Pick a path close to your real business
Retail, food, and service companies need different defaults. Choose the closest match at signup—you can still turn features on or off later.
Map one full customer journey
From first contact to paid invoice. If the flow feels long, trim steps before you train staff. Shorter journeys get adopted faster.
Align names with the floor
Catalog and service names should match what staff say out loud. Mismatches cause search delays at checkout.
Document three exceptions
Write how you handle refunds, discounts, and credit sales. Supervisors should not improvise under pressure.