JP
JestPOS Platform Manual
Official Onboarding Guide ยท Operations & Product Enablement
www.jestpos.com
Brand Tone
Dark-navy interface with orange action highlights for key decisions.
UI Focus
Simple onboarding path with clear CTA labels and guided checkpoints.
Readability
High-contrast annotations and screenshot markers for quick training.
JestPOS Onboarding User Manual
Version: 1.3 | Audience: New venue owners/managers | Scope: Landing to account creation and first login access
Quick Navigation
- Overview
- Step-by-Step Onboarding
- Error Handling and Troubleshooting
- Admin Verification Checklist
- Go-Live Readiness Checklist
- Support and Escalation
- Process Summary
Target outcome: new business can register and reach dashboard in under 8 minutes with email OTP only.
Current policy: phone verification is temporarily bypassed until SMS provider/API configuration is completed.
1) Overview
This manual explains the complete onboarding process using the latest flow:
onboarding starts from the landing page and account creation uses email verification.
Phone verification is currently temporarily bypassed until SMS API configuration is completed.
Business rule: email OTP is mandatory to create the account. Phone OTP re-enable will be controlled after provider/API procurement and setup.
2) Step-by-Step Onboarding
Step 1 - Open the landing page and start onboarding
- Open https://jestpos.com.
- Click Start onboarding in the hero action row.
- The onboarding URL is routed through https://signup.jestpos.com.
Screen: Landing page hero with onboarding CTA.
Step 2 - Fill account details on the Create Account tab
- On the right panel, use Create Account.
- Complete: First name, Last name, Business name, Plan start mode, Country, Currency, Timezone, Workspace Name (if required), Email, Phone, Password, and Confirm Password.
- Phone field should prefill with country dial prefix once country is selected.
Screen: Signup/Create Account form.
Step 2b - Sign In screen vs Create Account screen
Which one should I click?
Click Create Account if this is your first time setting up JestPOS for your business.
Click Sign In only if your workspace and user account already exist.
- Sign In is for users who already have an account and want to access their workspace.
- Create Account is for new businesses setting up a workspace for the first time.
| Area |
Sign In |
Create Account |
| Primary use |
Access an existing workspace |
Register a new business workspace |
| Required fields |
Email + password (and role selection when shown) |
Business details, locale, email, phone, password + confirm password |
| Verification flow |
Credential validation and login session |
Email OTP verification, then account provisioning |
| Result |
User lands in dashboard for existing tenant |
Company, venue, owner user, and plan/trial setup are created |
Step 3 - Verify email code and create account
- Click Send Verification Code.
- Enter the Email OTP code.
- Click Verify & Create Account.
- System creates company, venue, owner user, and trial/plan setup.
Phone OTP is not required at this stage. This allows account creation even when SMS delivery is delayed.
Step 4 - Sign in to staff app
- After successful account creation, user signs in and is redirected to dashboard shell.
- Users can immediately navigate after login while phone verification remains temporarily bypassed.
Step 5 - Temporary phone verification bypass policy
- Phone-gate popup is currently disabled for onboarding continuity.
- Accounts can complete full navigation immediately after login.
- When SMS API is ready, phone verification can be re-enabled from the app logic.
This bypass is temporary and intended only until a reliable SMS verification provider is configured.
3) Error Handling and Troubleshooting
3.1 SSL/Hostname errors
If users see certificate/privacy warnings, use the onboarding hostname configured with valid TLS.
Screen: Example certificate/hostname mismatch warning.
- Preferred onboarding entry: https://signup.jestpos.com
- Signup page (neutral host): https://signup.jestpos.com/login.html?tab=signup
3.2 Common signup failures
- Email already registered: user should sign in instead of creating a new account.
- Password mismatch: confirmation must exactly match password.
- Email OTP expired: resend and use the latest code.
- Phone OTP not received: account can still be created; verify phone after login.
4) Admin Verification Checklist
- Landing page CTA is visible and points to signup hostname.
- Create Account tab and fields render correctly.
- Password confirmation validation works.
- Email OTP alone can create account.
- Phone verification is currently bypassed and does not block navigation.
- Documented branding (header, color themes, labels) remains visible in manual exports.
5) Go-Live Readiness Checklist
| Area |
Required check |
Pass criteria |
| Signup path |
Landing CTA -> signup route works |
User reaches `Create Account` without certificate warning |
| Identity |
Email OTP verify + account creation |
Owner user, venue, and company records are created |
| First login |
Sign in after registration |
User lands on dashboard and can navigate modules allowed by plan |
| Trial behavior |
Plan restrictions and upgrade path |
Allowed modules open; restricted modules show upgrade guidance |
6) Support and Escalation
| Issue type |
First action |
Escalate to |
| Signup/OTP failure |
Retry with fresh OTP and verify email spelling |
Application/API support |
| Hostname/SSL warning |
Use canonical onboarding URL (`signup.jestpos.com`) |
Infrastructure/Nginx support |
| Login blocked or wrong workspace |
Confirm user email and correct workspace/tenant slug |
Platform operations support |
7) Process Summary
Landing -> Signup -> Email OTP -> Account created -> Login -> Full access.
The onboarding now prioritizes signup completion while phone verification is paused pending SMS API setup.
