Settings

Feature Overview

The Settings section is the administrative hub of your Katalyst restaurant dashboard. Every configuration option — from your restaurant's contact information and hours of operation to payment processing, employee permissions, and third-party integrations — lives here. Settings are organized into clearly labeled categories so you can quickly find and update exactly what you need.

Prerequisites / Requirements

• Your account must have Restaurant edit or view permissions to access Settings.
• Some individual setting categories require additional sub-permissions (for example, Kitchen Display Settings requires KDS manage or read permissions, and KDS must be enabled for your restaurant).
• Settings apply to the currently selected restaurant location.

Step-by-Step Guide

Accessing Settings

1. In the left-hand navigation sidebar, click Settings.
2. The Settings hub page opens with an alphabetically sorted list of all available settings categories.
3. Click any category to open its configuration page.

Settings Categories

Below is a description of each available settings section.

Updating General Contact Information

1. Click General Contact Information.
2. Update your restaurant's name, address, phone number, or other details.
3. Click Save to apply.

Configuring Hours of Operation

1. Click Hours of Operation.
2. Your current Revenue Center is pre-selected. Use the day-part sections to set open and close times for dine-in, reservations, and takeout/delivery.
3. To add holiday or exception hours, scroll to the exceptions section and click + Add Exception.
4. Click Save to confirm.

Setting Up Permissions and Job Classes

1. Click Permissions.
2. A list of existing job classes appears (e.g., Server, Manager, Host).
3. Click any job class to view or edit its permissions.
4. To create a new job class, click + Create.
5. Assign a name, pay rate, and select the specific features and screens this role can access on the POS and dashboard.
6. Click Save.

Configuring Cloud Point of Sale

1. Click Cloud Point of Sale.
2. From this sub-hub, select the specific POS area you want to configure:
   • Basic Settings — Core POS behavior
   • Checkout Settings — Checkout flow preferences
   • Order Modes & Cash Drawers — Configure order modes and cash drawer assignments
   • Comps & Discounts — Create and manage comps, promo codes, surcharges, and BOGO offers
   • Printer Configuration — Map printers to menu items and stations
   • POS Licenses & Devices — View and manage registered POS devices

Configuring Payments

1. Click Payments.
2. Configure your connected payment processor, accepted payment methods, and any device-level payment settings.
3. Click Save to confirm changes.

Setting Up Integrations

1. Click Integrations.
2. A list of available third-party integrations is displayed (e.g., QuickBooks, 7shifts, HotSchedules).
3. Click the integration you want to configure.
4. Follow the on-screen steps to connect your account.

Common Troubleshooting / FAQs

Q: I updated my Hours of Operation but reservations are still being accepted outside those hours. Hours of Operation changes apply going forward and may require a short sync period. If online reservations are still being accepted outside your new hours, refresh the reservation booking widget on your website and verify that the new hours are saved correctly under Settings > Hours of Operation for the correct Revenue Center.

Q: A settings section I need is not visible in the list. Settings visibility is based on your account's permissions and which features are enabled for your restaurant. For example, Kitchen Display Settings only appears when KDS is enabled and your account has KDS permissions. Catering Diner only appears when Catering is activated. Contact your Katalyst administrator or support if you believe a section should be accessible to your account.