Documentation

Learn how to use all features

Table of Contents

Account Setup

•Sign up for an account using your email address
•Complete your profile with business information
•Connect your Square POS account for automatic data sync
•Set up your business schedule and operating hours
•Configure your location settings for accurate forecasts

First Steps

•Wait for initial data sync (usually takes a few minutes)
•Explore the dashboard to see your forecast data
•Set your first monthly revenue goal
•Try asking MARC AI a question about your business
•Review the onboarding checklist for recommended actions

Enable Inventory Management

•Navigate to Settings > Feature Settings
•Toggle on Inventory Management
•Add your first ingredients with stock levels
•Create recipes linking products to ingredients
•Set minimum stock levels to receive alerts

Configure Notifications

•Go to the Notifications page
•Add your email address for email notifications
•Add your phone number for SMS alerts (optional)
•Provide consent for SMS notifications
•Customize notification preferences by location

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