Step 5: Review & Launch
The final step reviews all your settings before you go live.
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Review Checklist
The wizard displays a summary of everything you configured:
Business Profile
- Verify your business name, license number, and address.
- Check your contact information.
Tax & Compliance
- Verify your state selection.
- Double-check tax rates (incorrect rates cause compliance issues).
- Confirm purchase limits match your state's rules.
- Verify age and ID requirements.
Team
- Confirm all invited team members are correct.
- Verify roles are assigned appropriately.
METRC Integration
- Confirm the connection test passed.
- Verify the correct facility is selected.
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Pre-Launch Checklist
Before clicking Launch, make sure you have:
- [ ] Added your inventory (at least a few products to test with).
- [ ] Set up at least one register.
- [ ] Configured receipt printing (if using a printer).
- [ ] Tested the POS with a mock sale.
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Going Live
Click Launch to complete onboarding. You are taken to the main dashboard where you can:
- Start processing sales.
- Add more products to your inventory.
- Invite more team members.
- Configure delivery (if applicable).
- Customize your online storefront.
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Post-Launch
After launching, the onboarding wizard is no longer accessible. All future configuration is done through the Settings menu. If you need to make significant changes to compliance or tax settings, contact support for guidance.