Company Dashboard (Completing Profile User Journey for joe Point Of Sale)

After registration, we want to ensure coffee shop owners and operators using the Joe Point of Sale (POS) system complete their Profile User Journey, which enables full access to critical admin tools and features. By completing each stage of the profile journey, owners can streamline operations, engage customers effectively, and leverage powerful marketing tools to grow their business.


Importance of a Completing Profile User Journey:

  1. Unlock Full Access to Joe POS Features:
    • Completing the full profile journey is essential for unlocking the entire range of admin tools, including inventory management, loyalty programs, promotions, and campaign creation.
    • By fully completing the journey, owners can optimize their store's performance and maximize customer engagement, creating a seamless flow from setup to business growth.
  2. Customization for Brand Identity:
    • A completed profile allows shop owners to fully customize their company and store brands, ensuring consistency across online and in-store experiences.
    • Owners can set up their brand logos, colors, and other elements that reinforce their unique identity, helping to build brand recognition and loyalty with customers.
  3. Maximized Marketing and Customer Engagement:
    • Completing the profile journey also provides access to powerful marketing tools, such as creating gift card offers, promotions, and campaigns. These tools allow shop owners to engage customers, drive repeat business, and promote special offers efficiently.
    • The marketing tools become even more effective when integrated with the store's full profile, as they can leverage customer data, sales trends, and loyalty programs to create personalized offers and campaigns.

Steps in the Profile User Journey

  1. Set Up Your Account:
    • The first step is the foundational setup, where owners create an account, input basic details, (Company Name, Company DBA, Address, Tax ID and Company Registered User SSN) and start the process of establishing their business on the Joe POS platform.
  2. Create Company & Enter Banking Information:

    • Owners are required to input critical company details and link their banking information to enable payment processing and financial t

      racking.

    • This step ensures smooth transactions and proper financial reporting, critical for day-to-day operations.
  3. Agree to Terms of Service:
    • Completing this step ensures that owners understand and accept the Joe POS platform's policies, allowing them to proceed with confidence.


  1. Create Storefront:
    • Owners establish their physical or digital store within the system by entering store-specific details, including location, hours, and contact information. This step ensures that customers can easily find and interact with the shop.
  2. Engage Your Customers:
    • During this phase, owners begin engaging their customer base by setting up loyalty programs, gift card options, and personalized customer interactions. This step is crucial for building long-term customer relationships.
  3. Create Company & Store Brand:
    • Owners upload their company and store logos, define brand colors, and customize their store's appearance across all customer-facing platforms, including kiosks and online storefronts.
    • This step ensures that the business presents a professional and consistent brand image.
  4. Set Up Your Workflow:
    • This involves configuring how orders are managed, processed, and displayed in the store. Owners can set up systems such as Kitchen Display Systems (KDS) and workflow tools that improve efficiency and streamline operations.

  1. Onboard Team
    • Owners have access to add their Team Members' information. Creating and editing shift will also be available on this section.