Quick Start Guide
Last updated: 3/19/2026
Welcome to Kotao
Kotao is an all-in-one platform for managing your workspace, point-of-sale, and reservations. This guide will help you get started quickly.
Getting Started
Step 1: Create Your Workspace
After signing up, you will be prompted to create your first workspace. A workspace represents your business location — give it a name and select your business type.
Step 2: Set Up Your Team
Invite team members to your workspace from the Settings > Team section. Assign roles to control what each member can access.
Step 3: Configure Your POS
Navigate to Payments in the sidebar to set up your point-of-sale system. Add your products, set prices, and connect a payment terminal.
Step 4: Enable Reservations
If your business takes bookings, go to Reservations to set your availability, configure table or resource layouts, and enable online booking.
Next Steps
- Explore Workspaces — learn how to manage multiple locations
- Payments & POS — dive deeper into payment processing
- Reservations — set up advanced booking options
- Account & Billing — manage your subscription
If you have any questions, our support team is here to help. Contact Support.
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