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Use these playbooks when the team knows the outcome it wants and needs a clean order of operations.

Restaurant Online Ordering

Build the menu, add products, configure ordering, test checkout, and share the public menu.

POS And Kitchen Service

Create devices, connect tablets and printers, start a session, send orders to KDS, and close a test order.

Customer Messaging

Connect channels, prepare templates, work the inbox, enable AI where needed, and review campaign results.

Public Links And QR

Create a Bio Link, add customer actions, tune appearance, check translations, and download the QR code.

Content And Assets

Upload files, create CMS tables, add entries, and reuse assets across menus, campaigns, links, and websites.

Developer Integration

Create a scoped role, issue an API key, choose SDK or REST, and test a small request before production use.

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Restaurant Online Ordering

Best when the team wants customers to browse a menu and place orders online.
  1. Confirm workspace settings in Configuration.
  2. Create or review categories from Categories.
  3. Add products from Products.
  4. Create the menu from Create A Menu.
  5. Add products to the menu from Add Products To The Menu.
  6. Configure order types, customer fields, and operating hours from Ordering.
  7. Preview the public menu from Check Public Menu.

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POS And Kitchen Service

Best when staff need tablets, printers, kitchen displays, and payment workflows ready for service.
  1. Choose devices from Device Types.
  2. Create device records from Create Devices.
  3. Connect devices from Connect Devices.
  4. Set device behavior from Devices And POS.
  5. Start service from Start Session.
  6. Create a test order from Create Order.
  7. Test payment, printing, KDS routing, and order closing before the first shift.

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Customer Messaging

Best when the team needs shared inbox replies, campaigns, templates, automation, and customer records.
  1. Open Connect360.
  2. Connect messaging channels from Channels.
  3. Prepare reusable messages from Create A Template.
  4. Work daily replies from Chat Inbox.
  5. Add customers or segments from Customers.
  6. Create campaigns from Create A Campaign.
  7. Review results from Reports.
Best when customers need one simple page for menus, WhatsApp, maps, booking, campaigns, documents, or forms.
  1. Create the page from Create And Manage.
  2. Add actions from Builder.
  3. Tune profile, colors, fonts, and block style from Appearance.
  4. Add social icons and URL settings from Settings.
  5. Add translations from Translations when needed.
  6. Test what visitors see from Public Page.
  7. Share the page or download the QR code from Share And QR.

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Content And Assets

Best when teams need reusable files, structured records, custom content, or developer-readable data.
  1. Upload shared files from Upload Files.
  2. Organize assets from Files And Folders.
  3. Create content tables from Create A Database.
  4. Add fields from Add Fields.
  5. Add records from Create And Edit Entries.
  6. Reuse files from Use Drive From Other Apps.
  7. Open Developer Tools if another app or website needs the content.

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Developer Integration

Best when another system needs stable access to Plato data.
  1. Create a narrow integration role from Roles.
  2. Create the key from API Keys.
  3. Read Authentication.
  4. Choose Install The SDK for server-side TypeScript.
  5. Choose REST pages for CMS, Restaurant Menu Products, Restaurant Orders Feed, or Forms.
  6. Review Errors And Limits.
  7. Test with one small request before syncing production data.