name	Your restaurant or business name
Logo	Upload your logo (square format works best)
Description	A short description of your restaurant
Business Categories	Select one or more categories that describe your cuisine (e.g., Pizza, Sushi, Coffee)
Workflow Type	Choose how your kitchen and service flow works (see below)
Location	Search for your address or drop a pin on the map
Phone	Your restaurant's phone number
Working Hours	Set the days and hours you are open

Choosing a Workflow Type

The workflow type determines which dashboards are created for your staff. You can always change this later.

Workflow	Best For	What It Creates
Kitchen + Pickup	Counter-service restaurants. Kitchen marks orders ready, counter staff hands them out.	Kitchen views, Pickup Counter, Manager Overview
Kitchen Only	Small operations where the kitchen completes orders directly.	Kitchen view, Manager Overview
Kitchen + Waiters	Table-service restaurants. Kitchen prepares, waiters deliver.	Kitchen views, Waiter Tables, Manager Overview
Mixed Mode	Restaurants offering both self-pickup and table service.	Kitchen views, Pickup Counter, Waiter Tables, Manager Overview

Click Create Merchant when you are done. Your workspace is created and you are taken to the main CRM.

tip

If you manage multiple locations, you can create additional workspaces later from the workspace selection screen. Click your restaurant logo at the top of the sidebar to switch between them.

Step 3: Set Up Your Menu

Before customers can order, you need to add your menu items.

1. Click Menu in the sidebar
2. Click Add Item
3. For each item, enter the name, price, description, and optionally upload a photo
4. Organize items into categories so customers can browse easily

For full details, see Adding Menu Items.

info

You can also set up options and extras (e.g., pizza sizes, toppings, sauces) in Option Groups. See Options & Extras for instructions.

Step 4: Create Your First Service Point

Service points represent the ordering locations in your restaurant -- tables, counters, sections, or anything else you want to track separately. Each service point gets its own unique QR code.

1. Click Service Points in the sidebar
2. Click Create Service Point
3. Enter a name (e.g., "Table 1", "Counter", "Terrace A")
4. Make sure the Available toggle is on
5. Click Create

Repeat for each table or location you want to set up.

tip

Start with just a few service points to test. You can always add more later.

Step 5: Generate and Print QR Codes

Every service point has a unique QR code that customers scan to view your menu and place orders.

1. In the Service Points list, click the QR code icon next to a service point
2. A preview of the QR code appears
3. Click Download QR to save the image
4. Print the image and place it at the corresponding table or location

You can customize QR colors or create branded QR templates with your logo and design. See QR Codes for placement tips and QR Templates for the visual editor.

Bulk Download

If you have many service points, you can download all QR codes at once:

1. On the Service Points page, click Select
2. Check the service points you want (or click Select All)
3. Click Download QR Codes
4. A ZIP file is downloaded with one image per service point

Step 6: Receive Your First Order

You are ready to go. Here is what happens when a customer places an order:

1. The customer scans a QR code with their phone camera
2. Your menu opens in their browser -- no app download required
3. They browse, add items to their cart, and place an order
4. The order appears on your Dashboard in real-time

How Customers Order

Customers can order in two ways:

• Web browser -- they scan the QR code and order directly from their phone's browser. No app needed.
• OKeep mobile app -- customers who download the app get additional features like loyalty points, vouchers, and order history.

Both methods work with the same QR codes and the same menu.

Setting Up Your Dashboard

Your dashboards were created automatically when you chose a workflow type. To view and manage orders:

1. Click Dashboards in the sidebar
2. Select the dashboard that matches your role (e.g., Kitchen, Pickup Counter, Waiter)
3. Orders appear in real-time as customers place them

See Dashboards for customization options.

What to Do Next

Now that your restaurant is set up, here are the next steps to get the most out of OKeep:

Task	Where to Learn More
Add staff members so your team can manage orders	Adding Staff
Create vouchers to reward loyal customers	Vouchers
Set up challenges and loyalty programs	Challenges
Customize your dashboards	Dashboards
Design branded QR code materials	QR Templates
Configure online payments	Online Payments
Review your restaurant settings	Merchant Settings

Quick Reference: CRM Sidebar

Here is a summary of the main sections in the CRM sidebar:

Section	What It Does
Dashboards	Real-time order views for kitchen, waiters, and management
Menu	Add and manage your menu items
Option Groups	Create options and extras (sizes, toppings, etc.)
Asset Library	Upload and manage images for menu items and QR templates
Orders	View order history and details
Customer Chat	Chat with customers who have active orders
Service Points	Manage tables/locations and their QR codes
Team	Invite and manage staff members
Settings	Restaurant profile, payments, and configuration

Related Pages

• QR Codes -- printing, placement, and troubleshooting
• Adding Staff -- invite your team
• Dashboards -- real-time order management
• Adding Menu Items -- detailed menu setup
• Service Point Setup -- advanced service point configuration