Shift4 Delivery Onboarding and Quick Start Guide

Description: Learn the essential steps to onboard and begin using Shift4 Delivery from initial setup in Lighthouse Business Manager (LBM) to connecting delivery platforms and accepting live orders.

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Overview

This article guides you through onboarding Shift4 Delivery and completing the minimum setup required to begin accepting delivery orders. Follow each step to ensure a successful launch.

Before You Begin

Before enabling Shift4 Delivery, confirm the following prerequisites are complete:

• SkyTab POS is fully set up and operational
• Locations are active in SkyTab and mapped correctly
• You have Owner or Administrator access to your Shift4 account
• You can log in through Lighthouse Business Manager (LBM)

Step 1: Confirm Access & Location

Ensure you can access the correct organization and location before starting installation.

1. Log in to LBM.
2. Verify you are viewing the correct organization.
3. Confirm that the correct location(s) are available and active.

Step 2: Access and Install Shift4 Delivery

1. In LBM, select Delivery from the left navigation menu.
2. Review the Shift4 Delivery landing page.
3. Select Get Started.
4. Review and accept the Terms & Conditions, then select Agree and Launch.

Select the Location for Installation

1. A new browser tab will open.
2. Choose the location where Shift4 Delivery will be installed:
   • Single-location merchants will see the location automatically
   • Multi-location merchants must select the correct location
3. Select Continue.
4. The system will connect to your POS and begin menu synchronization.
5. Once synchronization begins, select Continue to access the main dashboard.

Step 3: Prepare at Least One Menu for Delivery

At least one menu must be available before orders can flow.

• Create One or More Menus for Delivery
• Add or Point Specific Menus to 3rd Party Channels
• Bulk Tag Items as needed

Additional configuration options are available and can be set up later.

Step 4: Set Basic Availability & Prep Time

These settings are required for orders to process correctly.

• Set Menu Hours on Shift4 Delivery
• Configure Order Prep Time
• (Optional) Add or Update Holiday Hours

Step 5: Add Users and Assign Permissions

1. Select the profile icon in the top-right corner.
2. Navigate to Settings > Members.
3. Add users who will manage delivery operations:
   • Use the same email associated with their LBM account
   • Assign a predefined role or create a custom role
   • If multiple locations are installed, select location access per user
4. Select Add Member to grant access.

Visit Add Members and Assign Roles for more details.

Step 6: Connect Your First Delivery Platform

You must connect at least one third-party delivery platform to go live. Additional platforms can be added later.

Choose the platform you’re launching with:

• Connect DoorDash to Shift4 Delivery
• Connect Uber Eats to Shift4 Delivery

Step 5: Go Live

Once a menu is active and a delivery platform is connected:

• Orders can begin flowing into Shift4 Delivery
• Monitor order status, alerts, and operational workflows from the dashboard

Next Steps

For advanced configuration and optimization:

• Configure additional menus and workflows
• Connect more delivery platforms
• Refer to the Shift4 Knowledge Base and training modules