Help: Installation or Setup

Quickstart Guide

1. Create an account: Go to office.instoredoes.com and click “Create an account”. Fill in the fields to set up your first location. You may want to bookmark this site as you’ll access it often to manage your account. If your account has already been set up, just login instead.
2. Create your first item: navigate to the Items tab and follow the prompts. If you get stuck, get help here.
3. Add an employee: navigate to the Employees tab and follow the prompts. Get help here.
4. Create promotions: navigate to the Promotions tab, where you can
   • Create a discount
   • Set up Instore Rewards
   • Customize your receipts
5. Configure your Settings: navigate to the Settings area, where you can do the following
   • Under Locations, confirm your location tax
   • Set up Printer Roles
   • Activate your account under Billing
6. Plan your gift card strategy: if you’d like to sell gift cards, you can view pricing and place an order here.
7. Get help: Within your online dashboard go to the help area by clicking the ? at the bottom left of the screen. You can search for articles or submit messages to us. You can also email us at help@instoredoes.com.

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