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Browse by category or search short Farin guides for setup, payroll, schedule, KDS, wholesale, accounting, inventory, and daily operations.

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Popular guides

Admin and settings 4 min read

Customize navigation for each role

Keep the app shell focused by showing the routes each role actually needs and hiding the ones that create noise.

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Admin and settings 4 min read

Set company settings, branding, and defaults

Use company settings to lock in the basic details that shape scheduling, payroll, customer communication, and daily app defaults.

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Schedule and time 4 min read

Submit and approve leave requests

Use one leave page for the full time-off flow: submit requests, track status, and approve or deny requests for your team.

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Schedule and time 6 min read

Set up the timeclock and install it as an app

Create a setup code in the admin app, install the timeclock on a tablet or phone, and register the device.

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Production and inventory 6 min read

Set up inventory depletion and Square mapping

Map Square items to recipes, test the sync in dry-run mode, and review depletion results before you let inventory write automatically.

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Wholesale 5 min read

Configure wholesale onboarding, portal settings, and payment methods

Set the wholesale defaults, choose what the public onboarding form shows, and configure payment methods before you invite customers to order.

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Schedule and time 4 min read

Review and approve timecards before payroll

Use weekly timecard review to catch missing punches, long shifts, and labor surprises before those problems become payroll issues.

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Accounting integrations 4 min read

Map Stripe payouts and fees to the right accounts

Use Stripe mapping to keep payouts, fees, and clearing balances pointed at the right accounts before you import real history.

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Kitchen display system 5 min read

Set up a kitchen display screen

Generate a setup code, register the tablet or phone, and choose the device settings that matter before service starts.

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Dashboard and search 3 min read

Use global search to jump to work faster

Use the app search bar to reach the next record or page quickly instead of clicking through the menu every time.

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Getting started 4 min read

Create your company and first location

Use the public onboarding page to create your workspace, add your first location, and land in the dashboard ready for setup.

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Wholesale advanced 5 min read

Manage wholesale account settings, credits, and terms

Use the customer account area to review terms, open balances, and credits so account-level decisions are not buried in order history.

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Wholesale 4 min read

Turn recipes into wholesale products

Use the recipe itself as the sellable product, add it to the guide, and know why an item may still not appear on the wholesale order screen.

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Payroll and tax 5 min read

Configure payroll tax setup and reminder rules

Finish the payroll tax profile, add state details, and set reminder rules so filings and deposits do not sneak up on the team.

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Schedule and time 4 min read

Use the shared timeclock every day

Walk up to the shared device, tap your card, clock in or out, and know what to do if the screen is offline or looks wrong.

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Schedule and time 5 min read

Review timecards and fix missed punches

Use Weekly Timecards to scan for open punches, compare scheduled vs actual hours, and correct obvious errors before payroll.

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Getting started 4 min read

Use the onboarding checklist and welcome modal

See what the first-login welcome modal does, when to use demo mode, and how the shared company checklist helps your team finish setup.

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Integrations and automation 4 min read

Map Square sales and payouts to the right accounts

Use Square mapping to send sales, fees, and payouts into the right accounts so reconciliation and reporting stay clean.

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People 5 min read

Invite staff and launch staff onboarding

Set onboarding rules, choose default access, add staff from the manager dashboard, and share the public onboarding form with new hires.

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Wholesale 6 min read

Place, fulfill, bill, and manage wholesale orders

Create the order, update picked quantities during fulfillment, and use the customer account view to track open balances and credits.

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Kitchen display system 5 min read

Troubleshoot KDS sync, sound, and order visibility

Use a fast triage order for missing tickets, silent devices, scheduled orders, and screens that do not match each other.

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Schedule and time 5 min read

Build and publish a weekly schedule

Review the live week, build the next week in the editor, and publish shifts so staff can see the final schedule.

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Kitchen display system 4 min read

Use KDS during service

Read the live queue, mark line items complete, clear finished tickets, and know where scheduled orders and chime controls live.

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Payroll and tax 6 min read

Generate forms, record tax payments, and deliver W-2s

Use Tax Center for payroll forms and deposit tracking, then make employee W-2 access part of your year-end routine.

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