Find The Right Guide
Not sure where a feature lives? Start here and choose by job: setup, menus, devices, messaging, content, files, or APIs.
Workspace Setup Checklist
A launch sequence for new workspaces, branches, and teams preparing Plato for daily use.
Launch Playbooks
Step-by-step routes for launching Restaurant, POS/KDS, messaging, Bio Link, CMS, Drive, and integrations.
Team Playbooks
Role-based routes for owners, managers, front-of-house, kitchen, customer care, content teams, and developers.
Fast Tracks
Restaurant Launch
Menus, products, online ordering, tables, reservations, reports, devices, and daily operations.
POS And Kitchen
Device setup, POS sessions, kitchen display screens, printing, payments, and call center workflows.
Customer Messaging
Inbox replies, templates, campaigns, AI auto-reply, workflows, links, wallets, and messaging reports.
Public Link Pages
Bio Links, QR codes, social icons, menus, campaign links, translation, appearance, and sharing.
Content And Files
CMS tables, entries, schema fields, relations, developer tools, and reusable content.
Shared Assets
Upload, organize, preview, download, reuse, and select files from other Plato apps.
What Plato Area Owns What?
Recommended First Run
- Open Configuration and confirm workspace details, language, currency, and tax settings.
- Open Roles and prepare access for the team.
- Open Members to invite teammates.
- Open Member PINs if the team uses POS, KDS, or shared devices.
- Open the product your team needs first, such as Restaurant, Connect360, Bio Link, CMS, or Drive.
- Use API Keys only when an integration is ready and its permissions are clear.