Otter Signup Process

Otter Signup Process

Otter is a POS Integration that helps you get all your online Orders Onto a Single Tablet. It integrates with 3rd parties to improve efficiency by pulling all orders into one unit for easy management.

Step 1: Reach out to the Pretsl Contact Person/Sales Representative in Otter. That Information is located in CRM. You can reach out via call, text, and/or email. Once you get an offer that you can work with, you'll be asked to send the login of all 3rd parties; and if you have multiple locations, for all locations. Prepare a document in the client folder with these details and forward to the rep.

Step 2: You should receive a follow-up email from the sales rep stating the terms of the offer and a signup requiring you pay the shipping of the tablet(s) so it can sent down. If you have more than one location, you'll need to signup and pay for the shipping of each location separately. Once this is done, the tablets will be sent to you.

Step 3: You'll get a follow up call to ensure you've received the tablet. When you do, request for the login details for the tablet both for the tablet and the business manager which will be sent via email.

Step 4: Login into business manager, complete signup process, update menu, adjust all settings to meet restaurant requirements. After this, check to see if all 3rd parties are integrated, if any has a "critical issue" status, reach out to the chat support for a live issue resolution.