Tebi guide for Cafés
Welcome to Tebi’s guide for Cafés! Below, you’ll find a step-by-step process to help you set up everything you need to create a successful business.
Onboarding
If you haven’t signed up to Tebi yet, make sure to complete the Onboarding steps first. In short, this comes down to:
- creating a Tebi account for your café
- setting-up Tebi payments so you can process your payments
- ordering your terminal and hardware
Now let’s get ready to start making your first sale.
Login to Tebi
Login to Tebi, in the Back Office, App and terminals
Set up your Prep Station
Start by adding a Prep Station in your coffee corner in the Tebi App. You can choose to set up a digital prep station or configure a printer to print prep order receipts. You can select the Prep Station when creating a product.
Create your first product
To kickstart your sales with Tebi, you’ll need to add your first product in the App or Back Office, and what better way to start than with your signature coffee?
Add tags if you want to organize your products into groups for display on the Sale Screen. In this way you can group Cappuccinos with a single and double shot together under one category.
Adding modifiers to your coffee
Add modifiers to customize orders and cater to customer preferences. Modifiers allow you to select different types of milk, add ice cubes to a lemonade, or select take-away packaging for coffee to-go.
Let’s take cappuccinos as an example, where you want to give your customer the option to choose out of different types of milk. Start by creating separate products for each type of milk (e.g. oat milk, soy milk and cow milk).
Now it’s time to create a modifier group, which in this case would be ‘Milk’. You will add the modifiers (i.e. the different types of milks) and products that use the modifiers (i.e. coffee’s with milk). Modifiers are added in the Back Office, not the App.
Adding your product to the Sales Screen
After creating your products and modifiers, the next step is to add them to your sales screen so that your staff can easily select products when processing orders. You can categorize the Sale Screen the way you like, with different tabs for ‘Coffee’, ‘Tea’ and ‘Juice/lemonade’ for example. Continue by adding your products to the Sale Screen.
In this example you can see that the product group ‘Cappuccino’ is added to the Sale Screen, which includes the products ‘Cappuccino single’ and ‘Cappuccino double’. They have been grouped together by adding a tag ‘Cappuccino’ when creating a product. If you click on the product ‘Cappuccino single’, you can select whether it’s a coffee to-go and the type of milk, which are the modifiers applied to this product.
Find out more about what you can do with Tebi Sales, like:
- how to add shortcuts to products with modifiers to the grid
- how to create your first sale
- adding discounts
- setting up and using inventory
- how to refund a payment
- how to split ssles, pay for individual products and merge sales together
Go through the App settings
Many coffee cafés like to set their sales mode to counter sales, if customers order from you directly. When the sale is completed, the next sale will automatically start.
If you are serving multiple customers at the same time, you can also select service sales.
Go through the rest of the settings to make sure the App is set up the way you want. This also includes printing settings for receipts and prep stations.
Add users to the Tebi App
Give your team access to the Tebi App and assign a role to control what each user can access. You can add new users through the Back Office or the Tebi App.
Payment methods
- If most of your payments are done by card, you can set this as your preferred payment method. In this way you do not have to select the payment method after every sale, allowing you to take payments faster. Flexibility has been built in to select a different payment method if needed.
- In case the normal payment flow doesn’t work, or a customer has forgotten their wallet, you can enable QR payments.
- If your terminal is broken and you’re waiting to receive a new one, use QR payments or accept payments through Tap to Pay on iPhone.
- Enable cash as a payment method. Tebi allows you to follow cash movement and keep count of cash and tips.
- Create customer accounts for regulars or business partners, making it quick and easy to add them to sales, and allowing them to pay after delivery or service.
Terminal display
Enable tipping by contacting [email protected]. You can select up to four tipping options in percentage or amount.
You can also personalize the customer-facing display, to showcase your brand and blocking access to Tebi and other apps when a device is within reach of a customer.
Discover other available features
- Floor plan: set up a floor plan if you work with seating, so you can assign invoices to a table.
- Reservations: manage your reservations with Tebi
Tebi administration
Find out more about how to access your financial data and generate reports: see Tebi administration.
Troubleshooting and support
Congratulations, you’re all set up. If you’re facing any issues along the way, take a look at our troubleshooting articles or contact [email protected]